TECHNICAL SERVICES

17hats Template and backoffice setup

Want to rock your client onboarding process like a pro with beautifully designed, branded, professional documents?

Never forget a form, invoice or follow up again, with an automated workflow setup you can plug your clients into, so that you know that they will be looked after for the entire length of their journey with you.

17hats is an all-in-one, mobile-friendly small business CRM platform that lets you organize, systemize, and grow. It makes business management an admin a total breeze! From sending contracts to payment reminders, accepting signatures and credit cards online and it integrates with calendar and email too.  Regardless of the physical location of your clients, you can build your online digital business with ease.

It is such a nice feeling to know that your entire back office is set up correctly and that your clients will be looked after in an automated, professional way so that you can concentrate on your genius zone: helping others transform.

What You get

Digital Invoice Template

Digital Intake Form Template

Digital Contract Template

Follow up email templates

Reminder email templates

Follow up email sequences linked to your calendar booking system**

Testimonial Feedback Template

Automated 16 step Workflow Template

Customization with your logo and brand colours (if available)

The Process

Step 1:

We will kick off the process with a detailed intake form that will give you the opportunity to let me know anything that is important to your setup. You will need to return your intake form to me along with your logo and brand elements (if available), and any other documents that you may be using that you would like incorporated in your setup.

Step 2:

I will install your templates and personalize the setup to you and your branding (if available) and contact you with any final tweaks that I need your input on. Once those elements have been updated you will be all good to go.

Step 3: (Optional)

Book in for your personalised tech Power Hour (recorded for future reference) where we deep dive into your setup and you learn all the tips and tricks to be able to manage and add to your setup going forward: learn how to take and tweak all templates and make them your own for new and existing offers, create leadforms, workflows, quotes, automations, website integrations and so much more … it is your system so ask me whatever you need – worth $350

Step 4: (OPTIONAL)

If you have selected to have your beautiful logo and branding added to this package, all that remains is for you to finalize the designs and I will add them to your 17hats setup.

Details and Timelines

What you can expect:

Leave the headaches to me, I will install all of the templates into your subscription of 17hats within 1 working day. If I need any additional information from you  I will drop you an email.  Once setup you will receive a final tweaks email outlining anything that requires your input. If you have opted for the coaching option you will then receive a link to book in. For logo design options you will also receive a separate call to bring your vision to life and I will update your 17hats setup once that is complete.

Details:

Subscription to a 17hats service is required and is not included in the setup fee. In order to utilise the automation services within the workflow templates you will need to subscribe to Level 3.  If you do not have a subscription yet you can grab your free trial here. 

** 17hats has a built in calendar booking system, however if you are using a different system (e.g. Calendly, Acuity, 10to8 or something else) then you are responsible for maintaing your subscription to this service

 

Don’t just take my word for it!

"The concept of not reinventing the wheel applies here - Emma's ready to go system and the well thought out workflow makes the investment worth it's weight in gold. Why spend hours doing something that is going to yield less than desirable results. Having Emma pass along her well vetted templates and wisdom is the way to go!"

 

Marie Faulkner, Canada

Tech and Coaching

"OMG ... it's now so easy!!! My clients seamlessly flow through a system where I know everything is taken care of, from invoicing to contracts to session scheduling, follow ups and after car - EVERYTHING is in one place. Working with Emma has made my life SO much easier, she has been nothing short of spectacular. Everyone needs an Emma on their side! Thank you so much Emma x"

Cat Marshall, UK

Tech and Coaching

"Working with Emma was so easy and productive. She explained everything so well. In our first 30 mins she determined my needs and then set everything up. I have so much more room to focus on the areas I am good at. I feel more professional and more confident. It is a no brainer to invest in Emma. What her expertise has allowed me to do in my business has been an excellent investment. "

 

17 hats tech setup client, Denmark

Tech and Coaching

"Regarding my 17hats .... I love it, it is so easy once Emma set it up and overnight I felt more like a professional rather than an amateur. My logo is absolutely lovely, I am sure Emma went over and above. My system is now streamlined, professional and set up to move with me through to the next stage, I feel more positive that I can make a success of my business with all of the help and knowledge she has given me."

 

Juanita Dellaway, UK

Tech, Coaching and Branding

"Emma has been instrumental in my getting started and moving from paralysis to action. I felt lost and not sure where to begin. I feel more confident and ready to move into accepting clients who are willing to work. Emma quickly and efficiently follows through on everything she says."

 

Debbie Frechette, Canada

Tech, Coaching and Branding

"I would certainly recommend Emma to anyone who needs help with branding/re-branding their business or to set up a client management system. I was worried I would find it difficult and very time consuming to set 17hats up myself. Emma is fast, efficient and extremely clear in the way she teaches you how to use the 17hats programme, having the session recorded means I can refer back to it at any time. Nothing was too much trouble and I came away feeling very glad I'd chosen to work with Emma."

 

HAzel JAckman, UK

Tech, Coaching and Branding

"Emma promptly provided tested standard templates covering the range of documents needed for my therapy business, while incorporating special wording appropriate to my business. She created the timing of the workflow, the follow up coaching hour was invaluable to ensure I could manage it myself from that time forward. I feel secure in the knowledge that Emma is both experienced and approachable. A power hour with Emma is worth its weight in gold."

 

Julia Hayes, Australia

Tech and Coaching

"I felt bogged down, I just wanted to start working with clients and get moving. Emma took a huge weight off my shoulders by setting up my 17hats workflow and processes. It freed up so much time for me to work on other necessary parts of my new business and practice. It feels much lighter now and my engagement is focused on my clients and not on manually chasing documents. I can't recommend Emma enough ...not to mention she's just plain fun to work with!"

 

Julie Cochrane, Canada

Tech and Coaching

"I feel more organized, professional and that nothing is getting through the cracks, Emma is very knowledgable, professional and delivers what she promises."

 

Kristine Irving, Canada

Tech and Coaching

Your options!

Not sure which option is right for you?

If you have some questions and have not found your answer in our FAQ section then please do not hide away.
I would be more than happy to chat through your requirements.