Shows
Frugalpreneur: Building a Business on a Bootstrapped BudgetUnlocking LinkedIn: Transform Your Networking with AI (with Al Kushner)This episode presents a compelling exploration of the transformative potential of LinkedIn, particularly through the lens of artificial intelligence. Al Kushner, a distinguished author and LinkedIn growth strategist, elucidates his journey of bootstrapping a business that empowers professionals to harness the power of this platform. He shares invaluable insights derived from his experiences, emphasizing that the essence of effective networking lies not merely in numerical connections, but in the cultivation of authentic relationships. Through practical strategies, Kushner illustrates how leveraging AI tools can streamline networking efforts and enhance productivity without incurring exorbitant expenses. As we engage with his narrative...
2025-08-2313 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetThe Art of Decision Making in Business (with Jack Allweil)This podcast episode presents a compelling showcase of Jack Allweil, a bootstrapped entrepreneur who divulges the intricacies of his journey toward financial independence through real estate investment. Central to his narrative is the significance of leveraging creative financing methods, which enabled him to acquire properties with minimal initial capital. Jack recounts his transformative experience of house hacking and the subsequent strategies he employed to navigate the complexities of real estate, including the crucial importance of due diligence and effective decision-making. He further emphasizes the necessity of understanding the broader economic environment to optimize investment outcomes. Listeners are encouraged to...
2025-08-0612 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetAvoid Analysis Paralysis by Releasing Your MVP (Minimum Viable Product) and Going From There (with Marian Saint)Marian Saint, a seasoned marketing consultant, expounds upon her trajectory from the corporate realm to entrepreneurship, highlighting the nuances of bootstrapping a business. Her narrative commences with her foundational experiences in the insurance industry, where she observed the challenges faced by seasoned professionals transitioning into new ventures. This observation, coupled with her burgeoning passion for photography, catalyzed her decision to venture into entrepreneurship. She elucidates the pivotal moment in 2020 when corporate restructuring prompted her to fully commit to her entrepreneurial pursuits. Throughout the discourse, Marian elucidates the importance of financial prudence, emphasizing the necessity of maintaining a steady income...
2025-07-3113 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetFrom Vintage Shops to Coffee Ventures: A Journey of Creativity and Community (with Kerry Simon)This podcast episode serves as a compelling showcase of insights derived from the experiences of a seasoned bootstrapped entrepreneur (Kerry Simon). Central to the discussion is the premise that success in entrepreneurship often hinges upon the fortuitous alignment of factors such as timing, location, and community engagement. Kerry recounts their multifaceted journey, which encompasses the establishment of vintage clothing shops and a coffee business, emphasizing the importance of social interaction and organic marketing strategies in fostering business growth. Furthermore, he candidly reflects on the challenges faced, including the stark contrast in outcomes when replicating a successful model in a...
2025-06-0611 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetFrom Catalyst to Company: A Journey Through Entrepreneurship (with Peter Banigo)This podcast episode serves as a showcase of a bootstrapped entrepreneur (Peter Banigo) who shares invaluable insights regarding the nuances of starting and sustaining a business without external funding. The guest recounts their initial motivation for entrepreneurship, which stemmed from a formative experience during an internship that underscored the precariousness of job security. Throughout the dialogue, we explore a variety of strategies employed by the entrepreneur, including the utilization of technology, automation, and open-source software, which have significantly contributed to their operational efficiency. Additionally, the discussion encompasses the critical importance of maintaining low personal overheads and prioritizing profitability to...
2025-05-2315 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetBuilding an Uncopyable Brand Experience (with Daniel Den)The salient point of this podcast episode revolves around the profound significance of differentiation in business, articulated through the lens of the X Factor Effect methodology, co-created by our esteemed guest, Daniel Den. He elucidates how this methodology has empowered over 20,000 clients and students to elevate their entrepreneurial ventures by becoming uncopyable within their respective markets. Daniel shares his personal narrative, detailing his journey from a successful affiliate marketer to a thought leader in business differentiation, emphasizing the need for entrepreneurs to marry their ideal customer avatar and cultivate a unique tribe. Throughout our conversation, we delve into practical...
