What This Guide Covers If you’ve opened 17hats and felt unsure about workflows—you’re not alone. Workflows are the core automation engine of your CRM, but most business owners either: Overcomplicate them Or don’t use them...
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What This Guide Covers If you’re a service-based business owner, setting up your CRM correctly is the difference between: Constant manual follow-up Missed leads and inconsistent processes vs. A streamlined, automated client experience This...
If you’re running a service-based business, your backend systems matter just as much as your client-facing work. The difference between feeling scattered and running a streamlined operation often comes down to how well your CRM is set...
If you’ve spent any time inside 17hats, you’ve likely come across tags. Maybe you’ve used a few. Maybe you’ve ignored them. Or maybe you’ve created so many that now they feel… chaotic. But when used strategically,...
When potential clients interact with your business, they’re not just evaluating your services—they’re evaluating your experience. From the first inquiry to final delivery, your client journey communicates your professionalism, your...
If you're a home stager juggling client consultations, inventory spreadsheets, invoices, and property schedules while trying to create beautiful spaces, you're not alone. The administrative burden can easily overshadow the creative work you...
Introducing Arc Systems: Our New Service for Service-Based Businesses After 6 years of helping speakers optimize their business operations through Speaker Concierge, I've noticed something. The challenges speakers face—managing...
Discover how 17hats, a powerful CRM for businesses, helps small business owners manage clients, contracts, invoices, and workflows—all from one easy platform. Stay organized and save time today! Running a small business is exciting—but...
As a professional speaker, your stage presence might win the crowd—but behind the scenes, running your speaking business takes just as much organization. From tracking inquiries to sending contracts and following up with event planners,...
Being a public speaker isn’t just about stepping on stage and delivering an inspiring keynote—it’s about managing a business behind the scenes. Between tracking leads, sending proposals, signing contracts, scheduling gigs,...