Succeed with Software

Join Mike, Founder and CEO of SuiteDash, as he challenges the stereotype that successful businesses are only started by young entrepreneurs. With research showing that the most successful businesses are started by individuals in their 40s and 50s, Mike discusses the unique advantages that come with age, experience, and established networks. He also highlights the importance of delegating tasks, being a strong leader, and balancing personal life with professional ambitions. Discover how SuiteDash can help streamline your business, giving you more time for fitness, family, and community. Tune in to learn why your life experience makes you better equipped to start and run a thriving business.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/

Mastering Business Dashboards: Efficiently Customize, Control, and OptimizeJoin Mike as he walks you through the process of transforming chaotic dashboards into clear, powerful command centers for your business. Learn how to customize and assign dashboards for different roles within your organization, streamline task management, and enhance productivity for both your team members and clients. Dive into specific use cases and practical examples of how to configure various blocks like tasks, invoices, and CRM filters to create personalized, efficient digital workspaces. This episode will empower you with the tools and knowledge to design dashboards that drive decisions and maximize efficiency.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/

Mastering SuiteDash: Projects Toolkit & Automation EssentialsJoin Mitchell, one of our Agency Partners, for an in-depth walkthrough of the Projects Toolkit in SuiteDash. In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve productivity. Discover the key advantages of the Projects Toolkit, such as automated project creation, streamlined task management, and workflow scalability. Follow along as Mitchell demonstrates how to set up custom fields, create task templates, and generate projects with powerful automation features. Stay updated with SuiteDash by subscribing on YouTube and following on social media. Don't miss this comprehensive guide to optimizing your business operations with SuiteDash's Projects Toolkit.Mitchell Royster, Founder of Brilliance Code Co. is a Trusted SuiteDash Agency Partner and Business Development Professional with 3+ years of hands-on experience; helping businesses streamline operations through automation, & creating breakthroughs in their RESULTS using Peak Performance Coaching.

Master Your Business Like a Basketball Coach: Planning, Scripting, and Automating with SuiteDashIn this episode, Mike shares valuable insights from his morning drive to a varsity basketball tournament. As a passionate basketball coach and business owner, he draws meaningful parallels between coaching and managing a business. Mike emphasizes the importance of designing, planning, and scripting workflows to achieve efficiency and scale. He explains how SuiteDash can help business owners automate and streamline processes, making operations smoother and more profitable. Get inspired to act as the coach of your business and unlock its full potential with effective management strategies and tools.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/

Connecting with SuiteDash: Insights from the CEOJoin Mike, the Founder and CEO of SuiteDash, as he shares why he's taking to YouTube to connect directly with the SuiteDash community. Learn about his commitment to authenticity, expertise, and understanding your needs as an entrepreneur. Discover how Mike aims to provide valuable insights, tips, and support to help you maximize the potential of SuiteDash for your business. Subscribe and stay tuned for more videos where Mike will address your challenges and share success stories, all to ensure SuiteDash truly serves your needs.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/

The Urgent Notification Bar is a prominent banner which appears at the top of the Platform and serves as a constant reminder to the target that something crucial requires their attention.By keeping these reminders visible at all times, the UNB guarantees that your Targets won't miss or overlook key assignments. The Urgent Notification Bar can be used to notify the Target when FLOWs need to be completed, Documents are available for signing, Proposals need actioning and Files need to be uploaded via a File Request.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upworkFIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

The Support Tickets toolkit gives you the power to efficiently manage and track customer inquiries, ensuring that questions and/or issues submitted by your clients/customers are efficiently addressed and effectively resolved. These inquiries are managed within the Portal by your assigned Staff and can be managed by your Contacts via the Portal & Email or by Email only depending on your preference.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upworkFIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

Dynamic Estimates in SuiteDash allow businesses to provide clients with interactive, customizable pricing options by incorporating variable selections, optional add-ons, and quantity adjustments directly within the Estimate. This feature enhances flexibility by enabling clients to tailor their selections to fit their needs, with automatic recalculations ensuring accurate, real-time pricing updates. By offering a more engaging and user-driven experience, Dynamic Estimates help streamline the sales process, improve transparency, and increase conversion rates.----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.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upworkFIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

0:00 - Intro 1:30 - FLOWs + Automations 49:00 - Q & A Session with VIPs ---- FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff member must complete before using the platform, and On-Demand, which can be assigned anytime on a case-by-case basis. You can also assign No-Code Automations to the FLOW upon completion and even for each FLOW Step! ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upwork FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

In this episode of the “Succeed with Software” podcast, Mike, the founder and CEO of SuiteDash, discusses the pitfalls of the get-rich-quick mentality and emphasizes the importance of focus and sustained effort in achieving true success. He explains how the constant pursuit of the next shiny product or service can distract from the real work needed to build something meaningful. Mike highlights SuiteDash's philosophy --- “Do the work. Get your life back. We'll help you.” --- which underscores that while success isn't easy, it's achievable through dedicated focus and deliberate effort. He encourages listeners to commit to their chosen path, invest time in understanding their tools, and avoid the temptation of shortcuts. The episode serves as a reminder that real progress comes from consistent, focused action, supported by the right tools and mindset. ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upwork FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

