3 Favorite Features of 17hats

A Client Management System, or Client Relationship Manager, is a vital tool for any solo entrepreneur. It has been the best thing that has happened to my business. So here are 3 favorite features of 17hats. *Post contains affiliate/referral links*

Templates

For years I typed out every email and document for every client—a time-sucking task. Enter 17hats with the ability to save templates for frequently sent emails and documents that use tokens to pull the information from the client. You can save quotes, emails, contracts, questionnaires, and invoices on the platform. Need to send a quick reminder, pull up the template, and hit send the client info is automatically pulled into the tokens. Another benefit is adding these emails to workflows which is another one of my favorite features of 17hats.

Workflows

The key to providing an exceptional client experience is consistency with your process and how you service your clients. With multiple client projects happening at the same time, it can be hard to stay on top of everything. Here is where workflows come in. Think of it as a way to keep you on track and provide your clients with the best experience. Add automation so the info is delivered at the right time. A robust set of features that can make your process as automated as you want. Saving you time in front of the computer replying to emails and more time working with your clients directly.

Online Scheduling

While I have other favorite features of 17hats the last one I will go through is online scheduling. Put the power in your client’s hands to schedule meetings with you based on the availability you want to offer. They choose the best date that works for them eliminating the back and forth of finding the time that works for everyone. The scheduling module can be embedded on your website keeping your branding consistent. One option is to also allow for payments to be taken when booked so you can offer a service that can be paid upfront when the select their date which is money in your pocket and a client on the calendar in one fell swoop.

If you know you need to wrangle your client projects and get a streamlined process consider having some guidance when you are refining that. The two options I offer are the Client Experience Course and 17hats Startup. Single calls are also available.