The 17hats Quick-Start Roadmap

What to Set Up First & What Can Wait

Free Online Workshop for Solo & Small Business Owners

You signed up for 17hats because you wanted a streamlined, more professional way to run your business… But now you’re staring at your Dashboard with no idea where to start.

In this free live workshop, I’ll walk you through what you need to setup, what to focus on first, and what to build later, and how to actually customize it to your unique business. This is not walking through features — this is exactly where I’ve taught dozens of 17hats users to get the MOST out of 17hats.

You’ll leave understanding your roadmap + my 17hats Onboarding Checklist for your clear next step—whether you are brand new to 17hats or have been paying for it while and barely using it.

Date: Tuesday, September 1st, 2026
Time: 2pm PST / 3pm MST / 5pm EST
Location: Zoom

Register for Free

After 13 years as an entrepreneur—and almost a decade of using 17hats across my own businesses and helping other service-based business owners implement it—I hear this again and again:

You sign up for 17hats excited to finally get organized… and then get stuck and barely use it.

There are so many settings, features, templates, integrations, and ways to customize the platform that it’s hard to know what to do first. So you start where you can: adding a few contacts, creating projects, sending an invoice, maybe sending a contract.

17hats quickly becomes another investment wasted… But it doesn’t have to be!

You need a clear roadmap.

You need to know what needs to be set up first, what can wait until later, and how the pieces fit together to support the way your business actually runs.

That’s exactly why I’m hosting this free live workshop:

The 17hats Quick-Start Roadmap: What to Set Up First and What Can Wait

In this workshop, I’ll show you the strategic order I use to help 17hats users get started so you can stop feeling overwhelmed by all the options and start building a system that actually supports your business.

By the end of this free workshop, you’ll be able to:

  • Understand what to setup first without trying to build everything at once.

  • Identify the difference between foundational setup, your client-facing tools, and the features you can build later.

  • Find out the #1 Mistake I see new members make when it comes to the Lead process and their setup.

  • Decide your next best step based on where your account and business currently are.

  • Use your 17hats Onboarding Checklist to move forward with more clarity and less guesswork.

Register above to get in for Free!