Welcome to 17hats
Premier Package
Easiest way to start.
Marketing, networking, and expanding take time and energy, which is why we created our 17hats Premier Package.
The combination of features allows you to fully automate your back office, allowing you can focus on your goals.
No need to hire an assistant or stay up after midnight to get it all done. Put 17hats to work for you for as low as $60/month.
Rise Above the Chaos
Being stuck in the weeds of your business means growth stops because you run out of time.
Take your business to the next level by streamlining and automating to gain a substantial chunk of time back in your week. Exactly what you need to focus on growing your business.
1. Streamline
for Sanity
Having a different process for each client creates chaos. By streamlining your process, you will create an exceptional experience for your client and a better, easier process for managing your business.
Inside a Streamlined Business
New Leads
New leads will complete a 17hats Lead Capture Form from your website or social media link. This action will kick off your streamlined experience.
Lead Response
Automatically send an email or document (Quote, Contact, and Invoice or a Questionnaire) immediately to your new lead. Leads want instant gratification, and you will deliver.
Follow Up
Allow access to the completed documents and important project details in a unique client portal. No more resending completed documents or project details.
Scheduling
With the 17hats Online Scheduling system, have your clients book other meetings quickly and easily saving you and them time and energy.
2. Automate to Save
Work-life balance, business growth, and mental clarity all come when you automate your business as you finally have time to enjoy the fruits of your labor.
17hats Advanced Workflow
17hats Project Page
Workflow
Advance Workflows keep your business moving.
- Emails and Documents automatically sent.
- To do automatically placed on your calendar.
- Booking automatically confirmed.
- Tags automatically added to contacts and projects.
Workflows can be triggered from Lead Capture Forms, Online Scheduling, and a paid Invoice.
17hats Online Scheduling
Select Service
Pay at the time of booking
Confirm All Bookings
Online Scheduling
Automate the scheduling of meetings.
With Advance Online Scheduling you will be able to:
- automatically create unique Zoom Links.
- take payments upon booking.
- trigger workflows so you don't miss the next step.
No more double bookings!
With 17hats Online Scheduling you will be able to cross reference your personal calendar, so you never book over family events again.
17hats Recurring Invoice
Saved Credit Card Data
Billing
Less work, more money.
17hats Recurring Billing ensures you are paid each quickly with each billing cycle.
Recurring invoices will be sent out based on your billing cycle and clients can opt into having their card automatically charged.
Also, set up reminder and past due emails to automatically be sent. While sent automatically, emails can still contain all their personal information such as name, amount due, due date, and so much more.
17hats Client Portal
17hats Client Portal Settings
Client Portal
"Hi, I can't seem to find the contract I signed in my inbox, can you resend it?"
Those emails. Yep, the ones that client send asking you for something you have already sent them! Those emails eat up your time and mental energy. Which is why 17hats Client Portal was created.
Clients will have access to all documents sent to them and completed by them as well as all important project dates, times, and locations.
- Advance Online Scheduling functionality such as Zoom integration and upfront payments.
- With Advance Workflows you can automatically send documents, apply tags, and so much more.
- Recurring Billing and Client Portal is only available in our Premier Package.
3. Save Time For Growth
The time you'll save by using 17hats is the opportunity you need to grow your business. Implementing 17hats automation will propel your business forward. As we like to say, onwards and upwards.
The Magic Behind the Success
17hats Workflows are the magic that will save you hours each day. By knowing what to do, when to do it, and having to-dos done for you, you will create harmony in your business.
Automatically trigger a Workflow from a Lead Capture Form and Online Scheduling Booking, so each new lead is answered automatically and personally.
Automatically trigger a Workflow when a product is paid for. The Workflow will add to your calendar the next steps for completion and delivery.
Our Workflows automatically send emails, send documents, add to-dos to your calendar, tag contacts and projects and so much more.
17hats is the #1 Platform trusted by small business owners worldwide. Bookkeepers, coaches, photographers, and designers manage their businesses with 17hats.
