AUTOMATE & STREAMLINE
With 17Hats - For Coaches & Service-Based Businesses
“Valerie is easy going and makes everything clear, easy, fun and UNDERSTANDABLE"
From discovery call to a glowing testimonial - and everything in between
I know you're working hard to do the very best job you can AND I know you can't do it all yourself. The devil is in the details as they say and these details *take time* don't they? So much more time than you thought.
It's the client bookings and onboarding and billing and task management that can become more than a chore, particularly as your business starts to take off.
Then there are all the opportunities you know you're missing. Or maybe you don't?
You could be gathering valuable information from your clients that will help you grow your business. This is all about saving you time, money and sanity while making you look and act like the pro I know you are.
Save time and grow your business with ease
Designed specifically for serviced-based businesses we hammer out your workflow & best practices, clarify what you do when and how for the perfect client experience, that also captures all you need to run your business well. Then I work with 17hats to automate and streamline your process ensuring the best possible client experience while opening doors of possibility that help your business grow.
When our work together is complete you will have a streamlined system with automated aspects that handles:
- Your complete workflow
- Client bookings (with AcuitySchedualing or another online booking system)
- Onboarding processes
- Client Emails
- Contracts and agreements
- Quotes & invoices
- Payments and payment plans
- Templates for: emails, surveys, contracts or agreements
- Information management with client portals
- Lead generation
- Client wrapup
- Feedback questionnaires and methods of gathering testimonials
Val is amazing! Before working with Val I was stuck on a very steep learning curve always looking up and not really making any headway. I was in way over my head! Her enthusiasm for this work is contagious, Val definitely takes care of your needs in an empowering way, with her very human approach to the technical world. -Kendra Hadley
Your entire client journey from lead to client and beyond - this is a full-time employee
This is a set it and forget it hug for your business and clients.
Your clients will get a higher standard of care consistently, all while you work less not more.
- Save time while improving your services
- Free yourself to take on more clients
- Grow your business with more ease
I'd heard great things about Val; her impressive experience and great strategic mind, so I swallowed my fears and hoped for the best. Praise the heavens that I did! Two hours later I emerged from a fog of indecision, filled with clarity and purpose. Val asked questions and proposed solutions that defined the path forward for my business, and more importantly, how to get there.... Cate Hogan catehogan.com
Here's how this works
- First, we meet to make sure this is perfect for you and your biz today
- After the adminy bits, we have a kickoff meeting to discuss your needs in detail so I can understand all the details of your work
- I create a draft of my plan to streamline your work and bookings and we meet again to review and tweak
- Then I get to work setting things up using 17Hats & Acuity Scheduling
- Together we walk through the whole system and I make final edits
- When the final edits are made and I've tested everything we have a training session and I'm available for any questions or help for 2 weeks once our time is over
PS: For this service to really work for you say YES to these three things!
- I have at least one service defined
- I've worked with paying clients
- I have a working website
Want me to create solid automated foundations that grow your business? Let's work together :)