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Customized 17hats CRM setups, account review calls, and stats reporting & membership. 

#stopthescatter between DMs, emails & phone calls so you can complete more jobs... hand over the setup to me and let your new workflows lead the way

Closing a package

> 1hr clarifyiing call
> input products, services & fees
> brand customization
> color-coded calendars
> lead capture form & document templates
> workflows & online scheduling
> automated reminders & confirmations

> lead source report & 12mo automated reporting
> to-do lists
> video walkthrough, guidebook & email support once complete

done-for-you monthly & bi-annual reporting + group meetings to discuss the stats and workflow improvements

Virtual Team Meeting

Reporting on things like:

- new leads, leads per source, new clients

- average invoice amt, most-sold products
- social reviews & followers
- top paying,  repeat & referring customers

let's connect for personalized advice on how your system setup can be optimized to support your needs now and as your business grows

Sign Language

1, 3 or 6 one-hour Zoom calls where you can screen share your 17hats account with me and we can talk through updates together

Get a 77-point inspection of your workflows, calendars, email settings, branding, online scheduling and more

Notebook work with statistics on sofa business_edited.jpg

Maybe you know your account needs optimizing but you just don't know where to start...

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