2025-05-1648 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetOvercoming Limiting Beliefs: Writing Your Book with Confidence (with Meg Calvin)This podcast episode elucidates the transformative power of writing and publishing a book, particularly for coaches and business owners seeking to establish their authority and expand their reach. Our esteemed guest, Meg Calvin, shares her extensive experience in assisting individuals to craft, market, and sell their Amazon bestselling books, shedding light on the pivotal role that authorship plays in enhancing one’s credibility. Throughout the discussion, we examine the myriad of limiting beliefs that often hinder aspiring authors, addressing notions such as the perceived lack of originality and the notion that it is not the right time to embark up...
2025-05-0941 min
Frugalpreneur: Building a Business on a Bootstrapped BudgetMasterminds, Money Mindset, and Manifestation. Oh My! (with Keri Lynn)In this podcast episode, we engage in a profound discourse with Keri Lynn, a multifaceted podcaster and energetic coach, who elucidates the necessity of cultivating a holistic approach to personal development. Central to our discussion is the concept of the "five bodies," encompassing the energetic, physical, mental, emotional, and spiritual aspects of an individual's experience. Keri emphasizes that true transformation necessitates addressing these interconnected dimensions rather than solely focusing on mindset. Furthermore, we delve into the intricacies of money mindset, exploring how one's relationship with wealth can significantly impact overall success and fulfillment. As we navigate these themes, listeners...
2025-05-0542 min
SapientFrom Corporate Climb to Social Impact | Rachana Singh’s Journey into Entrepreneurship 💼🌍🎯 SPONSOR: SuiteDash – The OG All-in-One Business Platform What if one platform could handle your CRM, proposals, scheduling, contracts, invoicing, subscriptions, project management, client portal, file sharing, marketing (whew!!) — all in one place?Meet SuiteDash – built to eliminate software overload and help you scale with confidence. ✅ One login, one platform ✅ Unlimited users — no per-user fees ✅ No-code automation to reduce manual tasks ✅ 1,000+ 5-star reviews on Capterra & G2 ✅ Free trial, no credit card required → https://www.suitedash.comIn this episode of The Sapient Podcast, we welcome the incredible Rachana Singh — a former corporate leader turned visionary entrepreneur in the social impact spac...
2025-04-0844 min
Succeed with SoftwareWhy Age is Your Advantage: Business Wisdom for Entrepreneurs in Their 40s and BeyondJoin Mike, Founder and CEO of SuiteDash, as he challenges the stereotype that successful businesses are only started by young entrepreneurs. With research showing that the most successful businesses are started by individuals in their 40s and 50s, Mike discusses the unique advantages that come with age, experience, and established networks. He also highlights the importance of delegating tasks, being a strong leader, and balancing personal life with professional ambitions. Discover how SuiteDash can help streamline your business, giving you more time for fitness, family, and community. Tune in to learn why your life experience makes you better equipped...
2025-03-0705 minSucceed with SoftwareDEEP Dive into Dashboards: Building Your Perfect WorkspaceMastering Business Dashboards: Efficiently Customize, Control, and OptimizeJoin Mike as he walks you through the process of transforming chaotic dashboards into clear, powerful command centers for your business. Learn how to customize and assign dashboards for different roles within your organization, streamline task management, and enhance productivity for both your team members and clients. Dive into specific use cases and practical examples of how to configure various blocks like tasks, invoices, and CRM filters to create personalized, efficient digital workspaces. This episode will empower you with the tools and knowledge to design dashboards...
2025-03-0527 minSucceed with SoftwareSuiteDash Projects Toolkit 101: Automate and Scale Your WorkflowsMastering SuiteDash: Projects Toolkit & Automation EssentialsJoin Mitchell, one of our Agency Partners, for an in-depth walkthrough of the Projects Toolkit in SuiteDash. In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve productivity. Discover the key advantages of the Projects Toolkit, such as automated project creation, streamlined task management, and workflow scalability. Follow along as Mitchell demonstrates how to set up custom fields, create task templates, and generate projects with powerful automation features. Stay updated with SuiteDash by subscribing on YouTube and following on social media...
