Business Systems - Suitedash Starter Client/Staff Portal

$997.00

    🧩 Build Your Business the Right Way — With Systems

    Most small businesses don’t have a sales problem.

    They have a systems problem.

    If you are:
    • Manually sending invoices
    • Chasing unsigned contracts
    • Losing documents in email
    • Forgetting follow-ups
    • Managing clients through DMs
    • Feeling overwhelmed by admin work

    Then you don’t need more hustle.

    You need structure.

    The Business Systems Starter Portal™ gives you a fully set up business management system installed and customized for your business.


    🔧 What’s Included

    ✔ SuiteDash Account Setup & Configuration

    • Account setup completed for you

    • Branded client login portal (logo + brand colors)

    • Custom subdomain (yourbusiness.portal link)

    • Dashboard layout configured

    • Notification settings adjusted


    ✔ Client Onboarding Workflow Installed

    • Custom client intake form

    • Welcome email automation

    • Contract delivery + e-sign setup

    • Invoice auto-generation

    • Client folder creation

    When you add a client, the system handles the next steps automatically.


    ✔ Invoice & Payment System Setup

    • Branded invoice template

    • Payment processor connection guidance

    • Automated invoice reminders enabled

    • Recurring invoice option configured

    No more forgetting to bill clients.


    ✔ CRM & Lead Pipeline Setup

    • Contact segmentation configured

    • 1 custom sales pipeline installed

    • Lead status stages created

    • Basic tracking dashboard enabled

    You’ll clearly see where every lead stands.


    ✔ Secure Client Portal Access

    Your clients will be able to:

    • Log in securely

    • Upload documents

    • View invoices

    • Sign contracts

    • Send private messages

    You look organized and professional instantly.


    ✔ Training Vault Included

    Access to short recorded tutorials:

    • Navigating your dashboard

    • Adding clients

    • Sending invoices

    • Editing forms

    • Managing automations

    You won’t feel lost.


    ✔ 30 Days Email Support

    Includes 30 days of post-installation email support for setup-related questions.


    🚫 What This Does Not Include

    To maintain clarity and delivery timelines, this introductory package does not include:

    • Custom website builds
    • Membership site creation
    • Course platform setup
    • Advanced automation flows
    • API integrations
    • Funnel builds
    • Ongoing monthly management

    These services are available separately.


    🎯 Who This Is For

    This system is ideal for:

    • Service providers
    • Tax professionals
    • Consultants
    • Coaches
    • Freelancers
    • Small business owners ready to grow

    If you are ready to stop operating from chaos and start operating with structure, this is your starting point.


    💰 Investment

    $997 – One-Time Installation

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