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SuiteDash Onboarding 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 onboarding system and tech stack
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Map your full client intake journey from injury to kickoff
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Identify key bottlenecks, inefficiencies, and duplication
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Outline SuiteDash’s role in simplifying and automating these areas
-
Set a clear roadmap for the full build
Deliverables:
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Session recording
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Mapped workflows (visual and written)
-
Custom SOP templates populated with your processes
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What's Included:
Once we’ve mapped everything out, we’ll get to work building a clean, seamless onboarding experience inside SuiteDash. This includes:
✅ 1 Custom Inquiry Form (you choose the structure - Booking, Kickoff, or Checkout)
✅ 1 Decision Update Form to segment leads
✅ Portal Page or Onboarding Flow Setup
✅ Intake Update Form (with or without scheduling link)
✅ Project/Task Generator Auto-Generation Setup
✅ Client + Admin Dashboard Template
✅ Brand-aligned Portal Styling
✅ Test Walkthrough & Admin Overview
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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 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
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.
WHO THIS IS FOR
This package is built for business owners, coaches, agency leaders, or service providers who are ready to not just welcome clients smoothly, but also serve them efficiently. You’re tired of piecing things together with clunky tools and manual checklists. You’re looking for one seamless system that takes clients from “Yes, I’m in” all the way through delivery, without you babysitting every step.
You’ve outgrown hustle-mode and you’re ready for clarity. You want workflows that actually work, automations that don’t break, and a process that reflects the quality of your brand.
This is for you if you’re ready to serve smarter, not harder.
​
​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 onboarding system and tech stack
-
Map your client lifecycle: inquiry → onboarding → delivery
-
Identify key bottlenecks, inefficiencies, and duplication
-
Define what your signature service workflow should look like in SuiteDash
-
Set a clear roadmap for the full build
Deliverables:
-
Session recording
-
Mapped workflows (visual and written)
-
Custom SOP templates populated with your processes
​
What's Included:
Once we’ve mapped everything out, we’ll get to work building a clean, seamless onboarding experience inside SuiteDash. This includes:
Onboarding Includes:
✅ 1 Inquiry Form (you choose the structure - Booking, Kickoff, or Checkout)
✅ 1 Decision Update Form to route leads
✅ Portal Page or Onboarding Flow
✅ Intake Update Form with or without scheduling
✅ Auto Project/Task Generator
✅ Client + Admin Dashboards
✅ Portal Branding + Setup
Workflow Includes:
✅ One complete service delivery workflow
Please note that Tax Processes are NOT included in this buildout and must be custom priced starting at $2,500.
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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 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
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.
SuiteDash Signature Workflow
SuiteDash Complete Buildout
WHO THIS IS FOR
This package is for the business owner who’s ready to hand it over and have it done right. You’ve hit the point where manual systems, patchy tools, and inbox overwhelm are slowing your growth. You don’t want another “tech setup”, you want a fully integrated SuiteDash build that covers your client experience from start to finish and supports your internal team behind the scenes.
Whether you’re onboarding clients, managing delivery, offboarding, tracking leads, or coordinating team tasks, this is for the CEO ready to get out of the weeds and into real systems.
If you’re looking for a backend that runs like clockwork, this is it.
​
​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 onboarding system and tech stack
-
Map your entire client lifecycle: lead → onboard → deliver → offboard
-
Identify key bottlenecks, inefficiencies, and duplication
-
Outline SuiteDash’s role in simplifying and automating these areas
-
Set a clear roadmap for the full build
Deliverables:
-
Session recording
-
Mapped workflows (visual and written)
-
Custom SOP templates populated with your processes
​
What's Included:
Once we’ve mapped everything out, we’ll get to work building a clean, seamless onboarding experience inside SuiteDash. This includes:
✅ 1 Custom Inquiry Form (you choose the structure - Booking, Kickoff, or Checkout)
✅ 1 Decision Update Form to segment leads
✅ Portal Page or Onboarding Flow Setup
✅ Intake Update Form (with or without scheduling link)
✅ Project/Task Generator Auto-Generation Setup
✅ Client + Admin Dashboard Template
✅ Brand-aligned Portal Styling
✅ Test Walkthrough & Admin Overview
​
Workflow Build-Outs (Up to 3):
✅ Signature Service + 2 Additional Service Workflows
✅ Additional Service Workflows can be builded as an additional fee
✅ Offboarding Sequence
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Please note that Tax Processes are NOT included in this buildout and must be custom priced starting at $2,500.
​​​​​​​​
FINAL HANDOFF + LIGHT SUPPORT
You’ll never be left wondering what to do next. After the build is complete:
-
You’ll receive a 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
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.
​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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2.5-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 2.5-Hour Training
This session is for the DIY’er who just needs a little clarity. We’ll walk through your SuiteDash system together, talk through your ideas, and give you the insight you need to make confident decisions—without doing any hands-on implementation.
You’ll leave with:
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A clearer understanding of what’s possible in SuiteDash
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Real-time answers to your questions
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A verbal review of your current setup and ideas for what to improve next
This is perfect if you’re still in the planning phase or want guidance before diving in.
SuiteDash 1-Hour Training
Workflow Sensei Labs
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 TEMPLATES 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.
