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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:
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Audit your current systems and tech stack
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Map your full client lifecycle from discovery to offboarding
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Identify key bottlenecks, inefficiencies, and duplication
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Outline SuiteDash’s role in simplifying and automating these areas
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Co-develop or review up to 5 Standard Operating Procedures (SOPs) based on your services and delivery model
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Set a clear roadmap for the full build
Deliverables:
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Session recording
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Mapped workflows (visual and written)
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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:
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You’ll receive a 30-minute handoff call
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We’ll provide 7 days of email-based support for quick edits, questions, or clarifications
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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.
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
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Strategy behind how it fits together
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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:
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Map your entire client journey from lead to offboarding
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Determine which SuiteDash features you actually need (and what you can skip)
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Outline the structure of your workflows, proposals, and onboarding
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Define what forms to build and how to automate delivery
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Help you translate your services into scalable processes inside the SuiteDash ecosystem
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Identify any tech gaps and how to streamline your backend
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Troubleshoot any areas you're stuck with in your current setup
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WHAT YOU WALK AWAY WITH
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Full session recording for reference and delegation
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Workflow blueprint (visual + written outline) for your exact setup
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Notes and action plan outlining next steps
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Suggestions for templates, automations, and portal setup
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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
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.
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Welcome Pages
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Resource Libraries
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Progress Trackers
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FAQ Pages
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SOP Access Pages
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Client Success Pages
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DASHBOARD TEMPLATES
Fully built layouts with widgets, instructions, and prompts based on your client journey. Includes:
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Lead Dashboard
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Client Dashboard
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Team Member Dashboard
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Internal Project Dashboards
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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.
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Kickoff Forms
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Project Update Forms
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Team Handoff Forms
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Feedback & Testimonial Forms
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Offboarding Forms
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Lead Capture Forms
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Internal Task Request Forms
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EMAIL TEMPLATE BUNDLE
System emails that actually sound human—built for every phase of your process.
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Welcome + Portal Invite Emails
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Reminder Emails
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Onboarding Check-Ins
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Project Completion Emails
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Offboarding Sequences
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Status Update Automations
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PUBLIC PAGE TEMPLATES
Design-ready pages for external use—ideal for:
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Booking Pages
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Lead Magnets
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Resource Downloads
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Application Pages
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Sales Pages (mini-style)
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AUTOMATION + WORKFLOW PLUGS
Visual workflows and task automation logic to implement faster and smarter.
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Sample automations with triggers
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Pipeline workflow setups
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Task dependencies & automation logic
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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.
On-the-Go
Systems Strategist
WE PROVIDE:
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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​
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Option to purchase additional support hours at $75/hour.
