SuiteDash Setup & Consulting for Service Businesses
A dedicated SuiteDash practice that builds working client portals, onboarding flows, proposals, invoices, and automations. Your team stops wrestling with configuration and starts using the system.
Pure Source's Run and Scale practice designs, configures, and launches SuiteDash systems for service businesses. We specialize in client onboarding, branded client portals, automated proposals, invoicing, and workflow automation, then hand off a system your team can actually use. Learn more and book a discovery call on runandscale.com.
Run and Scale is a dedicated SuiteDash practice operated by Pure Source, LLC. We build, configure, and automate SuiteDash systems so service businesses can close and onboard clients faster.
What is SuiteDash setup?
SuiteDash setup is the work of configuring the platform around your actual client journey instead of settling for the default layout. That means a branded portal, custom URL, intake forms, sales pipeline, proposals, invoices, payment gateway, project templates, and automations that carry a client from first contact to delivery without manual handoffs.
What changes when SuiteDash is configured correctly
Most teams underuse SuiteDash because they never finish the setup. We get you to a working, branded system with the essentials connected end to end.
Faster Onboarding
Web-to-lead forms, intake automation, and a consistent client journey from first contact to kickoff.
Less Email Chaos
Secure portal messaging and file exchange replace the email threads that slow down delivery work.
Get Paid Faster
Proposals, contracts, invoices, and payment links built into the same client workflow.
Better Visibility
Project templates, task checklists, pipelines, and dashboards that show where every client stands.
What we configure for your workflow
We focus on the SuiteDash modules that matter for service businesses, then tie them together so the system feels like one connected platform.
Client Onboarding
Intake forms, welcome sequences, and automated next steps that move prospects into active clients.
Client Portals
Branded, secure client workspaces where messages, files, contracts, and project status live together.
Automated Proposals
Proposal templates with e-signing that pull from the same client record and trigger next steps.
Invoicing & Payments
Invoice templates, payment gateway setup, and automated reminders tied to delivery milestones.
Marketing Automation
Email sequences, nurture flows, and list management connected to your sales pipeline.
Workflow Automation
Rules that move deals, assign tasks, send notifications, and update records without manual work.
Client Communications
Centralized messaging so clients know where to look and your team stops hunting through inboxes.
Reporting & Visibility
Dashboards and reports that show pipeline health, project status, and cash flow at a glance.
DIY, freelancer, or Run and Scale
Three common ways to get SuiteDash running. They do not produce the same result.
| Factor | DIY | General freelancer | Run and Scale |
|---|---|---|---|
| Time to launch | 2-4 months | 4-8 weeks | 1-2 weeks |
| SuiteDash-specific expertise | Low | Variable | Deep (Validated Agency Partner) |
| Branded portal + custom URL | Often skipped | Sometimes | Included |
| Automations wired to your workflow | Limited | Depends on scope | Mapped and built |
| Team handoff + documentation | None | Varies | Video guide + support options |
| Post-launch support path | Community only | Hourly | Packages + ongoing support |
Best fit for most service businesses: the SuiteDash Business Accelerator
The Business Accelerator delivers a branded, working SuiteDash system in one to two weeks. It covers the modules most service businesses need: portal, pipeline, forms, proposals, invoicing, and automations. There is no scope creep from a custom build. Choose VIP Setup Day if you want live configuration, custom portal pages, team training, and 14-day after-care.
One-time setup packages for a clean SuiteDash foundation
Pick a focused package to get to a usable system with clear deliverables, or start with a discovery call to find the right fit.
SuiteDash Business Accelerator
A branded, working SuiteDash system that takes a client from first contact through delivery and payment, configured and ready to use.
- White-labeled portal (logo, colors, favicon, login page, email footer)
- Custom URL configured (DNS changes performed as well)
- Sales pipeline with your actual stages + deal tracking
- Contact fields customized to your business
- Staff accounts created and assigned roles
- 1 client intake form with automated welcome email
- Proposal or contract template with e-signature
- Invoice template + payment gateway connection
- 1 project template with tasks, checklists, and milestones
- Client portal dashboard with relevant widgets
- 3 automations (client onboarding, task notifications, payment reminder)
VIP Setup Day
A focused build day with live decisions, real-time configuration, and a system you can launch the next morning. Includes everything in the Business Accelerator plus custom portal work, team training, and 14-day after-care.
- Everything in the Business Accelerator
- Pre-day requirements + build plan
- Live working session (workshop format)
- Custom portal pages + navigation
- Automation + reporting/dashboard polish
- Team training + recorded walkthrough
- Launch checklist + 14-day after-care
Looking for focused add-ons? View à la carte services
How setup projects run
A tight process keeps scope controlled and prevents SuiteDash spaghetti.
Intake
Goals, current tools, client journey, and required modules.
Build
Configure SuiteDash to match your decisions + data model.
Hand-off
Walkthrough, recordings, and a prioritized next-steps list.
Common questions
How long does SuiteDash setup take?
The Business Accelerator is typically delivered in one to two weeks after intake. VIP Setup Day compresses configuration into a single focused build day so you can launch the next morning.
How much does SuiteDash setup cost?
Pricing depends on the package and any add-ons. The Business Accelerator and VIP Setup Day are fixed-scope packages with clear deliverables; à la carte services are available for single modules. View current pricing and package details on runandscale.com/setup-services.
Do I need a SuiteDash consultant, or can I set it up myself?
You can configure SuiteDash yourself, but most teams spend weeks or months mapping modules to their workflow, rebuilding after early mistakes, and training staff. A consultant shortens that to days and configures the platform around your actual client journey from the start.
Do you need my exact process documented before we start?
No, but you do need to be able to make decisions during intake. If your process is unclear, start with a discovery call and we'll help you define a clean 'v1' client journey.
Can you migrate data from my existing CRM or forms?
Yes, but migration scope varies widely. We typically treat migration as an add-on so it doesn't destabilize the setup package scope.
What if I need more after the setup is done?
You can extend with build-out blocks (additional automations, dashboards, portals, integrations) or move into ongoing support.
Can I combine an à la carte service with a setup package?
Yes. À la carte services are designed to layer on top of any setup package or work as standalone deliverables. If you need a specific module configured outside of a package, book it directly.
What if I need more than one form or project generator?
Each à la carte service covers a single deliverable (one form, one generator, one appointment type). Need multiples? Book additional units or ask about volume pricing on a discovery call.
Schedule a Discovery Call
We'll confirm fit, define the quickest path to a working system, and recommend the right approach. That might be a SuiteDash setup, a custom build, or both.