SuiteDash Setup Services
SuiteDash Setup Services Designed Around Your Business
SuiteDash setup means shaping the platform around your client journey—from intake and a branded portal to proposals, billing, and automation. We'll translate your requirements into the right configuration, whether you need a complete implementation or one focused service.
SuiteDash setup services from Run And Scale are one-time, fixed-scope packages that deliver a working, branded SuiteDash system. The Business Accelerator ($1,985) covers onboarding, portals, proposals, invoicing, and three automations in about two weeks. The VIP Setup Day ($5,900) adds pre-day planning, a live collaborative working session, custom portal work, team training, and 14-day after-care. À la carte add-ons start at $175.
Not sure what your implementation requires?
You don't need to identify every SuiteDash feature in advance. Tell us the workflows you want, and we'll translate them into a practical implementation scope and recommend the appropriate service.
Most Popular
Business Accelerator
A structured, primarily asynchronous implementation that turns your core client-management requirements into a working, branded SuiteDash system in about two weeks: Week 0 intake, Week 1 build, Week 2 handoff.
$1,985
one-time
- White-labeled portal (logo, colors, favicon, login page, email footer)
- Custom URL configured (DNS changes performed as well)
- Sales pipeline with your actual stages + deal tracking
- Contact fields customized to your business
- Staff accounts created and assigned roles
- 1 client intake form with automated welcome email
- Proposal or contract template with e-signature
- Invoice template + payment gateway connection
- 1 project template with tasks, checklists, and milestones
- Client portal dashboard with relevant widgets
- 3 automations (client onboarding, task notifications, payment reminder)
High Touch
VIP Setup Day
A high-touch, collaborative implementation. We prepare your foundational SuiteDash configuration before the session, refine and extend it together during the live VIP day, train your team, and stay close with 14-day after-care.
$5,900
one-time
- Everything in the Business Accelerator
- Pre-day requirements + build plan
- Live working session (workshop format)
- Custom portal pages + navigation
- Automation + reporting/dashboard polish
- Team training + recorded walkthrough
- Launch checklist + 14-day after-care
Not sure which package fits? Take the free SuiteDash Readiness Assessment to see where SuiteDash will deliver the most value for your business.
Business Accelerator vs VIP Setup Day
Both packages deliver the same core SuiteDash system. The Accelerator is structured and primarily asynchronous; the VIP Day adds advance planning, a live collaborative session, custom portal work, team training, and enhanced after-care.
Business Accelerator $1,985 | VIP Setup Day $5,900 | |
|---|---|---|
| Format & Timeline | ||
| Format | Structured, primarily async — we build, you review | Live, collaborative — decisions made together in real time |
| Timeline | ~2 weeks | Pre-work + live day + 14-day after-care |
| Core System — both packages include | ||
| White-labeled portal, custom URL, branded login & email | ||
| Sales pipeline, contact fields, staff accounts & roles | ||
| Intake form, proposal/contract template, invoicing & payments | ||
| Project template with tasks, checklists & milestones | ||
| 3 automations + client portal dashboard | ||
| What VIP adds — the high-touch experience | ||
| Pre-day requirements gathering + build plan | ||
| Live working session with real-time decisions | ||
| Custom portal pages + navigation design | ||
| Automation + reporting/dashboard polish | ||
| Live team training + recorded walkthrough | ||
| Launch checklist + 14-day after-care support | ||
| Best For | ||
| Who it's for | Teams with defined goals who want a fixed-scope foundation | Teams who want to shape implementation decisions live |
Defined deliverables
You get a build checklist, configuration notes, and a hand-off walkthrough, not vague consulting time.
Fast timelines
Packages are designed to move from intake → build → hand-off with minimal back-and-forth.
Designed around your workflows
We start with the outcome you want, then tie the right modules together (forms, pipelines, messages, invoices) so SuiteDash feels cohesive.
À La Carte
Focused add-ons for specific SuiteDash modules
Need a single module configured without a full package? Each add-on is a scoped, one-time deliverable with clear output.
White Label Services
Make SuiteDash look and feel like your own platform. We'll replace logos, set your brand colors, update email footers, configure your custom URL, and polish the login screen, so every client touchpoint reflects your business, not someone else's.
$175
one-time
- Replace default SuiteDash logos
- Configure brand colors across the portal
- Update email template wording and footers
- Custom app URL setup (DNS change required from you)
- Login screen image and page loader customization
Form Creation
A clean, functional Kickoff or Update form, built with logic, proper formatting, and a flow that makes sense. For new lead capture or structured updates from existing clients, we'll make sure it works and looks right.
