I will setup suite dash suitedash client portal dashboard onboarding automation
Gig Summary
Gohighlevel Expert
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Hey Buyer, glad you deem it fit to pick me for your project. You're about to taste a premium offer.
With my high-level experience in Suitedash, I'll be able to create your dream portal. Sounds good?
Among other things I'll be implementing are:
- Lead Follow-Ups: Send email sequences and assign tasks for timely lead follow-ups.
- Platform Branding: customize your software with custom domain, design portal pages
- Proposal Approvals: Trigger notifications and actions when proposals are approved or rejected.
- Contracts: Automate contract sending, signing, and reminders for unsigned documents.
- Client Onboarding: Set up sequences for client onboarding, including form completions and document uploads.
- Task Assignments: Automatically assign tasks based on triggers or milestones.
- Appointment Scheduling: Automate confirmations, reminders, and follow-ups for appointments.
- Invoice Generation & Reminders: Automate invoice creation and payment reminders.
- Project Management: Get automatic updates and notifications on project status.
- CRM Updates: Keep CRM records up-to-date based on client interactions.
- Email Campaigns: Automate marketing email sequences based on client behavior or status changes.
Software:
Suitedash
My Portfolio
10 reviews for this Gig
| (9) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
S 
sfrank_frank

United States
He is amazing and knowledgeable
$800-$1,000
Price
7 weeks
Duration
Helpful?B 
bakari45

United States
Thank you, Koya, for the fast turnaround and excellent work. I really appreciate the professionalism of your work, the deep understanding you showed of my project, and the proactive communication throughout the process.
$50-$100
Price
2 days
Duration
B 
Seller's Response
Helpful?B 
billjohnson3933

United States
Ongoing collaborationHe is great and has no problem doing anything you need him for
$200-$400
Price
3 weeks
Duration
B 
Seller's Response
Helpful?B 
billjohnson3933

United States
Ongoing collaborationKoya did a great job! I would highly recommend him. I will be using him again for sure.
$50-$100
Price
2 weeks
Duration
Helpful?B 
billjohnson3933

United States
Ongoing collaborationI would highly recommend him.
$50
Price
3 days
Duration
Helpful?
10 reviews for this Gig
| (9) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
S 
sfrank_frank

United States
He is amazing and knowledgeable
$800-$1,000
Price
7 weeks
Duration
Helpful?B 
bakari45

United States
Thank you, Koya, for the fast turnaround and excellent work. I really appreciate the professionalism of your work, the deep understanding you showed of my project, and the proactive communication throughout the process.
$50-$100
Price
2 days
Duration
B 
Seller's Response
Helpful?B 
billjohnson3933

United States
Ongoing collaborationHe is great and has no problem doing anything you need him for
$200-$400
Price
3 weeks
Duration
B 
Seller's Response
Helpful?B 
billjohnson3933

United States
Ongoing collaborationKoya did a great job! I would highly recommend him. I will be using him again for sure.
$50-$100
Price
2 weeks
Duration
Helpful?B 
billjohnson3933

United States
Ongoing collaborationI would highly recommend him.
$50
Price
3 days
Duration
Helpful?

