Do you ever feel that taking any time to work on the infrastructure of your business feels like time taken away from earning money?

Not long ago I was on Skype with Andrew Palmer and he reported that in the previous hour he had gotten a request for a proposal and 50 minutes later the perspective client was now a client and had paid the down payment via PayPal.

I needed to know his secret – it was 17hats.

What is 17hats you may ask? 

It combines multiple business Apps / platforms into one singular place and is designed specially to automate processes for small businesses (solopreneurs take note).


  • Proposals
  • Client Profile Management
  • Invoice Management
  • Scheduling
  • Credit Card Payments
  • Dashboards
  • Templates
  • Online Contract Signing
  • Financial Management
  • Billing
  • Lead Generation
  • Workflow Automation
  • Automated Payment Reminders
  • Time Tracking

I got off Skype and sent an email to 17hats, would someone there want to talk to me about the platform?  Would they like to be interviewed so I can share with my people this magical art of automation and reining in cash?  Yes!  they agreed and we set up a call (we recorded the call and you can watch it below, we review their features and how you can use them to make your business easier to manage).

I recorded the 17hats overview video with Miji Zhou from 17hats and Laura Heuer.  In the video we login and review the platform and you can see how easy it is to use and get started.  Please, learn from me, spending a little time and money will actually save you time and earn you more money.

I then got myself a subscription to 17hats and I called WordPress website designer and organizational guru Laura Heuer to tell her that I was taking her up on her offer to help me get automated.  Quick background, Laura was my first friend in WordPress, I think we met in 2009, so she has been working with clients and building WordPress sites for a long time.  Laura began walking me through the process of  setting up a client on-boarding workflow automation.  I knew that investing time into this would pay off, I don’t see the upside to reinventing the wheel, I wanted  the automation’s and processes that Laura had honed over working with hundreds of clients (I blame the ET developers and Sean Barton for my addiction to export / import).

BUT then THIS happened – Laura got together with the awesome folks at  17hats and they converted HER workflows and automations into three products which I (and you) can download and customize to fit your own web design business.  Make your life easier, more organized and more professional with a few clicks!  Works for me.

If you are a 17hats customer, you can access their marketplace by navigating to Account Settings then on the left hand side of the page look for their Template Marketplace.  Along with premium workflows for businesses such as Life Coaches and Wedding Photographers thanks to Laura there is now a set for WEB DESIGNERS!!!

Here is an overview of the three products you can purchase for your web design business.

Client Connection Email Workflow – This workflow will automatically send monthly tips to your clients to help them utilize and optimize their new WordPress website all the while staying connected to you for more projects. This workflow will keep you and your client connected for a year – simply, easily, smartly, and quickly. ($19.95) Laura utilizes this workflow at the end of each website creation. This keeps a connection to the client without any hassles.

WordPress Website Design Workflow – New Lead This workflow will allow you to effectively send a proposal, a contract, and invoice (in five minutes, $49.95))! This pack contains the following templates:

  • Contract – Website Lead Workflow Simple Contract
  • Email – Website Lead Workflow Introduction and Quote Email
  • Workflow – WordPress Website Design Workflow New Lead

WordPress Website Design Workflow – New Client – You have a new client – great! Now what? What is the next step? Instead of panicking, use this step-by-step process that will keep you on target, streamlined, efficient, and professional – effortlessly! ($49.95) This pack contains the following templates:

  • Email – Website Design Workflow Thank You Plus 1st Questionnaire Email
  • Email – Website Design Workflow 2nd Questionnaire Email
  • Questionnaire – Website Design Workflow 1st Questionnaire
  • Questionnaire – Website Design Workflow 2nd Questionnaire
  • Email – Website Design Workflow Completed Website

This workflow also contains 21 to-do’s in order to keep you moving the site process along. You can alter them if needed to fit your needs. Check them off as you go so you know where you are at any moment.

Enjoy the video and let us know if you are a 17hats user and how it has helped your business.

EIleen Lonergan
Eileen Lonergan was an integral part of this company. Unfortunately, Eileen Passed away on the 31st of October 2018 after a short battle with Cancer. She leaves behind the legacy of the Divi Theme Users Group and hundreds of people that she helped through coaching, building outstanding websites and just being - accessible. We miss her every day!
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