From the CEO’s Desk
Amanda Rae
In 2011, The New York Times published an article titled “Maybe It’s Time For Plan C.” It spoke to the trials and tribulations of would-be small business owners and the dire statistics: too many falling prey to chaos, burnout, and timesapping paperwork.
Around the same time, Michael Gerber’s TheE-MythRevisited reminded us that every successful business needs three roles — one of them being the operator, the person who makes sure all the back-office work is taken care of.
The love of small business, combined with those realities, set 17hats founder Donovan Janus on a mission: to solve the problem of small business burnout by creating an all-in-one application designed specifically for solo business owners. His vision was simple yet bold — to build the “operator” from TheE-Myth into technology.
17hats launched as a straightforward platform with a big mission; a mission we are still on today.
Over the past 11 years, 17hats has grown into a powerhouse tech platform, eliminating endless to-do lists and giving time back to business owners. What started as an invoicing and organization tool has become something much more: a trusted partner in building sustainable, thriving businesses.
As we look to the future, our commitment remains the same: helping solo service-driven business owners avoid burnout while equipping them with their very own online operator.
The way people are using 17hats is evolving. Fewer members come to us just to “send an invoice.” Instead, more and more arrive searching for freedom from tedious tasks, seeking structure, automation, and peace of mind.
That shift excites us. It means that together, we’re not just tackling paperwork, we’re changing the way people run their businesses, helping them claim more time, more confidence, and more growth.
As we celebrate 11 years, I want to pause and thank our members, ambassadors, partners, and staff. Without your belief, feedback, and trust, none of this would be possible. Every milestone we’ve achieved has been because of this community.
The journey of 17hats has always been about more than technology. It’s about empowering small business owners to thrive. And as we move into this next chapter, we remain devoted to standing by your side, evolving with you, and continuing to build tools and resources that ensure your success.
Here’s to the past 11 years, and to the many ahead.
Amanda Rae CEO, 17hats
Sips & Snippets News from 17hats HQ
Feature Updates
Feature Update: Duplicate Availability Schedules
You asked, we delivered! With 17hats Online Scheduling, you can now duplicate your Availability Schedules. That means fewer clicks, faster setup, and more time back in your day.
Enhanced QuickBooks Online Integration
We’ve expanded the functionality of our QuickBooks Online integration! You’ll now see helpful tips inside QBO, along with visibility into voided and deleted invoices.
Smarter Zapier Automations
Good news! Zapier Zaps will now trigger when you apply a contact tag via Bulk Tagging or through the Tag Action Step in your Workflow. That means smoother automations for email sequences, task creation, and more — even with multiple contacts at once. Keep tagging and automating like a pro!
Stay in the Loop with Release Notes
Never miss a new feature or update! Subscribe to our Release Notes and get the latest platform updates delivered straight to your inbox — as soon as they happen.
Now Showing: Stripe Fees In Bookkeeping
If you use Stripe, 17hats now automatically shows your credit card and ACH processing fees right inside your Bookkeeping view. Even better? Those fees are built into your Profit & Loss Report as a Cost of Goods Sold, so your income tracking just got a whole lot easier.
Mobile App Improvements
We’ve updated our Android app to better support a wider range of devices and improve overall performance. On iOS, notifications now include chimes so you’ll never miss an important update.
17hats Education
Your 17hats Kickstart: First 24 Hours LIVE Workshop
New to 17hats? Join our First 24 Hours Workshop and set yourself up for success. A 17hats Expert will walk you through the key steps to building your account — live and actionable. Bring your trial or paid account, follow along, and hit the ground running! Learn more on page 9.
17hats Marketplace
Discover What’s New in the Marketplace
The 17hats Marketplace is growing every week! From templates and workflows to full 17hats setups, our trusted Partners are adding fresh tools to help you streamline your business. Plus, don’t miss the free resources from the 17hats team — designed to help you get ahead faster. Go take a look!
Online Workshops
Online Scheduling Basics
Thursday, November 6, 2025
11:00 AM PT / 2:00 PM ET
Location: Virtual
Dive into the basics of Online Scheduling. During this workshop, you will set up a service, questions, confirmation, reminder, as well as Availability Calendars. Learn best practices and get your questions answered.
17hatsuniversity.com/17hats-live-events
Catch The Replay!
Build Your Quote, Contract & Invoice to Streamline Your Booking Process
In this 17hats workshop, you’ll learn how to streamline your booking process using our 3-in-1 Quote, Contract & Invoice tool. We’ll show you how to send one document that does it all — so clients can say “yes,” sign, and pay in just minutes.
17hatsuniversity.com/17hats-webinars
Fall Conferences
Peculiar Conference: November 7 - 9, 2025
Peculiar Conference 2025 is for the part-time creative with a full-time schedule who’s tired of trying to figure it all out alone. You don’t have time for YouTube University—you need real answers, real strategies, and a room full of people who get it.
Visit 17hats at the trade show!
Ambassador Events
Monetizing Your Photography
Tuesday, October 7, 2025
10:00 AM PT / 1:00 PM ET
Location: Virtual
Join Vanessa Joy, photographer and educator, to learn how to stop trading time for pennies and start building a photography business that truly pays you what you’re worth. Walk away from this workshop with an action plan.
vanessajoy.com/monetize-webinar
17hats Power Hour: Custom Fields
Tuesday, October 14, 2025
11:00 AM PT / 2:00 PM ET
Location: Virtual
Join 17hats Ambassador, Deb Mitzel, for her 17hats Small Business Success Series: Power Hour. This series is dedicated to learning more about a 17hats feature, including use and set it up and Q & A after the feature presentation.
debmitzelcreative.com/workshops
17hats Resources
Deep dive into our blog and learn how 17hats can help you manage your business better.
