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.
Get the checklist (PDF)
Enter your email and we’ll send the PDF to your inbox, and you can download it straight away too. We may follow up once to ask if you need help; no newsletter unless you ask.
What’s inside
- Before you start (4 steps)
- Branding and white label (4 steps)
- CRM structure (4 steps)
- Pipelines (3 steps)
- Client portal (4 steps)
- Onboarding FLOWs and forms (3 steps)
- Billing (4 steps)
- Projects and tasks (3 steps)
- Automations (4 steps)
- Launch (4 steps)
Starting with client sheets? Plan your spreadsheet migration before importing records.
SuiteDash services
- SuiteDash setup
- SuiteDash support
- Hire a SuiteDash expert
- SuiteDash automation
- Migrate to SuiteDash
- Client portal design
- White label & custom domain
- Integrations
- Stripe integration
- QuickBooks Online integration
- Zapier integration
- Make integration
- Pabbly integration
- WordPress integration
- Team training
- SuiteDash audit
- HoneyBook to SuiteDash
- Dubsado to SuiteDash
- HubSpot to SuiteDash
- Bonsai to SuiteDash
- Spreadsheets to SuiteDash
- Case study: radiology practice portal
Let’s map your SuiteDash setup
30 minutes. No obligation. You’ll leave with a plan.