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#stopthescatter
17hats Setup Service
#stopthescatter and grow with sustainable, streamlined systems
Are you tired of wasting time chasing down payments and scrambling to get the right details from your customers to fulfill their service?
Is your business growth being hampered by incomplete and scattered systems?
Maybe you've tried setting up your workflows but you know there's an easier way to get streamlined in the way you desire?
I'M HERE TO HELP YOU #STOPTHESCATTER
AND GET BACK TO LOVING YOUR BUSINESS.
Start
Intake your leads and invoice your clients in an organized customer management system.
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Key aspects include:
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standard or premier subscriptions
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1 type of service fulfillment
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1 lead intake
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standard email templates
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basic workflow
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automated document reminders and confirmations
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walkthrough meeting, guidebook & 30 days of support
Streamline
Intake, invoice, organize and deliver a top-notch service to your customers... then earn them back.
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Key aspects include:
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premier subscriptions
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up to 3 types of service fulfillment
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up to 3 lead intake opportunities
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customized email templates & tokens
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custom workflows
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custom pipelines (NEW feature!)
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automated document reminders and confirmations
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service reminder & repeat client workflow
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2 walkthrough meetings, guidebook & 60 days of support
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payment plan
Scale
Take your top-notch customer service fulfillment and build out a thorough experience.
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Key aspects include:
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premier subscriptions
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up to 5 types of service fulfillment
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up to 5 lead intake opportunities
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customized email templates & tokens
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custom workflows
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custom pipelines (NEW feature!)
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automated document reminders and confirmations
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service reminder & repeat client workflow
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4 walkthrough meetings, guidebook & 90 days of support
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referring customer processes
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​Zapier integration to Mailchimp or Flodesk
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Mailchimp/Flodesk newsletter template
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lead magnet creation
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automations from Google reviews
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website customer experience audit
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SOP of everything above
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payment plan
17hats Setup Service Packages...
STREAMLINE
Developing a thorough service fulfillment workflow that has your customers thrilled to leave a good review and looking forward to their next booking. ​Guides you and your customer all the way from inquiry... to booking... to service reminder... thank you... and reaching out for repeat business.
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Best for those who feel like they have a process but want the support of automation.
how does this all work?
1. inquire
Tell me a bit about your business, your current processes and your goals for our work together.
3. info gathering
You'll be given a questionnaire that will guide you through sharing key business info with me.
5. implementation
I'll get to work implementing that plan! Plus, I'll prepare a guidebook of your shiny new setup when it's ready.
2. seal the deal
When we agree that we're a good fit to work together, we'll seal the deal and start the info gathering process.
4. clarifying call
We'll set up a time to chat and develop a customized plan of action to support your workflow wishes.
6. support
In addition to a guidebook and installation guide, I'll be by your side with email support and Zoom calls according to your selected service.
what I help with & what it means for you
some depend on your selected service
1hr clarifying call
to talk about your customized needs
automated reminders & confirmations
#stopthescatter of tracking down payments and manually sending receipts
online scheduling setup
total control over bookings, allowing you to schedule with ease
to-do lists
keep all aspects of your growing business on track
color-coded calendars
easier, faster scheduling
lead forms, document and email templates
start all your projects off with the right info & save time during the process
guidebook + 1hr walkthrough meeting + 30 days email support
understand your new setup & have a reference for the future
workflows
streamline your process and encourage the repeat business that you will have earned
brand customization
for a professional look that your customers will trust
input all products, services & fees
your info is ready at your fingertips
tagging strategy
bits of important details added to your projects so you can always see the big picture of your business
unlock discounts
20% discounted service with yearly updates
are we a good fit?
we'll find the best success if:
> you're ​ready to be patient with yourself as you learn about your new workflow setup
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> I get timely access to the materials needed for your customized setup
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> we keep your clients' experience a top priority and have a bit of fun along the way!
FAQs
What if I don't have a 17hats subscription yet?
Not to worry! Use code "letnicolehelp" to get 50% off your 1st year!
What if I'm more of a DIY-type person?
I've still got you covered! Check out my 17hats for Balloon Businesses course or 17hats Setup Checklist!
