17Hats Workflow Tutorial for Beginners











>> YOUR LINK HERE: ___ http://youtube.com/watch?v=a2vml_wWTW4

//A workflow is an automated set of actions that builds your customer experience. Think of it as steps or actions that you take when working with your clients. • In this video, I walk through an easy setup for onboarding new clients. I added a welcome email and introduced the idea of sending a questionnaire. In order to add a questionnaire to your 17Hats workflow, you must create the questionnaire (as a template) first. • Here's how to create a questionnaire in 17Hats: • 📹 How to Send Questionnaires (how to create one):    • How to Send Questionnaires to Clients   • 📹 How I changed a Google Form to a 17Hats Questionnaire:    • How to Change a Google Form to a 17Ha...   • -- • 👥 Join my online community for continued support:   / clearcrew   • 💪DIY: https://referrals.17hats.com/card/zrs... * (50% off an annual membership) • 1:1 Coaching Opportunity - Apply here: https://swiy.co/1on1 • -- • // LET'S BE SOCIAL: • FB.   / thesystemssuite   • IG.   / thesystemssuite   • 💻 Visit me at thesystemsuite.com • ❓Got questions? Drop them below! • • Music | working to the tunes of Bobby Nsenga:    • Best R B Soul Playlist Mix - Chill Vibe   • *Affiliate link

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