Explore the deep dive Tabor Warren completed on how 17hats and Dubsado compare.
Your discounted rate applies to your first year of 17hats. Next year, your subscription will automatically renew at the full price of $600.
One year of our 17hats Premier Plan comes included in your bundle. This is our most advanced plan with all the bells and whistles of automation.
The three 30-minute 1:1 Calls with a 17hats expert will be used to answer any questions about using 17hats, and ensure you are on the right track with moving over from another CRM.
Upon purchase, you will receive an email that includes links for the items in your bundle. We suggest scheduling your first 1:1 call as soon as possible.
Once your first call is completed, you will be able to schedule your next call.
Your three 1:1 calls must be completed within 60 days of purchasing this 17hats bundle.
- Lead Inquiry Workflow - includes a questionnaire, email template, and to-do steps.
- Lead Rejection Email Template
- Basic Quote, Contract, and Invoice template
- Confirmation email with Client Portal details
- Feedback Questionnaire with branch logic
- Email Template for Feedback Questionnaire
Open Office Hours are conversational Zoom calls that you are welcome to join. They are a great way to meet other 17hats members and learn more about the platform. The 17hats Expert will be taking questions and offering answers.
Currently they start on November 16, and recur every other Thursday at 12 pm PST/2 pm CST/3 pm EST.
Please note that the dates and times are subject to change.
Our Action Plan is a 20+ page guide for your initial steps to setting up 17hats. It walks you through the must-have account settings through bulk importing.
Get started with 17hats with our easy-to-transition bundle.