Back Office Blueprint (Done-For-You Service)

Description

Streamline Your Business with Powerful, Custom Automation—Without Getting Stuck in the Setup

You’re running a real business. You don’t have time to manually follow up with leads, assign tasks, or piece together your backend systems. It’s time to get your Back Office Blueprint.

You need tools that work behind the scenes—so you can stay focused on the work that matters.

That’s exactly what this service delivers.
We build and launch a fully customized Zoho One automation system for your business—designed to save you hours every week and give you the structure to grow.

💻 What’s Included in the Back Office Blueprint?

Here’s exactly what we set up for you:

✅ CRM + Lead Management

• Custom Zoho CRM pipeline tailored to your business model

• Tag-based segmentation and lead scoring

• Lead capture via Zoho Forms (website-ready)

• Auto-assignment of follow-up tasks

✅ Email Automation

• Up to 5 email sequences built in Zoho Campaigns

• Automated welcome sequences, follow-ups, and reminders

• Lead nurture logic based on tag, interest, or form input

• Campaign contact sync and segmenting system

✅ Client Intake + Application Workflow

• Branded intake form with built-in decision logic

• Conditional automations based on user responses

• Approval or vetting workflow (great for services, consults, or programs)

✅ Workflow Automation Setup

• Up to 10 custom workflows, built around your real-life process
  (Examples: task automation, email triggers, stage changes, reminders, onboarding triggers)

• Includes cross-app automations with Zoho Flow as needed

✅ Payment + Invoicing Support

• We’ll guide you through the setup of Zoho Books or Zoho Invoice, so it works with your services

• Includes a walkthrough of connecting Stripe or PayPal

• We’ll help you configure up to 3 services or products, and show you how to send branded invoices

• Optional: Coupon logic or lead magnet tracking—set up with your input

✅ Booking + Project Management

• Zoho Bookings configuration for consults or sessions

• Zoho Projects setup for client onboarding or internal delivery

• Task templates and views customized for your offer

✅ Support + Training

• 3 private Zoom calls:

  1. Initial strategy call – to map your workflows and priorities

  2. Payment & invoice support session – guided walk-through for setting up Zoho Books or Invoice (you enter your own sensitive info)

  3. Final walkthrough – to make sure you feel confident managing your system

• Up to 3 weeks of post-launch email support – we’re here to answer questions, troubleshoot hiccups, and keep you moving

• Training guides for you and your team – covering your CRM, email campaigns, and automations

• Custom SOPs – simple instructions to help you maintain and delegate

🎯 This Service Is Ideal If You…

• Want your backend automated so you don’t have to micromanage

• Are using Zoho One but haven’t made the most of it yet

• Offer services, consultations, coaching, or programs

• Need your business to look polished and run smoothly

• Are tired of tech overwhelm or getting ghosted by freelancers

💬 “What If I Need More?”

This package includes up to 10 core automations—plenty for most businesses.
Need more? We’ll scope them during your strategy call. Additional workflows or advanced Creator builds can be added at a custom rate.

💵 Pricing

You have two options:

✔️ Pay in Full – $2,497 (Save $500)
✔️ Installments – $999 x 3 monthly payments ($2,997 total)

No hidden fees. No bloated platforms. Just clean systems that actually work.

🚀 Ready to Get Started?

Click below to secure your spot. You’ll be redirected to complete a short intake form before we begin setup.
We typically deliver your full build within 3–4 weeks after kickoff.

[Pay in Full – $2,497]
[3 Payments of $999]

Complete the application for the Back Office Blueprint