X
01
First session, let's talk about your goals, take notes, better understand your business from start to finish. 
Meeting 1
Meeting 2
02
Second session is more note taking. We will be taking a deeper dive into everything you do and drafting your first process maps. 03
After discussing the last few minor changes, we'll start working on the implementation design report. 
Meeting 3
Meeting 4
04
Finalize your immediate goals, ensure we capture the most required pieces, as well as any optional pieces. Ask any final questions 05
After the 4th session we will send you the implementation design report for your team to review.
Delivery Report
Meeting 5
06
Final 30-minute meeting answering any questions you have on the design report. Add or remove any items from the scope of work. 07
Assuming you want to move ahead with the implementation we'd send you a new contract to sign to get the project underway.
Sign Contract
01
Once the contract is signed, you'll have an onboarding meeting to meet your team. Your Client Success Manager, and Project Manager will introduce themselves!
Meeting 1
AND...GO!
02
Your project starts, how exciting!!! Nothing else for you to do here is sit back and wait for the updates. 03
Weekly updates, bi-weekly meetings, ad-hoc trainings via Loom. We are here to guide you along your journey with Zoho.
For your new success story
Testing
04
As milestones are complete we will get you and the team to test and verify completion. We'll also create documentation and training material. 05
After confirming all components have been successfully tested and approved working by your team. We will migrate data.
Data Migration
Did someone say, Training?
06
Once your team approves the migration, we will move on to any final training. Usually virtual, but in-person can be arranged! 07
The future is now! Your system has been fully vetted, confirmed and tested. Your team is trained and ready to go. Let's launch this thing!
It's time to go live!
Support to Scale & Grow
08
Now that you've officially launched how can we best support your growth and future innovation. The next project is yours!
The scope of the project will greatly impact the final price of the implementation. 01
Let's talk about your goals for this project, take notes, better understand your business' project from start to finish.
Meeting 1
Meeting 2
02
After discussing the last few minor changes, we'll start working on the implementation design report. 03
We will send you the implementation design report for your team to review
Deliver Support
Meeting 3
04
We will send you the implementation design report for your team to review 05
Assuming you want to move ahead with the project we'd send you a new contract to sign to get the project underway.
Sign Contract
01
During the initial meeting we will sit down with you to better understand your pain points with the current system, where we think improvements can be made and we'll take these as a priority to review in the audit.
Meeting 1
Audit
02
Look at the tools you are currently using and run through the following:
- General Flow of Tools
- Workflows
- Custom Functions
- Analysis of Limits
- Efficiency improvements
- How best to achieve the goals outlined in Meeting 1
03
Details are given below.
Support
Be at the forefront of innovation
Pick a Plan Now
$5,000
Implementation Design
We assess your business, identify issues, and design a clear plan with a fixed cost for implementing your tailored solution.
Get a quote
Implementation Process
After you have a blueprint created for your system, we then bring that vision to life through our implementation process.
$2,500
Project Design
A Project Design is like creating a blueprint for a part of your house. This service is for smaller projects, where over two calls, we analyse your business, identify your pain points, and develop a detailed blueprint to create a solution that captures your needs and desires.
$2,500
Zoho Audit
A Zoho Audit is designed for users already using Zoho. Our team meticulously inspects your system to provide actionable recommendations to harness the full potential of Zoho, streamline your operations, save time, shrink overhead, and reduce chaos.
Be at the forefront of innovation
Pick a Plan Now
$5,000
Implementation Design
We assess your business, identify issues, and design a clear plan with a fixed cost for implementing your tailored solution.
Get a quote
Implementation Process
After you have a blueprint created for your system, we then bring that vision to life through our implementation process.
$2,500
Project Design
A Project Design is like creating a blueprint for a part of your house. This service is for smaller projects, where over two calls, we analyse your business, identify your pain points, and develop a detailed blueprint to create a solution that captures your needs and desires.
$2,500
Zoho Audit
A Zoho Audit is designed for users already using Zoho. Our team meticulously inspects your system to provide actionable recommendations to harness the full potential of Zoho, streamline your operations, save time, shrink overhead, and reduce chaos.
01
First session, let's talk about your goals, take notes, better understand your business from start to finish.
Meeting 1
Meeting 2
02
Second session is more note taking. We will be taking a deeper dive into everything you do and drafting your first process maps. 03
After discussing the last few minor changes, we'll start working on the implementation design report.
Meeting 3
Meeting 4
04
Finalize your immediate goals, ensure we capture the most required pieces, as well as any optional pieces. Ask any final questions 05
After the 4th session we will send you the implementation design report for your team to review
Delivery Report
Meeting 5
06
Final 30-minute meeting answering any questions you have on the design report. Add or remove any items from the scope of work. 07
Assuming you want to move ahead with the implementation we'd send you a new contract to sign to get the project underway.
Sign Contract
01
Once the contract is signed, you'll have an onboarding meeting to meet your team. Your Client Success Manager, and Project Manager will introduce themselves!
Meeting 1
AND...GO!
02
Your project starts, how exciting!!! Nothing else for you to do here is sit back and wait for the updates. 03
Weekly updates, bi-weekly meetings, ad-hoc trainings via Loom. We are here to guide you along your journey with Zoho.
For your new success story
Testing
04
As milestones are complete we will get you and the team to test and verify completion. We'll also create documentation and training material. 05
After confirming all components have been successfully tested and approved working by your team. We will migrate data.
Data Migration
Did someone say, Training?
06
Once your team approves the migration, we will move on to any final training. Usually virtual, but in-person can be arranged! 07
The future is now! Your system has been fully vetted, confirmed and tested. Your team is trained and ready to go. Let's launch this thing!
It's time to go live!
Support to Scale & Grow
08
Now that you've officially launched how can we best support your growth and future innovation. The next project is yours!
The scope of the project will greatly impact the final price of the implementation. 01
Let's talk about your goals for this project, take notes, better understand your business' project from start to finish.
Meeting 1
Meeting 2
02
After discussing the last few minor changes, we'll start working on the implementation design report. 03
We will send you the implementation design report for your team to review
Deliver Support
Meeting 3
04
We will send you the implementation design report for your team to review 05
Assuming you want to move ahead with the project we'd send you a new contract to sign to get the project underway.
Sign Contract
01
During the initial meeting we will sit down with you to better understand your pain points with the current system, where we think improvements can be made and we'll take these as a priority to review in the audit.
Meeting 1
Audit
02
Look at the tools you are currently using and run through the following:
- General Flow of Tools
- Workflows
- Custom Functions
- Analysis of Limits
- Efficiency improvements
- How best to achieve the goals outlined in Meeting 1
03
Details are given below.
Support
Get to know us!
About Us
