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Succeed with Software
By SuiteDashTechnology
Succeed with Software episodes
- FLOWs + Automations : Common Use Cases & Explanations
0:00 - Intro
1:30 - FLOWs + Automations49:00 - Q & A Session with VIPs----FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff member must complete before using the platform, and On-Demand, which can be assigned anytime on a case-by-case basis. You can also assign No-Code Automations to the FLOW upon completion and even for each FLOW Step!----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!---DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upworkFIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr1 hr - Ensure your Success by NOT Getting Rich Quick!
In this episode of the “Succeed with Software” podcast, Mike, the founder and CEO of SuiteDash, discusses the pitfalls of the get-rich-quick mentality and emphasizes the importance of focus and sustained effort in achieving true success. He explains how the constant pursuit of the next shiny product or service can distract from the real work needed to build something meaningful. Mike highlights SuiteDash’s philosophy --- “Do the work. Get your life back. We’ll help you.” --- which underscores that while success isn’t easy, it’s achievable through dedicated focus and deliberate effort. He encourages listeners to commit to their chosen path, invest time in understanding their tools, and avoid the temptation of shortcuts. The episode serves as a reminder that real progress comes from consistent, focused action, supported by the right tools and mindset.
----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!---DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upworkFIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr8 min - Our "Crowdsourced" Translation Strategy + How to become an Official Translator!
0:00 - Intro
0:40 - Welcome & brief introduction to the Translation Toolkit architecture
04:40 - Introduction to the Official Translator Program
05:40 - How the "Community Crowdsource" model works
10:20 - How to become an Official Translator
10:53 - Closing Comments
----
In this episode of the “Succeed with Software” podcast, Mike, the Founder & CEO of SuiteDash, discusses the platform’s sophisticated Translation Toolkit architecture. Unlike machine translations, SuiteDash offers a customizable Translation Toolkit that allows users to translate or rephrase every string in the platform to suit their unique business needs. Mike also introduces the Official Translator Program, a community-driven initiative where participants translate the platform into different languages. These Community-powered translations are curated through a voting system, ensuring the most accurate and preferred translations are used. Mike encourages listeners to join the program, contributing to the ongoing improvement of SuiteDash’s multilingual capabilities.
----
https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
But realize that YOU are ALSO a part of our Mission!
Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
Together, we are UNSTOPPABLE!
Do the work. Get your life back. We'll help you!
---
DOCS @ https://help.suitedash.com
ACADEMY @ https://academy.suitedash.com
COMMUNITY @ https://community.suitedash.com
YOUTUBE @ https://youtube.com/suitedash
VOTE @ https://vote.suitedash.com
---
PROMOTER @ https://suitedash.com/promoter-program/
RESELLER @ https://suitedash.com/reseller-program/
AGENCY @ https://suitedash.com/become-an-agency-partner/
---
MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/
FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
INSTAGRAM @ https://instagram.com/suitedash
TIKTOK @ https://www.tiktok.com/@suitedash
TWITTER @ https://twitter.com/suitedash
---
OFFICIAL SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/
UPWORK CERTIFIED EXPERTS @ https://cplnk.io/upwork
FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr
12 min - A Guided Tour of the Upload & Download Blocks
0:00 - Intro
0:40 - Welcome & explanation of how File Upload/Download Blocks are different
03:45 - Introduction of the "Heads Up" audio device
04:32 - Example using the User-Specific Dynamic Path option
09:27 - Intro to the Target File Cabinet
15:23 - Tour of the Dashboard Template used in video
17:32 - Example using the Global File Cabinet
21:37 - The role of Folder Generators / File Upload & Download Blocks
23:00 - The power of "pre-configuration" architecture
24:32 - Closing Comments
----
In this episode of the “Succeed with Software” podcast, Mike, the Founder & CEO of SuiteDash, explores the advanced capabilities of the File Upload & Download Blocks in SuiteDash. These features allow businesses to streamline file exchange processes with Clients through automation and replication, minimizing manual tasks. By leveraging User-Specific Dynamic Paths and Target File Cabinets, organizations can efficiently manage Client-specific files and automate workflows. Mike demonstrates how these Blocks facilitate personalized file delivery and secure, automated uploads, ultimately enhancing business efficiency and Client interaction. The episode emphasizes the power of these tools in creating predictable, automated systems that save time and boost profitability.
----
https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
But realize that YOU are ALSO a part of our Mission!
Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
Together, we are UNSTOPPABLE!
Do the work. Get your life back. We'll help you!
---
DOCS @ https://help.suitedash.com
ACADEMY @ https://academy.suitedash.com
COMMUNITY @ https://community.suitedash.com
YOUTUBE @ https://youtube.com/suitedash
VOTE @ https://vote.suitedash.com
---
PROMOTER @ https://suitedash.com/promoter-program/
RESELLER @ https://suitedash.com/reseller-program/
AGENCY @ https://suitedash.com/become-an-agency-partner/
---
MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/
FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
INSTAGRAM @ https://instagram.com/suitedash
TIKTOK @ https://www.tiktok.com/@suitedash
TWITTER @ https://twitter.com/suitedash
---
SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/
FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr
26 min - FLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool0:00 - Intro1:30 - FLOWs Intro36:50 - Q & A Session with VIPs----FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff member must complete before using the platform, and On-Demand, which can be assigned anytime on a case-by-case basis. You can also assign No-Code Automations to the FLOW upon completion and even for each FLOW Step!----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!---DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr54 min
- Dashboards, Portal Pages & Landing Pages... What's the Diff?
Dashboards are designed to be a central location for users to return to and can be customized with different functionalities based on the user's role or needs.