2025-03-051h 06
Dance Colleges & Careers with Brittany Noltimier#47 Mastering Theater Auditions: Insights from a Children's Theater Director🎭 Auditions coming up? Feeling unprepared? In this episode, we’re diving into the essential steps every performer needs to take before stepping into the audition room. From picking the perfect material to managing nerves and standing out in front of the panel, I’ll walk you through everything you need to know to audition with confidence!PLUS, grab my free Audition Prep Checklist to make sure you’re fully prepared and ready to shine! ✨ www.brittanynoltimier.com/47🔹 What You’ll Learn:✔️ How to choose the right song or monologue✔️ The biggest audition mistakes (and how to avoid them)
2025-02-2614 minSucceed with SoftwareCoaching Your Business to Success w/ SuiteDashMaster Your Business Like a Basketball Coach: Planning, Scripting, and Automating with SuiteDashIn this episode, Mike shares valuable insights from his morning drive to a varsity basketball tournament. As a passionate basketball coach and business owner, he draws meaningful parallels between coaching and managing a business. Mike emphasizes the importance of designing, planning, and scripting workflows to achieve efficiency and scale. He explains how SuiteDash can help business owners automate and streamline processes, making operations smoother and more profitable. Get inspired to act as the coach of your business and unlock its full...
2025-02-2407 minSucceed with SoftwareCommunity First! Insights directly from the Founder & CEO of SuiteDashConnecting with SuiteDash: Insights from the CEOJoin Mike, the Founder and CEO of SuiteDash, as he shares why he's taking to YouTube to connect directly with the SuiteDash community. Learn about his commitment to authenticity, expertise, and understanding your needs as an entrepreneur. Discover how Mike aims to provide valuable insights, tips, and support to help you maximize the potential of SuiteDash for your business. Subscribe and stay tuned for more videos where Mike will address your challenges and share success stories, all to ensure SuiteDash truly serves your needs.
2025-02-2204 minSucceed with SoftwareNever Miss a Critical Task! The Urgent Notification Bar in SuiteDash Keeps Targets on TrackThe Urgent Notification Bar is a prominent banner which appears at the top of the Platform and serves as a constant reminder to the target that something crucial requires their attention.By keeping these reminders visible at all times, the UNB guarantees that your Targets won’t miss or overlook key assignments. The Urgent Notification Bar can be used to notify the Target when FLOWs need to be completed, Documents are available for signing, Proposals need actioning and Files need to be uploaded via a File Request.----https://suitedash.com is on a Mission to help business owners around th...
2025-02-1006 minSucceed with SoftwareFully Integrated Support Tickets in SuiteDash – Serve Clients Seamlessly with ONE powerful platform!The Support Tickets toolkit gives you the power to efficiently manage and track customer inquiries, ensuring that questions and/or issues submitted by your clients/customers are efficiently addressed and effectively resolved. These inquiries are managed within the Portal by your assigned Staff and can be managed by your Contacts via the Portal & Email or by Email only depending on your preference.----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...
2025-02-0820 minSucceed with SoftwarePowerful Dynamic Estimates let your Clients choose the items & quantities that work best for them!Dynamic Estimates in SuiteDash allow businesses to provide clients with interactive, customizable pricing options by incorporating variable selections, optional add-ons, and quantity adjustments directly within the Estimate. This feature enhances flexibility by enabling clients to tailor their selections to fit their needs, with automatic recalculations ensuring accurate, real-time pricing updates. By offering a more engaging and user-driven experience, Dynamic Estimates help streamline the sales process, improve transparency, and increase conversion rates.----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...
2025-02-0711 min
Collective Conversations: The Women in Business Podcast21: The one about streamlining your processesGet ready to nerd the fuck out about business systems! Today it's part 1 and we're diving deep into the shit that'll save your sanity - CRMs and automation tools that'll stop you from losing your mind over repetitive tasks.We're spilling all the tea about our love-hate relationships with tools like SuiteDash, ClickUp, and Asana (spoiler alert: they're actually pretty fucking awesome once you get your head around them). Plus, we're sharing the embarrassing stories of what our businesses looked like before we got our shit together with proper systems.If you're drowning in manual...
2024-11-1133 minSucceed with SoftwareFLOWs + Automations : Common Use Cases & Explanations0:00 - Intro
1:30 - FLOWs + Automations
49:00 - Q & A Session with VIPs
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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!
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https://suitedash.com is on a Mission to help business owners around the...
