
CRM Strategy Session
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. Book your 1:1 Strategy Session today and get started!
CRM Strategy Session
This one-hour account review call is designed for those who are looking for support with optimizing or updating their 17hats account or another CRM.
You Could Use This Call For:
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Making specific changes or updates to your account
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Optimizing your account so you're really making the most of the software
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Evaluating your systems and making a plan for improving your client experience
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Light template/account cleanup
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Writing or tweaking copy in email or questionnaire templates
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Tweaking your business services
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Adding a new service to your account
Looking for support with something else?
Let us know and we will tell you if a CRM Strategy Session
is the right fit for you.
Investment:
$57 per hour (regularly $67!)
Book your CRM Strategy Session today!
Please note: A Strategy Session is not a substitute for our account setup packages.
Do you have questions about which 17hats services are right for you and your business?
Book your complimentary discovery call today!
