SuiteDash Business Accelerator
A proven implementation path to a usable SuiteDash system
We ship a working v1 quickly, then iterate. The goal is adoption, not “perfect configuration.”
Client Onboarding
- Web-to-Lead capture forms
- Integration with main website
- Onboarding flows + email & form automation
Client Portal
- Secure document sharing
- Centralized communication
- Forms, projects, tasks & checklists
Operations
- Proposals + e-signing
- Invoices + online payments
- Project templates + automations
Branding
- Custom URL & login
- Logo, colors & navigation
- Email + domain setup guidance
Hand-off & After-Care
- Video-based system guide
- Priority post-launch support
- Preferred-rate support options
What you get
Implementation checklist + decisions log
Configured onboarding → delivery → invoicing flow
Recorded walkthrough + hand-off notes
Next-steps roadmap for v2 automation
Best fit for
• Agencies, consultants, and service businesses that want a polished client experience
• Teams that need consistent onboarding and delivery processes
• Owners tired of duct-taping multiple tools together
Timeline
A simple delivery model
Move fast, keep scope controlled, and ship a system your team will actually use.
Week 0
Intake + decisions
Confirm goals, data model, portal roles, and the v1 client journey.
Week 1
Build + configure
Implement core portal UX, onboarding, proposals, payments, and automations.
Week 2
Hand-off + adoption
Walkthrough, refinement, and a clean next-steps plan for v2.