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The SuiteDash setup checklist we use ourselves

37 steps in 10 stages, in the order we use on client builds, so you don’t have to redo work later.

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Cover of the Exprova SuiteDash setup checklist: 37 steps in 10 stages

What’s inside

  1. Before you start (4 steps)
  2. Branding and white label (4 steps)
  3. CRM structure (4 steps)
  4. Pipelines (3 steps)
  5. Client portal (4 steps)
  6. Onboarding FLOWs and forms (3 steps)
  7. Billing (4 steps)
  8. Projects and tasks (3 steps)
  9. Automations (4 steps)
  10. Launch (4 steps)

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