2024-08-2859 minSucceed with SoftwareEnsure 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...
2024-08-2607 minSucceed with SoftwareOur "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
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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 platfo...
2024-08-2211 minSucceed with SoftwareA Guided Tour of the Upload & Download Blocks0:00 - 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
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2024-08-1625 minSucceed with SoftwareFLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool0:00 - Intro
1:30 - FLOWs Intro
36:50 - Q & A Session with VIPs
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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!
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https://suitedash.com is on a Mission to help business owners around the world...
2024-08-1553 minSucceed with SoftwareDashboards, 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...
2024-08-1120 minSucceed with SoftwareVIP SNEAK PEEK + Collab Session : Checkout Form + Future PlansGet 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.
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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...
2024-08-021h 35
Event: Crushed for Wedding ProsEp 4: My Favorite Tools for Wedding ProsWhen it comes to tools for wedding pros, there are SO many resources available! It’s nearly impossible to vet them all but don’t worry– I’ve gone ahead and done it for you. 😉
In this episode, I share the systems and tools I use every single day and week in my wedding and event planning business. I discuss all of my favorite programs and what I specifically use them for including SuiteDash, Asana, YNAB, and more. All tools are linked below, and be sure to check out the special discounts if you’re in need of any new so...
2024-05-1040 minSucceed with SoftwareQ&A Webinar : September 12th, 202300:00 - Intro (Click Show more for clickable shortcuts)
04:38 - The Kickoff Form as the first step in your workflows
16:21 - How Subscription Plans work
18:31 - The Client's "Billing Dashboard"
21:20 - How to structure your workflows for maximum Automation
27:36 - Quick Project Management overview & recommendation
29:48 - SuiteDash as the Operating System of your business
33:48 - Discussion of upcoming Shopping/Payment Block feature
40:56 - Trying to use Custom Field Math to automatically track a data point
50:19 - Example use case of the Dynamic Logic Engine
54:32 - Quick description of Accumulating Invoice Generators
58:11 - Discussion of upcoming Community feature
1:02:47 - How Roles work...
2023-09-131h 15Succeed with SoftwareQ&A Webinar : August 29th, 202300:00 - Intro (Click Show more for clickable shortcuts)
03:10 - Tracking Time & Billing TIme
08:20 - Discussion of Events & Event Templates
12:55 - Discussion RE: Public & Private Company Information
16:08 - Explanation of "Company Circles"
17:42 - Building a Company Dashboard
20:08 - Sharing Files/Documents with everyone in a Company
22:48 - Discussion RE: Primary Contact vs. Associated Contact
26:33 - Setting up a multi-stage Client/Customer Journey
43:24 - Recommendations for setting up Automations
44:49 - Focus on building your MVP processes first - build UGLY!
47:48 - File Download & File Upload Blocks
54:02 - Why you need to start w/ SuiteDash NOW!
1:02:54 - What is a FLOW?
1:07:45 - How...
2023-08-311h 12Succeed with SoftwareQ&A Webinar : August 22nd, 202300:00 - Intro (Click Show more for clickable shortcuts)
03:00 - Strategies for embedding Google Sheets
15:33 - Discussion of Roles + Onboarding
22:20 - Highlighting the power of Staff Submit in Forms
29:25 - Dynamic Documents & Contracts
33:00 - Question about creating custom Partner/Client Portal
57:07 - Using Translation to rename ANYTHING
59:37 - Questions about AI and Support Tickets
1:03:45 - Questions about importing Custom Fields
1:06:59 - Closing Remarks
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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
Subscribe to the Podcast feed: https://succeedwithsoftware.com
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https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging...
