Introductory Pricing: $999
Regular Workshop Value: $1,299
3 Sessions Included in This Workshop
This workshop runs from late July through mid-August and includes three guided sessions designed to help you prepare, build, and refine your Zoho CRM foundation.
Your workshop investment includes:
1. Virtual Prep Session
2. In-Person Zoho CRM Build Day
3. Virtual Follow-Up Session
Complete The Interest Form
If your business is still running through spreadsheets, inbox searches, sticky notes, and scattered tools, this workshop was built for you.
Build Once. Scale Better. is a guided Zoho CRM build experience designed to help small business owners create a practical CRM foundation they can actually use — without trying to figure it all out alone.
During the in-person build day, participants will work inside Zoho CRM using a provided foundational structure. You’ll learn how to build and adjust key parts of the system, including contact management, a basic 4-step sales pipeline, task and follow-up reminder workflows, email templates, and one booking link.
This is not a full Zoho One implementation or an advanced custom automation build. The goal is to leave with a usable CRM foundation, a clearer follow-up process, and a better understanding of how to keep improving your system over time.
The experience includes support before, during, and after the workshop, including a private prep session the week before and a private optimization session the week after.
A Zoho CRM or Zoho One subscription is required and is not included in the program cost. If you need an account, Hilary can provide a referral link. If you already have an account, she’ll send a partner request so you can be added to her Zoho client partner list for support during and beyond the program.
Participants will work on:
Zoho CRM contact management customization
basic 4-step sales pipeline setup
task and follow-up reminder workflows
email templates
one booking link
next-step visibility
understanding how to update and maintain the system over time
Good Fit / Who It’s For
This workshop is a good fit for:
solopreneurs
service-based business owners
small business owners
small teams managing leads manually
people using spreadsheets, inboxes, sticky notes, or scattered tools
business owners who want CRM guidance but do not want to figure it out alone
people who are “sorta techy when guidance is provided”