One on one & Group training

Inquiry, Scheduling & Workflow Bundle

This generic (non-industry specific) bundle includes everything you need to offer events for multiple clients to attend, e.g. a workshop, class, zoom event, etc, as well as one on one training. 

This bundle can be used by anyone who provides one on one training, coaching, or instruction, or offers group events like balloon-arranging classes, photography or other workshops, cooking classes, etc. Great for photographers, coaches, trainers, teachers, animal trainers, balloon artists, and others.

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With this Bundle, you'll be able to…

01

Book Individual & Group Events

02

Have clients book, pay online, and select dates from your calendar.

03

Send post-training session notes and recordings.

04

Ask clients for feedback once training is complete.

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Group Scheduling Events - This bundle includes everything you need to provide information to leads about your upcoming event, have them pay and book directly online, and follow up after the event. 

This bundle includes 2 workflows, 1 group online scheduling service, and 8 email templates. The inquiry workflow can be attached to an existing lead capture form or triggered manually. These workflows are designed to easily be incorporated into existing workflows or stand on their own. 

All items in this bundle are plug and play, with minimal setup on your part, but are completely customizable to meet your specific needs. Specific instructions regarding items you will need to set up yourself will be provided upon purchase. The items you will need to setup or modify yourself include: Online Scheduling Availability Calendar, Service Settings, and Product & Service Settings. Placeholders for event name, information, scheduling and review links are included in templates and will also need to be updated. 

One on One Training - This bundle includes everything you need to provide information to leads about the type of training you provide, have them book and pay directly online, schedule additional training sessions included with purchase, follow up after each session, and ask for feedback once training is complete. This bundle includes 1 lead capture form, 7 workflows, 4 online scheduling services, 1 questionnaire, and 15 email templates. These workflows are designed to easily be incorporated into existing workflows or stand on their own. 

All items in this bundle are plug and play, with minimal setup on your part, but are completely customizable to meet your specific needs. Specific instructions regarding items you will need to set up yourself will be provided upon purchase. The items you will need to setup or modify yourself include: Online Scheduling Availability Calendar, Service Settings, and Product & Service Settings. Placeholders for specific information related to your training are included in templates and will also need to be updated. 

Templates Included in Bundle:

  • Online Scheduling Services
    • TR - Additional Training Sessions
    • TR1 - Training Pkg OneTR2 - Training Pkg Two
    • TR2 - Training Pkg Two
    • Event
  • Workflows
    • TR-LD-01 One on One Training Inquiry
    • TR-PST-01 One on One Training Post Workflow
    • TR-SES-01 Session Follow Up
    • TR1-BK-01 Training Package One Booking
    • TR2-BK-01 Training Package Two Booking
    • EV-LD-01 Event Inquiry
    • EV-PST-01 Post Event
  • Emails
    • GEN-01 Appointment Confirmed
    • GEN-02 Appointment Request Received
    • GEN-03 Appointment Tomorrow
    • GEN-04 Appointment Today
    • GEN-05 Cancellation Email
    • EV-BK-01 Event Registration Confirmed
    • EV-LD-01 Lead Inquiry for Event
    • EV-LD-02 Follow Up with Lead Inquiry for Event
    • EV-PST-01 Thank you for attending
    • TR-LD-01 Lead Inquiry for One on One Training
    • TR-LD-02 Follow Up with Lead Inquiry for One on One Training
    • TR-PST-01-01 Ask for Feedback
    • TR-SES-01-01 Post Training Session Follow Up Email
    • TR1-BK-01 Schedule Additional Training Sessions
    • TR2-BK-01 Schedule Additional Training Sessions
  • Lead Capture Form
    • TR- One on One Training Lead Inquiry
  • Questionnaire
    • TR-PST-01-01 Training Survey / Review

 

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Deb Mitzel

Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success!  With almost thirty years in the business world and over a decade as a small business owner,  I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!  

I specialize in providing Small Business Consulting & Coaching services, as well as Portrait Photography, but have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.  

I have been using 17hats since 2015 and am excited to offer templates you can use to level up your business success!