Separate operations, one Zoho
When one business runs two operations, each gets its own operational design and workflows in Zoho, so every record is sorted into the right process from the start.
Operational designWorkflows
Zoho services
Zoho systems that run the operation, with AI on the paperwork.
I design Zoho around how the business actually operates: separate workflows for each side of the operation, connected tools for the paperwork, and AI agents that build proposals, send invoices, order supplies and check legal documents, so the team spends its time on customers instead of admin.
47%faster time to close2 operationsin one ZohoAIagents & a Paralegal AI
What I build in Zoho
Operations designed around how the business runs.
AI-assisted paperwork
Third-party tools connected to Zoho and assisted by AI agents: proposals built, invoices issued and supply orders placed without anyone retyping the details.
ProposalsInvoicingOrders
Paralegal AI
An AI agent that assists with legal documents and requirements, keeping each application's paperwork complete and moving.
Legal documentsRequirements
Guided discovery questions
AI that prompts the team on what to ask each customer, including the health questions that matter before work begins.
IntakeHealth questions
Candidate & employer matching
Workflows that find the right employers and surface the best applicants for each opening, instead of sorting them by hand.
MatchingRecruitment
Sourcing matched to demand
A workflow that sets how much sourcing effort goes in based on the opportunities pending with employers, so supply keeps up with demand.
SourcingCapacity
Zoho work
Two Zoho builds.
Clients are described rather than named.
Cleaning services companyZoho
Two operations, one Zoho, AI on the paperwork
They run two operations in Zoho: cleaning services for customers, and recruiting new franchisees. I built a separate operational design and workflows for each. Both need paperwork, so I connected third-party tools assisted by AI agents that build proposals, handle invoicing, order cleaning materials and prompt the team on what to ask, especially about health issues. Franchisee legal documents and requirements are assisted by a Paralegal AI.
- 01Customer or franchisee
- 02Its own workflow
- 03AI handles the paperwork
- 04Paralegal AI on legal docs
Virtual assistant agencyZoho
Placements that close before candidates walk
Applicants were accepting other offers while a long process dragged on. I helped them find the right employers and pick the best applicants, built a workflow that matches sourcing effort to the opportunities pending with employers, and removed the manual tasks that slowed every step.
Time to close47% faster
- 01Employer opportunity
- 02Sourcing effort set
- 03Best applicant picked
- 04Offer accepted
Zoho FAQ
Common questions about Zoho builds.
Can one Zoho account run two different operations?
Yes. For a cleaning services company, customer services and franchisee recruitment each have their own operational design and workflows in the same Zoho, so records never get mixed up.
Can Zoho connect to our other tools?
Yes. For the same company I connected third-party tools for proposals, invoicing and cleaning-materials orders, each assisted by AI agents.
What is a Paralegal AI?
An AI agent that assists with legal documents and requirements. For a franchise operation, it helps keep each franchisee's legal paperwork complete and moving.
Can AI tell the team what to ask a customer?
Yes. An AI agent prompts the team on the questions to ask before work begins, especially about health issues.
How do you stop candidates taking other offers?
By making the process faster. For a virtual assistant agency, removing manual tasks and matching sourcing effort to open opportunities made time to close 47% faster.
What does a Zoho build cost?
The same two-part pricing as every engagement: a $2,500 setup fee to build the system and your first AI agent, then a $750/month retainer for tuning, updates and monthly reporting.
Keep reading
More agents, and the results on other platforms.
AI agents in a CRM
The Paralegal AI and eight more agents running in live CRMs, with the results behind each.Case studies
Before-and-after numbers from HubSpot builds, including 5 to 91 meetings a month at Dale Carnegie.GoHighLevel services
AI receptionists and price negotiation for teams that run their sales on GoHighLevel.Paperwork eating the hours your team should spend on customers?
$2,500 to build your Zoho system and first AI agent, $750/month to keep it running.