The
Transformation Your Step-By-Step Guide
Take A Look Inside Our Platform
LEAVE THE CHAOS BEHIND
Organization 1. Contacts and Projects Projects When using a 17hats Lead Capture Form, a Contact and Project page is automatically created for you. Think of it as an electronic file folder ... but better.
Lead vs. Client Orange for Lead and green for Client makes it easy to see who is who.
Details Project Overview displays Contact and Project name, plus the date and time. More detailed information is just one click away.
Tags Tags will automatically be placed on your Contact and Project for easy searching.
2. Email Templates Tokens Placeholders for important Contact, Project and Account details. Personalization made easy.
Custom Fields Need added customization? Create custom fields to be used as tokens in your templates.
In business, staying organized is key. And with 17hats, it’s as easy as 1-2-3.
3. Project Details
Documents
Events
Details
Organization begins with removing paper from your business. Going paperless means no more printing, filing or searching.
Double-booking? Forgetting meetings? Can’t remember what time something is supposed to start? Stop letting disorganization stress you out.
Remember that time you lost a sticky note with an important email address? Time is not to be snatched away due to your lack of organization.
Now all Questionnaires, Quotes, Contracts and Invoices will be electronically filed within your Contact’s Project page.
All Events for your Project will be added to your Project page as well as your calendar. Never miss a meeting again.
Thankfully, we can transform your business so all your Contact and Project details are just a few clicks away.
E-signatures, electronic payments, automatic invoice reminders ... Need we say more?
Did you know that 17hats has two-way sync with Google Calendar? Awesome-sauce!
Need info while on the go? We have you covered. 17hats is mobile-friendly.
Level Up Your Client Experience You have the skills and the know-how, but do you offer a stellar experience? Your clients can get pictures from anyone. But how do you differ? How do you set yourself apart? Professionalism, Communication, Ease, Promptness ... welcome your clients to the 17hats experience.
Booking Experience Your Leads are ready to book, so make it easy for them. They select their package or products, sign the contract and pay the invoice, all online. Easy as that.
Five minutes to book. How’s that for efficient?
Lead Experience You have Leads! Whoo-hoo! But ... now what? How do you respond? What do you say? Stop worrying about it, and automate it.
Capture. Respond. Vet. We will teach you how.
Fulfillment Experience Now it’s time to put your skills and passion to work. But with multiple projects, each requiring you to wear many hats at once, you need to make sure that you stay on task. Your fulfillment workflow will make sure you don’t miss a beat. Everything will get completed on time.
No longer will everything be due today. We will help you prioritize.
Onboarding Experience You have questions that need to be answered. They have questions that need to be answered. But who has the time? Now everyone can get answers without you ever having to lift a finger.
Automate the process. 17hats will take it from there.
Lead Experience Are you losing track of Leads in your inbox? Let 17hats Lead Capture Forms take care of the work for you.
1
Lead Completes Capture Form
2
Automate Your Response
Make sure your form is out there for your Leads to see: • • • • •
Embed on your website Add to “Contact” button on Facebook Link in marketing emails Add to Facebook Messenger Auto responder Embed in blog post
3
Schedule a Consultation
They liked your work on your website. You think they are a good fit. Date is available. They are good with your average sale. Now let’s close the deal. Give them a call or use our new 17hats Online Scheduling to book a consultation.
Automate a personalized, yet strategic, response to vet your leads. It is YOUR business - shouldn’t you choose who you work with? All Leads receive an email, which includes a Questionnaire, within seconds. They can read about you, your average sale and answer a few questions. You can see if they are a good fit, and they can start building a relationship with your business. Win-win!
17hats is mobile-friendly. Log in at 17hats.com in your mobile browser.
Booking Experience One document with everything your Lead needs to book. Use our Quote, Contract and Invoice trio during your consultation or deliver to their inbox for easy completion on their own.
Quote
Contract
Invoice
Don’t use a Quote? Maybe you should!
