Get Focused & Functioning Replay

For anyone who is overwhelmed or unsure of where to start

Get Focused & Functioning with SuiteDash

with our Professional Onboarding & Accountability Coach

Hands-On Workshop

SuiteDash is a powerful tool that has amazing capabilities. There’s so much to it, though, it can quickly become overwhelming which can freeze up your ability to get it running.

Get Focused and Functioning with SuiteDash will challenge you to get unstuck, identify where to start, and help you begin outlining what you need so SuiteDash serves you and your business well.

This Masterclass will bring you back to the roots of SuiteDash and demystify the components that create unique experiences, help with clear communication, and produce smooth workflows.

Sign up now to elevate your business and discover the SuiteDash potential within your reach!

Bring your notepad or its digital equivalent and be ready to work!

Focus on Foundational Features

Audiences, Circles, Forms, Dynamic Placeholders, and Dashboards

Download the Handout referenced in the Masterclass

Download the Handout

Meet Our Special Guest

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Kathy Steffan
Steffan Consulting Inc

SuiteDash has been part of Kathy’s toolkit since May 2021 and she personally experienced the exhilaration of what SuiteDash can do mixed with the daunting reality of its complexity. Undeterred, she dove in — testing, collaborating, and crafting a workflow that did exactly what she wanted it to.

Prior to becoming a business coach, Kathy ran a graphics and communications firm for 20 years so she was able to quickly see the value in SuiteDash. Both her small business and her clients could now look and function more effectively and professionally. Once figuring it out for herself, she developed a way for her clients to focus on a simple and strategic plan for implementing what was necessary for their unique situations so SuiteDash could bring them to a whole new level.

As a natural teacher and creative communicator, Kathy spent the last three years collaborating with two colleagues to create the Portal+ Coaching Solution. She kicked off her first SuiteDash Building Challenge for coaches in November 2021 and continues to help host monthly SuiteDash office hours for Portal+ users. Today, Kathy helps her Tech & Design clients create effective workflows & communication using SuiteDash as the spine for coordinating everything.

The beautiful Canadian Rocky Mountains is home for Kathy and her husband, Chris. She loves camping, experimenting with technology, and making comfort food from scratch.

Consolidate your processes & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM
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Onboarding
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Client Portal
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EXTREME White Label
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Digital Marketing
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Appointment Scheduling
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Digital Dynamic Proposals
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Billing + Packages
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Contracts & eSignature
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Project & Task Management
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Payments + Subscriptions
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File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging
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