SuiteDash Live Workshop: The Onboarding - Part 1 [DEMO]

[@PreCodeCamp]

Great workshop I really enjoyed it. And I can’t agree with you more because I’m just starting with this and having that plan map to begin with is crucial. And can’t agree with you more on the form. Should be the last thing that you build because it needs all the other pieces. Like circles, proposals, auto templates, etc..

[@TheRoyalAssistant]

Thank you so much! I’m really glad you enjoyed the workshop! Yes, starting with a clear plan and mapping everything out is essential-it helps avoid unnecessary rework down the line. Appreciate your thoughts on this!

[@justuswomen]

Hello, I purchased Suitedash about two years ago but returned it because there were too many features and I felt overwhlmed. Fast forward my business has grown and shifted and I am exploring it again because it's back in appsumo (much higher cost now). In your opinion, can it be customized for a birth business; tracking leads, consults, client visits, client dashborad for resources, one place for communicating, etc.

[@TheRoyalAssistant]

@@justuswomen Thank you for sharing your experience! I completely understand how overwhelming it can be when a platform has so many features-it’s easy to feel lost in all the options. It’s great to hear that your business has grown and that you’re considering SuiteDash again. Regarding your question, yes, SuiteDash is highly customizable and can definitely be tailored to fit the specific needs of a birth business. You can set up everything from tracking leads and consults to managing client visits, creating a client dashboard for resources, and centralizing communication all in one place. If you’d like, I can share some tips on how to streamline the features so they work best for you and your business. Feel free to reach out!

[@WhatIThink45]

Marie, what do you use to plan out your strategies and funnels? Do you create an outline or flow chart?

[@TheRoyalAssistant]

I use Milanote and I'm obsessed - milanote.com/

[@TheRoyalAssistant]

Second part answer - I create outlines. I like to map out my process by the step, tool, and action type (automation, manual, user action). It's VERY helpful.

[@jahkozali5433]

Does suitedash have any phone system integration?

[@TheRoyalAssistant]

@@jahkozali5433 not at this time. They do have sms functionality through twillio

[@jahkozali5433]

Would please make a video on how to use Suitedash for tax and accounting firm. Something like onboarding, transferring clients info to and from tax softwares. Thanks.