The onboarding experience that runs itself

Clean, Branded, and Fully Automated.

This service is for business owners, agencies, coaches, and service providers who want a polished SuiteDash onboarding flow that takes a lead from first interaction → to qualified client → to kickoff without manual tasks or admin overwhelm.

What You Get

Custom Inquiry Form Booking / kickoff / checkout format options
Decision Update Form Segments and qualifies leads
Intake Update Form Collects client details (with optional scheduling)
Branded Onboarding Portal or Dashboard Creates a professional welcome environment
Client + Admin Dashboard Templates Organized, permissioned, easy to navigate
Auto-Generated Project/Task Triggers Automatically activates onboarding steps
Core Email Notifications + Light Automations Keeps the client moving forward confidently

Result: A smooth, professional onboarding pipeline that enhances trust and reduces workload.

What’s Not Included

Delivery or fulfillment workflows
Offboarding workflows
Multi-service
SuiteDash Key or account. Need A Key? Click here

Ideal for:

Agencies, consultants, tax pros, and service providers

You’re the Brand.

We’re the Backend

Let us handle the tech so you can focus on building your business.

From your website to your client systems — we’ve got you.