
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.
​
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.
​
​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
​​​​​​​​
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
​
Only 4–5 clients are accepted per month to maintain high-touch delivery and results.
​
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.
​
Whether you’re handling implementation yourself or assigning it to your VA/OBM, you need:
​
-
Clarity on what to build
-
Strategy behind how it fits together
-
Confidence that you're setting it up to scale—not just function
​
This Intensive is a focused, hands-on consulting session that gives you exactly that.
​
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
​
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
​
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.
​
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.
​
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
​
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
​
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
​
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
​
PUBLIC PAGE TEMPLATES
Design-ready pages for external use—ideal for:
-
Booking Pages
-
Lead Magnets
-
Resource Downloads
-
Application Pages
-
Sales Pages (mini-style)
​
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.)
​
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:
-
Automation, Streamlining, and Template Support: Receive quick access to simplify workflows, streamline processes, and utilize valuable templates.
​
-
Complimentary Slack Access
​​
-
Business Streamlining & Automation Assistance
​
-
Intentional Check-Ins​
-
Option to purchase additional support hours at $75/hour.
