SUITEDASH CLIENT INTAKE AUTOMATION SETUP

Make your client intake process smoother, more organized, and more professional with a customized SuiteDash system created by Dream Pro.

This done-for-you service helps eliminate repetitive administrative work by giving your clients one convenient place to submit their information, upload documents, complete forms, and receive automatic follow-ups.

YOUR SETUP MAY INCLUDE:

• Customized client intake form • Conditional logic based on client responses • Secure document-upload fields • Required questions and electronic signatures • Automated confirmation messages • Automated follow-up reminders • Client status and workflow organization • Notifications when forms are completed • Your business logo, colors, and branding • System testing and a final walkthrough

PERFECT FOR:

Tax professionals, credit-repair specialists, bookkeepers, consultants, coaches, notaries, and other service-based businesses.

HOW IT WORKS:

After purchasing, you will complete a setup questionnaire describing your business, services, intake process, and desired automations. Dream Pro will use this information to customize your SuiteDash intake system.

IMPORTANT INFORMATION:

• You must have an active SuiteDash account. • Your SuiteDash subscription is not included. • Final features depend on your SuiteDash plan. • Additional forms, workflows, revisions, or advanced automations may require an additional fee. • You are responsible for reviewing and approving all forms before using them with clients.

Stop chasing paperwork and manually following up with every client. Let Dream Pro help you create an intake experience that saves time and keeps your business organized