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