This email is part of my 17hats on the 17th Series ​ Don't have 17hats? That's ok! These tips are for any business owner with a CRM like Dubsado, HoneyBook, Keap, Hubspot and more! ​ ​My go-to is 17hats—especially for 1:1 service providers. This series will share my favorite 17hats tips, tricks, and workflows, but remember, the concepts can be used in most platforms!

Hi Reader!

Feeling overwhelmed by endless tasks and to-dos? Workflows can take your business from chaos to calm by automating repetitive processes and keeping you organized.

With 17hats, workflows become your secret weapon.

Here’s how it works:

• Map Your Client Journey: Write out every step your clients experience, from inquiry to completion.
• Automate Key Steps: Use workflows to automate emails, contracts, and reminders so nothing falls through the cracks.
• Collaborate with Your Team: Assign tasks to teammates and keep everyone on track.

The result? Every client gets a consistent, polished experience while you focus on the work that matters most.

Action Tip: Take 10 minutes to sketch out your client journey. Identify areas where automation could save time and improve efficiency.

🔗 Want help setting up workflows? Book a Chemistry Call: www.simplifysimplify.me/chat​
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xo,
​Liz