17hats
Startup
Guided through how things work and what can be done. You will be creating the items needed to streamline your processes. This keeps the vision, voice, and personality all on brand because it is YOU that creates them with YOUR voice.
The Program
6 week course
What are the steps that you and your clients take? Getting it all out on paper will help see everything so we can start refining.
1:1 Coaching
Weekly calls to talk through topics and answer questions.
Systematize
Using the features to implement a process that streamlines your workload so you can be more present with your clients.
Test
We will test throughout the program to make sure settings are working how you need them to.
Build it Together
An in-depth look at all the features of 17hats and how they work together to assist you in your business tasks.
Using your process to build out the tools needed to give your clients the best experience and keep you consistent.
With 10+ years using the platform and being an ambassador for 17hats since 2021 you will have expert guidance.
Topics
Project Management
How 17hats is set up to manage projects. Insightful ways to stay organized throughout the system and setting up the basics
Tokens & Templates
Using project and client information as tokens in templates to help reduce the redundancy of writing emails.
Documents
Quotes, Contracts, Invoices, and Questionnaires galore. Pulling together all the basics and features into reusable documents so you get the right information
Workflows
Keep yourself on track with tasks, emails, and documents. Automate what you want so information is sent at the right time.
Online Scheduling
Reduce the back and forth and give clients an easy way to schedule calls, meetings, sessions, etc.
Review & Implement
Using what we created we will set up a full client experience.
Register Now
Get a handle on your your process
Make your CRM work for you
$850
View our other
coaching services
Personal Brand Builder
A guided exploration and refinement of you and your brand and how it shows up in the world.
Client Experience Course
Your brand is the experience you offer. Let’s make it repeatable for you and memorable for your clients.
How can I help you?
Schedule a free Discovery call to see how we can work together to bring clarity to your brand and business process.
Will Wohler Business Coaching
Location
386 Fore Street
#402
Portland, ME 04106
Business hours
Monday – Friday
9AM – 5PM
Contact
(207) 370-7451
will@willwohler.com