Real businesses protect themselves. Do you?
Get paid more. Who doesn’t want that?
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Make more money with à la carte items.
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Set expectations for you and your clients.
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Gain trust by looking more professional.
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Leads can clearly see package description and pricing.
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Safety-check important details such as date, time, location.
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Online Payments allows Clients to buy higher priced items.
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Eliminate the “I thought I was getting xyz.”
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When the unthinkable happens, you are covered.
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Automatic payment reminders keep you getting paid.
Onboarding Experience Contract is signed and payment is made. Now you have to keep the conversation going. Being proactive with your communication will create the rave-worthy experience they will brag about.
Thank you! C L I E N T P O RTA L
First things first, say thank you, and ... let them know about their secure CLIENT PORTAL. Your clients can access and complete all important documents. No more emailing you when they can’t find something.
Gather the Details Q UE ST IO NNAIRE S
You can’t just fall off the face of the earth until the project day, but you don’t have time to call or send email either. So let’s automate it. Get to know your clients by automating the sending of questionnaires 30, 60 and 90 days before your project date. They think you are on top of it, and you forgot you even scheduled it. That’s automation in all its glory.
Fulfillment Experience Time to complete your service and fulfill your promise. From ensuring you meet your deadlines to scheduling reveal sessions, 17hats has your back, making sure your experience is covered.
Online Scheduling NE WE ST F E AT URE No more back-and-forth emails trying to decide on a date. Level up your client experience with our new scheduling feature. Create a schedule for consults, events, meetings, reveal sessions ... really anything you want.
Workflows A fancy word for your to-do list. However, unlike your to-do list, action steps can be automated. 17hats can remove 70% of your client experience to-dos through workflow automation.
Introducing ...
17hats Online Scheduling Improving your Client Experience – and saving you valuable time.
First, select your service You can book practically anything with the new 17hats Online Scheduling: consultations, reveal sessions and even portrait sessions. Take back control over your calendar.
Next, your client chooses a date & time ...
Then, they book it! How’s that for easy? 17hats Online Scheduling turns days of back-and-forth emails into a minute or less. Easier for clients. Time-saving for you!
Last: You confirm or reschedule the appointment. You always have the power to say yes or no. Online Scheduling puts you in control.
Level up your business with this step-by-step online course. It’s the best way to get the very most out of your business!
Learn
Build
Implement
Step-by-step video tutorials guide each lesson.
You’ll build your key systems in 17hats.
Actionable advice to get your business moving.
Get Started Now
$399 17hatsUniversity.com
End the busywork, and get busy improving your business.
Your journey to business transformation • Your dream – and how we can make it your reality • Your Ideal Client, and how it defines your business • Your Client Journey – and key junctures where you fit in • Your Marketing Funnel: How to find your best leads • What You’re Selling – both the tangible and the intangible • Your Average Sale and how to make even more per client • Onboarding– Delivering an experience without having to do the work
Start immediately and learn at your own pace through workbooks and videos.
Amanda Rae, 17hats COO and your TBM guide
Features? Check. 17hats includes all these features - features that work together to systemize your business.
Booking Process
Organization
Lead Inquiry
Dashboard
Lead Capture Form
Contact Details
Lead Organization
Project Details
Custom Fields
To-do Lists
Phone Logs
Two-way Email Sync
Custom Tags
Calendars
New Lead Notifications
Client Onboarding
Service Fulfillment
Quotes
Questionnaires
Bookkeeping
Contracts
Email Templates
Receipt Upload
Invoices
Automated Workflows
Invoice Reminders
Recurring Invoices
Secure Client Portals
Notes
Payment Plans
Scheduled Emails
Time Tracking
Electronic Payments
Online Scheduling
Recent Client Activity
Control the chaos. Improve your business at 17hats.com.
Easy Integrations
17hats works seamlessly with the partnerships you’ve already established.
Plus, our rock star Support is here for you. Contact us while inside the platform or at support@17hats.com