7 Simple Steps to Getting Started

Step 00

Introduction Phone Call

Our introduction call allows us to understand scope, commitment and success factors of a project before embarking. This saves everyone time and money. We start with a phone call to determine if we are the right fit.

Step 01

Follow Up Meeting/Deeper Dive

After the first call we like to circle around for a follow up call. We use a checklist that allows us to talk about things that a typical consultant misses. Things like business scenarios, data privacy, data sharing, users, groups and other applications. In turn this makes our proposals spot on with no surprises.

Step 02

Proposal & Presentation

Our proposals are extremely transparent where we break down the specific use case that the client needs, and the price to fulfill that use case. We also hold ourselves and the client to specific deadlines to make sure both teams are committed. This ensures a quick install and makes sure that both teams are ready.

Step 03

Project Implementation

This is the part of the project during which we deploy our team of experts to implement your solution according to best practices. Throughout this time, weekly updates will be provided to make sure we are on the same page. If any roadblocks appear, we will work with your team to troubleshoot solutions together.

Step 04

Kick-Off Meeting

Our project kick-off template focuses on ownership and tasks meaning we specifically learn who in the project is important (Champions) and when they will have to complete certain tasks. We layout the coming weeks of the project, and what each team will have to do in that coming time.

Step 05

Project Hand Off

Every project has a commitment from our team to provide premium support post the installation. We also have an extensive video and YouTube library that covers everything you need to know about using your new Zoho CRM. We believe that proper follow-through is required for each project. We check in with you once per quarter and make sure everything is moving smoothly.

Step 06

Ongoing Support

Every project has a commitment from our team to provide premium support post the installation. We also have an extensive video and YouTube library that covers everything you need to know about using your new Zoho CRM. We believe that proper follow-through is required for each project. We check in with you once per quarter and make sure everything is moving smoothly.

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Pricing

Our projects start at $4000. Our pricing depends on the requirements of your project. Reach out for an obligation-free Introduction Phone Call to better understand pricing for your business needs.