Zia Roasted My CRM Setup (And She Was Right)
Let me set the scene: I opened Zoho CRM the other morning, coffee in hand, ready to start my day… and Zia, Zoho’s AI assistant, absolutely roasted my setup.
No hello. No warning. Just straight-up feedback like a digital Gordon Ramsay for CRM.
But the wild part? She wasn’t wrong.
Here’s what she caught — and how I fixed it:
Watch Zia Roast Jozette's CRM
❌ Roast #1: My Workflows Made No Sense
Zia said: “4 workflows have conditions that never trigger.”
Yikes. Turns out my midnight automation ideas didn’t exactly age well.✅ Fix: I deleted the broken ones, simplified my logic, and rebuilt workflows that actually work. Now things trigger when they should, and my CRM doesn’t just look busy — it is busy.
❌ Roast #2: Email Templates That Time Forgot
Zia said: “You have 17 email templates that haven’t been used in 90 days.”
Guilty. I thought I was being proactive. Turns out I was just hoarding copy.
✅ Fix: I archived the oldies, kept the 3 I actually use, and instantly felt more in control. Clutter = gone.
❌ Roast #3: Lead Assignment Chaos
Zia said: “Several leads have been reassigned multiple times.”
Listen… maybe we were just experimenting with who vibes best with what lead. But still. Not a good look.
✅ Fix: I activated Zia’s AI-based lead assignment rules. It now routes leads intelligently — and no one’s playing hot potato with new contacts anymore.
So, Was the Roast Worth It?
Absolutely.
Zia’s suggestions were basically a free audit. Brutally honest? Yes. Incredibly helpful? Also yes. If you’ve been ignoring those little AI recommendations in the corner of your CRM… don’t.
Turn them on. Take the notes. Fix your stuff. Your future self — and your pipeline — will thank you.
Want help setting up smart workflows or cleaning your CRM chaos? I got you. Follow along or reach out — I’m your small biz tech nerd on a mission to make things easier.
