#stopthescatter
17hats Setup Service
#stopthescatter. Reclaim your time. Simplify your systems. Run your business like a pro—without losing your creative spark.
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.
how does it 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.
17hats workflow setup, and
so much more...
1hr clarifying call
to talk about your customized needs
brand customization
for a professional, cohesive look that's 100% you
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
lead source reporting
understand where your leads come from so you can make better marketing decisions
reviews & repeat business
we can incorporate a review request after the service, and take an offensive approach to repeat business that you will have earned
color-coded calendars
easier, faster scheduling & an at-a-glance view
customized, automated reminders & confirmations
#stopthescatter of tracking down payments & manually sending receipts; we'll set up your automated reminders with your preferred timing
customized pipelines
get that big-picture view of where all your leads & clients are in the process
workflows
streamline and never miss a key piece of your process with follow-ups, service reminders and "thank you"s
tagging strategy
bits of important details added to your projects so you can always see the big picture of your business
lead forms, document and email templates that guide your clients through the process
start all your projects off with the right info & save time by asking questions of your clients in an organized way... YES, I can write all your email templates for you, too!
input all products, services & fees
your info is ready at your fingertips
custom CRM fields
sometimes we want and need custom fields / tokens to make our clients' experience even better!
your vibe infused
I'll study your website copy and bring in your vibe to the messaging and email templates in your workflows
guidebook +installation guide + 60 days email support + (2) 1hr walkthrough meetings
understand your new setup & have a reference for the future
What You’ll Really Get?
> More time back in your day so you can focus on your craft.
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> Peace of mind that nothing’s slipping through the cracks.
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> A business that feels legit & gives off the polished, professional vibe you’ve been craving
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> A client experience that wows—and keeps them coming back.
are we a good fit?
we'll find the best success if:
> you're āready 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!
New Account Setups
Migration to 17hats
Custom Builds
FAQs
> What about a discount if my account is already set up a bit? I'd love to help you finish your setup! We can chat about what you've already accomplished and how to modify the service accordingly.
> 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!
> I have the retired Standard Plan / subscription; can we still work together? Yes! But let's utilize someĀ Tech Check CallsĀ instead to get your account optimized.
> 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 + installation guide, and we will also have two 1hr Zoom calls to go over your new setup after implementation. Plus, I will continue to support your questions via email for 60 days after!
> 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 aĀ 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 questionnaire that gets sent to you. Once it's complete we'll find a time to talk through your ideal process 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, and absolutely love helping creative solopreneurs and small businesses fulfill their goals. 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.
It's not about making your business more rigid—it’s about giving you more space to be creative. Together, we’ll design workflows and a client experience that runs smoothly behind the scenes, so you can focus on delivering your magic. Still unsure about the #stopthescatter 17hats Setup Service? Let's hop on a Connection Call.
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.
You've felt your creativity suffer because you were buried in admin.
... and it showed up in your work.
LET'S CHANGE THAT.
Let's design a system that helps your business feel lighter and supports your creative flow.