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Workflow Tune-Up Sprint
One Workflow. Two Weeks. A Cleaner System. Clear deliverables.
If your SuiteDash feels almost right — but one workflow keeps slowing you down — this sprint is for you.
In just two weeks, we’ll take one existing workflow (like client onboarding, offboarding, or project management) and fine-tune it for better efficiency, automation, and client experience.
You’ll walk away with a refined system that works the way it should — no full rebuilds, no overwhelm, just clarity and structure where it matters most.
How It Works
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Pre-Assessment Call:
We’ll meet for a 25-minute focused call to review your setup, identify the workflow that needs the tune-up, and confirm eligibility. (The $25 call fee is credited toward your sprint if you move forward. Tax and complex multi-phase workflows do not qualify.)
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Two-Week Sprint:
Our team dives into your SuiteDash setup to streamline, clean up, and reconfigure your selected workflow. This includes refining automations, triggers, forms, and communications tied to that process. (Note: Sprints are booked based on availability)
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Wrap-Up & Walkthrough:
You’ll receive a recorded walkthrough of your tuned-up workflow with key notes on what was updated and how to maintain it moving forward.
Ideal For
✔️ Business owners who already use SuiteDash and have a functional (but imperfect) workflow
✔️ Teams who need one process optimized before scaling further
✔️ Those ready for a focused sprint — not a full build
POPULAR DEMAND
Onboarding Buildout
From inquiry to kickoff — your entire onboarding system, done right.
This offer is for business owners, coaches, agencies, and service providers who are ready for a clean, branded, and automated onboarding system that runs smoothly from the first client interaction through payment and kickoff.
You’re not looking for a pieced-together setup — you’re looking for a solid SuiteDash foundation that frees you from manual onboarding tasks while delivering a professional client experience every time.
What’s Included
This setup focuses exclusively on the onboarding experience, taking clients from initial inquiry to project start. It includes everything required to capture leads, qualify them, and officially bring them into your business.
✅ 1 Custom Inquiry Form — choose the structure (Booking, Kickoff, or Checkout)
✅ 1 Decision Update Form — to segment, qualify, or redirect leads
✅ 1 Intake Update Form — for gathering client details (with or without scheduling link)
✅ Proposal, Contract, and Invoice Automations — integrated and branded flow for seamless client acceptance and payment
✅ Portal Page or Dashboard Setup — branded onboarding or welcome hub
✅ Client + Admin Dashboard Templates — lightly styled and permissioned
✅ Auto-Generated Project/Task Setup — triggers onboarding tasks and delivery prep
✅ Basic Email Notifications & Automations — guides the client through each step
What’s Not Included
To keep this sprint focused and efficient, this build-out does not include:
🚫 Delivery workflows (project management, fulfillment, or service delivery)
🚫 Offboarding workflows or post-project automations
🚫 Complex multi-phase or multi-service builds
If you need your full client lifecycle built from inquiry to offboarding, you’ll want our Signature Workflow Build package. Tax processes are not supported.
How It Works
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Strategy Intensive (up to 2 hours)
A deep-dive working session where we map every step of your current onboarding process — from inquiry to kickoff.
You’ll receive:-
Visual and written workflow map
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Custom SOP templates reflecting your process
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Session recording for reference
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SuiteDash Build-Out (4–6 weeks)
We’ll bring your mapped system to life — customized, branded, and built directly inside your SuiteDash account. This includes all forms, automations, proposals, and invoicing tied to your onboarding flow.
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Final Handoff & Light Support
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Handoff call with a walkthrough of your new setup
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7 days of post-build email support for questions or quick edits
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Option to book ongoing support or add-on workflows later
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Ideal For
✔️ You already use SuiteDash but your onboarding still feels manual
✔️ You want proposals, contracts, and invoices to flow automatically
✔️ You’re ready to elevate your client experience without a full rebuild
✔️ You need a done-for-you onboarding system that just works
Custom automation for your firm’s tax process — built with clarity, compliance, and simplicity in mind.
This build-out is designed for tax professionals, preparers, or accounting teams who want to manage their tax workflows efficiently inside SuiteDash without losing visibility or control.
Our focus is on creating a clean, automated client experience from agreement to document submission — while maintaining full compliance and transparency around what SuiteDash can and cannot do for the tax industry.
What’s Included
This setup is built specifically around your firm’s tax preparation process. Each workflow is customized per tax type (e.g., 1040, 1065, 1120, 990, etc.) and includes:
✅ Inquiry + Decision Forms
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Inquiry (Kickoff) Form: to collect client type, service need, and return details
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Decision Form: for internal approval or client qualification
✅ Organizer Setup (per tax type)
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Secure digital organizer for client information collection
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Couples filing jointly complete one organizer with a built-in spouse indicator field
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Custom-branded with your firm’s structure and required data fields
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Option to integrate Stanford Tax Organizer (Watch Demo) as an alternative for longer forms
(Note: SuiteDash organizers with large forms can load slowly; we are transparent about this limitation.)
