Get Your 17hats Account Ready for 2026

A simple, step-by-step way to prep, clean, and optimize your 17hats account

As we approach a brand-new year, it’s the perfect time to give your 17hats account a quick tune-up. A clean and organized account doesn’t just look better, it helps you work more efficiently, automate more confidently, and set the stage for your most profitable year yet.

To make the process simple, we’ve created an EXCLUSIVE Marketplace Workflow designed to walk you through 10 tasks every business owner should complete in their 17hats account before rolling into 2026.

Think of it as your guided checklist for a smoother, smarter system next year.

Why Tune Up Your Account Now?

Your 17hats account is the operational center of your business. From leads and bookings to communication, invoices, and beyond. Over time, it’s easy for unused templates, old projects, or outdated workflows to pile up.

A little organization now helps you:

• Start fresh with clean, accurate data
• Strengthen your automations
• Ensure your 17hats Documents reflect your current brand

Introducing: Your 10-Step Account Optimization Workflow

Available now in the 17hats Marketplace

This Marketplace item includes a step-by-step Workflow built specifically to help you prepare for the new year. Each step will walk you through quick improvements, including:

• Tidying up Project lists
• Reviewing and updating templates
• Refreshing packages and pricing

Whether you’ve been with 17hats for years or you’re still getting comfortable with all the features, this quick guide ensures nothing gets missed.

How to Use the Workflow

1. Head to the 17hats Marketplace
2. Install the Exclusive – End of Year 17hats Account Cleanup Workflow
3. Create a Contact for yourself (Pro Tip: Use an email address that is NOT tied to your 17hats account).
4. Within your own Contact, Create a Project called 2025 Account Cleanup
5. In the 2025 Business Cleanup project, Click “Create New” > Workflow > 🧼 10 To-Dos in 10 Days – The Ultimate Account Cleanup Workflow
6. Work through the 10 steps at your own pace. The Workflow will trigger one to-do task per day for 10 consecutive days.

Each action is small and manageable, but together they create a major boost in how smoothly your business operates inside your 17hats account.

Start Strong. Stay Organized. Set Yourself Up for Success.

The upcoming year will bring new clients, new opportunities, and new goals. Preparing now ensures your systems are ready to support the growth you’re aiming for.

Take 10–15 minutes each day to walk through the tasks. Future-you will be very grateful.

👉 Head to the 17hats Marketplace and install the EXCLUSIVE – End of Year Account Cleanup Workflow now.