$295
one-time
- Kickoff or Update form (one per service)
- Up to 6 custom fields with formatting
- Up to 4 conditional logic rules
- Custom success message or redirect
- Portal page installation + URL/alias setup
Project Generator Creation
Launch consistent, structured projects without rebuilding from scratch every time. We'll configure your generator, load custom tasks and sub-tasks, wire up scheduling, and set triggers for creation and completion, so projects start right and stay on track.
$325
one-time
- Single project generator configured
- Task list with custom tasks and sub-tasks
- Automation triggers (creation + completion)
- Scheduling configuration
- Project creation trigger setup
Appointment Type Configuration
Get a professional booking experience without the setup headache. We'll configure your appointment type, assign the right team, write confirmations, set automations for every lifecycle event, and make sure visibility and notifications are dialed in.
$195
one-time
- Single appointment type fully configured
- Staff assignment + notification setup
- Styling and visibility options
- Automations for create, reschedule, cancel, and complete
- Notification settings for all parties
Booking Form Creation
Need multiple appointment types in a single form? We'll build a dynamic booking form that's user-friendly, automation-ready, and accessible from the right portal page, with clean URLs and conditional logic baked in.
$245
one-time
- Multiple appointment types in one form
- Up to 6 custom fields
- Up to 4 conditional logic rules
- Portal access invitation email configuration
- Custom URL/alias creation
E-commerce Integration
Connect one WooCommerce, Shopify, or Etsy storefront to SuiteDash for basic order/customer event handling. We configure webhooks, contact creation/update, and a simple order-completion trigger. Payment/transaction synchronization, multi-step workflows, and multiple storefronts require separate scoping. Examples include:
$375
one-time
- Single storefront connection (WooCommerce, Shopify, or Etsy)
- Webhook configuration for order + customer events
- Contact creation or update on new orders
- Basic automation trigger on order completion
Zapier / API Integration
Bridge SuiteDash with the rest of your stack using Zapier or direct API calls. This service covers one bounded connection — a single external service with basic event and data mapping, tested end to end. Complex multi-step integrations, chained workflows, or several connected systems are scoped separately.
$470
one-time
- Single integration (one external service connected)
- Zapier zap build or direct API/webhook configuration
- Field mapping between SuiteDash and external service
- Authentication + credential setup
- End-to-end data flow testing and documentation
Each listed price applies to the bounded deliverable described — one form, one generator, one bounded integration connection. More complex workflows, external-system dependencies, or multi-step integrations are scoped separately. See Custom Solutions →
Process
How setup projects run
A tight process keeps scope controlled and prevents “SuiteDash spaghetti.”
1
Requirements
Goals, current tools, client journey, and the outcome you want.
2
Solution design
We translate your requirements into a concrete SuiteDash configuration plan.
3
Build & validate
Configure and test the system against your intended workflow.
4
Hand-off
Walkthrough, recordings, and a prioritized next-steps list.
Common questions about SuiteDash setup
Tight answers to help you pick the right package.
Do I need to know which SuiteDash modules I need?
No. You bring the business outcome you want; we translate it into the SuiteDash features, roles, and automations required to deliver it. If you’re unsure where to begin, schedule a call and we’ll recommend an appropriate scope.
Can you help translate my current business process into a SuiteDash workflow?
Yes — that translation is the core of what we do. During intake we clarify the outcome you want, your existing workflows, and the people involved, then design how SuiteDash’s features should work together to support them.
What happens if my requirements don't fit a standard package?
We scope it separately. Requirements that go beyond a package’s defined deliverables — such as complex integrations, large migrations, or custom-built functionality — are quoted as add-ons or custom solutions so the fixed price stays honest.
Can I start with one workflow and expand later?
Yes. Many clients begin with a single à la carte deliverable or the Accelerator foundation and extend from there. Each implementation is a complete deliverable on its own; expansion is an option, not an obligation.
What is included in implementation planning versus separately scoped consulting?
Each package includes enough planning to configure its listed deliverables. Extensive business-process redesign, complex multi-system integrations, and large-scale data migration are separately scoped engagements.
Is ongoing support required after setup?
No. Both setup packages are complete, one-time deliverables with documentation and a walkthrough. Optional support, optimization, and enhancements are available whenever your needs justify them — nothing is mandatory.
Can you migrate data from my existing CRM or forms?
Yes, but migration scope varies widely. We typically treat migration as an add-on so it doesn’t destabilize the setup package scope.
Can I combine an à la carte service with a setup package?
Yes. À la carte services are designed to layer on top of any setup package or work as standalone deliverables. If you need a specific module configured outside of a package, just book it directly.
What if I need more than one form or project generator?
Each à la carte service covers a single deliverable (one form, one generator, one appointment type). Need multiples? Book additional units or ask about volume pricing on a discovery call.
Prefer to explore on your own? Take the free SuiteDash Readiness Assessment
Last updated: 2026-10-12