Zoho Process Audit & Automation Roadmap
Not sure if Zoho is right for your business? Get a comprehensive analysis of your workflows, identify your biggest time-wasters, and receive a custom roadmap showing exactly which Zoho solutions will deliver the biggest ROI.
Stop guessing. Start with clarity. In just 1-2 weeks, you'll know exactly what to automate, how to do it, and what results to expect.
✓ Zoho Creator Certified Developer
✓ 1-2 week delivery
✓ No obligation to implement
You're Drowning in Manual Processes—But Don't Know Where to Start
You know your business needs automation. You're spending hours on:
Manual data entry across multiple spreadsheets
Chasing down information scattered across email, Excel, and paper notes
Repetitive tasks that eat up 15-20 hours per week
Error-prone processes causing customer frustration and lost revenue
You've heard about Zoho, Make.com, Zapier, and other automation tools—but you're not sure:
Which solution is right for YOUR specific business
Where to start (CRM? Custom app? Workflow automation?)
What the actual ROI will be
How long implementation will take
What it will cost
You need answers before you invest.
That's exactly what this audit delivers.
What You Get: A Complete Automation Roadmap Tailored to Your Business
This isn't a generic consultation. It's a comprehensive analysis of your specific workflows with a detailed, prioritized plan for implementation.
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Discovery
What I Do:
90-minute deep-dive session to understand your current processes
Map your workflows from start to finish
Interview key team members (if needed)
Analyze your existing tools and systems
What You Share:
Your biggest pain points
Current workflows and bottlenecks
Tools you're currently using
Goals and desired outcomes
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Analysis
What I Do:
Identify automation opportunities
Pinpoint bottlenecks and inefficiencies
Assess which Zoho solutions fit your needs
Calculate potential time/cost savings
Evaluate integration requirements
What You Receive:
Process flow diagrams (current state)
Detailed analysis document
Bottleneck identification report
Technology recommendations
🗺️
Roadmap
What I Do:
Create prioritised implementation plan
Recommend specific Zoho solutions
Provide timeline and budget estimates
Outline quick wins vs. long-term projects
Deliver formal proposal
What You Receive:
Custom Zoho implementation roadmap
Cost-benefit analysis
Timeline projections
Formal implementation proposal
What's Included in Your Audit
✅ 90-Minute Discovery Consultation
We'll discuss your business, current workflows, pain points, and automation goals in detail.
✅ Complete Process Documentation
I'll map your current workflows from end to end, identifying every step, system, and pain point.
✅ Workflow Diagrams (Current State vs. Future State)
Visual representations showing how your processes work now and how they could work with automation.
✅ Bottleneck & Inefficiency Analysis
Detailed report identifying exactly where you're losing time, money, and accuracy.
✅ Custom Zoho Implementation Roadmap
Prioritized plan showing which solutions to implement first for maximum ROI.
✅ Technology Recommendations
Specific guidance on whether you need Zoho Creator, Zoho CRM, Make.com, Zapier, or a combination—and why.
✅ Timeline & Budget Estimates
Clear projections on how long implementation will take and what it will cost.
✅ ROI Projections
Data-driven estimates of time saved, cost reduced, and efficiency gained.
✅ Formal Implementation Proposal
Detailed project scope, deliverables, and pricing if you choose to move forward.
✅ 30-Day Email Support
After delivery, you'll have 30 days to ask questions about the roadmap and recommendations.
How the Audit Process Works
Step 1: Book Your Free Discovery Call (30 minutes)
We'll discuss your business, challenges, and whether a full audit makes sense. No obligation.
Step 2: Schedule the Full Audit (Week 1)
Once you decide to move forward, we'll schedule your 90-minute deep-dive session. I'll send you a preparation checklist so we make the most of our time.
Step 3: Analysis & Documentation (Week 1-2)
I'll analyze your workflows, research solutions, create diagrams, and build your custom roadmap.
Step 4: Delivery & Review (End of Week 2)
You'll receive your complete audit package. We'll have a 60-minute review call to walk through the recommendations and answer questions.
What Happens Next?
Option 1: Implement it yourself using the roadmap
Option 2: Hire me to implement the recommended solutions
Option 3: Take time to review and decide later (no pressure)
Is This Audit Right for You?
✅ This Audit is Perfect If You:
✅ You're a mortgage broker drowning in application paperwork
✅ You're a service business using disconnected tools (Excel, email, QuickBooks)
✅ You're spending 15+ hours per week on manual data entry
✅ You've heard about Zoho but don't know if it's the right fit
✅ You want to understand the ROI before investing in automation
✅ You need a clear roadmap showing what to build and in what order
✅ You're ready to invest in long-term process improvement
❌ This Audit is NOT For You If:
❌ You're looking for a quick fix (automation requires planning)
❌ You're not willing to invest in implementation (this is a roadmap, not a DIY solution)
❌ You're happy with your current manual processes
❌ You want someone to just "tell you what to do" without understanding your business
❌ You're not open to changing how your team works
Standard Audit
£750
Ideal for:
Small businesses (1-5 employees)
2-4 core workflows to analyze
Simple tech stack (3-5 tools)
Includes:
90-minute discovery session
Process documentation for 2-4 workflows
Custom Zoho roadmap
Timeline & budget estimates
30-day email support
Investment & Pricing
Comprehensive Audit
£1,500
Ideal for:
Growing businesses (5-20 employees)
Complex workflows (5+ processes)
Multiple integrations needed
Includes:
Everything in Standard Audit
Additional discovery sessions if needed
Analysis of 5+ workflows
Team member interviews
Detailed integration mapping
Priority 60-day support
Payment Terms:
Full payment due upon booking to secure your project timeline. All major payment methods accepted.
Custom Audit
Price on Request
Ideal for:
Larger organizations (20+ employees)
Highly complex processes
Multi-department analysis
Includes:
Fully customized scope
Extended discovery process
Executive summary for stakeholders
Implementation team training
Why Choose Me for Your Process Audit?
Zoho Creator Certified Developer
I'm not just a consultant—I'm a certified Zoho Creator developer. I understand the technical capabilities and limitations of each Zoho solution, so my recommendations are practical and implementable.
Industry-Specific Expertise
I specialize in mortgage brokers and service businesses. I've seen your challenges before and know which solutions actually work in your industry—not generic advice.
No Sales Pressure
This audit is designed to help YOU make an informed decision—whether you hire me, implement it yourself, or choose another provider. My job is to give you clarity, not push you into a sale.
What Happens After You Receive Your Roadmap?
You Have Three Options:
Option 1: DIY Implementation
Use the roadmap to implement solutions yourself or with your internal team. The documentation is detailed enough to guide you through the process.
Option 2: Hire Me to Implement
If you want expert execution, I can implement the recommended solutions for you. You'll receive:
Custom Zoho Creator apps
Configured Zoho CRM
Workflow automation setup
Team training and support
Pricing: Based on scope outlined in the roadmap. Audit fee is credited toward implementation if you book within 30 days.
Option 3: Take Time to Decide
No pressure. Review the roadmap, discuss it with your team, and reach out when you're ready. The roadmap is yours to keep and use however you see fit.