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Founded by Nicole Wade

Follow-up systems for service-based founders and boutique agencies

So fewer leads slip through, more clients come back, and your backend runs more smoothly.

How I Work

I build the systems that help your business follow up better, retain more clients, and run more consistently.

Optimize

I document the system, train your team, and set up simple reporting so you know what’s working, what needs attention, and how to keep things running smoothly.

Build

I design and build your client journey, automations, and follow-up systems so leads move through your business more clearly and convert more consistently.

Audit

A focused 60-minute working session to identify what’s broken, unclear, or underperforming in your follow-up system — and fix one high-impact issue fast.

Discovery & Audit

60-min platform review to identify your biggest revenue leaks. You'll get exact dollar estimates and 3 quick-win automations deployed in 48 hours.

Strategic Architecture

I map your entire customer lifecycle (from first click to repeat buyer) and design the automations that move them through each stage automatically.

Implementation

I build, test, and deploy your custom automations using the same behavioral triggers and segmentation logic I used at Disney and Sony.

Optimization & Training

Revenue attribution dashboards, team training, and SOPs so you know what's working and can maintain the system long-term.

The Seven17 Loyalty Loop

7 Touchpoints That Turn Visits Into Revenue

Building loyal clients is not luck. It is about intentional touchpoints that guide someone from their first appointment to a repeat customer and eventually an advocate. Here is how I design the journey

WHAT I FIX

(AND HOW MUCH IT'S COSTING YOU)

The Seven17 Loyalty Loop

Strategies That Turn First-Time Clients Into Your Most Profitable Asset

Growing your business isn’t just about finding more leads. It’s about getting more value from the clients you already have. When you build the right systems, clients come back more often, stay longer, and refer others. Here’s how I help turn first-time clients into long-term revenue.

Spend less time managing daily operations

See What’s Working And Build Systems That Run Without You

The problem: When your backend is unclear, follow-up gets missed, your team makes guesses, and it’s hard to know what is actually driving revenue.

What I build:

Clear dashboards tracking who’s returning, who’s not, and why
Revenue reporting that shows where results are coming from
Early warning systems that catch problems before they get expensive
Simple workflows your team can follow without constant hand-holding
Documentation and training so the system keeps running smoothly

Turn New Clients Into Long-Term Relationships

The problem: New clients often disappear after the first visit because there’s no clear system guiding what happens next.

What I build:

Welcome sequences that create a strong first impression
Onboarding flows that make the next step obvious
Gentle follow-up that keeps clients engaged without feeling pushy
Milestone and check-in messages that build consistency
Multi-channel touchpoints that keep your business top of mind

Generate qualified referrals without increasing ad spend

Reactivate Past Clients And Generate Referrals

The problem: Past clients already know and trust you, but without a system to re-engage them, that revenue and referral potential gets left behind.

What I build:

Win-back campaigns for inactive leads and past clients
Smart segmentation based on timing, behavior, and readiness
Personalized reactivation sequences that feel relevant
Referral prompts that make it easy for happy clients to share your business
Simple list health automations that keep your audience engaged

The Result?

Stop chasing new leads. Start maximizing the value of every client you already have.

MORE CLIENTS RETURNING

Higher revenue per client

Lower acquisition costs

Predictable growth

Who I Work With

I work with coaches, course creators, and boutique agency owners who are done relying on memory, scattered tools, and inconsistent follow-up.

Most of my clients are growing service businesses that need a cleaner client journey, stronger retention, and a backend system that actually supports growth.

Seven17 Loyalty Loop

Choose your starting point. Most clients begin with the CRM Quick Fix.

Seven17

CRM QUICK Fix

A 60-minute working session to fix one broken follow-up issue and map the next step.

$497

Pre-session issue review (you tell me what's broken)
60-minute live implementation session
One key issue fixed in real time
Loom recap
7-day follow-up support

Seven17

CRM Buildout

Done-for-you GoHighLevel setup for businesses that need a clean client journey, automations, and follow-up system.

Starting at $3,500+

GoHighLevel setup or clean-up
CRM and pipeline structure
Lead and client follow-up automations
Booking and reminder workflows
Email and text sequences
Testing, documentation, and post-launch support

Seven17

ONGOING OPTIMIZATION

For clients who already have a system and want monthly optimization, reporting, and support.

Starting at $1,800+/mo

Monthly system optimization
Automation updates
Campaign support
CRM and pipeline maintenance
Reporting and performance review
Monthly strategy call
Priority support

Frequently Asked Questions

What platform do you build in?

I build exclusively in Go HighLevel (GHL). GHL replaces your CRM, email marketing, booking system, funnels, and website in one platform — and it's designed to grow with you. If you're on Kajabi, ConvertKit, or another platform, I offer a migration service as part of the engagement.

Do I need to already be on GHL?

No. Most of my clients are coming from Kajabi, ConvertKit, or no platform at all. I handle the migration and setup as part of the engagement. You'll end up on GHL with a fully built system — without having to figure it out yourself.

How fast can we start?

CRM Quick Fix sessions can typically be booked quickly.

Buildouts and ongoing support are scheduled based on availability.

What if I'm not sure which phase I need?

Start with the CRM Quick Fix. It is the fastest way to solve one issue, improve your follow-up system, and decide whether you need a larger build.

Do you work with agencies or just direct clients?

I work with both. Many agencies white-label my services for their premium clients who need enterprise-level execution. If you're an agency, let's talk about partnership opportunities.

Can you integrate with our existing tech stack?

Absolutely. I've integrated CRM platforms with Shopify, WooCommerce, Stripe, Salesforce, Zapier, webhooks, APIs, and custom databases. Data modeling and tech stack integration are core parts of the 717 Architecture Transformation (Phase 3).

What's the difference between you and a marketing agency?

Agencies give you strategy decks and hand execution to junior account managers. I code, I strategize, I deploy. You work directly with me—a senior architect who's built systems for Disney, Sony, and Toyota. No middlemen. No learning on your dime.

How do you measure success?

Revenue recovered and attributed. Every automation I build includes tracking and reporting. You'll see exactly how much money is coming from cart recovery, reactivation campaigns, onboarding sequences, etc. No vanity metrics—just dollars.

What size business do you work with?

I work with coaches, consultants, and boutique agencies that already have clients and want a stronger system for follow-up, retention, and growth.

Do you offer ongoing support after implementation?

Yes. Once your system is built, I offer ongoing support through Ongoing CRM Management. This includes system maintenance, optimization, automation updates, reporting, and strategic support as your business grows.

What happens if I don't see results?

Every Profit Path Assessment includes a Revenue Leak Report with exact dollar estimates. If I can't find at least $40K in recoverable revenue, I'll tell you upfront—and you won't move forward. I only take on projects where I'm confident I can deliver measurable ROI.

Helpling clients scale with systems

You work directly with the strategist who builds the system.

Hi, I’m Nicole Wade.

I’ve spent more than a decade building customer systems for major brands including Disney, Sony, Toyota, and the U.S. Army. Now I help growing service businesses apply that same level of strategic thinking to their own client follow-up, retention, and backend systems.

Most consultants stop at strategy. I build the actual system.

That means you get clearer execution, faster improvements, and a setup designed to support real growth.

See Nicole's Portfolio