Once payment is received you’ll get a welcome email with a booking link to schedule your audit session at a time that works for you. Most clients schedule within the first week.
Yes. The audit session, written report, action plan, and debrief call are all included. No add-ons, no hourly overages, no surprises.
That’s entirely up to you. The report and roadmap are yours; act on them internally, bring in another Zoho Partner, or work with us. There’s no obligation to continue with us after the audit. If you do want us to execute the recommendations, we scope that as a separate engagement with a fixed budget.
A written findings report (a PDF file) covering every app reviewed, plus a prioritized action plan ranking what to address first and why. Both are delivered before the debrief call so you have time to read through them.
Typically 60 to 90 minutes, depending on how many apps you’re running and how complex your setup is. We’ll confirm the expected duration after reviewing your intake form. If we need more time, we won’t cut you off regardless of the proposed timing.
No. The audit is conducted as a guided screen-share session. You show us your environment during the meeting. We observe and ask questions; the session will be recorded. No credentials, no account access, no agreements, no third-party data handling required.