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17hats Account Audit

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


The audit includes 77 checks in 11 different sections, including:

  • brand preferences

  • custom fields

  • calendars

  • lead capture forms

  • email settings

  • other settings

  • document templates

  • products, services & fees

  • workflows

  • online scheduling

  • integrations


A 17hats account audit is for you if:

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

  • you want a little reassurance that what you've got set up makes sense and supports your needs


In order to complete the audit I'll just need:

  • payment upon booking

  • account access securely shared with post-booking instructions


1-hr Zoom session




Three 1-hr Zoom sessions

(save $10/call)




Six 1-hr Zoom sessions

(save $20/call)



how exactly does this work?

1. pick your time

Use the scheduler below to find a time when you will want to review your completed report (this time is NOT a meeting).

3. audit happens

I'll dive into your account to review your lead capture forms, document templates, custom fields, workflows, etc. and deliver your report ahead of your booking time. (I do not make any edits to your account as part of this service.)

2. share access

Immediately after booking and payment you will get instructions for securely sharing access to your account with me. Access is due at least 2 days prior to your booking.

4. implementation

Use the report and notes provided to work towards optimizing your account. Or, use this audit payment as a credit towards my setup service within 30 days.

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