CRM Setup Packages

Transparent pricing.
No surprises.

Every package is done-for-you. You fill out the questionnaire, we build the system, you get a walkthrough. Simple.

Starter
The Quick Fix

Already have 17hats but it's a mess? We audit what you've got and clean it up fast.

What's included
  • 17hats account audit & cleanup
  • 1 lead capture form (branded)
  • Invoice + contract template
  • Online scheduling setup
  • 1 automated workflow sequence
  • 30-min walkthrough call
Get a Quote →

Best for: existing 17hats users who need a reset

Premium
Built From Scratch

CRM + a new website that actually works together. One team, one project, no handoffs.

Everything in The Full System, plus
  • Custom website design (Duda or Wix)
  • SEO-optimized page structure
  • CRM ↔ website integration
  • Blog setup + first 2 posts
  • Email opt-in & welcome sequence
  • Growth tracking setup
  • 60-day support window
Get a Quote →

Best for: starting from zero or full rebrand

Need something that doesn't fit a package? I also offer 17hats Virtual Assistant Support and tech consulting on a per-project basis.
Book a free 30-min call and let's figure it out →

Side by Side

What's in each package.

Feature Quick Fix Full System Built From Scratch
Platform Setup
17hats account setup / audit
Brand personalization
Lead capture form 1 Unlimited
Online scheduling
Documents
Invoice & contract templates
Questionnaires & onboarding docs
Client portal
Automation
Automated workflows 1 Unlimited
Reminders & confirmations
Email opt-in & welcome sequence
Website & SEO
Custom website design
SEO page structure
Blog setup + posts
Google Business Profile
Support
Walkthrough meeting 30 min 60 min
Post-launch email support 60 days
Guidebook & resources
Optional Add-Ons

Need a little more?

Add on what you need. Skip what you don't. All add-ons are scoped and priced in your proposal.

Content
Blog Setup & Posting

Ongoing blog content installed directly to your website — optimized for SEO, posted in 3 days or less.

Templates
17hats Marketplace Templates

Pre-built document and workflow templates from the 17hats marketplace — ready to drop into your account.

Maintenance
Website Revisions

Need to update content after launch? Submit a revision request and we'll handle it without turning it into a whole project.

Training
17hats 1-on-1 Training

A 1-hour clarifying call to deep-dive into your 17hats setup — perfect if you inherited a messy account or want to go further.

Consulting
Virtual Assistant Support

Ongoing tech support tailored to your 17hats account. Booking changes, workflow tweaks, new automations — I've got it.

Tracking
Growth Tracking & Analytics

GA4 setup, Core Web Vitals monitoring, and reporting so you can actually see what's working and make data-backed decisions.

The Process

Onboarding is simple.
That's by design.

01
Fill Out the Questionnaire

Tell me about your business, current tools, and what's not working. No call required to start.

02
Discovery Call

We get aligned on your goals, map out your setup, and I send you a clear proposal with timeline and scope.

03
We Build It

While you run your business, I configure everything — forms, workflows, documents, scheduling. All branded to you.

04
Walkthrough & Handoff

Live walkthrough, training resources, and email support. You leave knowing your system and how to use it.

Let's Talk

Not sure which
package is right?

Book a free 30-minute consultation. We'll figure out exactly what your business needs — and what it doesn't. No pressure, no hard sell. Just clarity.

Book a Free Call Get a Custom Quote

Mon/Wed/Fri 10am–4pm · Tue/Thu/Sat by appt

Pricing FAQ

Common questions
about working together.

Every project is scoped individually because no two businesses are set up the same. The packages above reflect what's included — pricing is sent in your proposal after our discovery call so you know exactly what you're getting and what it costs before you commit.
Nope. I can help you set up a brand new account or take over an existing one that isn't working the way it should. Either way, you'll end up with a system that's actually built for how your business runs.
Quick Fix: typically 5–7 business days. Full System: 1–3 weeks. Built From Scratch (with website): 3–5 weeks. Your proposal includes a confirmed start date and completion timeline before any work begins.
Standalone web design is available. But here's the honest answer: a beautiful website with no CRM behind it is a pretty brochure. A site that captures leads and routes them into automated follow-up? That's a business tool. I recommend bundling — but if you just need a site, we can scope that too.
You get a live walkthrough, a written guidebook, and access to my tutorial library. Full System and Built From Scratch packages include post-launch email support. Ongoing VA support and revision packages are available if you want me in your corner long-term.
Click "Get a Quote" on any package above, or book a free consultation call. We'll use that 30 minutes to get aligned, then I'll send a proposal with scope, timeline, and pricing. Once you approve — we're off.