Automate Your Business Processes
Simplify your business processes by automating your client interactions with an all-in-one client portal.
Common Business Issues
Having multiple software systems to utilize in your office is hard. Integrate all that you need in one convenient software solution. From contract management, invoicing, billing, customer relationship management (CRM), marketing campaigns, portal pages, and learning management system (LMS), SuiteDash is a perfect solution.
Underperforming team members can undermine your organization’s performance. Reduce the most common reasons why employees underperform. Unclear expectations, lack of skills, and inadequate training and development opportunities are all barriers to performance success.
Stess and Burnout
Having strong policies and procedures in place demonstrates that the Practice puts safeguards in place for HIPAA, OSHA, infection control, and other State regulatory enforcement. Rules are only effective if everyone follows them – all of them, all the time. Lack of understanding and not investing in technology lend to noncompliance.
Benefits of an All-in-One Portal
Client Intake Funnels
Customer Relationship Management (CRM)
Email & Drip Marketing
Custom Embeddable Forms
Proposals, Estimates & Invoicing
Contracts & eSigning
Time Tracking & Billing
Projects and Tasks
And So Much More!
How the Buildout Process Works
Learn About Your Business
We learn about the nature of your business, your uniqueness, your current workflows and your goals in moving your business forward.
Process Documentation (Mapping Workflows)
We capture all of the steps in your workflow process. Sometimes, we help identify what doesn’t work and what does to improve your overall operations.
Next, we build-out your primary workflows to automate your business to help you grow.
Buildout System Training
After completion of the build-out, we provide your staff with training. We also provide you with documented workflows in your Operation’s Guide.
We provide on-going support to answer relevant buildout SuiteDash questions under your regular maintenance subscription account.
Our on-going support includes modifications to refine a process, and/or leverage new features. Our after-buildout monthly plans help you to continue to run and scale your business with your new system.
As a freelancer, we help build out your SuiteDash system to include the primary processes needed to automate your services for your customers. You are not limited on the number of customers that can access your portal.
Collaboration between your staff and teams couldn’t be easier. Internal direct messaging and chat capabilities supports your employees efforts to successfully and skillfully manage your valued customers.
Your clients will love working with you. Simple communication, project collaboration, and easy bill paying options, make your all-in-one solution a win-win for you and your customers.
Why Work with Us?
Expending time to document your processes is a time consuming task. Often times details are left off and forgotten. Other times, process documentation can uncover areas of needed improvement. We carefully and diligently interview, capture, and document your businesses processes for you.
Instructional Training Design
Training and Development
Designing training for adult learners can mean the difference in successful outcomes verses poor ones. Whether your intent is for onboarding new hires or developing talent, we can assist with guidance, resources, and deliverables to make your training successful.
Content and Media Creation
Training and Development
Graphics, infographics, images, photos, and videos are all components of an engaging training session. Our creative team utilizes their skills and talents to create educational supports to enhance training materials.
Start by scheduling your initial discovery (no obligation or cost) conversation with us via video conferencing. Perhaps with a cup of coffee (or tea, if you prefer), share with us where you are, what are your goals and needs, and how you would like to proceed with assistance.
Resolve known (or yet undiscovered) issues and enhance business efficiency with assistance.
Do It Yourself
Utilize our do-it-yourself tools to start, grow, and refine your core business processes.
Done For You
Tap into our experienced professionals with outsourced services.