0:00 - Intro 0:40 - Welcome & brief introduction to the Translation Toolkit architecture 04:40 - Introduction to the Official Translator Program 05:40 - How the "Community Crowdsource" model works 10:20 - How to become an Official Translator 10:53 - Closing Comments ---- In this episode of the “Succeed with Software” podcast, Mike, the Founder & CEO of SuiteDash, discusses the platform's sophisticated Translation Toolkit architecture. Unlike machine translations, SuiteDash offers a customizable Translation Toolkit that allows users to translate or rephrase every string in the platform to suit their unique business needs. Mike also introduces the Official Translator Program, a community-driven initiative where participants translate the platform into different languages. These Community-powered translations are curated through a voting system, ensuring the most accurate and preferred translations are used. Mike encourages listeners to join the program, contributing to the ongoing improvement of SuiteDash's multilingual capabilities. ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upwork FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

0:00 - Intro 0:40 - Welcome & explanation of how File Upload/Download Blocks are different 03:45 - Introduction of the "Heads Up" audio device 04:32 - Example using the User-Specific Dynamic Path option 09:27 - Intro to the Target File Cabinet 15:23 - Tour of the Dashboard Template used in video 17:32 - Example using the Global File Cabinet 21:37 - The role of Folder Generators / File Upload & Download Blocks 23:00 - The power of "pre-configuration" architecture 24:32 - Closing Comments ---- In this episode of the “Succeed with Software” podcast, Mike, the Founder & CEO of SuiteDash, explores the advanced capabilities of the File Upload & Download Blocks in SuiteDash. These features allow businesses to streamline file exchange processes with Clients through automation and replication, minimizing manual tasks. By leveraging User-Specific Dynamic Paths and Target File Cabinets, organizations can efficiently manage Client-specific files and automate workflows. Mike demonstrates how these Blocks facilitate personalized file delivery and secure, automated uploads, ultimately enhancing business efficiency and Client interaction. The episode emphasizes the power of these tools in creating predictable, automated systems that save time and boost profitability. ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

0:00 - Intro 1:30 - FLOWs Intro 36:50 - Q & A Session with VIPs ---- FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff member must complete before using the platform, and On-Demand, which can be assigned anytime on a case-by-case basis. You can also assign No-Code Automations to the FLOW upon completion and even for each FLOW Step! ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

Dashboards are designed to be a central location for users to return to and can be customized with different functionalities based on the user's role or needs. Portal Pages are similar to dashboards but can have multiple pages assigned to a single user and are only accessible to logged-in users. Landing Pages are publicly available and can be used to target potential customers or to educate existing ones. Landing Pages can also be customized to show different content to users based on whether they are logged in or not. Referenced in video: Dynamic Dashboards : Priority Assignment Logic - https://www.youtube.com/watch?v=zRtzpggMoeo ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

Get an exclusive first look at the Checkout Form which is set to be released in just the next week or two! PLUS, we'll discuss the future iterations of this super powerful and flexible feature set. ---- 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 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/ --- MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/ FACEBOOK @ https://www.facebook.com/groups/suitedashofficial INSTAGRAM @ https://instagram.com/suitedash TIKTOK @ https://www.tiktok.com/@suitedash TWITTER @ https://twitter.com/suitedash --- SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/ FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr

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 ---- 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

00:00 - Intro (Click Show more for clickable shortcuts) 04:47 - Feature Highlight | Hide Individual Mode 15:32 - General Q&A 16:48 - Project Management | Community Ideas + Discussion 42:14 - Discussion | 2-way SMS + Outbound Calling 48:12 - Discussion | Custom Field Folders & Form Folders 52:15 - Portal Page Templates + Global Content Blocks 57:05 - Contributing & Sharing in Template Library 59:45 - Ideas for using Custom Fields to create a commission tracking system 1:05:40 - Closing Remarks ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/ Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware ---- 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) 07:18 - Using Update Forms to let Clients update their own information 13:45 - Embedding Google Sheets in SuiteDash 18:17 - Creating a simple Onboarding process 32:41 - Using Project Generators to create Projects via Automation 37:24 - Agency Partners, Wizard Sessions & Sensei Sessions 42:36 - Intro to the Reseller Program 44:05 - Using Calculated Custom Fields to build a Referral Tracking system 50:40 - SuiteDash's strategy to be a generic Operating System for any business/organization 55:00 - Outlook on Shopping Block & Payment Block / Landing Pages 1:04:29 - Update on Support Tickets 1:11:43 - Closing Remarks ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/ Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware ---- 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