Listen to our HatsOff Podcast for business tips and tricks with our CEO, Amanda Rae.
Check out our University for 17hats tutorials, workshop replays, live events, and more.
New to 17hats? Start Here and Set Up for Success
1. Business Setup
Let’s make 17hats feel like your business. In your Account Settings:
• Settings: Update your business information from address to website, so information is displayed correctly.
• Brand Preferences: Upload your logo and add your brand colors so all client-facing documents look professional and consistent.
• Brand Preferences: Add a subdomain, only if you have never changed your subdomain before, to reflect your business.
• Brand Preferences: Select a 17hats background that fits your style.
2. Start The Organization Process
• Email Settings: Connect your email, so all emails sent through 17hats come from your inbox.
• Calendars: Create 17hats Calendars or connect to your Google Calendar.
• Email Settings > Reminders: Turn on email auto reminders for past due invoices.
• Invoice Options: Connect Stripe payment process to start taking online payments.
Hello, New 17hats Members!
Welcome to our community! It is filled with passionate, successful small business owners who are working towards their business goals. You might be wondering, where do I even start. We get it, 17hats is big. If that question has ever crossed your mind, this section is for you. We look forward to getting to know you!
3. Create Your First Contact and Project
Add a current lead or client as a contact. Then, create a Project for them. A Project is like your manila folder; it holds all your information about the service you are providing.
• Add a note about the service you are providing
• Send them a quick email, use the Token, First Name, and see how it works.
• Had a recent phone call or left them a voicemail? Document it in the phone log section.
• Add a to-do that you know needs to be done soon.
4. Create Templates
• Head over to templates and create an email template that you can reuse later.
>> https://admin.17hats.com/app/account/templates/my-templates
• Add a few products and services to be used on Invoices and Quotes.
>> https://admin.17hats.com/app/account/products
• Back in your account templates, create an invoice template.
>> https://admin.17hats.com/app/account/templates/my-templates
5. Create a Lead Capture Form
Get all new leads flowing into 17hats to help you streamline your process.
• Create your Lead Sources to easily see where your leads are coming from.
>> https://admin.17hats.com/app/leads/reporting
• Create a Lead Capture Form and add your Lead Source Question.
• Link or embed your Lead Capture Form to your website.
Join A Live, Weekly Workshop
Everything you need to know for a quick start with 17hats. Our 17hats Expert will guide you through the initial process of building out your 17hats account.
Stop Marketing Like It’s 2015:
5 Game-Changing Strategies For Small Business Owners
Written by Vanessa Joy
Why Old Marketing Tactics Are Holding You Back
Imagine shopping for a service in 2025 and finding someone still using marketing strategies from a decade ago. Outdated messaging, random social posts, ads that don’t convert — it’s a recipe for getting overlooked.
The reality? Many small businesses are still relying on old tactics while their competitors are winning clients with fresh, modern approaches. The good news is, you don’t need a huge ad budget to catch up. The following five strategies have been tested across industries and proven to bring in highpaying, loyal clients — even in tough markets.
1. Collaborate with Other Businesses the Right Way
Partnerships are powerful — but only if you do them strategically. Don’t just post a pretty photo or tag a partner once. Maximize exposure by:
• Tagging partners in both the caption and the image.
• Using location tags for added visibility.
• Sending collaborator invites so posts show up on your partners’ feeds too.
Action Step: Next time you work with another business, post about it strategically and invite them as a collaborator so you reach their audience too.
2. Warm Introductions Beat Cold Pitches
Cold emails and random DMs rarely convert anymore. Instead, start relationships with genuine compliments and helpful offers. For example:
• Email or DM three local businesses you admire.
• Share a kind word about their work.
• Offer a resource, idea, or mini-collab — no strings attached.
Action Step: Identify three local businesses today and send them a genuine, no-pitch note of appreciation.
3. Turn Shares Into Leads
When vendors, partners, or collaborators want to share your work or content, make it easy — and valuable for you too. A simple landing page can:
• Provide useful resources for partners.
• Collect email addresses for your future marketing.
• Boost your SEO with keyword-rich content.
Action Step: Create one “resource page” on your site where partners or collaborators can access shared content — behind an email sign up.
4. Optimize Your Social Profiles for Discovery
Think of your Instagram, LinkedIn, or TikTok bio as a storefront. It should be optimized to help your dream clients find you:
• Use keywords in your name field (e.g., “Dallas Interior Designer” or “Wellness Coach NYC”).
• Write a bio that speaks to your ideal client’s goals.
• Use highlights/sections for testimonials, portfolio, and behind-the-scenes.
Action Step: Audit one of your social profiles today. Update keywords, refresh your bio, and add three highlights or pinned posts: Testimonials, Portfolio, Behind-the-Scenes.
5. Create Content That Converts
Pretty posts aren’t enough — your content should attract clients. The formula:
• Hook: Lead with an attention-grabbing opening (a question, bold statement, or surprising fact).
• Story: Share a quick experience or insight.
3 Outdated Tactics To Ditch Right Now
• Posting without a plan
• Cold pitching with no relationship
• Running ads without a funnel
Hey Photographer, Ready To Go Deeper?
