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Planning
Architect Project: Kennedy Brothers Commercial Painting
Creating Your High-Level Zoho Plan
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Lessons
Zoho Can be INCREDIBLE…if You Put in the Work
6 Topics
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Zoho Can be INCREDIBLE…if You Put in the Work
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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
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“The Brain Dump” Our Example Project: Affluence Financial Planning Sales and Marketing Engine
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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
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The “Initial System Outline”
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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