In this short video, Mike explains the concepts behind SuiteDash pricing and answers the most common Pricing + Power-Up questions. https://suitedash.com can help you achieve #SuiteFreedom! --- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com WEBINARS @ https://suitedash.com/weekly-webinar/ COMMUNITY @ https://community.suitedash.com FACEBOOK @ https://www.facebook.com/groups/suitedashofficial 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) 03:09 - Upcoming Feature - Community Power-Up 11:03 - Difference between Subscriptions & Recurring Invoices 23:48 - Upcoming Feature - CRM Search Bar 28:40 - Working with Company vs. Individual 37:26 - Upcoming Feature - Meetings 41:10 - General Q&A 1:03:25 - Closing Remarks ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/ Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware ---- 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) 05:35 - How to get started with SuiteDash 13:43 - Preparing your pricing for Automation 22:30 - Dynamic possibilities in Documents/Contracts 31:43 - The power of Staff Submit in Forms 38:52 - Solving a challenge with the Dynamic Logic Engine + Auto-Templates 43:41 - Discussion RE: to the Choice Block in Forms 50:18 - On-Boarding FLOWs and/or Staged Onboarding using Circles 1:00:12 - Discussion RE: multiple "types" of Clients & unique experiences for each 1:06:24 - Discussion RE: Upcoming "Item Types" functionality 1:12:19 - The strategy of SuiteDash as an All-in-One Software 1:20:50 - Updates on Support Tickets & Chat w/ Clients 1:23:29 - Closing Remarks ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/ Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware ---- 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

A Portal as your Organization OS SuiteDash was designed from the ground up to function as the OPERATING SYSTEM of your business! You now have the tools that you need to organize, systematize and automate almost every part of your Organization. Just a small investment of time and attention will result in a massive ROI in the form of more business, more growth potential, and MORE PROFIT! And best of all, this can be accomplished in a way that dramatically reduces the manual workload needed to run your business and lets you spend more time doing what you love! If you will trust us and trust this process, SuiteDash can help you achieve #SuiteFreedom! --- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com WEBINARS @ https://suitedash.com/weekly-webinar/ COMMUNITY @ https://community.suitedash.com FACEBOOK @ https://www.facebook.com/groups/suitedashofficial 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) 04:53 - Intro to the new SuiteDash Academy 06:32 - Walkthrough explanations of Fresh on Live features 20:11 - Discussion of upcoming & "not yet announced" features 27:26 - SuiteMate Q&A Session 49:05 - What makes SuiteDash different from Salesforce/Zoho? 59:44 - Outlook for Push Notifications in White Label PWA Mobile App 1:05:07 - Outlook for Support Tickets release 1:07:34 - SuiteDash as the "Operating System" of your organization 1:13:14 - The importance of systems + automations ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/ Subscribe to the Podcast feed: https://anchor.fm/succeedwithsoftware ---- https://suitedash.com can help you achieve #SuiteFreedom! ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com WEBINARS @ https://suitedash.com/weekly-webinar/ COMMUNITY @ https://community.suitedash.com FACEBOOK @ https://www.facebook.com/groups/suitedashofficial 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

Watch on YouTube: https://www.youtube.com/watch?v=0eCRjTYYu2M See how we leverage the power of SuiteDash to "handle our business"

Join Taylor for another enlightening journey - this time into the powerful world of Circles! Taylor clearly explains the logic behind Circles and outlines many of the scenarios where Circles define the backbone of how you design a variety of Portal experiences for your Prospects & Clients. Taylor is a SuiteDash Certified Wizard @ https://suitedash.com/suitedash-certified-wizards/ VIEW on YouTube: https://youtu.be/3IojylN3Jds ---- MASTERCLASS Replay : https://suitedash.com/profit-more-work-less-wed-01-26-22/ ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com YOUTUBE @ https://youtube.com/suitedash VOTE @ https://vote.suitedash.com --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/sYSA9uNqWZk Recorded: December 7th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/RIkneXjI6kY Recorded: November 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com YOUTUBE @ https://youtube.com/suitedash PODCAST @ https://anchor.fm/succeedwithsoftware WEBINAR @ https://suitedash.com/q-and-a-webinar/ VOTE @ https://vote.suitedash.com --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/4PUi9cUcNKo Recorded: October 26th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/k_-AbsAUN44 Recorded: October 12th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/wk6-8Pg9ezY Recorded: October 6th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com YOUTUBE @ https://youtube.com/suitedash WEBINAR @ https://suitedash.com/q-and-a-webinar/ VOTE @ https://vote.suitedash.com --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/YKSHDzx7W9U Recorded: September 29th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/2F23NgJs3Gk Recorded: September 14, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/fQ0rQWYjqRk Recorded: August 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/4MffLPy9Cjo Recorded: July 27th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/5iwPFzs_NCI Recorded: June 8th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/d9SBzS6W-RE Recorded: June 2nd, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/dtK-5-5sAdg Recorded: May 25th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/_YlnnJuQtLs Recorded: May 11th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/6Fz8BnfHZqA Recorded: April 28th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://youtu.be/DOOvAZV8swQ Recorded: April 27th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://www.youtube.com/watch?v=aDaBga2jRJo Recorded: April 20th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://youtube.com/suitedash --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Watch on YouTube @ https://www.youtube.com/watch?v=YNpqPgbeeX8 Recorded: April 6th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com YOUTUBE @ https://youtube.com/suitedash COMMUNITY @ https://community.suitedash.com --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message

Sponsored by SuiteDash @ https://SuiteDash.com --- Send in a voice message: https://anchor.fm/succeedwithsoftware/message