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SuiteDash Sensei & Certified Agent

SUITEDASH
SUPPORT

I love the power, flexibility, and efficiency that SuiteDash brings, and I’m obsessed with making it work for YOU. 

 Plan Comparisons & Benefits 

Full Process Implementation​

Perfect for: Businesses ready for a complete, done-for-you setup.

  • Strategy Session | 1 to 2 Hours

  • Custom & SuiteDash SOPs

  • Individual & Team Training

  • Workflow Build-Out

    • Example: Automating your client onboarding process, complete with forms, notifications, and task tracking.

    • Example: Creating a project management pipeline to streamline task assignments and monitor progress.
       

 The turnaround depends on the complexity of your buildout and can take anywhere from 4 to 6 weeks. There is a possibility of acceleration based on the scope of work. 

$1500
One time

payment plans available

SuiteDash Support

WHAT COUNTS AS A TASK

Each task goes beyond surface-level support. When you submit a task, you're not getting a quick tweak—you’re getting a fully executed, thought-through deliverable inside your SuiteDash portal.

 

For example:

  • Onboarding Workflow = Includes intake form creation, automation setup, and portal visibility settings

  • Proposal or Invoice Template = Designed, branded, and fully functional with dynamic data fields

  • Dashboard Customization = Includes layout structure, widget adjustments, and access controls

  • Email Sequence = Built in your SuiteDash email builder with automations and triggers set up for you
     

We treat every request as a micro-buildout—not just a task. It’s about function, clarity, and making your SuiteDash setup actually work for your business.​

​WHAT’S INCLUDED (Task-Based Monthly Support)

  • Up to 3 custom SuiteDash tasks per week (12/month)

  • More Than 3 Tasks a Week?

    • +1 Extra Task (One-Time) for $75 per task

    • ​Add 3 more tasks/week (for a total of 6/week) +$325/month

    • Custom quote starting at $150/task
       

TASK EXAMPLES

  • Intake form creation and automation setup

  • Client onboarding workflows

  • Proposal, contract & invoice templates

  • CRM pipeline updates and deal flows

  • Dashboard customization

  • Email sequences and trigger automations

$675
3 WEEKLY TASKS

On-the-Go
Systems Strategist

WE PROVIDE:

  • Automation, Streamlining, and Template Support: Receive quick access to simplify workflows, streamline processes, and utilize valuable templates.

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  • Complimentary Slack Access

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  • Business Streamlining & Automation Assistance

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  • Intentional Check-Ins​
     

  • Option to purchase additional support hours at $50/hour.

ACCESS

$77

PER MONTH

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 supporting all businesses 

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