The challenge
A new practice with three consultants had no system: bookings ran through Calendly, and proposals, payments and onboarding questions were all handled by hand.
What we built
- A new Zoho account for three consultants, with email, DNS and database import
- Zoho Bookings replacing Calendly, synced to the CRM
- Booking, confirmation, proposal and Stripe checkout as one flow
- Client questionnaire sent automatically after payment
- Zoho Books with Stripe and Xero, and agreements in Zoho Sign
- Analytics dashboards
The result
Booking, proposal, payment and onboarding now run as one connected flow inside Zoho One.
Stack
Zoho OneBookingsBooksSignStripe
Clients are described, never named. Details come from the project record and are shared with care.
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