Samuel was just amazing he know his stuff and did everything requested and also above and explained everything very well surely will be using him again
R. · United KingdomUKVerified review
Zoho audit and health check
Find out exactly what to fix first.
A 90-minute working session with our founder, then a written fix plan. You'll see how work really moves from enquiry to invoice, what is costing you time and money, and exactly what it takes to fix it.
Invoiced before the session.
What goes inWhat you get
- Your Zoho account
- Spreadsheets & tools
- Email & web forms
- Your team
Ops AuditReview & diagnose
- Process map
- Issues ranked by cost
- Written fix plan
- Fixed scope & quote
What you achieve
The difference it makes
Clarity
One clear map of how work moves through your business today, not how everyone assumes it does.
Priorities
Every issue ranked by what it costs you, so you fix the expensive problems first.
Certainty
A fixed scope, quote and finish date before you commit to any build.
No lock-in
The plan is yours. Use it with us, with your own team, or with anyone else.
See it in Zoho
We look at every app you pay for
The audit covers your whole Zoho account, not just the CRM: which apps are used, which are not, and how they connect.
Zoho product screens shown with Zoho's own sample data.
How it works
What happens, step by step
From the first call to a finished result. You always know what is happening, who is doing it and what you get at each stage.
Needs youWe handle it
Book step one -
01Day 1You + Vicrence
Book your audit
Book and pay online, or start with a free 15-minute fit call.
A booked audit date
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02Before the sessionYou
Light preparation
You share read-only access to Zoho, or a quick look at your current tools, and answer a short questionnaire.
About 15 minutes of your time
-
03The sessionYou + Vicrence
90-minute working session
We walk through enquiry to invoice with the people who actually do the work, screen by screen.
Live notes and first observations
-
04Next few daysVicrence
Analysis
We map the process and find the double entry, dropped hand-offs, unused licences and missing automations.
A ranked list of issues
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05Plan deliveredVicrence
Your written fix plan
Scope, what is not included, a fixed quote and a finish date, walked through with you on a short call.
Your fix plan (PDF)
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06Your decisionYou
Go ahead, or take the plan
If you go ahead, the audit fee comes off your build. If not, you keep the plan.
Capabilities
Everything that can be done
Pick what you need. We scope only what your team will use.
Process mapping
Enquiry to invoice, drawn as it really happens today.
Zoho health check
Modules, fields, layouts, workflows, blueprints and permissions.
Licence review
Which Zoho apps and seats you pay for but do not use.
Data quality
Duplicates, empty fields and records nobody trusts.
Automation opportunities
Manual steps that Zoho could be doing for you.
Integration review
Books, payments, email, calendar and your website.
Reporting gaps
The numbers you need but cannot see today.
Access and security
Roles, profiles and who can see or change what.
Price
$149
One-off. Credited in full against your build if you go ahead.
Invoiced before the session.
All pricesDeliverables
What you get
- A map of your current process
- Issues ranked by what they cost you
- A written fix plan with scope and exclusions
- A fixed quote and finish date
- A walkthrough call to go through the plan
Ideal for
Who it's for
- Owners who know something is wrong but not where to start
- Teams with a messy or half-used Zoho account
- Businesses comparing Zoho partners before committing
Client reviews
Read all 19 reviews What clients say
Rated 4.8 out of 5 across 19 verified reviews.
Samuel delivered exactly the output we were expecting. He followed the project requirements smoothly and demonstrated a clear understanding of the tasks. Before beginning the work, he thoroughly explained his insights and approach, which helped set clear expectations.
H. · PhilippinesPHVerified review
Samuel has a deep understanding of the platform process, which made working with him very easy. He was very professional and did a great job with the feedback, and made everything work better than expected. I highly recommend Samuel for all future projects.
G. · United StatesUSVerified review
FAQ
Questions about the Ops Audit
Do I need to be on Zoho already?
No. We can audit spreadsheets and the separate tools you use today, and tell you whether Zoho is the right fit.
Will you need admin access?
Read-only access is enough for the audit. Nothing in your account is changed.
What if we don't go ahead?
You keep the written plan and can use it with anyone, including your own team.
Who runs the session?
Our founder, Samuel Oyelayo, who would design and lead your build. No sales hand-off.
Ready to talk about an Ops Audit?
Book a free 15-minute fit call. You'll leave knowing whether an audit is worth it, whether or not you hire us.