The complete system that’s helping photographers consistently book $10K-$20K weddings is available through the exclusive mastermind program. DM “photo mastermind” to @VanessaJoy on Instagram or submit your application here.
Free Workshop: Monetizing Your Photography
Tuesday, October 7, 2025 10:00 AM PT / 1:00 PM ET vanessajoy.com/monetize-webinar
• CTA: End with a clear call-to-action (book a call, download a resource, comment, etc.).
Action Step: Draft one post this week using the Hook + Story + CTA framework.
From Random Tactics to Real Momentum
These five strategies are more than quick fixes — they’re building blocks for sustainable growth. Instead of chasing likes or dumping money into ads, you’re creating momentum that attracts your ideal clients consistently.
Small business success today isn’t about outspending competitors, it’s about out-connecting and out-positioning them. Start with one strategy, implement it fully, and watch your business marketing shift from outdated to unstoppable.
SMS Texting: FAQs
Our brand-new SMS Texting feature is almost here, and we know many of you have been eagerly waiting for it! To help you get ready, we’ve put together a list of the most common questions our members are asking. Read on to learn how SMS Texting will make client communication faster, easier, and more convenient.
What functionality will Texting have?
Our first launch of SMS Texting will include the ability to:
• Automated Lead Capture Form responses
• Automated Online Scheduling texts for confirmations, cancellations, day-before reminders, and day-of reminders
• Manual texting through the SMS Status Page and Project Page
• Opt-in contacts via a Lead Capture Form, Questionnaire, or Online Scheduling
Will there be upcoming releases with Texting?
Yes. We are finishing up document reminder texts, which will function just like email reminders. While we don’t have a release date yet, these are currently in the testing phase.
Will there be a way to text in a Workflow?
Yes. Our plan is to incorporate texting directly into workflows in future releases.
What prep do I need to do for texting?
To ensure compliance and a smooth setup, you’ll need to:
• Update your website’s privacy policy and terms of service page. We’ll provide recommended text once you purchase the texting module.
• Have an EIN (Employer Identification Number). Your EIN paperwork will be required for registration. If you don’t have one, you can easily apply online.
• Be in good standing with your state. Businesses not in good standing will not be approved by The Campaign Registry. You can verify your status with your Secretary of State.
Who is texting available for?
Texting is currently available only for U.S. and Canadian 17hats members.
What are the steps to get started?
1. Purchase the texting module. This covers your registration fees with The Campaign Registry and our texting partner, Bandwidth.
2. Register your business. We’ll guide you through registration with The Campaign Registry and Bandwidth. Make sure your registration details exactly match your EIN paperwork (SS4 form).
3. Select and approve your number. You’ll choose a 10-digit local number for texting.
4. Get opt-ins. Contacts must opt in to SMS texting via a Lead Capture Form, Questionnaire, or Online Scheduling.
5. Start texting. Once contacts are opted in, you’re ready to go.
How much does Texting cost?
• Setup Fee: A one-time fee for registration.
• Monthly Fee: Plans start at $10/month, which includes your phone number lease and 100 texts (fragments). Need more texts? You can upgrade to a higher plan.
What happens if I run out of texts midway through the month?
• You’ll be automatically charged $10 for an additional 100 texts.
• All texts roll over, so unused texts create a buffer for the following month.
• You’ll be able to monitor your text count and adjust your subscription as needed.
Will texts go to my cell phone?
Texts will not appear in your normal texting app. All SMS messages are housed inside 17hats.
You will receive push notifications on your mobile device for incoming texts, and you can respond directly through the 17hats mobile app.
Can contacts text me back?
Yes. Contacts can reply to your texts, and their messages will automatically populate in their Project Page inside 17hats. You’ll also receive phone notifications so you never miss an incoming text.
Please note: This is SMS texting only. Photos, videos, and other media (MMS) cannot be sent through text at this time.
The Burned Consumer
Are You a Business Clients Can Trust?
The Rise of the Micro Business
December of 2007 kicked off what is now known as The Great Recession. Layoffs pushed professionals into monetizing their hobby and/or skill as a means of making it through. In result, the micro business was booming with more than 50 million Americans now freelancing or running their own small business.
By 2009, Facebook had gone mainstream, giving every solo business a freeway to market themselves. Then in 2010, Instagram added a visual-first platform, and the solo business boom hit overdrive.
The Wild West of Small Business
No marketing degree was needed. An active social profile combined with a skill, equaled a compelling small business.
The hey-day of micro businesses was in full stride. Owners were innovating technique, technologies were quickly advancing, and the consumer was enjoying working with this new type of business.
As others see success, opportunities to make some extra cash become very appealing, congesting the market, and leaving businesses to compete on price.
By 2017, if you had a large oak tree in your backyard, you were opening a wedding venue. Had a digital
camera, you’re a photographer. Knew Adobe Illustrator? You were designing your new design business logo.
There was no distinction on expertise, talent, skill, professionalism, or business knowledge. It was the wild west of business. Hobbyists, newbies, experts were all combined into one bucket with the consumer being none the wiser.
When Consumers Got Burned
As a result, consumers were burned. The ‘professional’ they thought they hired didn’t show up, didn’t deliver, didn’t communicate, or delivered a half baked product.
I pause here to say, this was many of us. I, myself, forgot about a client’s scheduled session. I was at the mall with my daughter when the client called and said, “We are here. Where are you?” It was mortifying. But, it made me realize that if I was going to do this, I needed to step up my professionalism. Like many, this misstep pushed me to be better, get organized, and create a better process.
