Stop guessing. Start with a Process Review.
Most businesses are leaving money on the table with broken processes and underused software. Our on-site Process Review uncovers exactly where — and gives you a clear plan to fix it.
Trusted by businesses across the UK · Zoho Authorised Partner
Sound familiar?
These are the problems we hear every week — and exactly what the Process Review is designed to solve.
Your team works around the software, not with it
Spreadsheets, manual workarounds, and copy-pasting between systems. Your tools should be saving time, not creating more work.
You can't see what's actually happening in your business
No single source of truth. Reporting is manual, data lives in silos, and decisions are based on gut feeling instead of real numbers.
Simple tasks take far too long
Follow-ups fall through the cracks, onboarding new clients is chaotic, and your team spends hours on things that should be automated.
You've invested in Zoho but aren't seeing the ROI
You're paying for powerful software but only scratching the surface. You know there's more it could do — you just don't know where to start.
What is the Process Review?
A full-day, on-site deep dive into how your business actually runs — not how you think it runs.
We spend an entire day with your team — watching, listening, and mapping every process from lead generation to delivery. We look at every tool, every handoff, and every bottleneck.
Unlike a quick call or questionnaire, being on-site lets us see the things your team has stopped noticing — the workarounds that have become "normal," the manual steps that should have been automated months ago, and the data that's falling through the cracks.
You'll walk away with a written report that doesn't just list problems — it gives you a prioritised, actionable roadmap to fix them. No jargon. No fluff. Just clarity.
How it works
A simple, structured process from first conversation to final roadmap.
Introduction Call
Free discovery call to understand your goals.
Book Your Review
Lock in a date and receive your prep pack.
Pre-Visit Survey
Short survey to capture team & process details.
CRM Audit
Remote audit of your Zoho CRM setup.
Existing Zoho CRM usersOn-Site Deep Dive
Full day with your team — interviews, mapping, observation.
Analysis & Report
Comprehensive written report with prioritised findings.
Roadmap Presentation
1-hour walkthrough with plan recommendation.
Introduction Call
Free discovery call to understand your goals.
Book Your Review
Lock in a date and receive your prep pack.
Pre-Visit Survey
Short survey to capture team & process details.
CRM Audit
Remote audit of your Zoho CRM setup.
Existing Zoho CRM usersOn-Site Deep Dive
Full day — interviews, mapping, observation.
Analysis & Report
Written report with prioritised findings.
Roadmap Presentation
1-hour walkthrough with plan recommendation.
Investment
One clear price. No hidden fees. No ongoing commitment.
What's included
- Full-day on-site visit
- Process mapping & CRM audit
- Staff interviews & observation
- Written report & recommendations
- Implementation roadmap
- 1-hour roadmap presentation
Go Limitless? Choose the Limitless Annual Plan and we'll deduct the full £1,000 from your first quarter — making the review effectively free.
What happens after your review?
You'll have complete clarity on what needs to change — and we'll be ready to help you execute.
Detailed Report
A comprehensive document covering every finding, bottleneck, quick win, and opportunity — written in plain English, not consultant-speak. You'll know exactly where you stand.
Prioritised Roadmap
Actionable steps ranked by impact and effort, so you know exactly what to tackle first for maximum ROI. No guesswork — just a clear path forward.
Plan Recommendation
We'll recommend the right ongoing plan — Support, Maintenance, or Limitless — based on your specific needs, team size, and ambitions. No pressure, just honest advice.
Process Review FAQs
Can you do a one-off project rather than an ongoing subscription?
We're designed to be a long-term partner rather than a one-off project provider. The reason is that without first understanding your business processes and the wider Zoho system, we can't provide proper consultancy — we'd just be making surface-level fixes. That said, our standalone Process Review (£1,000 + VAT) is a great entry point. It gives you a full audit and roadmap that you can implement yourself, bring to another provider, or use as the starting point for an ongoing subscription with us.
What is the Process Review and what's included?
The Process Review is a standalone engagement for £1,000 + VAT. It includes three parts: first, we do a technical review of your existing Zoho setup before we meet. Then we spend a full day with your team (on-site or remote) to understand your end-to-end business processes, frustrations, and goals. Finally, we deliver a prioritised roadmap report showing exactly how to get from where you are now to where you want to be. If you then choose to subscribe to our ongoing service, we deduct the £1,000 from your first invoice — so it effectively becomes free.
We're only using a fraction of what we pay for in Zoho One — can you help?
Absolutely — this is one of the most common situations we encounter. Many clients come to us using just CRM and perhaps one or two other apps out of the 60+ included in their Zoho One subscription. As part of our Process Review, we audit all the external tools you're currently paying for and identify where Zoho alternatives could replace them — saving you money while making everything more integrated. Clients are often surprised by how much value is sitting untapped in their existing subscription.