Not even sure where to start with your 17hats setup?
This checklist follows the exact order I take to set up all of my clients' accounts.
Less clicking around.
More streamlining completed.
12 sections included:
basic account settings
email settings
calendars
brand preferences
custom fields
products, services & fees
templates
workflows
pipelines
lead capture forms
online scheduling: service settings
online scheduling: availability
>> Get your account optimized from top to bottom. <<
Imagine if you could finally utilize the powerful features waiting for you inside this CRM, with...
- graphs to show where your leads are coming from,
- automated email reminders of past due documents,
- all branding opportunities utilized,
- custom fields to personalize your clients' experience,
- workflows & pipelines to help you stay on top of each and every client,
- and a whole lot more!
- What will I get when I buy this checklist?The checklist is a downloadable, fillable (and printable) PDF file.
- How will I know where to adjust the settings listed in the checklist?There are 4 columns on each page of the checklist: the checklist item, it's location within 17hats, additional comments / helpful notes and a column to mark that item complete.
- What if I still need more help after using the checklist?I would love to help you check all the boxes through some Zoom calls, or you can hand things off to me for a full done-for-you setup.
Hi! I'm Nicole.
I've set up many 17hats accounts and over time, have found an order to follow that means less clicking around and less getting lost in all the features available in the platform.
I've learned a lot of tricks and answered a lot of common questions along the way and have shared a ton of them here in this checklist.
I want you to be able to use your 17hats account to the fullest so that your business can thrive!
GET STARTED HERE:
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