Creating Your High-Level Zoho Plan
Zoho Can be INCREDIBLE…if You Put in the Work
6 Topics
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
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
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
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Considering Making Improvements to Your Zoho System?
Creating Your High-Level Zoho Plan
Zoho Can be INCREDIBLE…if You Put in the Work
Considering Making Improvements to Your Zoho System?
Questions to ask yourself:
What additional functionality do I need?
How soon do we need these improvements?
What is my budget?
Do I need some internal Zoho talent to manage our new and improved system?
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Creating Your High-Level Zoho Plan
Zoho Can be INCREDIBLE…if You Put in the Work
Considering Making Improvements to Your Zoho System?
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