Simplify Your Funnel: How Flodesk and 17hats Work Together

Funnels Don’t Have to Be Complicated

The word “funnel” tends to trip people up. It sounds like something only “real marketers” have — and it makes a lot of small business owners assume they need a giant, complicated setup to succeed.

But here’s the truth: A funnel is just a path.

It’s the journey someone takes from first hearing about you… to deciding to work with you.

That path might start on social media. Or from a referral. Or a casual conversation at a networking event. It might continue through your emails or a free resource — and eventually, if they’re a good fit, lead to a sale.

It doesn’t have to be perfect. It just has to be intentional.

And that’s where two of my favorite tools come in: Flodesk and 17hats.

Flodesk: Nurture Starts Here

Flodesk is where I nurture new connections. It’s the tool I use to:

• Send beautiful, on-brand emails
• Share free resources or tips
• Run email sequences that educate and build trust
• Stay in touch between launches or services

Whether someone finds me on Instagram, Google, or through a friend — Flodesk is where they land when they’re curious but not quite ready. It helps me stay top of mind, build relationships, and create value consistently. 🔗 Flodesk affiliate link

17hats: Turn Interest into Action

Once someone’s ready to take action — book a session, inquire about a service, or start a project — that’s when 17hats takes the wheel.

Here’s what it does for me behind the scenes:

• Lead capture forms that kick off automated workflows
• Scheduling, contracts, and invoicing
• Organized project tracking and communication
• Client portals to keep everything in one place

It’s not a marketing tool — it’s a business operations system. And it’s the difference between feeling frazzled and feeling in flow. 🔗 17hats affiliate link

How the Two Tools Work Together

Let’s break it down with a real-world example:

1. Someone downloads a freebie from my website — that puts them into a nurture sequence in Flodesk.
2. After a few emails, they’re ready to learn more. They click a link to book a discovery call.
3. That link takes them to a 17hats Lead Capture Form that starts a workflow — from scheduler to confirmation emails to prep forms.
4. If we move forward, 17hats takes care of the rest – contract, invoice, and project tracking.
5. Later, I can tag them and add them back into Flodesk for follow-up education or future offers.

It’s a simple loop – Flodesk → 17hats → Flodesk (again). A thoughtful, connected client journey — without the tech overwhelm.

Your Funnel Might Start Somewhere Else — and That’s Okay

Flodesk and 17hats are the backbone of my funnel, but they’re not the whole story.

Your top-of-funnel activities might include:

• Social media
• Word of mouth
• Networking events
• Podcast interviews
• Blog posts (like this one!)

All of those can feed into Flodesk. The key is: once someone raises their hand and wants to learn more, you need a system to guide them smoothly from interest to sale — and that’s what this duo does beautifully.

You Don’t Need Fancy. You Need Functional.

So many business owners get stuck because they think their systems have to be fancy to be effective. But the truth is:

“Simple doesn’t mean basic — it means sustainable.”

Start with what you need. Grow from there. The right tools don’t just make things look polished — they save you time, protect your energy, and deliver a better client experience.

FAQs: Flodesk + 17hats — How They Work Together

Q: Do Flodesk and 17hats integrate directly?

A: Not natively — but they don’t need to. You can use them together by linking your Flodesk emails or workflows to your 17hats Lead Capture Forms. Once someone clicks, 17hats takes over with automations for scheduling, onboarding, and more.

Q: Which tool should I use to collect email addresses?

A: Use Flodesk to grow your general email list and nurture new leads. Use 17hats Lead Capture Forms when someone is ready to inquire, book, or move forward with a specific service.

Q: Should I send all my emails through Flodesk?

A: Yes — Flodesk is where you send newsletters, updates, nurture sequences, and promotional emails. While 17hats can send automated & workflow emails (like appointment reminders or contract follow-ups), it’s not built for marketing. Let each tool do what it does best.

Q: Can I send a Flodesk form submission into 17hats automatically?

A: Not without a workaround. For now, the best practice is to use Flodesk for interest-level content and include a clear call to action that links to a 17hats Lead Capture Form when someone is ready to take action.

Q: What if I already use Flodesk forms — should I switch?

A: Keep your Flodesk forms for freebies and email list growth. But when you’re collecting info from a serious lead or client (like project details, preferences, or service requests), 17hats forms are more robust and will kick off your automated workflows.

Want Help Creating a Funnel That Fits You?

• Grab my free CRM Starter Kit — it’s the first step to understanding what kind of system you need (and whether 17hats is the right fit).
• Try Flodesk with my affiliate link and get 50% off your first year — it’s a game-changer for list building and nurture.
• Let’s chat — I offer free 20-minute discovery calls to explore what’s working, what’s not, and where to go from here.

You might also like…

• Say Hello to Organization and Goodbye to Chaos with 17hats
• How to Create an AI Content Hub
• Small Business Success: Crafting Business Processes that Work

If you’re interested in jumpstarting your email marketing with Flodesk, you can use my code for 50% off your first year. Just click here to get started.

17hats Referral Code and Free Trial Information

If you want to see what 17hats is all about, click the image to link to a FREE 7 Day Trial, or if you’re ready to purchase, follow the link for 50% off your first year or use the code debmitzel at checkout!

17hats Referral Link

Deb Mitzel is Your 17hats Guide—an experienced Small Business Operations Consultant and Coach, as well as a 17hats Implementation Specialist. With a passion for empowering small business owners, Deb specializes in helping clients reclaim their time so they can focus on building businesses that support their personal and professional dreams. Deb believes in creating an Integrated Life—a harmony where your business and personal life work together to serve you best. She knows that with the right systems, strategies, and a little guidance, you can build a business that is a blessing, not a burden. If you’re ready to simplify your processes and maximize your impact with 17hats or other tailored strategies, Deb offers a Free Discovery Call to explore how she can help. Click below to schedule your call and take the first step toward turning your vision into reality.

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Disclaimer: Some of the links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.