Stop losing leads. Start running on autopilot.
We set up 17hats CRM systems and automated workflows so service-based small businesses can stop drowning in admin and get back to the actual work. The follow-ups send themselves. The contracts send themselves. You just run your business.
Your business works. Your systems don't.
You're good at what you do. But the back-end chaos is quietly expensive: missed follow-ups, scattered invoices, leads slipping through the cracks. That's clients, revenue, and time you are not getting back.
- ✕ Chasing leads by hand and sending reminders late, if they go out at all
- ✕ Copy-pasting the same email for the fourth time today. It had a job. Automation was the job.
- ✕ Clients saying "so... what happens next?" after they've already paid you
- ✕ Five tools duct-taped together that don't talk to each other. Dial-up energy in a broadband world.
- ✕ Side-hustler systems in a business that's ready to operate like a real company
This is for you if…
- ✓ You run a professional services business where trust and consistency matter
- ✓ You want clients to know exactly how to engage and what to expect
- ✓ You're ready to replace manual follow-ups with intentional, automated systems
- ✓ You value long-term stability over short-term hacks
- ✓ You sell services that require clarity, follow-through, and a great client experience
- ✓ You want customers to move smoothly from inquiry → booking → delivery → review
Transparent pricing. No surprises.
Every package is built on 17hats, the platform my business specializes in setting up. Pick the level that matches where you are right now, not where LinkedIn thinks you should be.
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.
Not sure which package fits?
Fill out the intake form and I'll tell you straight which one you need. If the answer is the cheapest one, I'll say the cheapest one. Revolutionary, I know.
Take the Intake Form →Six phases to a business that runs itself.
Discovery & Questionnaire
Fill out the intake questionnaire. Written, on your own time, at 11pm in your pajamas if that's when it happens. We review it and pinpoint what's keeping you stuck.
Lock It In
We send your quote, invoice, and agreement. Terms get finalized, dates get locked. Real dates. On a calendar. That we both honor.
Business Info Gathering
We send a detailed questionnaire so you can share the essential info we need to build your system right the first time.
Tailored Action Plan
We map your custom action plan: workflow preferences, integrations, the whole setup. Async by default. A working call if you'd genuinely rather talk it through.
We Get Stuff Done
We execute the plan. Once your CRM is set up, we create a reference tutorial so you always know how to use it.
Take It for a Spin
Setup is complete. You get recorded training you can rewatch anytime, so "wait, how do I do that again?" always has an answer. Be kind, rewind.
Tangible strategies. Profitable results.
Today's clients don't wait around. If it's not obvious how to hire you, pay you, and know what happens next, they move on to somebody who made it obvious. Blockbuster had loyal customers too, right up until it didn't.
We build CRM systems that make buying from you easy and delivering repeatable. You look like you have your act together because you actually do. That's the whole competitive advantage.
— Alicia Moszee, CRM Specialist & Founder, R Leigh 3D
No tech overwhelm. Ever.
We translate complex CRM systems into plain-English workflows and handle the entire setup.
Built for your brand
Every document, form, and automation matches your brand. Not a generic template with your logo slapped on it.
Results in weeks, not months
Fewer missed leads, faster onboarding. Most clients see meaningful change within the first two weeks.
You won't get ghosted after launch
Recorded walkthroughs, a guidebook written for humans, and email support. You get stuck, you email me, I answer.
What our clients actually say.
Her work style is comforting and ambitious, and she has increased my business and allowed me to be proud of a website that is near and dear to my heart.
Ready to get your CRM together?
Start with the intake form. It covers everything a discovery call would, minus the scheduling back-and-forth, and you can fill it out whenever. Prefer to actually talk? That works too. Either way: no pressure, no pitch, no chasing. This is for the ones who are ready.
Take the Intake Form Book a Call Instead