2023-08-241h 07
Law Subscribed(36) Health Law + Subscriptions with Matthew Stevens of Provider LegalCheck out Provider Legal.SuiteDash affiliate link.Check out my new show, the Law for Kids Podcast.Get Connected with SixFifty, a business and employment legal document automation tool.Sign up for Gavel using the code LAWSUBSCRIBED to get 10% off an annual subscription.Visit Law Subscribed to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow @lawsubscribed everywhere.Sign up for the Subscription Seminar waitlist at subscriptionseminar.com.Check out Mathew Kerbis' law firm Subscription Attorney LLC. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe
2023-08-181h 02Succeed with SoftwareQ&A Webinar : August 10th, 202300:00 - Intro (Click Show more for clickable shortcuts)
05:13 - Connecting SuiteDash to 3rd party apps via API & Webhooks
13:13 - Exchanging Files/Documents between your Organization & your Prospects/Clients
18:45 - Using Messaging as a tool for communicating with Prospects/Clients
22:17 - Exploring the Automation capabilities in SuiteDash
22:35 - Using SuiteDash to create a streamlined & automated workflow (process)
42:35 - Using Timers & Accumulating Invoice Generators to set your billing on Autopilot
52:40 - Conversation about Email Marketing & Statistics
58:20 - Using the "Staff Submit" feature in Forms to augment Client data profiles
1:00:30 - Using the Dynamic Logic Engine to automate Client classification
1:01:37 - How to...
2023-08-111h 11Succeed with SoftwareQ&A Webinar : August 8th, 202300:00 - Intro (Click Show more for clickable shortcuts)
04:15 - Building a White Label CRM that you can sell
14:21 - How to connect the Portal to your website?
19:00 - How to share Files with Prospects & Clients?
22:34 - Sharing Files with a Circle
23:30 - Using a Kickoff Form (like an intake/interest form) on your website
31:40 - Generating a PDF when a Prospect/Client/Staff completes a Form
39:48 - Designing Forms to support your INTERNAL Staff processes
47:25 - CRM Dashboard functionality
51:00 - Tracking Referrals via a points, bonus or commission structure
1:00:20 - How to test your payments before going live
1:02:48 - Clarification...
2023-08-101h 12Succeed with SoftwareQ&A Webinar : July 20th, 202300:00 - Intro (Click Show more for clickable shortcuts)
05:40 - Comprehensive walkthrough Portal Concepts + Setup + Automations
50:15 - Discussion of "facilitator" type platform questions
56:36 - Walkthrough of Dashboards & how they are assigned
1:01:40 - Sneak Peeks of some upcoming features
1:02:54 - Discussion of Subscription Plans + Subscriptions + Collaborator business model
1:09:09 - Closing Remarks
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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
Subscribe to the Podcast feed: https://succeedwithsoftware.com
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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...
2023-07-241h 10Succeed with SoftwareQ&A Webinar : July 18th, 202300:00 - Intro (Click Show more for clickable shortcuts)
04:47 - Feature Highlight | Hide Individual Mode
15:32 - General Q&A
16:48 - Project Management | Community Ideas + Discussion
42:14 - Discussion | 2-way SMS + Outbound Calling
48:12 - Discussion | Custom Field Folders & Form Folders
52:15 - Portal Page Templates + Global Content Blocks
57:05 - Contributing & Sharing in Template Library
59:45 - Ideas for using Custom Fields to create a commission tracking system
1:05:40 - Closing Remarks
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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
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https://suitedash.com is on a Mission to help business owners...
2023-07-191h 06Succeed with SoftwareQ&A Webinar : July 11th, 202300:00 - Intro (Click Show more for clickable shortcuts)
07:18 - Using Update Forms to let Clients update their own information
13:45 - Embedding Google Sheets in SuiteDash
18:17 - Creating a simple Onboarding process
32:41 - Using Project Generators to create Projects via Automation
37:24 - Agency Partners, Wizard Sessions & Sensei Sessions
42:36 - Intro to the Reseller Program
44:05 - Using Calculated Custom Fields to build a Referral Tracking system
50:40 - SuiteDash's strategy to be a generic Operating System for any business/organization
55:00 - Outlook on Shopping Block & Payment Block / Landing Pages
1:04:29 - Update on Support Tickets
1:11:43 - Closing Remarks
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Attend the next Q&A...
2023-07-121h 12Succeed with SoftwareSuiteDash Pricing + Power-Ups = Flexible & Affordable All-in-One SoftwareIn this short video, Mike explains the concepts behind SuiteDash pricing and answers the most common Pricing + Power-Up questions.
https://suitedash.com can help you achieve #SuiteFreedom!
