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17hats
Services

Whether you are a long time 17hats user looking for support or cleanup, or a new user looking for help with setup and automation, we've got you covered! Check out our full array of 17hats services below or book a free discovery call to discuss your needs.

17hats Setup & Automation

Do you have a new 17hats account that needs setup or an older account that you aren't making the most of?

We offer full setup services! 

In our VIP setup day, my team & I do all of the setup for you - get all of your setup done in one day!

In our setup & training program, we do your setup together while doing training that is completely customized to you and your business so you can do future setup yourself.

Setup Tasks We Cover:

  • Workflow setup (up to 5 workflows)

  • Online scheduling setup (up to 10 services)

  • Cleanup of old templates and tasks (extensive cleanup may require adding additional time to your package)

  • Template setup (at an additional cost, we will draft all email & questionnaire templates for you!)

  • Setup of branding preferences & signatures

  • Reminder & confirmation emails for online scheduling services

  • Connecting email accounts, calendars, Zoom, and/or an email marketing platform

VIP Setup Day

Done for you setup - I do your entire account setup for you in one
VIP day intensive session.

Includes:

  • A detailed questionnaire to get all the information we need for your setup

  • A 60-90 minute planning call to map your process and plan out your setup

  • ​A 4-hour VIP day session where we log in to your account and do the setup for you

  • A walk-through document and video for your new system

  • A 30-minute follow up call for final tweaks and questions

  • 60 days of follow up email support as you test out your new system

  • A referral link for 50% off your next 17hats account renewal

  • 20% off future 1-hour Strategy Session calls for additional setup or checkups & tweaks

17hats Setup &
Training Program

Do your account set up with me while learning how to do it yourself
with 1:1, customized training.

Includes:

  • A detailed questionnaire to get all the information we need for your setup

  • A 60-90 minute planning call to map your process and plan out your setup and
    training schedule

  • ​Six additional 1-hour setup and training Zoom calls where we set up your account together and you learn how to do future setup yourself

  • A walk-through document and video for your new system

  • A 30-minute follow up call for final tweaks and questions

  • Recordings of all setup and training calls

  • 60 days of follow up email support as you test out your new system

  • A referral link for 50% off your next 17hats account renewal

  • 20% off future 1-hour Strategy Session calls for additional setup or checkups & tweaks

$1097

Investment:

$1497

Investment:

Schedule a free discovery call today to get started!

17hats Assessment & Support

Is your account already set up, but you need help adding a new workflow or service to? Maybe you'd like an assessment of your 17hats account with personalized suggestions to improve your systems.
We offer strategy and assessment services to help you get the most out of your account!

CRM Strategy Session

This 1-hour account review call is a chance to optimize or update your account.

You Could Use This Call For:

  • Making specific changes or updates to your account

  • Optimizing your account so you're really making the most of the software

  • Evaluating your systems and making a plan for improving your client experience

  • Light template/account cleanup

  • Writing or tweaking copy in email or questionnaire templates

  • Adding a new service to your account

  • Tweaking your business services

Please note: A Strategy Session is not a substitute for the account setup packages above. However, if you book a setup package, you are eligible for an annual Strategy Session at 20% off to keep your account up to date!

17hats Account Assessment

In this full account assessment, we go through your entire account, create a full report, and provide recommendations to make the most of your account and improve your client experience.

Includes:

  • A full 65-point assessment of your 17hats account

  • A pre-assessment questionnaire to make sure we cover any questions or concerns you have about your account

  • A detailed report assessing each area of your account and providing recommendations to optimize your account and client process

  • 30 days of email support following the assessment

  • 15% off a Strategy Session call to help implement the suggested improvements to your account

Click the button below to schedule your Account Assessment. This is the date that you will receive the report. Please use the scheduled date and time to review the report and reach out with any questions. 

Your assessment will take place at least 48 hours prior to the delivery date.

Please note: the Account Assessment doesn't include any Zoom calls or updates to your account. Please book a Strategy Session if you are looking for a support call or updates

$67

Investment:

$147

Investment:

Package rates for multiple calls are available.

Do you have questions about which 17hats services are right for you and your business?

Book your complimentary discovery call today!

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