Done-For-You 17 Hats Client Onboarding Set Up
For Coaches, Therapists, Service Based Businesses
What's Included In Your Package

Account Set Up & Configuration

Digital Contract Agreement Template**

Digital Intake Form Template**

Onboarding Email Templates**

Connection to online booking scheduler

automated workload creation for reminders & follow up steps

invoices & payment processing set up

Video Tutorial on how to use

**RTT Therapists I can provide my own templates I use. Other Coaches will need to provide their own terms and intake form questions plus email copy

-    The Process    -

You will receive an agreement with all the details and terms

We will have a quick call to discuss your project

You will be sent an intake form to provide me with your details and any content for me to use

We will set up any new accounts

I will take over and get everything set up and built for you and fully tested

I will hand over to you and check everything is correct and approved

You will have access to some walk through videos to help you understand the platform yourself for any tweaks and new sequences you wish to set up on your own

You will have access to me for support and any issues for 14 days after delivery (unless you choose the Optional Power hour call below)

Please provide your details below to secure your booking

Billing address

Add a Power Hour Coaching Call

Special one-time offer, only £150
Want a personal call to go over how to use the software so you can take over your tech with confidence and ask any questions - call available at this exclusive price for 1 month after delivery

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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    Done-For-You 17Hats SetUp£200

    Prices do NOT include cost of software

    • Total payment
    • 1xDone-For-You 17Hats SetUp£200
      -+

    All prices in GBP

    FAQs
    • How long will the project take?
      I endeavour the project to take 1-2 days once everything is received. There may be delays if part of the content isn't provided in full or at once or any delays in communication etc. Any delays from my side will be communicated with you.
    • What if I have more than 1 product to create?
      If you have than 1 product to set up, we can discuss on our initial call and an additional invoice can be sent depending on work volume

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