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SUITEDASH CONSULTING & AUTOMATION
SuiteDash One-time setup

Your SuiteDash Foundation Matches How You Work

A fixed-scope implementation that turns your core client-management requirements into a working, branded SuiteDash system in about two weeks.

The SuiteDash One-time setup is a structured implementation package ($1,985) that delivers a working, branded SuiteDash system in about two weeks. It covers client onboarding, secure portals, proposals with e-signing, invoicing and payments, project templates, and three core automations, configured to your actual workflow and handed off with a recorded walkthrough and next-steps roadmap.

Most Popular

Fixed price, defined scope, complete deliverable. For businesses with a clear operational objective that need it translated into a working system.

$1,985
one-time
Outcomes

What the One-time setup delivers

Every outcome below maps to specific, fixed-scope deliverables, no vague consulting time.

Welcome and onboard clients consistently
  • Web-to-Lead capture forms
  • Integration with main website
  • Onboarding flows + email & form automation
Give clients a professional place to work with you
  • Secure document sharing
  • Centralized communication
  • Forms, projects, tasks & checklists
Standardize projects and administrative workflows
  • Proposals + e-signing
  • Invoices + online payments
  • Project templates + automations
Launch a branded system your team understands
  • Custom URL & login
  • Logo, colors & navigation
  • Email + domain setup guidance
Handoff and optional next steps
  • Video-based system guide
  • Recorded hand-off walkthrough
  • Optional separately scoped support
What's Included

The fixed-scope deliverables

Everything the $1,985 One-time setup configures. Anything beyond this list is quoted separately.

  • Brand: white-labeled portal, custom URL, email from your own domain
  • Sell: sales pipeline and proposal/contract with e-signature
  • Onboard: intake form, welcome email, your client list imported
  • Deliver: project template, portal dashboard, client folders and permissions
  • Communicate: client messaging in one place
  • Bill: invoice template and payment gateway
  • Secure: staff roles, two-factor sign-in, access review
  • Automate: onboarding, task, and payment-reminder automations
  • Launch: client-view test, launch checklist, walkthrough, 14 days of after-care

Planning to configure these deliverables is included, we help you define the initial workflows and make the intake decisions. Process redesign, complex integrations, and large migrations are scoped separately.

Timeline

From intake to handoff in about two weeks

Three stages, kept tight so scope stays controlled and the system ships.

Week 0
Intake + decisions
Confirm goals, data model, portal roles, and the initial 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 hand-off with a next-steps plan.
What you receive at handoff
A complete, configured system, not a work in progress
Implementation checklist + decisions log
Recorded walkthrough + hand-off notes
A next-steps roadmap of optional improvements
Is the One-time setup right for you?
• Businesses with a reasonably defined operational objective that need it translated into SuiteDash
• Teams that want consistent onboarding and delivery processes without a live workshop
• Owners tired of duct-taping multiple tools together

If you need extensive process redesign, complex integrations, or large-scale migration, those are scoped separately, see Custom Solutions. Want to make decisions live instead? Compare with the VIP Setup Day.

Get Started with the One-time setup Compare Packages

Not sure if the One-time setup is the right fit? Take the free SuiteDash Readiness Assessment to confirm before booking a call.

Common questions about the One-time setup

Direct answers to help you decide if the One-time setup is the right fit.

What is the SuiteDash One-time setup?
A fixed-scope implementation that delivers a working, branded SuiteDash system in about two weeks, client onboarding, secure portal, proposals with e-signing, invoicing, a project template, and three core automations, handed off with a recorded walkthrough.
How long does the One-time setup take?
Most One-time setup engagements run about two weeks: Week 0 for intake and decisions, Week 1 for build and configuration, and Week 2 for hand-off and adoption. The timeline assumes you can make decisions during intake and that scope stays within the package deliverables.
What is included in the One-time setup?
The Accelerator includes a white-labeled portal with custom URL, a sales pipeline with your actual stages, customized contact fields, staff accounts with roles, one client intake form with automated welcome email, a proposal or contract template with e-signature, an invoice template with payment gateway, one project template with tasks and milestones, a client portal dashboard, and three automations (client onboarding, task notifications, payment reminder).
How much workflow planning does the One-time setup include?
The package includes enough planning to configure the listed deliverables. We help define your initial workflows and translate your core client-management requirements into the implementation. Extensive business-process redesign, complex integrations, and large-scale data migration are separately scoped engagements.
How is the One-time setup different from the VIP Setup Day?
The One-time setup ($1,985) is a fixed-scope, mostly asynchronous implementation over about two weeks. The VIP Setup Day (from $5,900) adds advance planning, a live working session where you make decisions in real time, team training, and 14-day after-care. Choose the One-time setup for a defined foundation; choose VIP Day for real-time collaboration.
What support do I get after the One-time setup launches?
You receive a recorded hand-off walkthrough, a video-based system guide, and a next-steps roadmap identifying optional future improvements. Further support and enhancements are available as separately scoped engagements when your needs justify them.
Do I need my process fully documented before starting?
No, but you need to be able to make decisions during intake. If your objectives are still fuzzy, start with a discovery call and we will help you define a clean initial client journey before the build begins.

Last updated: 2026-10-12

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