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DOCS @ https://help.suitedash.com
ACADEMY @ https://academy.suitedash.com
WEBINARS @ https://suitedash.com/weekly-webinar/
COMMUNITY @ https://community.suitedash.com
FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
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/
---
INSTAGRAM @ https://instagram.com/suitedash
TIKTOK @ https://www.tiktok.com/@suitedash
TWITTER @ https://twitter.com/suitedash
2023-07-1110 minSucceed with SoftwareQ&A Webinar : July 6th, 202300:00 - Intro (Click Show more for clickable shortcuts)
03:09 - Upcoming Feature - Community Power-Up
11:03 - Difference between Subscriptions & Recurring Invoices
23:48 - Upcoming Feature - CRM Search Bar
28:40 - Working with Company vs. Individual
37:26 - Upcoming Feature - Meetings
41:10 - General Q&A
1:03:25 - Closing Remarks
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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
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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...
2023-07-091h 06Succeed with SoftwareQ&A Webinar : July 4th, 202300:00 - Intro (Click Show more for clickable shortcuts)
05:35 - How to get started with SuiteDash
13:43 - Preparing your pricing for Automation
22:30 - Dynamic possibilities in Documents/Contracts
31:43 - The power of Staff Submit in Forms
38:52 - Solving a challenge with the Dynamic Logic Engine + Auto-Templates
43:41 - Discussion RE: to the Choice Block in Forms
50:18 - On-Boarding FLOWs and/or Staged Onboarding using Circles
1:00:12 - Discussion RE: multiple "types" of Clients & unique experiences for each
1:06:24 - Discussion RE: Upcoming "Item Types" functionality
1:12:19 - The strategy of SuiteDash as an All-in-One Software
1:20:50 - Updates on Support Tickets & Chat w/ Clients
1:23:29...
2023-07-061h 25Succeed with SoftwareWhat is a Portal & how can you benefit?A Portal as your Organization OS
SuiteDash was designed from the ground up to function as the OPERATING SYSTEM of your business!
You now have the tools that you need to organize, systematize and automate almost every part of your Organization. Just a small investment of time and attention will result in a massive ROI in the form of more business, more growth potential, and MORE PROFIT!
And best of all, this can be accomplished in a way that dramatically reduces the manual workload needed to run your business and lets you spend more time doing what you love!
If...
2023-07-0309 minSucceed with SoftwareQ&A Webinar : July 29th, 202300:00 - Intro (Click Show more for clickable shortcuts)
04:53 - Intro to the new SuiteDash Academy
06:32 - Walkthrough explanations of Fresh on Live features
20:11 - Discussion of upcoming & "not yet announced" features
27:26 - SuiteMate Q&A Session
49:05 - What makes SuiteDash different from Salesforce/Zoho?
59:44 - Outlook for Push Notifications in White Label PWA Mobile App
1:05:07 - Outlook for Support Tickets release
1:07:34 - SuiteDash as the "Operating System" of your organization
1:13:14 - The importance of systems + automations
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Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
Subscribe to the Podcast feed: https://anchor.fm/succeedwithsoftware
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https://suitedash...
2023-07-011h 20
LTD JunkieBusiness All-in-One Platform Faceoff - SuiteDash vs Agiled AIIn this episode of #LTDJunkie, we are going to do a faceoff between 2 Business Management All in One Platforms - SuiteDash and Agiled AI
Check out the links below:
SuiteDash
https://links.ltdjunkie.net/suitedash
Agiled
https://links.ltdjunkie.net/agiled
Be sure to subscribe to our #podcast at
https://ltdjunkie.net
or watch the video episode at
https://youtube.com/@mrdzyn
Download our App on Play Store
https://play.google.com/store/apps/details?id=com...
2023-06-2914 min
The Strange Inc. Show54. Aishah Alam: Writing As Our LegacyJoin our new weekly writing prompt group for Muslim sisters who want to leave a positive legacy through their writing!
In this episode of the Strange Inc. show, we talk about the power of writing as a means of leaving a lasting impact on the world. To join our weekly writing prompt group,, just email is at hello@strangeincorporated.org "The Woke Writer watsApp" and we'll send you all the details.
Don't forget to RSVP for our upcoming Q&A and talk on what to do after you finish your draft:
https://app.suitedash.com/frm/ukcbF32...
Your words...
