One-on-One Onboarding

Board the SuiteDash Express for a face-to-face meeting with your own personal Wizard via the teleporting powers of the legendary Zoom portal.

During these 45 minute Sessions, your Wizard will help guide you through the first days of your SuiteDash journey. Your personal Wizard will listen to your needs, identify workflows and help create an action plan that will protect you from the dementors of confusion & doubt. Although Wizards are expressly forbidden from using their powers directly in your account, they can help you learn the spells that make magic happen!

And, if you need additional training, you can purchase additional Sessions at a very reasonable ‘a la carte’ price.

We’ve partnered with our Sensei Certified Agency Partners to provide you with an experienced build-out of a basic implementation & professional consulting to help get you going – all at an affordable price!

• Sensei Certified Agency Partners work directly in your account.
• Complete White Label Branding : Includes adding your colors, logos, and brand name to the portal, emails, and login page. Your Sensei will make your Portal look super PRO!
• Onboarding Workflow Set-up : Build out a Basic Workflow for contacts to enter your Portal. You can select from the Workflow Menu & your Sensei will build out the option you choose!
• 45-minute One-on-One Sensei Session : After the work is complete, you’ll have a 45-minute one-on-one Sensei Session to familiarize you with the work that was done and to discuss a strategy that will move you towards a quick and effective deployment.

When you purchase the Sensei Kickstart, you’ll receive a basic workflow to onboard Contacts into your white labeled Portal, and a basic understanding of how the workflow was built. From there, you can continue to layer in more functionality & content yourself, or you can choose to continue working with your Sensei Certified Agency Partner at a discounted rate available only to those who started with the Sensei Kickstart!