Start Automating In One WeekSuiteDash Validated Agency Partner
Start Automating Your Business With SuiteDash — fast.
In just 7 days, we help you close and onboard clients faster, service clients through secure portals, manage projects, and get you paid faster.
Outcome
Faster Onboarding
Outcome
Less Email Chaos
Outcome
Get Paid Faster
Outcome
Better Visibility
Everything you need for autopilot
ModulesClient Onboarding
Configured to your workflow.
Client Portals
Configured to your workflow.
Automated Proposals
Configured to your workflow.
Invoicing & Payments
Configured to your workflow.
Marketing Automation
Configured to your workflow.
Workflow Automation
Configured to your workflow.
Client Communications
Configured to your workflow.
Reporting & Visibility
Configured to your workflow.
White-labeled client experience
Custom URL, branded portal, and consistent client messaging.
Solutions
Everything you need to put your business on autopilot
We build your SuiteDash system to cover every area a business needs. Here are a few common outcomes we deliver.
Close & onboard clients faster
Forms, scheduling, onboarding flows, and a consistent client journey so you can stop reinventing the wheel.
Centralize communication
Secure portal messaging + file exchange so email threads stop controlling your delivery work.
Get paid faster
Proposals, contracts, invoicing, and payment links built into your client journey.
SuiteDash Business Accelerator
A working SuiteDash system — built fast, built right
A practical framework that gets you to a usable, branded system with the essentials wired together.
Client Onboarding
- Web-to-Lead capture forms
- Integration with main website
- Onboarding flows + email & form automation
Client Portal
- Secure document sharing
- Centralized communication
- Forms, projects, tasks & checklists
Operations
- Proposals + e-signing
- Invoices + online payments
- Project templates + automations
Branding
- Custom URL & login
- Logo, colors & navigation
- Email + domain setup guidance
Hand-off & After-Care
- Video-based system guide
- Priority post-launch support
- Preferred-rate support options
SuiteDash Setup Services
One-time setup packages for a clean, professional SuiteDash foundation
If you want SuiteDash configured quickly (without months of tinkering), choose a one-time setup package. Each package is designed to get you to a usable system with clear deliverables.
Fast Start
Starter Setup
Get your SuiteDash foundation configured correctly so you can start using it immediately.
$1,250
one-time
- Account + company settings audit
- Portal branding (logo, colors, navigation)
- Domain/login guidance + basic email settings
- Core CRM fields + tags + pipeline baseline
- 1 intake form + basic automation
Most Popular
Business Accelerator
A complete, working client journey for onboarding → delivery → payment.
$2,950
one-time
- Client onboarding flow (forms + emails)
- Proposal/contract template + e-sign
- Invoice template + online payments
- Client portal dashboard baseline
- 1 project template + task/checklist model
- 2 automations (routing + notifications)
High Touch
VIP Setup Day
A focused build day with live decisions, build-out, and hand-off deliverables.
$4,900
one-time
- 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
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.
Automation-first
We focus on tying modules together (forms, pipelines, messages, invoices) so SuiteDash feels cohesive.
Process
How setup projects run
A tight process keeps scope controlled and prevents “SuiteDash spaghetti.”
1
Intake
Goals, current tools, client journey, and required modules.
2
Build
Configure SuiteDash to match your decisions + data model.
3
Hand-off
Walkthrough, recordings, and a prioritized next-steps list.
Common questions
Tight answers to help you pick the right package.
Schedule
Schedule a Discovery Call
We’ll confirm fit, define the quickest path to a usable SuiteDash system, and recommend the right package.