Succeed with Software SuiteDash

00:00 - Intro (Click Show more for clickable shortcuts)
04:38 - The Kickoff Form as the first step in your workflows
16:21 - How Subscription Plans work
18:31 - The Client's "Billing Dashboard"
21:20 - How to structure your workflows for maximum Automation
27:36 - Quick Project Management overview & recommendation
29:48 - SuiteDash as the Operating System of your business
33:48 - Discussion of upcoming Shopping/Payment Block feature
40:56 - Trying to use Custom Field Math to automatically track a data point
50:19 - Example use case of the Dynamic Logic Engine
54:32 - Quick description of Accumulating Invoice Generators
58:11 - Discussion of upcoming Community feature
1:02:47 - How Roles work in SuiteDash
1:04:25 - Discussion of CRM Custom Field Categories
1:07:46 - Discussion of Salesperson visibility based on Claimed & Unclaimed
1:14:19 - Closing Remarks

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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message

00:00 - Intro (Click Show more for clickable shortcuts)
03:10 - Tracking Time & Billing TIme
08:20 - Discussion of Events & Event Templates
12:55 - Discussion RE: Public & Private Company Information
16:08 - Explanation of "Company Circles"
17:42 - Building a Company Dashboard
20:08 - Sharing Files/Documents with everyone in a Company
22:48 - Discussion RE: Primary Contact vs. Associated Contact
26:33 - Setting up a multi-stage Client/Customer Journey
43:24 - Recommendations for setting up Automations
44:49 - Focus on building your MVP processes first - build UGLY!
47:48 - File Download & File Upload Blocks
54:02 - Why you need to start w/ SuiteDash NOW!
1:02:54 - What is a FLOW?
1:07:45 - How to set up a custom Background for your Portal
1:11:01 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message

00:00 - Intro (Click Show more for clickable shortcuts)
03:00 - Strategies for embedding Google Sheets
15:33 - Discussion of Roles + Onboarding
22:20 - Highlighting the power of Staff Submit in Forms
29:25 - Dynamic Documents & Contracts
33:00 - Question about creating custom Partner/Client Portal
57:07 - Using Translation to rename ANYTHING
59:37 - Questions about AI and Support Tickets
1:03:45 - Questions about importing Custom Fields
1:06:59 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message

00:00 - Intro (Click Show more for clickable shortcuts)
05:13 - Connecting SuiteDash to 3rd party apps via API & Webhooks
13:13 - Exchanging Files/Documents between your Organization & your Prospects/Clients
18:45 - Using Messaging as a tool for communicating with Prospects/Clients
22:17 - Exploring the Automation capabilities in SuiteDash
22:35 - Using SuiteDash to create a streamlined & automated workflow (process)
42:35 - Using Timers & Accumulating Invoice Generators to set your billing on Autopilot
52:40 - Conversation about Email Marketing & Statistics
58:20 - Using the "Staff Submit" feature in Forms to augment Client data profiles
1:00:30 - Using the Dynamic Logic Engine to automate Client classification
1:01:37 - How to integrate/link your Portal into/from your website
1:03:46 - Dynamic Dashboards w/ Dynamic Data
1:09:50 - Discussion RE: Wizarding Sessions
1:10:50 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message

00:00 - Intro (Click Show more for clickable shortcuts)
04:15 - Building a White Label CRM that you can sell
14:21 - How to connect the Portal to your website?
19:00 - How to share Files with Prospects & Clients?
22:34 - Sharing Files with a Circle
23:30 - Using a Kickoff Form (like an intake/interest form) on your website
31:40 - Generating a PDF when a Prospect/Client/Staff completes a Form
39:48 - Designing Forms to support your INTERNAL Staff processes
47:25 - CRM Dashboard functionality
51:00 - Tracking Referrals via a points, bonus or commission structure
1:00:20 - How to test your payments before going live
1:02:48 - Clarification of API vs. Webhook functionality
1:07:40 - Discussion of the POWER of All-in-One
1:11:40 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message

00:00 - Intro (Click Show more for clickable shortcuts)
05:40 - Comprehensive walkthrough Portal Concepts + Setup + Automations
50:15 - Discussion of "facilitator" type platform questions
56:36 - Walkthrough of Dashboards & how they are assigned
1:01:40 - Sneak Peeks of some upcoming features
1:02:54 - Discussion of Subscription Plans + Subscriptions + Collaborator business model
1:09:09 - Closing Remarks

----

Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/

Subscribe to the Podcast feed: https://succeedwithsoftware.com

----

https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!

But realize that YOU are ALSO a part of our Mission!

Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.

So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!

Together, we are UNSTOPPABLE!

Do the work. Get your life back. We'll help you!

----

DOCS @ https://help.suitedash.com

ACADEMY @ https://academy.suitedash.com

COMMUNITY @ https://community.suitedash.com

WEBINARS @ https://suitedash.com/weekly-webinar/

FACEBOOK @ https://www.facebook.com/groups/suitedashofficial

PODCAST @ https://suitedash.com/podcast/

YOUTUBE @ https://youtube.com/suitedash

VOTE @ https://vote.suitedash.com

---

PROMOTER @ https://suitedash.com/promoter-program/

RESELLER @ https://suitedash.com/reseller-program/

AGENCY @ https://suitedash.com/become-an-agency-partner/

---

INSTAGRAM @ https://instagram.com/suitedash

TIKTOK @ https://www.tiktok.com/@suitedash

TWITTER @ https://twitter.com/suitedash

---

Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message