✅ Client Portal Pages
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Client Engagement Letter (Includes Bank Authorization Form)
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Deposit (optional)
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Organizer — client data collection
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Updates — real-time progress status or firm communication
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Filings — document and filing confirmation uploads
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Next Steps — client instructions and post-filing actions
✅ Custom Automations + Page Linking
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Workflow routing per tax type
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Automated access to assigned portal pages
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Optional client notifications and task creation
Form Creation Pricing
Organizer and data collection forms are priced separately based on complexity and number of fields.
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1–50: $150 flat
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51–100: $250 flat
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101–200: $375 flat
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200+: Priced case-by-case or $75/hr
Important Notes & Disclaimers
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We are not tax professionals. You must provide all tax content, field lists, and required form logic.
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SuiteDash has functional limitations for large-scale tax processes. Long forms may experience slower loading times.
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This workflow is designed around our proven structure.
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Every workflow includes one organizer per couple filing jointly.
Tax Workflow Scheduling Notice
Please note that we do not initiate new tax workflow projects between November and January. You are able to secure a priority buildout out slot by paying for a Promissory Note.
If you choose to begin a build during this timeframe, please understand there is a possibility your system will not be live in time for the upcoming tax season. Our focus during this period is on supporting active clients and maintaining current systems.
We recommend scheduling your Tax Workflow Build-Out before November to ensure full completion and testing ahead of tax season.
Ideal For
✔️ Tax professionals who want to systemize client intake and document handling inside SuiteDash
✔️ Firms managing multiple tax types who need customized portals for each
✔️ Businesses that want automation without building an entire tax software solution
✔️ Teams ready to embrace SuiteDash with realistic expectations and clear structure
Timeline
Most builds take 6–8 weeks, depending on the number of tax types, organizer complexity, and firm structure. Availability is limited to maintain quality and compliance alignment.
SuiteDash Tax Workflow
Complete Buildout
Your complete client experience — built from lead to offboarding.
This offer is for the business owner who’s ready to hand it over and have it done right.
You’ve outgrown manual systems, pieced-together tools, and inbox management that eats away at your time. You don’t need another “tech setup” — you need a fully integrated SuiteDash system that runs your business from start to finish.
Whether you’re managing leads, onboarding new clients, delivering services, or offboarding projects, this package gives you the structure, automation, and clarity your backend deserves.
If you’re ready for a system that works as hard as you do — this is it.
What’s Included
1. Strategy Intensive (up to 2 hours)
We start with a deep-dive strategy session to unpack every layer of your business. This isn’t a brainstorm — it’s a working session that produces actionable structure.
Together we’ll:
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Audit your current systems and SuiteDash setup
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Map your full client lifecycle — from lead → onboard → deliver → offboard
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Identify bottlenecks, inefficiencies, and duplication
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Define SuiteDash’s role in automating and streamlining your operations
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Set a clear roadmap for the build
2. SuiteDash Build-Out
Once we’ve mapped everything, we’ll build your complete system — connecting every stage of your client journey.
Core Build Includes:
✅ 1 Custom Inquiry Form (Booking, Kickoff, or Checkout)
✅ 1 Decision Update Form (for segmentation or qualification)
✅ Portal Page + Onboarding Flow Setup
✅ Intake Update Form (with or without scheduling link)
✅ Automated Project/Task Generator Setup
✅ Branded Client + Admin Dashboards
✅ Portal Styling and Custom Navigation
✅ Test Walkthrough + Royal Wrap Up Document
3. Workflow Build-Outs (Up to 3)
Includes your Signature Service Workflow plus up to 2 additional service workflows, each tailored to your client journey.
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Signature Service Workflow (end-to-end build)
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2 Additional Workflows (customized for your other services)
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Offboarding Sequence included
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Additional workflows available at an added fee
Tax Workflows are not included and must be quoted separately (custom builds start at $2,500).
4. Final Handoff + Light Support
After completion, you’ll receive:
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A live handoff call and walkthrough
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7 days of post-build email support for questions or light edits
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Option to extend support or request ongoing management
Ideal For
✔️ Businesses ready to streamline their entire client experience in SuiteDash
✔️ CEOs and service providers with multiple offers or workflows
✔️ Teams who want consistency, automation, and clarity across departments
✔️ Business owners who are ready to scale without the operational chaos
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:
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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
This Intensive is a focused, hands-on consulting session that gives you exactly that.
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
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
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