Déjà Vu: The Pandemic Cycle
The 2020 Pandemic kicks off this same cycle. Forced out of work, let-go employees had to rely on their own skills to make money. The market again became flooded with hobbyists disguised as business owners, but the difference this go-around – the consumer knew it.
However. Now, the consumer is more selective and particular. They want to know the person behind the business, trust they will show up, and will deliver.
They want to know you are legit; and not just you saying you are.
The New Currency: Trust
Today, more than ever before, trust has become a pivotal word in the buying process.
“Most consumers don’t know the difference between good and great — but they know the difference between on time and late.”
I have seen small business owners try to give their service away for free or little of nothing, and then ask, “Why does no one book me?”
If a stranger gave you a hamburger for free, would you eat it? Probably not.
Free = lack of trust.
Unprofessional social media account = lack of trust.
Outdated website = lack of trust.
Last blog post from 2024? Are they still in business?
The consumer learned their lesson, they don’t want to get burned again. They are navigating all the cues to decide if you are the right choice for them, and can be trusted?
Building the Trust Pyramid
Now more than ever, being great at your skill is only a small part of the successful business equation.
The hard hitting reality is, most consumers do not know the difference between good and great. But, they do know the difference between delivered on time or delivered late.
So what does all this mean? Creating trust is a crucial step in your business growth. But, trust does not come easy. Let me break down the pyramid of trust, so you can start conquering it.
Credibility is your foundation of trust. This consists of showing your expertise, professionalism, and consistency, so others believe in your ability.
Build on your credibility with reliability. Keeping your promises, following through, and upholding your business values.
At the peak of trust is genuine care. Do you care about your clients or are they a number? Showing care as a business owner means taking an interest in their thoughts and needs, guiding them, and treating them like a person instead of dollars.
Turning Lessons Into Growth
As I wrap this up, I encourage you to look at all your marketing channels and ask yourself how are you creating trust through credibility, reliability, and genuine care?
Trust Pyramid THE
Creating Trust In your Business
Trust is the foundation of every thriving business. The Trust Pyramid provides a clear framework to strengthen client relationships, inspire confidence, and build loyalty, ensuring your business stands out in a competitive, trust-driven marketplace.
Credibility
Share expertise through blogs, workshops, or guides
Collect testimonials, reviews, and case studies
Build a professional brand & website
Join associations & get certifications
Be transparent about pricing & process
Credibility
“I believe you can”
Trust
Reliability
“I see that you do”
Care
“I know that you care”
Reliability Care
Keep promises and meet deadlines
Set clear expectations upfront
Be consistent in quality and service
Use systems to stay organized (CRM, reminders, automations)
Communicate proactively if delays occur
Listen actively and personalize interactions
Celebrate client milestones (birthdays, wins)
Add surprise touches (handwritten notes, small gifts)
Follow up after service to show continued support
Show empathy and put client needs first
Turning Trust Into Action
Strengthen Your Business Relationships
Credibility
Showcase Your Expertise
• Share your knowledge through blogs and social posts.
• Publish how-to resources and position yourself as the go-to professional.
• Speak at events or collaborate with industry groups.
Display Proof
• Gather testimonials and reviews.
• Highlight success stories of past clients.
• Show your whole process from start to finish.
Reliability
Keep Your Promise
• Do what you say you will do, when you say you’ll do it.
• Create, display and keep your brand promise.
Use A System (We know a great one!)
• Automate reminders and communication.
• Log into the system everyday, making sure nothing slips through the cracks.
Care
Proactively Listen
• Make eye contact and give them your full attention.
• Take notes to remember the details later.
Follow Up After The Service
• Celebrate milestones with a quick email.
• Check on how things are going. It shows you care about them, not just the sale.
Build A Professional Brand
• Have a clean, polished website that matches your professionalism.
• Use consistent branding (logos, colors, tone of voice).
• Keep your online presence (social media, Google Business Profile) updated and accurate.
• Understand that you are your brand. What you say and how you act, reflects on your business.
Communicate Proactively
• Guide your leads and clients through your client experience.
• If there is a mistake, let your client know. Don’t let them discover it for themselves.
• Be clear on your pricing, deliverables, and process.
Personalize The Experience
• Use their names and family members’ names.
• Tailor small touchpoints in the client experience to fit their personality.
• Create an onboarding experience that helps you learn about your clients’ needs.
Finding Balance: Preventing Burnout This Fall
Running a small business often means wearing all the hats. While the drive to succeed is powerful, it also comes with risk: burnout. Studies show that over 40% of small business owners report feeling burned out, and nearly 1 in 3 say they’ve considered quitting because of the toll it takes on their mental and physical health.
As the fall season kicks into gear, it’s the perfect time to rethink balance. At 17hats, we believe that success doesn’t come from hustle alone — it comes from systems and boundaries that allow you to thrive both in business and in life.
Systems Make the Difference
While intentions are good, the reality is that self-care rarely “just happens.” That’s why systems matter. A few simple shifts can protect your energy and reduce the risk of burnout:
• Schedule downtime in your calendar. Block it out just like you would a client meeting.
• Create a self-care to-do list in 17hats. Whether it’s exercise, reading, or time with family, tasks are more likely to happen when they’re written down.
• Automate where possible. By letting 17hats handle reminders, workflows, and client follow-ups, you free up mental space and reclaim time for yourself.