2023-05-0910 min
The Systems Automation JunkieEp. 7: No Sight, No Problem! Technology is each for the blind, too!As they say, sharing is caring! Meet Marie, aka the Automation Junkie, who has helped businesses reclaim time to focus on their passion thanks to automation. Through strategic planning, guidance, and system recommendations, the Royal Assistants have reduced the manual labor of business owners. Marie's passion for supporting others extends to ongoing back-end support and is not biased by business structure.
Within this Podcast, we shared:
💡That having disabilities will never be a hindrance if we are eager and willing to learn and help others.
It’s important that you understand how your...
2023-01-2523 minThe Systems Automation JunkieEp. 6: Forced to be an EntrepreneurAs they say, sharing is caring! Meet Marie, aka the Automation Junkie, who has helped businesses reclaim time to focus on their passion thanks to automation. Through strategic planning, guidance, and system recommendations, the Royal Assistants have reduced the manual labor of business owners. Marie's passion for supporting others extends to ongoing back-end support and is not biased by business structure.
Within this video, we shared:
💡The strategies I came up with after I have lost my job.
💡How I effectively managed my resources as I transition to being a full-time Entrepreneur.
Collaboratively we’ll str...
2022-11-2916 minThe Systems Automation JunkieEp. 5: The Unspoken Truth of Being a Virtual Assistant & Business OwnerAs they say, sharing is caring! Meet Marie, aka the Automation Junkie, who has helped businesses reclaim time to focus on their passion thanks to automation. Through strategic planning, guidance, and system recommendations, the Royal Assistants have reduced the manual labor of business owners. Marie's passion for supporting others extends to ongoing back-end support and is not biased by business structure.
Within this video, we shared:
💡How competitive the virtual assisting industry is.
💡The services that I can provide to clients. It’s important that you understand how your systems work.
Collaboratively we’ll streamline...
2022-11-2209 minThe Systems Automation JunkieEp. 4: The Ultimate Business Cheat Code | SuiteDashAs they say, sharing is caring! We all know Virtual Assisting is on the rise, and I wanted to share some helpful tips and tricks! Please know starting is always scary, especially in a field that is quickly becoming so saturated.
After being a Virtual Assistant for quite some time, I wanted to help guide you toward the necessary steps you can take to start and stand out in the virtual assistant space in 2022!
Today I’ve shared:
💡 Awesome benefits of using SuiteDash
💡 Walkthrough of the tool's interface
I...
2022-11-1512 minThe Systems Automation JunkieEp. 3: Make It Make SenseAs they say, sharing is caring! We all know Virtual Assisting is on the rise and I wanted to share some helpful tips and tricks! Please know, starting is always scary, especially in a field that is quickly becoming so saturated. After being a virtual assistant for quite some time, I wanted to help guide you toward the necessary steps you can take to start and stand out in the virtual assistant space in 2022! Today I’ve shared:
💡 My daily routine as a mom and as a virtual assistant
💡 How to effectively manage multiple clients
💡 Tip...
2022-11-1210 minThe Systems Automation JunkieEp. 2: How To Land Your First ClientThe first question of every aspiring virtual assistant is, “How do I get my first client?” Although you may have taken all the required courses and developed the necessary skills, you cannot be a virtual assistant without having any actual clients.
With the rapid rise in virtual and remote jobs, virtual assistants are in demand however so is the competition for opportunities.
So how do you stand out from the rest and get selected for the job? I share all my secrets and more on how I was able to land my first client to help...
2022-09-2212 minThe Systems Automation JunkieEp.1: How to start your Virtual Assistant journey- VA101As they say, sharing is caring! We all know Virtual Assisting is on the rise and I wanted to share some helpful tips and tricks! Please know, starting is always scary especially in a field that is quickly becoming so saturated.
After being a virtual assistant for quite some time, I wanted to help guide you towards the necessary steps you can take to start and stand out in the virtual assistant space in 2022!
Today I’ve shared:
How my experiences shaped my virtual assistant journey
Tools that have come in handy
The value of...
2022-09-2011 min
BE THAT LAWYERMathew Kerbis: Becoming The Most Affordable Attorney in AmericaIn this episode, Steve Fretzin and Mathew Kerbis discuss:Time management efficiently and effectively with technology.Utilizing a client portal.Meeting your clients where they are and going where the market is.Offering more affordable, transparent pricing. Key Takeaways:Put it on your calendar. If you can stick to your calendar, building the habits becomes easier.You have to get your technology in order for everything to be streamlined and automated if you’re looking at moving to a subscription model.There is always an opportunity to layer on a subscription no matter what pra...
