
First of all, congratulations on installing a 17hats Marketplace item! 🥳 You’ve taken an important step towards streamlining your business processes. Now that you have a new 17hats template (or templates), let’s explore what comes next to ensure it works perfectly for your needs.
Tailor the Templates
Marketplace templates are designed to be highly functional right out of the box, but to make the most of them, you’ll want to tailor each template to your business. After all, your brand and services are unique, and your templates should reflect that!
Begin by reviewing each template carefully. Adjust the wording, tone, and details to match your specific brand style and offerings. Whether your approach is more formal or relaxed, make sure the templates align with the way you communicate with clients. Update important elements such as pricing, timelines, or service details to ensure everything is accurate and professional.
Test the Templates on Yourself
Before using a template with clients, it’s essential to test it out on yourself. This allows you to experience the template from your client’s perspective. Whether it’s a Contract, Email, or Workflow, go through the steps as if you were the client. This is your opportunity to identify any potential issues or areas that need further refinement.
Helpful Hint: Add yourself as a Client within your 17hats account, and then test your templates on yourself to see the full client experience.
Tailor Again After Testing
After the initial test, review the templates once more and make any necessary adjustments. This second round of tailoring ensures that installed templates are smooth and intuitive for your clients. Taking the time to fine-tune these details now can prevent misunderstandings or complications later.
Implement Templates Within Your Business
Once your template has been tested and refined, it’s time to implement it into your business processes. Whether you’re sending Contracts, automating Workflows, or managing communications, your customized templates will now save you time and ensure consistency in your client interactions.
“17hats has made my onboarding process so much better now! Fewer clients are slipping through the cracks :)” – Jennifer J.
Repeat the Process
As your business evolves, your templates should evolve as well. Periodically review and repeat this process to ensure your templates remain aligned with your business, services, and goals. Small adjustments can make a significant impact on the efficiency and professionalism of your operations.
By following these steps, you can fully leverage the power of 17hats Marketplace Items to improve your business processes. Visit the Marketplace to learn more about templates available.