As a 17hats ambassador and photographer, Kennedy Tessier put it: “Schedule it like a client meeting. If it’s not on the calendar, it doesn’t exist.”
Final Thought
Self-care isn’t selfish — it’s strategy. Your business runs better when you do. This fall, give yourself permission to slow down, find balance, and use systems like 17hats to help you stay on track. Burnout doesn’t have to be part of your story.
What Our Ambassadors Say
When we asked 17hats Ambassadors how they prioritize self-care, their answers were both real and relatable.
“Boundaries are so important. You wouldn’t want to see a loved one working themselves into the ground, so don’t do it to yourself.”
Samantha Dueck PORTRAIT PHOTOGRAPHER
“For me, if it’s not on the calendar, it doesn’t get done! Block time for self-care and respect it just like you would a client meeting.”
Kristen Lettini SYSTEMS STRATEGIST
“Make yourself a priority just like your VIP client. Book an appointment for yourself and honor it.”
Jules Hurst ETIQUETTE CONSULTING
3-Step Self-Care Challenge
This week, challenge yourself to try just one new system that puts you back on the calendar:
Block Calendar Time
Treat yourself like your most important client. Pick one block of time this week just for you — and stick to it.
Create a Self-Care Task List in 17hats
Add habits like “take a walk,” “morning journaling,” or “read for 20 minutes.”
Check them off like you would any other task.
Automate One Client Follow-Up
Free up mental energy by letting 17hats handle a repetitive task. That’s one less thing on your plate, and more time back for yourself.
Pick at least one step and put it into action. Small changes build momentum — and your future self will thank you.
Why Fall Matters For Small Businesses
Fall is one of the busiest times of year for many service-driven businesses. Between back-to-school, holidays, and year-end planning, buyers are more active — and more distracted — than ever.
The difference between businesses that thrive and those that scramble? Preparation. By getting your systems, marketing, and mindset ready now, you’ll be positioned to make the most of the fall rush.
1. Start with a Simple Plan
A plan doesn’t have to be a 32-page document. A one-page outline of your time and income goals is enough to give you direction.
• Plan for Time: Block off family days, personal days, and tasks you can outsource (like packaging or monthly cleaning service). Prep now with things like scheduled blog posts and even freezer meals.
• Plan for Income: Set a monthly income goal, then calculate how many clients need. Let those numbers guide how much marketing you’ll need to do.
2. Audit Your Website
Before traffic picks up, make sure your digital storefront is ready.
• Images: Showcase photos that reflect your ideal client.
• Copy: Refresh outdated information and make sure your tone matches your brand.
• Links: Test everything.
• Mobile View: Check your site on different devices.
• Calls to Action: Make them crystal clear. Get that 17hats Lead Capture Form working for you.
Your Fall Prep Checklist Your Fall Prep Checklist
Plan Ahead
Block off family + personal days
Set fall income goal
Calculate number of clients/projects needed
Audit Your Website
Update images and copy
Test all links
Check mobile view
Refresh calls-to-action
Marketing Moves
Pick a fall theme
Draft 3 seasonal posts or offers
Plan for Small Business Saturday
Boost Visibility
Update Google Business Profile info
Add fresh photos or posts
Request 1 - 2 new client reviews
3. Build a Seasonal Marketing Plan
Marketing = connection. And fall offers built-in phrases that capture attention and connection.
• Freshen Up for Fall: From home services to personal care, this phrase works across industries. Tie your offer to the season.
• Holiday Tie-Ins: Add “Holiday” to your offer — Holiday Prep, Holiday Portraits, Holiday Coaching Sessions — to instantly increase relevance.
• Small Business Saturday: Use this day (Nov. 29 this year) to showcase your services and run exclusive promotions.
4. Check Your Google Business Profile
Your Google Business profile is often the first impression a client has of you. Is yours current?
• Update hours, website, phone, and address.
• Add fresh photos and posts.
• Encourage recent client reviews.
Finish the Year Strong
The fall season brings both opportunity and challenge. By investing a little time now, planning, auditing, marketing, and updating, you’ll maximize efficiency and position yourself for success. Don’t wait for the rush to overwhelm you. Get ahead of it, and create the kind of fall that sets you up for a strong year-end finish.
Sales Unlock MORE
The 4-Step Lead Conversion System for Service-Based Businesses
If closing leads feels harder than it should, the problem probably isn’t the quality of your service — it’s your lead and sales process. Good news: By making these small, strategic tweaks and “stealing” my repeatable process will help you get the most out of 17hats and transform your conversion rates. Let’s dive in…
1. Get Leads On A Discovery Call
Anti-Phone Callers, introverts, and anyone feeling nervous about discovery calls, don’t let internet “advice” keep you from building real connections. Discovery calls are where leads turn into clients — no lengthysalesscriptrequired. Show up, listen deeply, and use their own words to describe how you help them solve their problem. This is exactly how trust and rapport are built to help seal the deal. This is the magic of a great discovery call — and much harder tocreateinwebsitemessagingorDMsalone.
