Your Workshop Process – From Discovery to Delivery
When you invest in a workshop, you’re getting far more than the time we spend together. You’re buying a structured, end-to-end process that produces detailed, ready-to-use deliverables for your business.
1. Process Discovery (Scoping & Initial Consultation)
Scope: Facilitated online or on-site session to capture your current processes, pain points, and desired outcomes.
Tasks Included:
- Stakeholder interviews
- Workflow documentation in real-time
- Bottleneck and inefficiency identification
Estimated Value: $500–$1,000 of scope work before analysis begins.
2. Existing Zoho Audit (System Review)
Scope: Comprehensive evaluation of your Zoho setup (or other platforms if applicable) to identify misconfigurations, missed features, and integration opportunities.
Tasks Included:
- App-by-app review
- Data structure analysis
- Configuration & automation audit
Estimated Value: $800–$1,500 depending on the number of apps and complexity.
3. Recommendations Document (Strategic Guidance)
Scope: A prioritised, plain-language plan outlining how to improve workflows, reduce admin, and increase efficiency.
Tasks Included:
- Mapping recommendations to business objectives
- Highlighting “quick wins” vs. strategic changes
- Drafting actionable implementation steps
Estimated Value: $1,000–$1,500 for research, writing, and prioritisation.
4. Efficiency Matrix (Impact vs. Effort Analysis)
Scope: Visual matrix ranking all identified improvements based on return on effort and ease of implementation.
Tasks Included:
- Ranking tasks by cost-benefit
- Preparing visual report
- Integrating into recommendations document
Estimated Value: $500–$800 for analysis and visualisation.
5. Roadmap (Implementation Blueprint)
Scope: A step-by-step, time-sequenced plan showing exactly what to do, in what order, and why.
Tasks Included:
- Linking improvements to measurable KPIs
- Assigning phases and timelines
- Defining task dependencies
Estimated Value: $1,000–$2,000 depending on the number of initiatives.
Why This Matters for Pricing
When you see a workshop price, it reflects:
- Time spent in the session (2–8 hours depending on your booking)
- Several days of post-session work producing the above deliverables
- Strategic expertise drawn from years of implementing business automation and CRM systems across industries
Even a short 2-hour online workshop can easily include $3,000+ worth of strategic work when you account for scoping, analysis, documentation, and roadmap creation.
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