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! 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
An implementation design is like creating a blueprint for a house. Before building it, you must have blueprints to ensure it gets built the right way. You may have to change minor things along the way, but all the information is there.
Get a quote
Implementation Process
The final price is subject to change according to the scope of the project.
$2,500
Project Design
Project design is like creating a blueprint for a part of your house. A smaller project, but more defined outcome/goal of a project. After 3 meetings, we will help you build.
$1,500
Zoho Audit
Zoho Audit is meant for users already using Zoho. We audit your system to ensure you are talking the full advantage of the system.
Be at the forefront of innovation
Pick a Plan Now
$5,000
Implementation Design
An implementation design is like creating a blueprint for a house. Before building it, you must have blueprints to ensure it gets built the right way. You may have to change minor things along the way, but all the information is there.
Get a quote
Implementation Process
The final price is subject to change according to the scope of the project.
$2,500
Project Design
Project design is like creating a blueprint for a part of your house. A smaller project, but more defined outcome/goal of a project. After 3 meetings, we will help you build.
$1,500
Zoho Audit
Zoho Audit is meant for users already using Zoho. We audit your system to ensure you are talking the full advantage of the system.
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! 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
Monthly Support Pricing
SLA of 1 Business Day
BASIC
$500/Mo
- Unlimited Email Support/Looms
- Monthly Zoho Update Email
PREMIUM
$750/Mo
- Unlimited Email Support/Looms
- Monthly Zoho Update Email
- Weekly Email Checkins
- 1 hour Monthly meeting
PARTNER
$1000/Mo
- Unlimited Email Support/Looms
- Monthly Zoho Update Email
- Weekly Email Checkins
- 1 hour Bi-Weekly meeting
- 2 hour Quarterly Strategy and Goal Session
CUSTOM
| 10 hrs @ $200 | $2,000 |
|---|---|
| 25 hrs @ $175 | $4,375 |
| 50 hrs @ $150 | $7,500 |
