17hats Setup Service
Everything you need to #stopthescatter and grow with sustainable, streamlined systems. Nothing you don't.
what I take care of & what it means for you
1hr clarifying call
to talk about your customized needs
input all products, services & fees
your info is ready at your fingertips
automated reminders & confirmations
no more tracking down payments or manually sending receipts
keep all aspects of your business on track
easier, faster scheduling
forms, document templates & workflows
streamline your process and encourage repeat business
lead source report + 12mo automated reporting w/ Zapier
know where your marketing efforts are paying off
clear out unneeded templates
portray a professional brand
online scheduling setup
total control over bookings
video walkthroughs + guidebook + 30 days support
understand your new setup
20% discounted service with yearly updates
how does this all work?
Tell me a bit about your business, your current processes and your goals for our work together.
3. info gathering
You'll be given two questionnaires: one that will help me understand your workflow wishes, your offerings, etc. and another that will guide you through sharing key business info with me.
I'll get to work implementing that plan! Plus, I'll prepare video walkthroughs & a guidebook of your shiny new setup when it's ready.
When we agree that we're a good fit to work together, we'll seal the deal and start the info gathering process.
4. clarifying call
When those questionnaires are completed, we'll set up a time to chat and develop a customized plan of action to support your workflow wishes.
In addition to the videos & guidebook, I'll be by your side for 30 days of email support as you enjoy your new setup.
Sara, Wisconsin Balloon Decor
“Nicole's workflow and calendar setup is so good! She immediately understood where I could streamline my sales process & improve my customer experience. She did in a week what I couldn't do in five years.”
are we a good fit?
we'll find the best success if:
> you have a solid understanding of your current process & how you want to improve it
> I get timely access to any materials needed for your customized setup
> we keep your clients' experience a top priority and have a bit of fun along the way!
I have a level 2 subscription to 17hats; can you set it up for me?
Because I so highly recommend the level 3 option, I only offer the #stopthescatter setups for those with a level 3 subscription. But I would be happy to walk you through some updates to your level 2 subscription during some Account Review Calls.
What if I'm more of a DIY-type person?
I've still got you covered! Check out my 17hats for Balloon Businesses course!
What about a discount if my account is already set up a bit?
It's actually easiest for me to work from a blank slate, so I don't offer discounts when accounts are partially set up. I do, however, complete an account cleanup as part of my service for those who need it.
Are the clarifying calls recorded?
No, they are not recorded.
Will you need anything from me during implementation?
I do ask that you are available and responsive to email during the implementation process, as I may have some follow-up questions. Also, please schedule our time together when you have no planned travel, etc., since I cannot extend my support beyond the designated support time.
How will I know how to use my new setup after you're done?
I will provide you with detailed video walkthroughs & a guidebook of your new setup after implementation. Plus, I will continue to support your questions via email for 30 days after.
How long does the whole process take?
That depends largely on the turnaround time of the questionnaires that get sent to you. Once they're complete we'll find a time to talk through any last questions / details and I'll get to work. Setup time depends on the complexity of your business, but is almost always done within 3 days.
Anything else I should know about what is and is not included?
At this time, I do not offer contract/agreement language, bookkeeping assistance or setup of more than one user.