17Hats Training

Decided to join the new exciting world of 17Hats but have no idea where to begin? Not sure how to create proposals, how to setup workflows, or even how to begin incorporating this versatile program into your business? You have come to the right place!

17Hats is becoming the new favorite client management system in the world of HoneyBook and Dubsado. This all in one CMS allows you to create a client portal for your clients, communicate directly with potential leads inside the program, integrate with your gmail account using their extension, workflows, forms, contracts, questionnaires, all while filtering potential leads through their integrated pipeline. Did we mention they even have a scheduler AND a task management system? I have trained several clients on 17Hats, as well as, completed set-ups and they love it!

You CAN learn 17Hats and fall in love with it too!

What I have found in my 16+ years of experience is that while a Virtual Tech Assistant sounds great, a lot of smaller companies want to keep everything in house (meaning they want to do it all).  That is perfectly fine (until you are ready to grow). Allow me to help you master these systems so you can do it all yourself AND when you are ready to grow, you know how to instruct/guide your assistant so they can take over seamlessly.

With my help and guidance, it won't be as "scary" or "intimidating" as they make it seem. If after one hour you are still not confident, we can talk about other systems that I have used that may be more within your comfort zone (and price range).

Let's get started!

Please note - this a training where I show YOU how to use your system; therefore, any type of custom coding or API development will not be discussed. Anything asked, you should be able to turn around and do on your own. This training is not for someone who "just wants someone to do it for me". Trainings are exclusive to the digital marketing app designated in the appointment (i.e. the name of this training). While I am happy to answer quick questions concerning items that may integrate (funnels, websites, CRMs, email marketing systems, app connecting programs such as Zapier) to the best of my abilities during your training session, at no point will we navigate off the app indicated in your scheduled appointment. This training is not a work around for VA services. Login credentials are only asked so that I can familiarize myself with your system IF I do not have a sandbox to use, not to conduct work on your behalf. Again, you will be in the driver's seat during your session.