GrowthQuest | Scaling Smarter — How a Startup Unlocked the Full Power of Zoho

GrowthQuest, a fast-moving startup building a membership platform, knew from day one that having a scalable CRM and operations backbone was critical to long-term success. The founder had a technical background and had chosen Zoho for its affordability and breadth, but quickly realized that setting it up the right way—customized, automated, and aligned with their business model—was beyond his bandwidth and expertise.

When we embarked on this new startup adventure with Growth Quest, I knew I wanted to be sure that the CRM was going to serve us for each stage of the development of our membership platform. I was also pretty convinced that I wanted to use the Zoho ecosystem because of all the different applications that were available to the business at a fair price.

Once I got into ZohoCRM and watched a bunch of tutorials I quickly realized that I was not the right person to get this setup properly.

After spending a lot of time watching Drew‘s content on YouTube, I made an inquiry and I’m certainly glad I did. Drew and the team at Brockbank Consulting did a great job getting things setup, giving me the piece of mind that I both have a system that is going to work for us right from the start and a partner that I can trust going forward for any new requirements.

Drew’s methodical approach to system development and his professionalism make his company a clear choice. You won’t be disappointed.

- Derek Heck

‍

‍

Despite being technical, the GrowthQuest team found Zoho’s ecosystem overwhelming and complex. They needed a system that could scale, track ROI from day one, and provide real-time visibility into what was working across sales, marketing, and member engagement. They had no room for inefficiencies or rework later—they needed Zoho done right, right off the bat.

‍

‍

Objectives

• Launch a fully functional, customized, and scalable Zoho CRM system in weeks not months.
• Integrate key applications, automate workflows, and set up reporting on performance metrics.
• Create a crystal-clear SOP-style guide tailored to the business so the team could operate independently and confidently.

Solutions

We delivered a ZBlitz engagement—a rapid, high-impact implementation designed to deliver real business results fast. This included:

• A deep discovery phase to understand GrowthQuest’s operations, goals, and workflows.
• Custom Zoho One setup with tailored pipelines, fields, automations, and reporting.
• Integration with their existing tools and platforms.
• Automation of key processes to reduce manual work and improve accuracy.
• A comprehensive SOP-style document to empower the team to run Zoho confidently post-engagement.
• A scalable training system in Zoho Learn for sustainable long-term training

‍

‍