Portal Pages are similar to dashboards but can have multiple pages assigned to a single user and are only accessible to logged-in users.
Landing Pages are publicly available and can be used to target potential customers or to educate existing ones. Landing Pages can also be customized to show different content to users based on whether they are logged in or not.
Referenced in video:Dynamic Dashboards : Priority Assignment Logic - https://www.youtube.com/watch?v=zRtzpggMoeo----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!---DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comYOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialINSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash---SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr20 min - VIP SNEAK PEEK + Collab Session : Checkout Form + Future Plans
Get an exclusive first look at the Checkout Form which is set to be released in just the next week or two! PLUS, we'll discuss the future iterations of this super powerful and flexible feature set.
----
https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
But realize that YOU are ALSO a part of our Mission!
Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
Together, we are UNSTOPPABLE!
Do the work. Get your life back. We'll help you!
---
DOCS @ https://help.suitedash.com
ACADEMY @ https://academy.suitedash.com
COMMUNITY @ https://community.suitedash.com
YOUTUBE @ https://youtube.com/suitedash
VOTE @ https://vote.suitedash.com
---
PROMOTER @ https://suitedash.com/promoter-program/
RESELLER @ https://suitedash.com/reseller-program/
AGENCY @ https://suitedash.com/become-an-agency-partner/
---
MASTERCLASS SERIES @ https://suitedash.com/the-masterclass-series/
FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
INSTAGRAM @ https://instagram.com/suitedash
TIKTOK @ https://www.tiktok.com/@suitedash
TWITTER @ https://twitter.com/suitedash
---
SUITEDASH AGENCY PARTNERS @ https://suitedash.com/agency-partner-program/
FIVERR CERTIFIED EXPERTS @ https://cplnk.io/fiverr
1 hr 36 min - Q&A Webinar : September 12th, 202300:00 - Intro (Click Show more for clickable shortcuts)04:38 - The Kickoff Form as the first step in your workflows16:21 - How Subscription Plans work18:31 - The Client's "Billing Dashboard"21:20 - How to structure your workflows for maximum Automation27:36 - Quick Project Management overview & recommendation29:48 - SuiteDash as the Operating System of your business33:48 - Discussion of upcoming Shopping/Payment Block feature40:56 - Trying to use Custom Field Math to automatically track a data point50:19 - Example use case of the Dynamic Logic Engine54:32 - Quick description of Accumulating Invoice Generators58:11 - Discussion of upcoming Community feature1:02:47 - How Roles work in SuiteDash1:04:25 - Discussion of CRM Custom Field Categories1:07:46 - Discussion of Salesperson visibility based on Claimed & Unclaimed1:14:19 - Closing Remarks----Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/Subscribe to the Podcast feed: https://succeedwithsoftware.com----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!----DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comWEBINARS @ https://suitedash.com/weekly-webinar/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialPODCAST @ https://suitedash.com/podcast/YOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---INSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash1 hr 16 min
- Q&A Webinar : August 29th, 202300:00 - Intro (Click Show more for clickable shortcuts)03:10 - Tracking Time & Billing TIme08:20 - Discussion of Events & Event Templates12:55 - Discussion RE: Public & Private Company Information16:08 - Explanation of "Company Circles"17:42 - Building a Company Dashboard20:08 - Sharing Files/Documents with everyone in a Company22:48 - Discussion RE: Primary Contact vs. Associated Contact26:33 - Setting up a multi-stage Client/Customer Journey43:24 - Recommendations for setting up Automations44:49 - Focus on building your MVP processes first - build UGLY!47:48 - File Download & File Upload Blocks54:02 - Why you need to start w/ SuiteDash NOW!1:02:54 - What is a FLOW?1:07:45 - How to set up a custom Background for your Portal1:11:01 - Closing Remarks----Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/Subscribe to the Podcast feed: https://succeedwithsoftware.com----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!----DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comWEBINARS @ https://suitedash.com/weekly-webinar/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialPODCAST @ https://suitedash.com/podcast/YOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---INSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash1 hr 13 min
- Q&A Webinar : August 22nd, 202300:00 - Intro (Click Show more for clickable shortcuts)03:00 - Strategies for embedding Google Sheets15:33 - Discussion of Roles + Onboarding22:20 - Highlighting the power of Staff Submit in Forms29:25 - Dynamic Documents & Contracts33:00 - Question about creating custom Partner/Client Portal57:07 - Using Translation to rename ANYTHING59:37 - Questions about AI and Support Tickets1:03:45 - Questions about importing Custom Fields1:06:59 - Closing Remarks----Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/Subscribe to the Podcast feed: https://succeedwithsoftware.com----https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!But realize that YOU are ALSO a part of our Mission!Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!Together, we are UNSTOPPABLE!Do the work. Get your life back. We'll help you!----DOCS @ https://help.suitedash.comACADEMY @ https://academy.suitedash.comCOMMUNITY @ https://community.suitedash.comWEBINARS @ https://suitedash.com/weekly-webinar/FACEBOOK @ https://www.facebook.com/groups/suitedashofficialPODCAST @ https://suitedash.com/podcast/YOUTUBE @ https://youtube.com/suitedashVOTE @ https://vote.suitedash.com---PROMOTER @ https://suitedash.com/promoter-program/RESELLER @ https://suitedash.com/reseller-program/AGENCY @ https://suitedash.com/become-an-agency-partner/---INSTAGRAM @ https://instagram.com/suitedashTIKTOK @ https://www.tiktok.com/@suitedashTWITTER @ https://twitter.com/suitedash1 hr 8 min
About Succeed with Software
From the publisher's feed
Helping businesses understand how software can save time and maximize profits by streamlining and systematizing their processes.