Certified SuiteDash Agency Partner

Certified SuiteDash Agency Partner

A little about us:

  • Certified SuiteDash Agency Partner
  • Special focus on SuiteDash Automation
  • Expert in integrating automation platforms
  • Systems, software and business expertise
  • Expert at business process automation
What will you learn?

What will you learn?

You'll learn how to:

  • Create SuiteDash Automation Templates that you can reuse to save time every day
  • Reduce or eliminate manual operations
  • Speed up payments by automating your entire proposal-to-payment process
  • Automate your communications so they're consistent, on-time and error-proof
  • Trigger automations for installment payments and subscriptions*
What else will you learn?

What else will you learn?

You'll also learn how to:

  • Automate estimates, proposals and contracts so you spend less time creating them and make sure they're right and on time, every time
  • Automate your marketing and follow-ups to win clients
  • *Pro - tip: Extend SuiteDash Automations using Zapier
  • *Pro - tip: Use SuiteDash Automations to update Portal Content and Custom Fields
  • Use Automations to on-board clients and service them on auto-pilot
  • Use Automations to eliminate manual errors and provide consistent service to your clients
  • Help your team deliver flawlessly...every time

Training Schedule

Our Mastering SuiteDash Automations Training is delivered over two days.

Each day includes hands-on working sessions.

Here's what happens each day:

Day 1

On Day 1 of our training, we focus on the fundamentals of SuiteDash Automations. Our goal on this first day is to give you a clear understanding of how the various Automations work, when and how to use them, and share Automation techniques we use for our clients.

Duration: 90 Minutes

Day 2

On Day 2, we go deeper into advanced Automations, including connecting to services outside of SuiteDash and more.

On this day, you also have the opportunity to work on an automation that applies specifically to your business and get personal guidance directly from us.

Duration: 90 Minutes


Regular Price: $299.00

Early-bird Price: $199.00

Registration is now closed.

Join the waitlist for the next Training.