17hats Client Journey Automation Setup (Onboarding)

17hats Client Journey Automation Setup (Onboarding)

1. 01

   Create a new client account in 17hats and select the appropriate plan tier.

   Use the 7-day free trial to explore features. For agency use, consider the yearly plan for cost savings, but verify white-label options before committing.

2. 02

   Configure the lead capture form in the CRM settings.

   Brand the form with the client's logo and colors. Set up fields to capture essential contact info and service inquiries.

3. 03

   Build the sales pipeline stages in the Pipeline view.

   Define stages from 'New Lead' to 'Won' to match the client's sales process. Drag and drop to reorder stages as needed.

4. 04

   Set up automated follow-up workflows in the Workflow Automation section.

   Create a workflow that triggers when a lead is captured, sending a personalized SMS and email sequence. Include steps for scheduling a discovery call and sending a proposal.

5. 05

   Enable online scheduling and configure availability.

   In the Calendar settings, set the client's working hours and buffer times. Sync with their Google Calendar if needed.

6. 06

   Configure SMS texting templates for appointment reminders and follow-ups.

   Use the built-in SMS feature to send automated confirmations and reminders. Customize messages to include the client's brand voice.

7. 07

   Set up invoicing and payment collection via Stripe.

   Connect the client's Stripe account in the Payments settings. Create invoice templates with their branding and set up automatic payment reminders.

8. 08

   Test the entire client journey from lead capture to payment.

   Simulate a lead submission, schedule an appointment, and process a test payment to ensure all automations fire correctly.