2. Send A Same-Day Actionable Quote
The #1 reason discovery calls don’t convert is slow and confusing follow-up. Your leads shouldn’t have to chase you down or wonder what to do next to hire you, while you wait HOPING they do. Immediately following your discovery call, send a personalized quote and lay out exactly how to get started with you — accept the quote, sign the contract, pay the deposit. Lucky for you, 17hats makes this easy and seamless. No confusion, no hoping, just a clear callto-action — whichisexactlywhatyouwant. Check
3. Create (light) Urgency To Your Quote
Ok, you’ve completed the discovery call and sent the quote… sit back and watch the money come in, right!?Wrong. The biggest mistake you can make is when you stop here because you’re leaving money on the table. Instead, lightly create urgency to help them make a decision by setting a “Valid Until” date within your quote and include a message about when their quote expires in the email. This not only helps prompt a decision but also enables 17hats to send automatic quote reminders as that date approaches.
4. Follow Up Emails That Get Replies
Statistics show that over 80% of sales happen after the 5th follow up, while only 2% close on first contact, i.e. your discovery calls. Yet most service providers give up after the first email and blame it on ghosting . Why? I’ve had hundreds of conversations with my clients alike that they feel awkward following up for fear of being pushy or annoying. But genuine, caring follow ups — asking if they have questions and helping them feel valued — actually helps build trust. And following up multiple times, with the right words, helps leads make the best choice — workingwithyou!
Steal My Lead Flow
You don’t need to reinvent your sales process or start from scratch. Grab my Proven Lead Conversion Workflow: Turn Leads Into Clients in the 17hats Marketplace that includes discovery call online scheduling setup, exact wording for email follow-ups (including my ghosting antidote 4-word email), quote templates, and a sample service contract to help you consistently convert leads into clients!
Find Danielle On The Marketplace
5 Ways To Get Involved This Fall 5 Ways To Get Involved This Fall
And How It Can Help Your Business
Fall presents a golden opportunity for small businesses to engage with their communities and boost their brand visibility – and have fun at the same time.
As a small or solo business owner, showcasing your commitment to supporting local causes or community support have lasting effects on you personally and for your business. You also have the flexibility to take part in unique events or organizations because you make your own schedule.
Getting involved in your community not only can bring you joy and new friends, but also create fantastic business opportunities. There is no better way to foster meaningful and authentic relationships. And, if you’re an introverted business owner that is hesitant about networking, volunteering, sponsoring events, or giving back can be a more natural way to make connections.
Get Involved: All About Goodwill
Here are five ways that I suggest to get involved this fall and how they can have positive effects on your business and your well-being.
Host a Fall Event In-Person or Virtually
Embrace the autumn spirit by hosting a fallthemed event at your business location. From a simple open house for a pumpkin carving contest
and cider tasting to fall fashion shows, the options are limitless. You’ll create a memorable experience for your customers and potential clients and they can learn more about who you are and what your business does.
This will not only encourage repeat visits but also generate positive word-of-mouth referrals, effectively promoting your business within the community. If you don’t have a location or storefront to host an event, consider creating a fun virtual contest or event that involves your target audience.
Participate or Sponsor A Fall Fair
Fall fairs, county fairs, and carnivals are staples of the season, drawing large crowds from various demographics. Consider participating as a vendor or, if possible, sponsor the event.
As a vendor, you can showcase your products or services directly to a diverse audience, giving you an excellent opportunity for face-to-face interactions. Sponsoring the event can also gain your business significant visibility through banners, signage, and mentions in promotional materials. Also, keep in mind the possible tax benefits of donations or sponsorships for your business.
Create an Event For Small Business Saturday
Small Business Saturday, celebrated on the last Saturday of November, is a day dedicated to supporting local businesses. Take advantage of this occasion by organizing a special event for your business. Offer exclusive discounts, launch limited edition products, or provide complimentary services for visitors. Collaborate with neighboring businesses to create a shopping trail, enticing customers to explore the area and discover what each business has to offer.
Get Involved By Volunteering
Volunteering is the easiest way to get involved. It’s not hard to find a non-profit or organization to get behind. Even if it’s just a few hours each month, I promise time is never wasted helping others and you never know who’s watching. Maybe it’s stepping up in an organization you’re already involved in by offering your expertise or service to help them with their mission.
Getting involved in your community not only can bring you joy and new friends, but also create fantastic business opportunities.
Don’t think of it as giving something away for free because gratitude and goodwill will come back to you tenfold.
Not sure where to find a reputable nonprofit?
You can find nonprofits by searching thru GuideStar.org or through your local directories.
Host a Food Drive and Invite Other Small Businesses To Participate
Fall is a season of gratitude and giving. Organize a food drive at your business location and invite
other small businesses to join you in collecting non-perishable food items for local charities or food banks. Publicize the event through social media, local newspapers, and community bulletin boards to maximize participation. Not only will this initiative help those in need, but it will also portray your business as socially responsible and compassionate, enhancing your brand reputation.
Fall provides an array of opportunities for small businesses to get involved in their communities and strengthen their presence in the market. Keep it light and fun – whatever you decide to do, make sure it brings you joy and provides a healthy work/life balance. In addition to these few ideas, you can also explore how you can get involved in your industry’s community. Check out Amanda Rae’s blog about finding your happy place by giving back to others in your same profession.
By getting involved you can foster strong connections with your audience, attract new customers, and improve your brand’s visibility. Embrace the spirit of the season, and let this fall be a time of growth and success for your business.
Online Scheduling Made Simple
What It Is, Why It Works, and How to Use It
Online Scheduling is the KitchenAid mixer of business tools — or the power drill of your toolbox. Sure, it might look intimidating at first. But once you use it, you’ll wonder how you ever lived without it. It’s simple, effective, and quickly becomes your favorite way to book clients.
