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 start booking, delivering, and growing with confidence.
Your business works. Your systems don't.
You're good at what you do. But the back-end chaos — missed follow-ups, scattered invoices, leads that fall through the cracks — is costing you clients, revenue, and time you don't have.
- ✕ Manually chasing leads and sending reminders that never go out on time
- ✕ Copy-pasting the same emails, invoices, and contracts over and over
- ✕ Clients confused about what happens next after they say "yes"
- ✕ Duct-taped tools that don't talk to each other — and neither do you, from burnout
- ✕ Side-hustler energy 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 CRM platform trusted by thousands of service-based businesses. Pick the level that fits where you are right now.
The Quick Fix
For solo operators who need the basics working, fast.
- ✓ 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)
The Full System
For businesses ready to automate the whole client journey.
- ✓ 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
- ✓ 30-minute optional Q&A call after delivery
Built From Scratch
For businesses with no system at all — or ones held together with spreadsheets 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 — or add it later as your business grows.
Not sure which package fits?
Fill out the intake form and I'll tell you straight — no upsell, no pressure.
Take the Intake Form →Six phases to a business that runs itself.
Discovery & Questionnaire
Fill out our intake questionnaire. We set up a call, learn your needs, and identify what's keeping you stuck.
Lock It In
We send your quote, invoice, and agreement. Once terms are finalized, we set your start and completion dates.
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 arrange a working call to build your custom action plan — workflow preferences and the integrations you need.
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. We schedule recorded virtual training so you're comfortable with every feature of your new system.
Tangible strategies. Profitable results.
Today's clients don't wait around. If it's not obvious how to work with you, buy from you, and get results — they move on. We make sure that never happens.
We set up CRM systems that make buying effortless for your customers and delivery repeatable for you. Clean. Scalable. Built to support real growth.
— 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 is customized to match your aesthetic — not a generic template.
Results in weeks, not months
Fewer missed leads, faster onboarding. Most clients see meaningful change within the first two weeks.
You won't be left alone
Post-launch support, recorded walkthroughs, a reference guidebook, and ongoing packages.
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.
I finally feel like my business operates like a real business. The automation alone saved me hours every single week. I stopped dreading Monday mornings.
The onboarding process was seamless. I went from chaos to clarity in two weeks. My clients now comment on how professional and smooth the process feels.
Is it time to talk about your CRM?
Book a free 30-minute discovery call. We'll identify where you're losing time and leads, and map out exactly what a CRM setup could do for you. No pressure, no pitch — just clarity.
Book My Free Discovery Call