Professional businesses deserve professional systems.
Pick a package below, or fill out the intake form and I'll tell you which one you actually need. No discovery call required. You're welcome.
The Quick Fix
For solo operators who needed the basics working yesterday.
- ✓ 17hats setup: lead capture form, 1 contract template, 1 invoice template, 1 automated workflow
- ✓ Up to 3 email/text templates
- ✓ Async Loom walkthrough of your new system. No live call, no calendar Tetris.
The Full System
For businesses ready to automate everything from inquiry to invoice.
- ✓ Everything in The Quick Fix, plus:
- ✓ Full client journey mapped: inquiry → contract → invoice → project → follow-up
- ✓ Up to 3 automated workflows (lead nurture, onboarding, post-project follow-up)
- ✓ Branded templates matching your business
- ✓ Optional 30-minute Q&A call after delivery, if you want one
Built From Scratch
For businesses with no system at all. Or one held together with spreadsheets, sticky notes, and hope.
- ✓ Everything in The Full System, plus:
- ✓ Full 17hats account build-out from zero
- ✓ Migration of existing client/contact data
- ✓ Up to 5 automated workflows
- ✓ 30-day post-launch support window (async, email-based)
Add-Ons
Bolt anything extra onto any package now, or add it later as you grow.
| What's included | Quick Fix | Full System | Built From Scratch |
|---|---|---|---|
| Lead capture form | ✓ | ✓ | ✓ |
| Contract & invoice templates | ✓ | ✓ | ✓ |
| Email/text templates | Up to 3 | Up to 3, branded | Up to 3, branded |
| Automated workflows | 1 | Up to 3 | Up to 5 |
| Full client journey mapped | · | ✓ | ✓ |
| Account built from zero | · | · | ✓ |
| Data migration included | · | · | ✓ |
| Walkthrough | Async Loom | Loom + optional call | Loom + optional call |
| Post-launch support | · | · | 30 days, async |
Which one am I?
Quick Fix is you if:
You're one person, your leads live in your inbox, and you keep telling yourself you'll get organized in Q3. It's always Q3 somewhere.
Full System is you if:
Clients are coming in but every project runs on manual labor. You ARE the workflow. That's the problem.
Built From Scratch is you if:
Your "system" is a Trapper Keeper situation. Everything's technically saved. Nobody can find any of it. We start clean.
Four steps. Zero meetings required.
Fill out the intake form
Written, on your time, no scheduling required.
Get your plan
I scope it and send your proposal. You know exactly what you're getting and when.
I build. You run your business.
Check-ins happen by email, not meetings.
Get the walkthrough
Loom video, guidebook, and a system that works while you sleep. Like a VCR set to record, except it's your whole client experience.
The questions everybody asks.
Ready to get your CRM together?
Start with the intake form. It covers everything a discovery call would, and you can fill it out at 11pm in your pajamas. If you'd rather talk it through, that works too. No pressure, no pitch, no chasing.