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SuiteDash Sensei & Certified Agent

SUITEDASH
SUPPORT

I love the power, flexibility, and efficiency that SuiteDash brings, and I’m obsessed with making it work for YOU. 

SuiteDash Core Buildout

WHO THIS IS FOR

This offer is built for business owners, coaches, agency leaders, or online service providers who are tired of duct-taping tools together and are ready for one sleek, automated, fully branded system. You're not just looking for a “setup”—you’re looking for a system that runs your business for you.

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You’ve outgrown the DIY phase. Your operations need to catch up with your success. You need workflows, automations, and a client experience that reflects the quality of your brand—and you need someone who can actually make it happen.

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​STRATEGY INTENSIVE (up to 2 HOURS)

We kick off with a deep-dive session where we’ll unpack every layer of your business structure. This isn't just a brainstorm—it's a strategic working session with tangible output.

We’ll:

  • Audit your current systems and tech stack

  • Map your full client lifecycle from discovery to offboarding

  • Identify key bottlenecks, inefficiencies, and duplication

  • Outline SuiteDash’s role in simplifying and automating these areas

  • Co-develop or review up to 5 Standard Operating Procedures (SOPs) based on your services and delivery model

  • Set a clear roadmap for the full build
     

Deliverables:

  • Session recording

  • Mapped workflows (visual and written)

  • Custom SOP templates populated with your processes

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FINAL HANDOFF + LIGHT SUPPORT

You’ll never be left wondering what to do next. After the build is complete:

  • You’ll receive a 30-minute handoff call

  • We’ll provide 7 days of email-based support for quick edits, questions, or clarifications

  • You’ll have the option to book ongoing hourly support if needed ($150/hr or $250 for 90 minutes)

 

TIMELINE & STUCTURE

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Only 4–5 clients are accepted per month to maintain high-touch delivery and results. 

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The turnaround depends on the complexity of your buildout and can take anywhere from 3 to 4 weeks. There is a possibility of acceleration based on the scope of work. 

DONE FOR YOU
STARTING FROM

$1750
based on scope

O1

Core Client Experience

02

Core Team Experience

SuiteDash Buildout Options

O3

Add Ons

​WHO THIS IS FOR

You’re committed to making SuiteDash your system of choice—but you need help understanding how to set it up the right way.

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Whether you’re handling implementation yourself or assigning it to your VA/OBM, you need:

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  • Clarity on what to build

  • Strategy behind how it fits together

  • Confidence that you're setting it up to scale—not just function

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This Intensive is a focused, hands-on consulting session that gives you exactly that.

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2-HOUR LIVE STRATEGY SESSION

During our time together, we’ll:

  • Map your entire client journey from lead to offboarding

  • Determine which SuiteDash features you actually need (and what you can skip)

  • Outline the structure of your workflows, proposals, and onboarding

  • Define what forms to build and how to automate delivery

  • Help you translate your services into scalable processes inside the SuiteDash ecosystem

  • Identify any tech gaps and how to streamline your backend

  • Troubleshoot any areas you're stuck with in your current setup

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WHAT YOU WALK AWAY WITH

  • Full session recording for reference and delegation

  • Workflow blueprint (visual + written outline) for your exact setup

  • Notes and action plan outlining next steps

  • Suggestions for templates, automations, and portal setup

  • SuiteDash best practices + power-user tips

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ADD-ON OPPORTUNITY

If you decide within 7 days to move forward with the full Build-Out, your $750 will be credited toward your final investment.

SuiteDash Made Simple

DONE WITH YOU

$750
One Time

full payment

SuiteDash Goodies

WHO THIS IS FOR

You’re building in SuiteDash—but you don’t want to start from scratch. Whether you’re a hands-on CEO, a systems-savvy VA, or someone tired of Googling “how to set up a proposal in SuiteDash,” this monthly subscription gives you direct access to plug-and-play templates that save time, reduce guesswork, and make your SuiteDash setup look incredible.

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WHAT YOU GET:

Every month, you’ll get new templates, layouts, and use-case-based frameworks added to your vault. All you have to do is copy, customize, and launch.

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TEMPLATE CATEGORIES INCLUDE:

PORTAL PAGE TEMPLATES

Polished, pre-written pages you can drop into your client portal and customize with your brand.

  • Welcome Pages

  • Resource Libraries

  • Progress Trackers

  • FAQ Pages

  • SOP Access Pages

  • Client Success Pages

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DASHBOARD TEMPLATES

Fully built layouts with widgets, instructions, and prompts based on your client journey. Includes:

  • Lead Dashboard

  • Client Dashboard

  • Team Member Dashboard

  • Internal Project Dashboards

  • Status-Based Views

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FORM TEMPLATES (with Use Cases)

These forms come ready to go—with logic, sections, and strategy already baked in.

  • Kickoff Forms

  • Project Update Forms

  • Team Handoff Forms

  • Feedback & Testimonial Forms

  • Offboarding Forms

  • Lead Capture Forms

  • Internal Task Request Forms

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EMAIL TEMPLATE BUNDLE

System emails that actually sound human—built for every phase of your process.

  • Welcome + Portal Invite Emails

  • Reminder Emails

  • Onboarding Check-Ins

  • Project Completion Emails

  • Offboarding Sequences

  • Status Update Automations

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PUBLIC PAGE TEMPLATES

Design-ready pages for external use—ideal for:

  • Booking Pages

  • Lead Magnets

  • Resource Downloads

  • Application Pages

  • Sales Pages (mini-style)

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AUTOMATION + WORKFLOW PLUGS

Visual workflows and task automation logic to implement faster and smarter.

  • Sample automations with triggers

  • Pipeline workflow setups

  • Task dependencies & automation logic

  • Suggested flows for specific business models (e.g., coaching, creative, agency, nonprofit, etc.)

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BONUS:

Each template comes with a mini implementation video showing where to drop it in, how to customize it, and best practices for use.

FOUNDING
MEMBER RATE

$150
Monthly

Future Rate: $250 / Monthly

​Founding Members will also receive:
 

  • First access to all new template categories

  • Priority submission for template requests

  • Invite-only group strategy calls (coming soon)

On-the-Go
Systems Strategist

WE PROVIDE:

  • Automation, Streamlining, and Template Support: Receive quick access to simplify workflows, streamline processes, and utilize valuable templates.

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  • Complimentary Slack Access

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  • Business Streamlining & Automation Assistance

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  • Intentional Check-Ins​
     

  • Option to purchase additional support hours at $75/hour.

ACCESS

$150

PER MONTH

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 supporting all businesses 

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