ONBOARDING WITH US IS EASY

Every Project Begins with You

CRM SET UP PROJECTS | ONBOARDING WITH EASE

PHASE 1. Are We A Good Match?
Please fill out the form below. This allows us to gain insight into how you currently operate your business and your aspirations for success. We will get in touch to explore how we can effectively collaborate to fulfill your business needs.
PHASE 2. Commit: Lock It In
In this phase we've both agreed that we're a good fit and that our project ideas are just what you need. We'll shoot over a quote, invoice, and service agreement. Once that's done, it's your move to hire us and get your project on our calendar!
PHASE 3. Time for Q & A
You'll get a questionnaire that'll help you share some important business details with me.
PHASE 4. Let's Chat it Up
Let's find a time to chat and come up with a personalized plan that fits your workflow needs. In this phase we'll present our plan outlines, get your feedback and clarity to fine tune your setup needs.
PHASE 5. We Get Stuff Done
Alright, let's get this setup rolling! We've got all the info and content from you, so we can start putting your 17hats CRM in place.
PHASE 6. Take It For A Spin
Discover your exciting new CRM system. Put it to the test. We arrange personalized recorded sessions to train you on your 17hats configuration and how you can leverage it for your business. Rest assured, we won’t leave you to navigate this alone, as we provide 30-60 day email support. 17hats has an exceptional support team, comprehensive online assistance, and 17hats University learning tutorials.

Ready to optimize your CRM and web design? Follow the steps above and start working on your business.

PHASE 1: Inquiry
Complete our application form online. We'll review each form and respond promptly about next steps.
INQUIRE TODAY!
PHASE 2: Discover & Diagnose
During this chat, we explore the client's project and expectations in depth. We ask questions to fully understand their needs and determine their current pain points and gaps. We then use this information to generate a proposal outlining our deliverables.
PHASE 3: Commit & Onboard
Before we begin the project, clients must:
1. Approve the proposal/quote
2. Sign the project agreements and waivers
3. Pay the project invoice(s)
PHASE 4: Execution & Delivery
Now we get to work on the client's project. The client will submit any collateral, marketing materials, and branding guidelines electronically.

The team will stay connected with the client to communicate any questions or answers via email and our comment sites feature. The client will receive regular project updates. At completed milestones, the client will provide feedback for revisions, approvals, and corrections before the project is delivered per the approved proposal.