Implementation BlueprintExecution layer

17hats Client Delivery Setup (5-7 days)

A structured onboarding sprint that configures 17hats for a service-based client, automating their client journey from lead capture to invoicing, and establishing a managed retainer for ongoing optimization. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

CRM Tools

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Blueprint

17hats Client Delivery Setup (5-7 days)

A structured onboarding sprint that configures 17hats for a service-based client, automating their client journey from lead capture to invoicing, and establishing a managed retainer for ongoing optimization.

Prerequisites
  • Client has a 17hats account on the Monthly plan ($60/mo) or is willing to start a 7-day free trial
  • Client provides access to their Stripe account for payment integration
  • Client supplies branded assets (logo, colors, email templates) for customization
  • Client identifies their primary service offerings and typical client journey steps
  • Agency confirms no white-label requirement, as 17hats displays its own branding
Execution Timeline
  • 1.Create or access the client's 17hats account, verify plan tier, and review the dashboard layout
  • 2.Configure lead capture forms with client branding and map fields to the contact pipeline
  • 3.Set up the sales pipeline stages to mirror the client's inquiry-to-contract process
  • 1.Build automated follow-up workflows that trigger on lead form submission, sending SMS and email sequences
  • 2.Configure online scheduling with the client's availability and buffer times
  • 3.Enable SMS texting for two-way client communication and set up automated appointment reminders
  • 1.Create branded invoice templates and connect Stripe for online payments
  • 2.Set up automated invoice generation upon contract signing and payment reminders for overdue invoices
  • 3.Configure the client portal so clients can view invoices, schedules, and documents
  • 1.Design automated client journeys that move contacts from lead to scheduled, then to invoiced, using 17hats' workflow automation
  • 2.Integrate bookkeeping features by categorizing income and expenses, and set up Bank Connect ($5/mo add-on) if needed
  • 3.Test the full client journey with a sample lead to ensure all triggers and actions fire correctly
  • 1.Train the client on daily dashboard use, including how to view pipelines, respond to texts, and manage schedules
  • 2.Document the configured workflows and provide a quick-reference guide for the client
  • 3.Review the first week's data to identify any bottlenecks or missed automations and adjust settings
  • 1.Optimize SMS and email copy for higher response rates based on initial engagement
  • 2.Set up monthly reporting in 17hats to track leads, bookings, and revenue for the client
  • 3.Conduct a final walkthrough with the client to confirm satisfaction and gather feedback
  • 1.Hand over administrative access and provide ongoing support instructions
  • 2.Schedule a 30-day check-in to review performance and propose workflow improvements
  • 3.Finalize the managed retainer agreement for monthly maintenance and optimization
Agency cost: $60/mo for 17hats Monthly plan plus $5/mo for Bank Connect add-on, totaling $65/mo per client. Setup labor: 16 hours at $50/hr = $800. Total first-month cost: $865.5-7 days
ROI Logic

Charging $300/mo for a managed retainer against a $65/mo tool cost yields a 78% gross margin on the subscription alone. The initial setup fee of $800 covers the 16 hours of labor, so ongoing monthly revenue is nearly pure profit. With a 5-client portfolio, the agency earns $1,500/mo in retainers against $325 in tool costs, a 78% margin.

Deliverables
  • Configured 17hats account with branded lead forms, pipeline, and automated workflows
  • Automated client journey map from inquiry to invoice, documented in a PDF
  • Customized invoice template and Stripe payment integration
  • Client training video and quick-reference guide for daily dashboard use
  • Monthly reporting template in 17hats for tracking leads, bookings, and revenue
Definition of Done

The client's 17hats system is fully operational, with automated workflows handling lead capture, scheduling, invoicing, and payments, and the client has completed training and accepted the managed retainer.

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