Our Process

People working on and around digital screens

ABOUT US

We know business.
We know Zoho.

Our process is different than most other agencies. We want to talk about more than business technology – What are your business goals? Where do you see your team in five years? How is your sales pipeline? Where are your roadblocks?

Why?
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Because any good strategy takes into consideration every aspect of your business. You’re investing in services to accomplish a set goal. Once we understand your goals and the issues standing in the way of reaching them, we can fully understand if and how our services can help your business and your team.

Stage 1

Take an Audit

First rule of thumb in the outdoors: always be aware of your surroundings. Our first step is to conduct a full systems audit, and take an in-depth look at the strategies you’re currently using.
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When we know where you are, we can start to talk about where you want to go and the challenges standing in your way.

Stage 1 Deliverables

Audit
Key Recommendations
Proposed Project Timeline and Cost

Stage 2

Make a Plan

No two client journeys are the same and each require their own customized map. Depending on the services we (the client and Trailguide) have agreed upon, your team will begin developing plans of action for each.

Stage 2 Deliverables

Service Specific Execution Plans
Key Performance Indicators and Growth Metrics
Project Priorities

Stage 3

Take Action

Now the fun can begin! Our team will begin executing the service specific action plans and your account manager will be in touch monthly (at a minimum) with progress reports for each service we are providing.

If you are a new Zoho One Suite client, we will begin your systems set up and integration at this point. If you are currently using Zoho but need your suite of tools optimized, we will do that as well. Any Zoho training will take place during this time.

Stage 3 Deliverables

Monthly Progress Reports
Service Modification Recommendations
Zoho Training As Needed

Stage 4

Continued Support

We never 'set it and forget it'. Our team members are always assessing their client projects for a clear understanding of how our strategy is working. We typically meet to assess a client's strategy every 90 days and update our services as needed.

Stage 4 Deliverables

Ongoing Optimization
‍Continued Training as Needed
Reassessment of Strategy

A Free Consultation is Only a Click Away

Tell us a bit about your business and we will get in touch!

We know business.We know Zoho.

The Trailguide Process

Audit

Plan

Act

Support