Creating Your High-Level Zoho Plan - The Workflow Academy

Course Content

Expand All

Zoho Can be INCREDIBLE…if You Put in the Work 6 Topics

Expand

Lesson Content

0% Complete 0/6 Steps

Watch the Pre-requisite Course!

Considering Switching to Zoho?

Considering Making Improvements to Your Zoho System?

Considering Switching Away from Zoho?

Are You Helping Other Companies Implement Zoho?

The Roadmap for Building Your Zoho Plan

“The Brain Dump” Our Example Project: Affluence Financial Planning Sales and Marketing Engine 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

How Does Your Organization Make Money?

Finding Your Pain Points

How Can Zoho Help You Solve Your Pain Points?

Prioritize Your Pain Points!

Budget, Timeline, and Return on Investment

The “Initial System Outline” 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

VERY IMPORTANT – Where to Go From Here

The Initial System Outline

Building the Initial System Outline

VERY IMPORTANT!!! Get an Expert to Look Over Your Initial System Outline