Fill out our questionnaire. We'll set up a chat and get to know you and your business needs better. We'll identify what's keeping you stuck, discuss next steps to fix them with 17hats.

PHASE 2. Commit: Lock It In

We have aligned and decided to start the project. We’ve sent you a quote, invoice, and agreement. Once the terms are finalized, we will establish your project’s start and completion dates.

PHASE 3. Questions & Answers Time

We'll send questionnaire designed to help you share essential business information we need to get the project rolling.

PHASE 4. Let's Chat it Up

We'll arrange a time to discuss and create a tailored action plan that aligns with your workflow preferences and the specific website integrations you'd like to connect to your CRM process. At this point we'll confirm that what we've outlined for you fits your expectations.

PHASE 5. We Get Stuff Done

We will begin executing that plan right away! Once the setup project is complete, we'll create a reference tutorial/guide to help you maximize your 17hats CRM.

PHASE 6. Take It For A Spin

The set up project is complete. Now it's time put it to the test. We schedule recorded virtual meetings to train you on your 17hats system.

GOT TOO MUCH TO DO? NOT ENOUGH TIME?

OUR 17hats Set Up SERVICES

ARE FOR YOU IF:

You run a professional services business where trust, clarity, and consistency matter
You want clients to know exactly how to engage, what to expect, and what happens next
You’re ready to replace manual follow-ups and fragmented tools with intentional systems
You value long-term stability over short-term fixes

Ditch your complicated process

and never miss an opportunity to wow every lead you get.

We help service firms operate with clarity and control. See how 17hats CRM integrates smoothly with your existing tools. Select a setup service package below:

Back to Basics

Essential CRM Setup

Perfect for startups and small businesses, this package includes:

Basic CRM setup
Essential workflow automation
User training sessions
Ongoing support for 30 days

START TODAY!

SMOOTH SCALING

Advanced CRM Solutions

Ideal for growing businesses, this package features:

Comprehensive CRM setup
Advanced automation workflows Integration with existing tools
User training and support for 60 days

ORDER TODAY!

ALL BOSSED UP

Premium CRM Experience

For established businesses ready to scale, package offers:

Custom CRM development
Full automation of complex workflows
Integration with multiple platforms
Tech Chats to keep you motivated and supported.

LET'S CHAT!

BACK TO BASICS

Set Up Service

Customized 17hats CRM Set up Services:

Unlock clarity and direction with a 1-hour clarifying call, where we dive deep into your needs to tailor the perfect CRM setup just for you.
Effortlessly input your products, services, and fees into a system that works for you, ensuring everything is organized and accessible at your fingertips.
Stand out from the competition with brand customization that reflects your unique identity—because consistency matters in building trust with customers.
Stay organized like never before with color-coded calendars that simplify scheduling and keep all your appointments in check.
Capture leads seamlessly with our intuitive lead capture form and professionally designed document templates that save you time and enhance professionalism.
Streamline your operations with customizable workflows and online scheduling that empower you to focus on what truly matters—growing your business.
Never miss an important appointment again! Our automated reminders and confirmations ensure both you and your clients are always in the loop.
Experience thorough support through a comprehensive walkthrough meeting, an easy-to-follow guidebook, and ongoing email assistance—you're never alone on this journey.

SmOOTH SCALING

Workflow & CRM Migration

Full Migration from Old CRM to 17hats Set up Services

PLUS 3 Monthly Check Ins:

Transform your business with our expert 17hats workflow setup, designed to streamline your operations and enhance customer engagement. This tailored process not only nurtures repeat clients but also encourages referrals and cultivates valuable reviews, ensuring that you maximize every opportunity.
Elevate your marketing strategy with a comprehensive email campaign setup, complete with an opt-in and welcome sequence that captivates new subscribers from the start. This means higher open rates, increased engagement, and more conversions for your business.
Keep your online presence fresh and appealing with regular updates to your Google Business Profile. Stay at the forefront of potential customers' minds while improving local search visibility.
Finally, our growth tracking feature provides you with actionable insights to measure success and identify opportunities for improvement. With these tools at your disposal, you'll have everything you need to propel your business forward confidently.

PHASE 1. Explore
Fill out our questionnaire. We'll set up a chat and get to know you and your business needs better. We'll identify what's keeping you stuck, discuss next steps to fix them with 17hats.
PHASE 2. Commit: Lock It In
We have aligned and decided to start the project. We’ve sent you a quote, invoice, and agreement. Once the terms are finalized, we will establish your project’s start and completion dates.
PHASE 3. Questions & Answers Time
We'll send questionnaire designed to help you share essential business information we need to get the project rolling.
PHASE 4. Let's Chat it Up
We'll arrange a time to discuss and create a tailored action plan that aligns with your workflow preferences and the specific website integrations you'd like to connect to your CRM process. At this point we'll confirm that what we've outlined for you fits your expectations.
PHASE 5. We Get Stuff Done
We will begin executing that plan right away! Once the setup project is complete, we'll create a reference tutorial/guide to help you maximize your 17hats CRM.
PHASE 6. Take It For A Spin
The set up project is complete. Now it's time put it to the test. We schedule recorded virtual meetings to train you on your 17hats system.

Ready to Kick Those Outdated Systems to the Curb? SO ARE WE.

Don't want to spend nights duct-taping workflows together or second-guessing every automation?

The 17hats Marketplace storefront is built for solopreneurs, side hustlers, and small businesses who want their CRM to actually work—without weeks of trial, error, and mild regret.

Inside the storefront, you’ll find:

Done-for-you templates that replace blank screens and guesswork
Preset workflows that handle leads, clients, payments, and follow-ups automatically
Digital downloads designed for real-world businesses, not theoretical “best practices”

These aren’t generic templates. They’re practical, tested systems built to help you move faster, look more professional, and spend less time babysitting your CRM.

Whether you’re just getting started or tightening things up as you grow, this storefront helps you skip the setup stress and get straight to running your business.