If you aren’t sure how Online Scheduling can actually work for you, let’s break it down together.
What Is Online Scheduling?
At its core, Online Scheduling lets your clients pick a date and time and book with you — without the back-and-forth. It’s pretty straightforward.
You can use it for just about anything:
• Consultation calls
• Zoom or phone meetings
• Coaching sessions (one-onone or group)
• Service appointments
• Product pickups
Set it up once, share your link, and you’re ready to start booking.
Why Use Online Scheduling?
Save Time
The endless “Are you free Tuesday?” emails – Gone. Your time is better spent serving your clients and growing your business.
Look Professional
In today’s market, you need every professional edge you can get. A clean, easy-to-use, and automated booking process shows clients you’re the real deal.
Instant Gratification
Click, book, done. That quick, seamless process feels great for you and your clients. And when clients feel good about working with you, they’re more likely to come back and send referrals.
How Online Scheduling Works
Think of Online Scheduling in two parts:
1. Service Setup
This is where you define what clients are booking — a call, a pickup, or a session. You can add:
• Location details
• Payment options
• Questions Automated reminder emails (and soon, text reminders!)
2. Availability Schedule
Here’s where you decide when you’re available. Set your hours, limit how many bookings per day, and sync with your existing calendar so you don’t get double-booked.
November 2025
TIPS TRICKS &
Cross-Check Calendars: Sync only the calendars that matter (meetings, services, family events). Keep “to-dos” on a separate calendar.
Fun Ways Our Members Use Online Scheduling
Balloon Artists
• Sell and schedule pickup for garlands
Photographers
• Book and pay for mini sessions
Cake Artists & Caterers
• Set pickup times for custom orders
DJs & Event Planners
• Schedule Zoom consultations
Coaches & Consultants
• Sell and schedule group workshops
Magicians
• Reserve performance nights
Use Tokens: Add tokens in confirmation and reminder emails so they auto-fill with date, time, and location.
Zoom Integration: Hosting calls? Each booking can auto-generate a unique Zoom link.
Ease Into It: Not quite ready to give clients full control? Use the “To Be Confirmed” feature. Clients can request times, and you approve or reschedule before it’s official.
Online Scheduling isn’t just about convenience — it’s about running your business like a pro. It saves you hours, makes you look good, and creates trust with your clients.
Once you start using it, you’ll wonder how you ever managed without it.
Dive Deep & Get The Guide
will walk you stepby-step through setting up your services, availability schedule, testing and embedding.
I’ve Installed a 17hats Marketplace Item ... Now What?
First of all, congratulations on installing a 17hats Marketplace item! You’ve taken an important step towards streamlining your business processes. Now that you have a new 17hats template (or templates), let’s explore what comes next to ensure it works perfectly for your needs.
Tailor the Templates
Marketplace templates are designed to be highly functional right out of the box, but to make the most of them, you’ll want to tailor each template to your business. After all, your brand and services are unique, and your templates should reflect that!
Begin by reviewing each template carefully. Adjust the wording, tone, and details to match your specific brand style and offerings. Whether your approach is more formal or relaxed, make sure the templates align with the way you communicate with clients. Update
important elements such as pricing, timelines, or service details to ensure everything is accurate and professional.
Test the Templates on Yourself
Before using a template with clients, it’s essential to test it out on yourself. This allows you to experience the template from your client’s perspective. Whether it’s a Contract, Email, or Workflow, go through the steps as if you were the client. This is your opportunity to identify any potential issues or areas that need further refinement.
Helpful Hint: Add yourself as a Client within your 17hats account, and then test your templates on yourself to see the full client experience.
Tailor Again After Testing
After the initial test, review the templates once more and make any necessary adjustments. This second round of tailoring ensures that installed templates are smooth and intuitive for your clients. Taking the time to finetune these details now can prevent misunderstandings or complications later.
Implement Templates Within Your Business
Once your template has been tested and refined, it’s time to implement it into your business processes. Whether you’re sending Contracts, automating Workflows, or managing communications, your customized templates will now save you time and ensure consistency in your client interactions.
Repeat the Process
Use Hattie AI to adjust Marketplace templates so they reflect your brand’s tone and voice. Quickly refine wording, keep emails professional, and ensure every client message sounds authentically you.
As your business evolves, your templates should evolve as well. Periodically review and repeat this process to ensure your templates remain aligned with your business, services, and goals. Small adjustments can make a significant impact on the efficiency and professionalism of your operations.
By following these steps, you can fully leverage the power of 17hats Marketplace Items to improve your business processes. Visit the Marketplace to learn more about templates available.
Power Up With
Pipelines
“This Is Amazing! I’m such a visual person, so I absolutely love the new Pipeline feature, where I can actually see what’s happening with my clients! Total game-changer!”
Sharee Collier EVENT PLANNER
“It’s the first place I go everything time I open 17hats.”
Lisa Maco PORTRAIT PHOTOGRAPHER
“Pipelines has really been a game changer for how I run my business. Being able to see my clients journey from beginning to end in a color coded interface has helped me and my team stay on top of all our clients needs at every step.”
Alicia Moszee WEB DESIGNER
Pipelines In The Marketplace
If you’re not sure where to begin, you’re not alone! That’s where the 17hats Marketplace comes in. With ready-to-use 17hats templates and services from trusted, experienced partners, you can quickly add Pipelines that match your business needs—or work with a Marketplace Service Provider who can build and customize one for you.
