Resources
Make progress in your business TODAY with these courses, downloads, templates and other resources:
17hats resources
17hats courses
17hats templates
Customer experience resources
Small business systems
17hats Setup Checklist
Step-by-step notes & suggestions to optimize all of your account settings and features.
Ep. 219 of The Bright Balloon Podcast - Balloon business support
Sharing the news of a huge business milestone and describing what types of ways I support balloon businesses.
Ep. 275 of The Bright Balloon Podcast - Boosting your customer experience
Including three specific actions that you can take to get a jump on improving your customer experience today.
Ep. 76 of The Bright Balloon Podcast - Cool CRM features of 17hats
Listen in to this episode jam-packed with automation and customization tips.
Ep. 59 of The Bright Balloon Podcast - Three ways you can stand out
Listen in to hear our suggestions and what resources we have for you that can meet you wherever you're at in your business.
Balloon / Event Decor Rebooking Form, Workflow & Pipeline
Internal form, workflow & pipeline to help you take an offensive approach to gaining repeat business.
Balloon Delivery Order Workflow w/ Pipeline
Lead capture form, quote template, workflow and pipeline to process and track your balloon delivery orders!
Grab & Go Balloon Garlands - Automated Bookings w/ Pipeline
Online scheduling service, workflow and pipeline for automated Grab & Go Balloon Garland bookings.
Balloon / Event Decor Lead Capture Form + Auto-Reply
Lead capture form and automatic lead responder email for balloon businesses and other event decor providers.
17 Cool Features of 17hats
After helping dozens of clients with customized account setups, these are the features we've found most helpful.
MINER Customer Experience 5-Day Email Course
A free 5-day email course to help you deliver a quality service experience.
17hats for Balloon Businesses Course
Watch & follow along as I guide you through the steps I take to setup my clients' accounts.
Grab & Go Online Scheduling in 17hats
Step-by-step instructions for setting up Grab & Go Garlands via 17hats' Online Scheduling.
Feb. '25 workshop: Automatically document new Google reviews
Learn how to automatically keep record of all the Google reviews you've worked so hard for!
Utilizing the latest feature from 17hats (Lead Source Reporting)
Learn how to get reporting on your leads.
Product Income Categories in 17hats
Categorize your products & services to get a high-level view of your sales.
How I use Zapier in my business
Some of the automations that help me run my business efficiently.
Exploring 17hats' Latest Feature: Pipelines
Get a bird's eye view of all your leads and clients.
Efficient Client Communication: know what questions to ask & when
Presented to the Balloon Coach community.
Workshop Library
Get access to several workshop recordings & workbooks all in one convenient place.
17hats Calendars Mini-Course
Having color-coded calendars will help you quickly see what your schedule looks like, and whether youโre available to take on new requests as they come in.
