SuiteDash Setup Services
SuiteDash Configured Around How Your Business Runs
From intake to invoicing, we shape the platform around your client journey, as a complete implementation or a single focused service.
SuiteDash setup services from Run And Scale are fixed-scope builds that deliver a working, branded SuiteDash system. The core build covers your whole client lifecycle (branding, sales, onboarding, delivery, messaging, billing, security, automation, and launch) in about two weeks, on a monthly plan or as a one-time setup. The VIP Setup Day adds pre-day planning, a live collaborative working session, custom portal work, team training, and 14-day after-care. À la carte services configure a single module.
Not sure what your implementation requires?
You don't need to name SuiteDash features. Describe the outcome; we translate it into a scope and recommend the service.
This page covers what you get. Prices, monthly plans, and online checkout are on one page. See pricing →
The core build
One-time setup
A fixed-scope implementation that turns your core client-management requirements into a working, branded SuiteDash system in about two weeks: Week 0 intake, Week 1 build, Week 2 handoff. Setup only. Good fit if you already own SuiteDash, or prefer one payment over a monthly plan.
- 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
High Touch
VIP Setup Day
Everything in the One-time setup, plus advance planning, a live working session where we refine and extend the system together, team training, and 14-day after-care.
- Everything in the One-time setup
- Pre-day requirements + build plan
- Live working session (workshop format)
- Custom portal pages + navigation
- Automation + reporting/dashboard polish
- Team training + recorded walkthrough
- 14-day after-care
What's in the core build
Every setup includes all of this, on a monthly plan or as a one-time setup, and VIP Setup Day builds on it. Organized by how your clients move through your business.
Brand
- White-labeled portal (logo, colors, favicon, login page, email footer)
- Custom URL configured (we make the DNS changes)
- Email sent from your own domain, so notices land in inboxes, not spam
Sell
- Sales pipeline with your actual stages and deal tracking
- Proposal or contract template with e-signature
Onboard
- 1 client intake form with automated welcome email
- Contact fields customized to your business
- Your existing client list imported from a spreadsheet (larger or messy migrations quoted separately)
Deliver
- 1 project template with tasks, checklists, and milestones
- Client portal dashboard with relevant widgets
- Folder template and file permissions for every client
Communicate
- Client messaging set up, so questions arrive in one place instead of your inbox
Bill
- Invoice template and payment gateway connection
Secure
- Staff accounts with roles, so each person sees only what they need
- Two-factor sign-in for staff, password rules, and an access review
Automate
- 3 automations: client onboarding, task notifications, payment reminder
Launch
- End-to-end test as a client, plus a launch checklist
- Recorded walkthrough and video system guide
- 14 days of after-care
Not sure which package fits? Take the free SuiteDash Readiness Assessment to see where SuiteDash will deliver the most value for your business.
One-time setup vs VIP Setup Day
Same core system in both packages. The One-time setup is structured and mostly asynchronous; the VIP Day adds pre-planning, a live working session, custom portal work, team training, and 14-day after-care.
One-time setup | VIP Setup Day | |
|---|---|---|
| Format & Timeline | ||
| Format | Structured, primarily async, we build, you review | Live, collaborative, decisions made together in real time |
| Timeline | ~2 weeks | Pre-work + live day + 14-day after-care |
| Core System, both packages include | ||
| White-labeled portal, custom URL, email from your own domain | ||
| Sales pipeline, contact fields, client list import | ||
| Intake form, proposal/contract template, invoicing & payments | ||
| Project template, client folders & file permissions, client messaging | ||
| Staff roles, two-factor sign-in & access review | ||
| 3 automations, client portal dashboard, launch test & checklist | ||
| 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 | ||
| Best For | ||
| Who it's for | Teams with defined goals who want a fixed-scope foundation | Teams who want to shape implementation decisions live |
Defined deliverables
A build checklist, configuration notes, and a recorded walkthrough, not billable hours.
Fast timelines
Intake → build → handoff, with minimal back-and-forth.
Designed around your workflows
We start with the outcome, then connect the right modules, forms, pipelines, messages, invoices, so the system stays coherent.
À La Carte
Focused add-ons for specific SuiteDash modules
One module, configured, no package required. Each add-on is a scoped, one-time deliverable.
White Label Services
SuiteDash carrying your brand, not ours: logos, colors, email footers, custom URL, and login screen, so every client touchpoint looks like your business.
- 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
One Kickoff or Update form, SuiteDash's form types for capturing new leads or collecting structured updates from existing clients, built with clean logic, formatting, and a sensible flow.
- 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
A project generator, SuiteDash's template for spinning up repeatable projects, configured with your tasks, sub-tasks, scheduling, and triggers so projects start right every 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
One appointment type, a bookable service with its own calendar, fully configured: staff assignment, confirmations, and automations for every lifecycle event.
- 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
A single booking form covering multiple appointment types, up to 6 fields, conditional logic, and a clean URL accessible from the right portal page.
- 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
One WooCommerce, Shopify, or Etsy storefront connected to SuiteDash, webhooks, contact creation on new orders, and an order-completion trigger. Payment sync, multi-step workflows, and multiple storefronts are scoped separately.
- 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
One bounded connection between SuiteDash and an external service, via Zapier or a direct API call, mapped, tested end to end, and documented. Multi-step or multi-system integrations are scoped separately.
- 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
Each service is a fixed-scope deliverable you can add on its own. Book a call to add one →
Each covers the bounded deliverable described: one form, one generator, one integration connection. More complex workflows or multi-step integrations are scoped separately. See Custom Solutions →
Process
How setup projects run
A tight process keeps scope controlled and the system maintainable.
1
Requirements
Goals, current tools, client journey, the outcome you want.
2
Solution design
Your requirements translated into a concrete configuration plan.
3
Build & validate
Configured and tested against your actual workflow.
4
Hand-off
Walkthrough, recordings, prioritized next steps.
Common questions about SuiteDash setup
Tight answers to help you pick the right package.
Do I need to know which SuiteDash modules I need?
No. You bring the business outcome you want; we translate it into the SuiteDash features, roles, and automations required to deliver it. If you’re unsure where to begin, schedule a call and we’ll recommend an appropriate scope.
Can you help translate my current business process into a SuiteDash workflow?
Yes, that translation is the core of what we do. During intake we clarify the outcome you want, your existing workflows, and the people involved, then design how SuiteDash’s features should work together to support them.
What happens if my requirements don't fit a standard package?
We scope it separately. Requirements that go beyond a package’s defined deliverables, such as complex integrations, large migrations, or custom-built functionality, are quoted as add-ons or custom solutions so the fixed price stays honest.
Can I start with one workflow and expand later?
Yes. Many clients begin with a single à la carte deliverable or the One-time setup foundation and extend from there. Each implementation is a complete deliverable on its own; expansion is an option, not an obligation.
What is included in implementation planning versus separately scoped consulting?
Each package includes enough planning to configure its listed deliverables. Extensive business-process redesign, complex multi-system integrations, and large-scale data migration are separately scoped engagements.
Is ongoing support required after setup?
Support is included for 12 months on our monthly plans. If you pay in full, setup is complete on its own, and our $119/month support plan is optional.
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.
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.
Prefer to explore on your own? Take the free SuiteDash Readiness Assessment
Last updated: 2026-10-12