Key Features

Client Onboarding

  • Custom onboarding processes
  • Kickoff forms for website embedding
  • Automated onboarding journeys
  • Client CRM with unlimited custom fields
  • No Code Web Forms
  • Landing Pages

Real World Example

Client Onboarding

A marketing agency uses SuiteDash to create a seamless onboarding experience for new clients.

When a prospect fills out a kickoff form on the agency's website, it automatically triggers a personalized onboarding journey.

This journey includes welcome emails, questionnaires to gather project details, and automated task creation for the agency team.

The result is a more efficient process that impresses clients and allows the agency to start work faster.

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