�� Beginner: Basic Quote Template + Pipeline
Introducing the Basic Quote Template + Pipeline: a streamlined way to keep tabs on your Quotes as they move through the sales process. This easy-to-use Pipeline helps you track every step, ensuring nothing slips through the cracks.
���� Intermediate: Schedule Phone Call - General Purpose
This Online Scheduling Service is designed to be used to schedule a general purpose phone call. It includes a Workflow to send an email with the scheduling link to the client/lead, the Online Scheduling service for the phone call, the follow up Workflow to thank the lead/client for their time and provide them with a recap or follow up information as needed, as well as a Pipeline to track where leads/clients are at in the process.
������ Advanced: Photography Pro Starter Kit
This Starter Kit is designed for photographers looking to automate their Lead, Booking, and Onboarding process! This bundle includes a Lead Capture Form, 4 Workflows, 4 Pipelines, and all the essential documents—Emails, Questionnaires, Quote, a sample Contract and a sample Invoice.
You Bring The Talent
We Bring The Tools
17hats is the all-in-one business management platform you didn’t realize you need — but soon can't imagine yourself living without. Together, we'll take your business to the next level.
Words From A Pro
“17hatsstreamlinedmy workflowwithmyclientele makingthebookingprocess quickandeasyandseamless. Ifthatisn’taSHABANG!I don’twhatis!”
– Peter Hurley, Peter Hurley Headshots
Tutorials!
Your Shortcut To Working Smarter
Want to get more out of 17hats without the guesswork? Our top tutorials are the fastest way to learn, implement, and level up your business systems — no tech degree required. Each video walks you through key tools and features step-by-step, so you can spend less time figuring things out and more time doing what you love.
Don’t send that late night email – you can schedule it! Jebb will teach you how to schedule an Email inside 17hats.
Add new Tags to Projects & Contacts in bulk! Watch our 17hats expert, Jebb on how to bulk add Tags.
Craving MoreEducation?
Step up your professionalism by adding a custom subdomain to all your 17hats links.
Set up or update Past Due Invoices Reminder Emails to take one more thing off your busy plate.
Head over to 17hatsUniversity.com and blog.17hats.com to dive deeper into both business and 17hats education. Bookmark both sites and check back weekly for fresh insights and tutorials.
The Power of Going All-In
If you’re tired of missed goals and low morale, discover a proven framework for leadership that will help you unleash your team’s potential.
The Subtle Art of Not Giving a F*ck
A superstar blogger show us how to stop trying to be “positive” all the time so that we can truly become better, happier people.
Add to Cart:
Talk Triggers
Talk Triggers is the definitive, practical guide on how to use bold operational differentiators to create customer conversations
Lean In: Women, Work, and the Will to Lead
Fall Picks: Books Worth The Read
Fall is the perfect season to slow down, grab a blanket, and dive into a good book. That’s why this month’s Amazon Picks are all about reading. We’ve hand-selected 10 titles we think every business owner should invest in — from inspiring mindset shifts to practical strategies that will fuel your growth.
P.S. We’re an Amazon Affiliate, which means we may earn a small commission if you purchase through our links. But don’t worry — we’re not in it for the dollars.
An inspiring call to action and a blueprint for individual growth that will empower women around the world to achieve their full potential. SHOP NOW!
$100M Leads: How to Get Strangers To Want To Buy Your Stuff
You can get 2x, 10x, or 100x more leads than you currently are without changing anything about what you sell …
Buy Back Your Time
With over two decades of experience as a serial entrepreneur and founder, Dan Martell will teach you the secrets to work less and play more while building an empire.
Atomic Habits
Atomic Habits will reshape the way you think about progress and success, and give you the tools and strategies you need to transform your habits
The Alter Ego Effect
The Alter Ego Effect is not about creating a false mask--it’s about finding the hero already inside you.
The Psychology of Money
19 short stories exploring the different ways people think about money and teaches you how to make better sense of one of life’s most important topics.
Traction: Get a Grip on Your Business
You’ll discover simple yet powerful ways to run your company that will give you and your leadership team more focus, more growth, and more enjoyment.
Share Your Secret to Business Success
Turn your business savvy into cash rewards by simply sharing 17hats.
Referring 17hats is a win-win. You’ll earn $50 for every new member who joins using your link — and there’s no limit to how many rewards you can collect.
Even better? Your friends get a huge head start with 50% off their first year or first two years of 17hats. That’s up to $400 in savings for them, just for being connected to you. It’s an easy way to support fellow business owners while putting extra cash in your pocket.
3 Easy Ways To Refer 17hats:
1. Invite a business friend to book a live 1:1 17hats Walkthrough
Share your referral code and send them to meet with a 17hats expert to see if 17hats is a good fit for their business. Your referrals can book a 1:1 directly from the 17hats.com
2. Share on Social Media
Post about how 17hats helps you — and include your link. Include before/after stories or screenshots! Business owners love seeing behind-the-scenes.
3. Send a Personal Message
Reach out to a business friend with a quick text or DM: “Hey! If you’re still juggling client stuff manually, you should check out 17hats. Here’s my referral link for 50% savings — it’s a no brainer!”
Find Your Referral Code & Link!
Head to your 17hats account settings and click the “Referrals” tab to copy your unique referral link. Your referred friend can use your code when signing up for a trial or upon checkout. You can also send them your link that allows your referral to directly buy now.
You don’t need permission to succeed — only courage to start.
