# One-on-One Onboarding :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing *Source: https://suitedash.com/one-on-one-onboarding/* > One-on-One Onboarding :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more One-on-One Onboarding :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing [Free Trial](https://suitedash.com/free-trial) [Login](https://app.suitedash.com/) ## One-on-One Onboarding SuiteDash Wizarding Sessions **Let us show you the magic of SuiteDash!** Fast-track your workflow + white-labeling success with the help of SuiteDash Certified Wizards! 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! - __**Members **get **ONE** **FREE** Wizarding Session when they upgrade from a Free Trial to **THRIVE** - __**Members **get **TWO FREE** Wizarding Session when they upgrade from a Free Trial to **PINNACLE** And, if you need additional training, you can purchase additional Sessions at a very reasonable ‘a la carte’ price. $50/Session [Learn about the SuiteDash Wizard Program](https://suitedash.com/suitedash-certified-wizards/) Schedule Wizarding Sessions from your **Manage Account** menu. Available only to paid SuiteDash customers. SuiteDash Sensei Kickstart **Getting you up-and-running in the fastest possible way!** If you’re looking to get the fastest possible start, then the **Sensei Kickstart** is exactly what you need. 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**! $299/Kickstart [Learn about the SuiteDash Sensei Kickstart](https://suitedash.com/suitedash-sensei-kickstart/) Available for both Paid & Free Trial SuiteDash accounts. Consolidate your workflows & 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 Onboarding Client Portal EXTREME White Label Digital Marketing Appointment Scheduling Digital Dynamic Proposals Billing + Packages Contracts & eSignature Project & Task Management Payments + Subscriptions File Exchange Learning Management (LMS) Support Tickets Interactive Community Secure Messaging SuiteDash [Why SuiteDash?](https://suitedash.com/why-suitedash/) [Plans & Pricing](https://suitedash.com/pricing/) [Integrations](https://suitedash.com/integrations/) [Updates Log](https://suitedash.com/updates-log/) [Roadmap](https://suitedash.com/roadmap/) Support [SuiteDash Documentation](https://help.suitedash.com/) [SuiteDash Academy](https://academy.suitedash.com/) [10 Min Intro Video](https://suitedash.com/founder-ceo-welcome-video/) [Request Support](https://help.suitedash.com/) [Suggest your Idea!](https://vote.suitedash.com/) Policy & Security [Terms of Service](https://suitedash.com/terms-of-service/) [Security Overview](https://suitedash.com/security-overview/) [Privacy Policy](https://suitedash.com/privacy-policy/) [DPF Notice](https://suitedash.com/dpf-notice/) [GDPR Info](https://suitedash.com/gdpr-commitment/) [Cookies](https://suitedash.com/cookie-policy/) Partners [Promoter Program](https://suitedash.com/promoter-program/) [Reseller Program](https://suitedash.com/reseller-program/) [Agency Partners](https://suitedash.com/become-an-agency-partner/) [Business Inquiries](https://suitedash.com/business-inquiries/) [Contact Us](https://suitedash.com/contact/) [__](https://www.facebook.com/SuiteDash/)[__](https://instagram.com/suitedash/)[__](https://x.com/suitedash)[__](https://www.youtube.com/c/suitedash) SuiteDash : All-in-One Business Software [SaaS Automated Business Management & Secure Client Portal Software](https://suitedash.com/s/), Branded White Label Client Portals, Email Marketing + Drip Campaigns, Structured Onboarding, Integrated CRM, Appointment Scheduling, Proposals, Contracts & eSignature, Project & Task Management, Invoicing & Recurring Billing, Subscription Management, Time Tracking, Wiki/Intranet, File Sharing, Client Dashboards, Secure Messaging, Support Tickets, LMS Learning, Community Forum, Staff Management, Chat / Direct Messaging with Staff AND with Clients, and much more... All-in-One Business Software optimized for any/all kinds of small/medium sized businesses (SMBs). Powering dozens of professional niches including [Digital & Website Agencies](https://suitedash.com/use-cases/digital-agencies-website-design-graphic-design-client-portal/), [Marketing & SEO Agencies](https://suitedash.com/use-cases/digital-agencies-website-design-graphic-design-client-portal/), [Accounting Bookkeeping & CPA](https://suitedash.com/client-portal-software-for-cpas-accountants-bookkeepers/), [Tax Return & Preparation](https://suitedash.com/use-cases/client-portal-software-for-tax-preparation-practice-office/), [Financial Services & Wealth Management](https://suitedash.com/use-cases/client-portal-for-financial-services-advisors-planners-wealth-management/), [Insurance Agencies & Agents](https://suitedash.com/use-cases/client-portal-software-insurance-agents-brokers-agencies/), [Law Firms & Attorneys](https://suitedash.com/use-cases/client-case-matter-portal-for-law-office-attorney-at-law-legal-firm-lawyer/), [Real Estate](https://suitedash.com/use-cases/client-portal-software-real-estate-agents-brokers-agencies/), [Construction & Property Management](https://suitedash.com/use-cases/construction-contractors-real-estate-developers/), Consulting & Coaching, [Virtual Assistant](https://suitedash.com/use-cases/client-portal-software-for-virtual-assistants/), [Travel Agencies & Travel Advisors](https://suitedash.com/use-cases/travel-agent-agency-client-portal/) and many more! 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