book audit

Not Sure Your 17hats Setup is Doing Its Job?

A focused, strategic review of how you’re using 17hats — with personalized recommendations to help you optimize your setup, save time, and run smoother.

This is a focused review of your 17hats accounts...not a makeover. I’ll examine workflows, templates, automations, and client-facing tools to identify friction, wasted steps, and opportunities. You’ll receive a concise audit report with prioritized recommendations so you can decide what to change (and when).

"Wow. Wow. Thank you for the amazing audit. The detail in the report is amazing. You covered more than I expected.  The audit reported what you saw that was wrong and gave suggestion to fix. Can’t wait to jump in and attack the audit issues head on. The meeting was so good. Your delivery in explaining everything put me at ease that I can overcome the issues I created. Can’t wait for our next meeting!! So glad I found you, my business will be running so smooth because of this audit. Thank you again!!"

 -Joan, Audit Client

don't just take my word for it...

Schedule your Audit

  • Already use 17hats but aren’t sure it’s saving you time
  • Want a clear plan before investing in changes
  • Prefer to make strategic decisions, not guesswork
  • May want implementation later, but need the roadmap first

This session is perfect for you if you:

I'm ready, let's go!

the details

Here's the Step-by-Step Process:

  1. Click the I'm Ready button below and then:
  2. Select and Schedule the date for your Audit Summary Zoom Call. 
  3. Make payment online.  Price is $550.
  4. Sign service agreement.
  5. Complete a short pre-audit questionnaire.
  6. Grant me temporary access to your 17hats account.
  7. I'll send you a written summary of findings and recommendations.
  8. We’ll meet for a 30-minute review call to discuss the report.

Are you Ready to Get Started?

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