course testimonial


Balloon Van Gogh

" many things are so smooth and cool and I am already in love with 17hats...thank you for helping me get it started. I couldn’t have done it without the extra guidance."

Course overview

    1. Background, Subdomain, Time Zone

    2. Logo and Customization

    3. Email Signature

    1. Email Settings

    2. Email Reminders and Confirmations

    3. Calendar Setup and Sync

    1. Payment Processing

    2. Tax Rates

    3. Products, Fees and Services

    1. What Do You Need to Know and When?

    2. Field Types

    3. Mapping

    4. Creating Custom Fields

    5. Make Your Lead Form

    1. Import Email Templates

    2. Edit the Email Templates

    3. Questionnaire Build (1 of 2)

    4. Questionnaire Build (2 of 2)

    5. Contract

    6. Quote

    7. Invoice

About this course

  • $147.00
  • 37 lessons
  • 2 hours of video content

what my clients say


Wisconsin Balloon Decor

“Nicole's workflow and calendar setup is so good! She immediately understood where I could streamline my sales process & improve my customer experience. She did in a week what I couldn't do in five years.”


Something Fun

“We are rocking and rolling, thanks to you! Thanks so much! You've made my life much easier. Many thanks.”


Foto Vibe

"I can't thank you enough! I didn't know I could automate and set up so many different areas."


San Diego Balloons & More

“Your assistance was Awesome! I greatly appreciated the setup and continued support for the last month as I worked my way learning the site.”


Fabulous Faces Entertainment

"I can't thank you enough for your overall knowledge of 17hats & fast turn around time."


Balloon Chica

“I couldn’t have done this without you. I would have never figured out how to set all that up.”

Hi, I'm Nicole

Systems & Spreadsheet Enthusiast Nicole Larson

When I look back at the various roles I've played as a coach, marketing coordinator and budget coordinator, there's always been one common thread in my work: setting up systems.  This is because I just don't think you can build a truly sustainable and scalable business or team without a solid system supporting it. I value integrity, authenticity and thinking outside of the box. I like to think that I'm creative, too... but usually with workflows,  spreadsheets and formulas instead of balloons or paint!  ​ Let me use my analytical and systematic thinking to help you streamline and scale your creative business. (My left brain + your right brain = a no brainer!)

Course resources

Some of the resources available in the course:

  • project details worksheet

  • 18 email templates

  • 3 workflow templates

  • default 17hats token list

  • most-needed custom fields

  • bonus lead source resource

  • screen share videos, images & text instruction / notes


  • Does the course include the cost of my subscription to 17hats?

    No, that needs to be purchased separately. Please contact me if you'd like a subscription recommendation.

  • Do you work for 17hats?

    Nope! But I think it's a great platform and have been working inside it nearly every day for the past 6 months.

  • Will this course show me how to set up workflows?

    Yes, and even better - you'll be able to snag my workflow templates! But I'll also show exactly how I created them, and how to adjust them to your needs.

  • How is the course taught?

    This is a screen-sharing video course that also has written instructions and downloads to help you through.

  • How long are the videos?

    Most videos are about 5 minutes long... a few much shorter and the longest is about 10 minutes.


Streamline your balloon business so you can spend more time decorating!

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