SuiteDash Setup Services
SuiteDash setup services and packages
One-time setup packages designed to deliver a usable SuiteDash foundation with clear scope and deliverables.
SuiteDash setup services from Run And Scale are one-time, fixed-scope packages that deliver a working, branded SuiteDash system. The Business Accelerator ($1,985) covers onboarding, portals, proposals, invoicing, and three automations in about two weeks. The VIP Setup Day ($5,900) builds the same system in a single live day with custom portal work, team training, and 14-day after-care. À la carte add-ons start at $175.
Most Popular
Business Accelerator
A branded, working SuiteDash system that takes a client from first contact through delivery and payment, configured and ready to use.
$1,985
one-time
- White-labeled portal (logo, colors, favicon, login page, email footer)
- Custom URL configured (DNS changes performed as well)
- Sales pipeline with your actual stages + deal tracking
- Contact fields customized to your business
- Staff accounts created and assigned roles
- 1 client intake form with automated welcome email
- Proposal or contract template with e-signature
- Invoice template + payment gateway connection
- 1 project template with tasks, checklists, and milestones
- Client portal dashboard with relevant widgets
- 3 automations (client onboarding, task notifications, payment reminder)
High Touch
VIP Setup Day
A focused build day with live decisions, real-time configuration, and a system you can launch the next morning. Includes everything in the Business Accelerator plus custom portal work, team training, and 14-day after-care.
$5,900
one-time
- Everything in the Business Accelerator
- Pre-day requirements + build plan
- Live working session (workshop format)
- Custom portal pages + navigation
- Automation + reporting/dashboard polish
- Team training + recorded walkthrough
- Launch checklist + 14-day after-care
Business Accelerator vs VIP Setup Day
Both packages deliver the same core SuiteDash system. VIP adds a live, high-touch experience with custom portal work, team training, and after-care.
Business Accelerator $1,985 | VIP Setup Day $5,900 | |
|---|---|---|
| Format & Timeline | ||
| Format | Async build — we build, you review | Live workshop — decisions made in real time |
| Timeline | ~2 weeks | 1 day + 14-day after-care |
| Core System — both packages include | ||
| White-labeled portal, custom URL, branded login & email | ||
| Sales pipeline, contact fields, staff accounts & roles | ||
| Intake form, proposal/contract template, invoicing & payments | ||
| Project template with tasks, checklists & milestones | ||
| 3 automations + client portal dashboard | ||
| What VIP adds — the high-touch experience | ||
| Pre-day requirements gathering + build plan | ||
| Live working session with real-time decisions | ||
| Custom portal pages + navigation design | ||
| Automation + reporting/dashboard polish | ||
| Live team training + recorded walkthrough | ||
| Launch checklist + 14-day after-care support | ||
| Best For | ||
| Who it's for | Teams who want it done right, async | Teams who want it done fast, with live input |
Defined deliverables
You get a build checklist, configuration notes, and a hand-off walkthrough, not vague consulting time.
Fast timelines
Packages are designed to move from intake → build → hand-off with minimal back-and-forth.
Automation-first
We focus on tying modules together (forms, pipelines, messages, invoices) so SuiteDash feels cohesive.
À La Carte
Focused add-ons for specific SuiteDash modules
Need a single module configured without a full package? Each add-on is a scoped, one-time deliverable with clear output.
White Label Services
Make SuiteDash look and feel like your own platform. We'll replace logos, set your brand colors, update email footers, configure your custom URL, and polish the login screen, so every client touchpoint reflects your business, not someone else's.
$175
one-time
- Replace default SuiteDash logos
- Configure brand colors across the portal
- Update email template wording and footers
- Custom app URL setup (DNS change required from you)
- Login screen image and page loader customization
Form Creation
A clean, functional Kickoff or Update form, built with logic, proper formatting, and a flow that makes sense. For new lead capture or structured updates from existing clients, we'll make sure it works and looks right.
$295
one-time
- Kickoff or Update form (one per service)
- Up to 6 custom fields with formatting
- Up to 4 conditional logic rules
- Custom success message or redirect
- Portal page installation + URL/alias setup
Project Generator Creation
Launch consistent, structured projects without rebuilding from scratch every time. We'll configure your generator, load custom tasks and sub-tasks, wire up scheduling, and set triggers for creation and completion, so projects start right and stay on track.
$325
one-time
- Single project generator configured
- Task list with custom tasks and sub-tasks
- Automation triggers (creation + completion)
- Scheduling configuration
- Project creation trigger setup
Appointment Type Configuration
Get a professional booking experience without the setup headache. We'll configure your appointment type, assign the right team, write confirmations, set automations for every lifecycle event, and make sure visibility and notifications are dialed in.
$195
one-time
- Single appointment type fully configured
- Staff assignment + notification setup
- Styling and visibility options
- Automations for create, reschedule, cancel, and complete
- Notification settings for all parties
Booking Form Creation
Need multiple appointment types in a single form? We'll build a dynamic booking form that's user-friendly, automation-ready, and accessible from the right portal page, with clean URLs and conditional logic baked in.
$245
one-time
- Multiple appointment types in one form
- Up to 6 custom fields
- Up to 4 conditional logic rules
- Portal access invitation email configuration
- Custom URL/alias creation
E-commerce Integration
Connect your WooCommerce, Shopify, or Etsy store to SuiteDash so orders, customers, and transactions flow into your portal automatically. We'll map the data, configure webhooks, and wire up automations, so your e-commerce engine and client management system actually talk to each other. Examples include:
$375
one-time
- Single storefront connection (WooCommerce, Shopify, or Etsy)
- Webhook configuration for order + customer events
- Contact creation or update on new orders
- Basic automation trigger on order completion
Zapier / API Integration
Bridge SuiteDash with the rest of your stack using Zapier or direct API calls. We'll build the connection, map the fields, handle authentication, and test the data flow end to end, so leads, payments, or task updates move between systems without you copying and pasting.
$470
one-time
- Single integration (one external service connected)
- Zapier zap build or direct API/webhook configuration
- Field mapping between SuiteDash and external service
- Authentication + credential setup
- End-to-end data flow testing and documentation
Process
How setup projects run
A tight process keeps scope controlled and prevents “SuiteDash spaghetti.”
1
Intake
Goals, current tools, client journey, and required modules.
2
Build
Configure SuiteDash to match your decisions + data model.
3
Hand-off
Walkthrough, recordings, and a prioritized next-steps list.
Common questions about SuiteDash setup
Tight answers to help you pick the right package.
Do you need my exact process documented before we start?
No, but you do need to be able to make decisions during intake. If your process is unclear, start with a discovery call and we’ll help you define a clean “v1” client journey.
Can you migrate data from my existing CRM or forms?
Yes, but migration scope varies widely. We typically treat migration as an add-on so it doesn’t destabilize the setup package scope.
What if I need more after the setup is done?
You can extend with build-out blocks (additional automations, dashboards, portals, integrations) or move into ongoing support.
Can I combine an à la carte service with a setup package?
Yes. À la carte services are designed to layer on top of any setup package or work as standalone deliverables. If you need a specific module configured outside of a package, just book it directly.
What if I need more than one form or project generator?
Each à la carte service covers a single deliverable (one form, one generator, one appointment type). Need multiples? Book additional units or ask about volume pricing on a discovery call.
Last updated: 2026-08-06