What if my account is mostly set up already, but I just need a few pointers?
Awesome! Then check out my Tech Check Calls to connect about those last few details.
What about a discount if my account is already set up a bit?
It's actually easiest for me to work from a blank slate, so I don't offer discounts when accounts are partially set up. I do, however, complete an account cleanup as part of my service for those who need it.
Are the clarifying calls recorded?
No, they are not recorded.
Will you need anything from me during implementation?
I do ask that you are available and responsive to email during the implementation process, as I may have some follow-up questions. So please schedule our time together when you have no planned travel, etc.
How will I know how to use my new setup after you're done?
I will provide you with a guidebook and we will also have 1 (or more) 1hr Zoom call(s) to go over your new setup after implementation. Plus, I will continue to support your questions via email for 30-90 days after. Call number and email support length depends on your selected service package.
What if I still need help after that?
If following your email support time frame you are in need of further help, we can set up a Tech Check Call (or calls) to work through the sticking points, or even discuss monthly support options.
How long does the whole process take?
That depends largely on the turnaround time of the questionnaires that get sent to you. Once they're complete we'll find a time to talk through any last questions / details and I'll get to work. Setup time depends on the complexity of your business.
Anything else I should know about what is and is not included?
At this time, I do not offer contract/agreement language, bookkeeping assistance or setup of more than one user. This setup service covers one brand, but if you have multiple brands needing setup let's chat about a discount on the 2nd brand!
Hi
I'm Nicole
I appreciate all things systems, strategy and streamlining. My knack for detail means you'll get a customized setup that supports you, your customers and your business through more projects, and with ease.
Have any of these things ever happened to you?
You got one customer's details confused with another
... and had to scramble to make up for it.
You completely forgot about a project because you didn't update your calendar
... and your customer lost trust in you.
You missed out on another opportunity
... because you weren't organized enough and felt stuck.
LET'S CHANGE THAT.
investment: $497 - $1797+
(depends on the complexity of your business)
Service aspect | Start | Streamline | Scale |
|---|---|---|---|
Starts at | $497 | $1197 | $1797 |
Subscription level(s) | Standard or Premium | Premium | Premium |
Service fulfillment workflows | 1 | up to 3 | up to 5 |
Lead intake (form or scheduler) | 1 | up to 3 | up to 5 |
Automatic document reminders | Standard language & custom timing | Custom language & custom timing | Custom language & custom timing |
Automatic document confirmations | Standard language | Custom language | Custom language |
Questionnaire template | x | yes | yes |
Quote / Invoice template with payment schedule | yes | yes | yes |
Contract template | add tokens only | add tokens only | add tokens only |
Follow-up email templates | x | yes | yes |
Service reminder email | x | yes | yes |
Thank you email after service | Standard language | With Google review link | With Google review link |
Repeat job workflow & email templates | x | yes | yes |
Custom fields created | x | yes | |
Brand customization | Colors & subdomain | Colors, fonts, subdomain, invoices | Colors, fonts, subdomain, invoices, headers |
Color-coded calendars | 17hats only | Google-synced | Google-synced |
Account cleanup | x | x | After 30 days |
To-do lists | x | yes | yes |
Add products/services (up to 100) | x | yes | yes |
Product/service images (up to 100) | x | x | yes |
Income category assignments | x | x | yes |
Lead source reporting setup | x | yes | yes |
Project & contact tags | x | yes | yes |
NEW FEATURE: Pipeline | x | yes | yes |
1hr Clarifying Call | yes | yes | yes |
1hr Zoom Walkthrough | 1 | 2 | 4 |
Email support | 30 days | 60 days | 90 days |
WhatsApp support | x | x | yes |
Guidebook | yes | yes | yes |
Installation guide | yes | yes | yes |
SOP document | x | x | yes |
Payment plan | x | yes | yes |
Zapier integration with Mailchimp or Flodesk | add on (Premier subscription only) | add on | yes |
Mailchimp / Flodesk newsletter template | x | x | yes |
Lead magnet creation | x | x | yes |
Referring customer processes | x | x | yes |
Automation after Google review | x | x | yes |
Website customer experience audit (12 pages) | x | x | yes |