Build Your Personalized, Yet Automated, Client Experience
With a platform designed with features built to work together, you can build a rave-worthy process for each section of your client experience.
Lead Experience
The only way to book clients is to respond to leads. How many leads have you let fall through the cracks? 17hats Lead Capture Forms will capture info and automatically respond for you.
Ahhhhh, you never have to answer a lead again.
Booking Experience
The easier you make paying you, the more people will pay you. With Online Payments, Online Scheduling, and Recurring Billing, you make it easy for them – and you never have to lift a finger.
Doesn’t that sound fantastic?
Onboarding Experience
Once a lead books, trigger a To-Do Workflow to ensure that each necessary step is placed on your calendar. Never again will you have to think, “What do I need to do today?”
Automation at its finest.
Fulfillment Experience
Have hopes of delivering on time, but it doesn’t happen? Ending on a high note is key to client referrals. With 17hats To-Do Workflows, you are sure to never miss a beat and deliver on time.
Let’s turn every client into a raving fan.
Let’s automate your business.
#1 Automation Platform for Businesses of One.
Coaches. Bookkeepers. Photographers. Designers.
See how 17hats works, with no obligation.
Book Your Demo
Packed with Features
that Work Together
Just a few of the many features that put you in control.
See all features
Integrated with the
tools you know and love
Advance the power of automation with these great tools.
See all integrations
Regain hours in your day.
“The quoting, invoicing, and contracting features make onboarding and gaining new clients so easy! I can’t imagine running my business without 17hats.”
– Samantha Strazanac, Marketing Consultant
They love us, you will too
Real business owners, real 17hats members
“17hats makes small business viable. How could one person deals with 100+ leads a month, send follow up emails, track contracts and billing. It doesn't take a team, it takes 17hats."
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Four Steps to an Automated Business
These four areas of focus to kickstart your journey
Online and In One Place
Say good-bye to multiple apps and pen and paper.
First steps is to bring your Contact details, Project details and Documents Online and in one place.
Now information is accessible and in-sync on your desktop and mobile device.
Capture Your Leads
Leads the life line to your business. So they must be responded to each and every time and in a timely manner.
Install 17hats Lead Capture Form or Online Scheduling so every new lead is automatically brought into the platform. Plus, these two will kickstart your automation journey.
Get the Cash Flowing
With the use of templates, quickly create your Quote, Contract and Invoice three-in-one document to be ready for future clients.
With Automated Document Confirmation Emails and Reminders, your new clients are sure to be impressed.
Organize Your Time
Create your Calendars in 17hats (or Connect your Google Cal) and square away your time.
Life gets organized fast with recurring events and to-do and color coded calendars. Oh, and add your family life right into 17hats as well.
Lead Experience
From first contact until lead is ready to book
Capture your leads with a 17hats Lead Capture Forms and:
- Contact and Project details are automatically stored for you.
- Leads are automatically responded to.
- To-Do Workflow is triggered with to-dos placed on your calendar ensuring you stay on track.
Booking Experience
Completing the Quote, Contract, and Invoice
When your leads are ready to book:
- Send your soon-to-be client our three-in-one document – Quote, Contract, and Invoice.
- Lead can complete the document online within just minutes.
- A confirmation email is automatically sent to your new clients with the completed document.
Onboarding Experience
Confirmation, Reminders, and Questionnaires
Use templates to keep the communication flowing between the time of booking and the service.
- Utilize Tokens in templates for a personalized email.
- Send a Questionnaire to learn more about your new client.
- Your To-Do Workflow will remind you to send your reminder emails and questionnaires.
Fulfillment Experience
Your Calendar populates for you
You've heard the saying, “Underpromise and overdeliver”? With the assistance of your 17hats To-Do Workflow, now you can do just that.
- Create a Workflow Template for the service you are delivering.
- Designate a time frame needed for the completion of each step.
- Trigger your Workflow Template and each step and due date are populated to your calendar.
