Overview We are looking for a high-level Zoho One expert who can go beyond basic setup and help us architect, optimize, and scale our entire marketing and sales ecosystem. This is for a two person team that wants to start leveraging the true power of Zoho and increase productivity, grow pipeline and increase sales. This is not a basic admin role. We need someone who understands: How to structure Zoho One as a revenue engine How to connect marketing → lead capture → nurturing → conversion → retention How to build systems that are trackable, scalable, and clean We are an established e-commerce and B2B company expanding into marketing-driven growth, and we need a partner to help us build the right foundation the first time. Primary Objectives You will help us: 1. Audit & Diagnose (Phase 1) Full audit of current Zoho One environment Identify: Structural issues Broken workflows Inefficient processes Data inconsistencies Tracking gaps (critical) Review key apps: Zoho CRM Zoho Campaigns / Marketing Automation Zoho Forms Zoho PageSense Zoho SalesIQ Any existing integrations 👉 Deliverable: Clear audit report + prioritized action plan 2. Architecture & Strategy (Phase 2) Design the ideal system structure, including: Lead flow architecture (from ad → form → CRM → nurture → sale) Pipeline structure (B2B Lead Gen + e-commerce support) Lead segmentation strategy Lead scoring model Campaign structure (email + automation) Tracking framework (source attribution, conversions, etc.) 👉 Deliverable: Best-practices blueprint + implementation roadmap + timeline 3. Implementation & Cleanup (Phase 3) Clean up and restructure CRM Fix or rebuild workflows and automations Implement: Lead scoring Nurture sequences Campaign flows Pipeline stages Ensure data integrity and scalability 👉 Goal: A clean, organized, conversion-focused system 4. Marketing Optimization (Phase 4) Strong focus on marketing performance and conversion Zoho PageSense (A/B testing, CRO) Campaign tracking & attribution Integration with paid traffic (Google Ads, etc.) Lead capture optimization Funnel improvements 5. Training & Documentation (Phase 5) Train internal team on: Daily usage Best practices How to maintain the system Provide SOPs and documentation 👉 Goal: We want to own and understand the system, not depend on you forever. What We’re Looking For We are specifically looking for someone who: Has deep experience with Zoho One (not just CRM) Thinks like a marketing strategist AND systems architect Has built lead generation + nurturing systems Understands conversion tracking and attribution Has experience with: E-commerce + B2B hybrid models (preferred) Funnel design Email marketing strategy CRM pipeline optimization Nice to Have Experience with Zoho PageSense (CRO / A/B testing) Experience integrating paid ads → CRM tracking Background in conversion optimization Ability to simplify complex systems Project Structure We prefer to start with: 👉 Phase 1: Paid Audit + Strategy Engagement If it’s a good fit, we will move into: Full implementation Ongoing optimization How to Apply Please include: Examples of Zoho One systems you’ve built or optimized A brief explanation of how you approach: Lead flow architecture CRM structure Marketing automation Any experience with e-commerce or conversion-focused systems (Optional but preferred) A quick Loom video reviewing what you would look for in an audit Final Note We are not looking for someone to “set up Zoho.” We are looking for someone to help us build a scalable marketing and sales engine inside Zoho One.