Customized 17hats CRM setups, audits & account review calls, plus lead source reporting. 

#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

depending on package selection,
> import contacts, products & services
> customized colors & fonts
> email & calendar integration
> lead capture form & questionnaire setup
> workflows & online scheduling
> commonly used email templates

> quote, invoice & contract templates templates
> video walkthrough & Voxer/email support once complete

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

know where your leads are coming from to make smart marketing decisions


Do you ask your customers how they heard about you?

You get me a spreadsheet (or sheets) with a column showing where your leads are coming from, and I'll turn it into a chart for you to easily digest and make decisions with. Files securely shared in Dropbox with no account required on your end. 

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...