Fired Up! Culture – Survey Revamp & Operational Automation Case Study
Industry: Leadership Development & Consulting |
Location: United States |
Team Size: 10
Apps: Zoho CRM, Zoho Analytics, Zoho Forms
Executive Summary
Fired Up! Culture empowers organizations through leadership development, coaching, and talent-management consulting. Their team of ten supports global clients, delivering tailored coaching plans and survey-driven insights. As their programs expanded, they needed a streamlined and scalable system to manage surveys, reporting, and client workflows.
Zenatta partnered with the Fired Up! Culture team to transform their survey operations, automate CRM processes, and rebuild their reporting architecture. Through comprehensive module redesigns, smart automation, and deep integration between Zoho CRM, Zoho Analytics, and Zoho Forms, the project delivered greater efficiency, accuracy, and long-term scalability.
The Challenge
Fired Up! Culture’s survey processes were spread across multiple systems, using inconsistent modules, duplicate workflows, and manual data handling. Survey results did not always sync correctly, reporting required extensive cleanup, and coaching workflows often needed human intervention. With rising demand for Culture Index, Leadership360, Sparks, Coaching Surveys, and Birkman assessments, the team needed consistent automation and a dependable reporting framework.
“Zenatta’s team has been there every step: weaving their technical expertise with their immense knowledge of the Zoho platform to set us up with exactly what we need.” – Chris Ihrig, Vice President, Fired Up! Culture
Why It Mattered
Because survey results guide client coaching, leadership planning, and organizational development, accuracy and speed were essential. Delays in sync, gaps in module structure, and inconsistent automation slowed the team’s ability to deliver insights. Fixing these issues meant improved collaboration, more reliable data, and a smoother experience for clients and coaches alike.
The Zenatta Solution
Zenatta delivered a broad modernization effort that unified data sources, automated survey and coaching workflows, and strengthened reporting tools across the entire survey lifecycle.
- CRM Architecture & Process Automation: Zenatta consolidated multiple survey modules into one unified structure and deployed client scripts to automatically pre-populate Coaching Plans, Coaching Sessions, and Order details. Workflows were updated to assign record owners, trigger communications, manage survey status updates, and align Birkman processes with coach activity.
- Survey Revamp & Workflow Sync: Using Zoho Forms, Zoho Survey, and Zoho Flow, Zenatta rebuilt participant import workflows, automated survey launches, and ensured survey completion updates reliably synced back to CRM. Smart reminders, follow-up triggers, and PDF renaming further improved usability for the coaching team.
- Advanced Reporting in Zoho Analytics: The team created SQL UNION tables, UNPIVOT transformations, Culture Index dashboard refinements, and pipelines for Alchemer and Zoho Survey data. They resolved repeated API and sync issues and introduced a new reporting structure for dynamic demographic filtering and standardized survey analysis.
“The Zenatta team empowers us to punch above our weight. Zoho is ingrained throughout our business, helping us fill our pipeline, close deals faster, and better serve our customers.” – Chris Ihrig, Vice President, Fired Up! Culture
Results
With all survey, coaching, and reporting processes modernized, the team now operates with greater precision and significantly reduced manual effort.
- Fully unified survey and reporting framework across Zoho Analytics, Forms, and Survey.
- Automated workflows reducing manual follow-ups and eliminating data gaps.
- Improved visibility and accuracy for Culture Index, L360, Sparks, Coaching, and Birkman programs.
“The team is super knowledgeable. Whenever I have a question or need something completed, I can rely on the team to follow through and be accountable.”
– Chris Ihrig, Vice President, Fired Up! Culture