2022-08-1538 min
Succeed with SoftwareBehind the Scenes at SuiteDash HQ... Seriously!Watch on YouTube: https://www.youtube.com/watch?v=0eCRjTYYu2M
See how we leverage the power of SuiteDash to "handle our business" 😎
We can almost guarantee some light bulbs 💡💡💡💡 as you see this workflow dissected right in front of your eyes! AND, the Portal Page template is available for you to start using RIGHT NOW!
Presented by Mike Lambert / SuiteDash Founder + CEO
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2022-04-2740 min
Side Hustle To Full-Time Web DesignerE29: What Have I Been Up To The Past 12 Weeks?I've been gone, but why? It's time to catch up...
Subscribe on YouTube: https://keeganlanier.com/subyoutube
SuiteDash: https://suitedash.com/
2022-03-2913 minSucceed with SoftwareThe POWER of Circles : Learn to use Circles like a seasoned veteran!Join Taylor for another enlightening journey - this time into the powerful world of Circles!
Taylor clearly explains the logic behind Circles and outlines many of the scenarios where Circles define the backbone of how you design a variety of Portal experiences for your Prospects & Clients.
Taylor is a SuiteDash Certified Wizard @ https://suitedash.com/suitedash-certified-wizards/
VIEW on YouTube: https://youtu.be/3IojylN3Jds
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2022-01-2813 minSucceed with SoftwareQ&A Webinar : December 7thWatch on YouTube @ https://youtu.be/sYSA9uNqWZk
Recorded: December 7th, 2021
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2021-12-101h 01Succeed with SoftwareMeet a SuiteMate : Samuel ChangWatch on YouTube @ https://youtu.be/RIkneXjI6kY
Recorded: November 10th, 2021
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2021-11-1253 minSucceed with SoftwareQ&A Webinar : October 26thWatch on YouTube @ https://youtu.be/4PUi9cUcNKo
Recorded: October 26th, 2021
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2021-10-271h 14Succeed with SoftwareQ&A Webinar : October 12thWatch on YouTube @ https://youtu.be/k_-AbsAUN44
Recorded: October 12th, 2021
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2021-10-131h 03Succeed with SoftwareMeet a SuiteMate : Alex FlemmingsWatch on YouTube @ https://youtu.be/wk6-8Pg9ezY
Recorded: October 6th, 2021
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2021-10-081h 26Succeed with SoftwareMeet a SuiteMate : Laura MzhicktenoWatch on YouTube @ https://youtu.be/YKSHDzx7W9U
Recorded: September 29th, 2021
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2021-10-0158 minSucceed with SoftwareWebinar : SuiteDash Product Tour + Q&AWatch on YouTube @ https://youtu.be/2F23NgJs3Gk
Recorded: September 14, 2021
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2021-09-151h 10Succeed with SoftwareQ&A Webinar : August 10thWatch on YouTube @ https://youtu.be/fQ0rQWYjqRk
Recorded: August 10th, 2021
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2021-08-111h 05Succeed with SoftwareQ&A Webinar : July 27thWatch on YouTube @ https://youtu.be/4MffLPy9Cjo
Recorded: July 27th, 2021
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2021-07-281h 02Succeed with SoftwareQ&A Webinar : June 8thWatch on YouTube @ https://youtu.be/5iwPFzs_NCI
Recorded: June 8th, 2021
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2021-06-091h 02Succeed with SoftwareQ&A Webinar : June 2ndWatch on YouTube @ https://youtu.be/d9SBzS6W-RE
Recorded: June 2nd, 2021
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2021-06-031h 09Succeed with SoftwareQ&A Webinar : May 25thWatch on YouTube @ https://youtu.be/dtK-5-5sAdg
Recorded: May 25th, 2021
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2021-05-261h 07Succeed with SoftwareQ&A Webinar : May 11thWatch on YouTube @ https://youtu.be/_YlnnJuQtLs
Recorded: May 11th, 2021
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2021-05-121h 11Succeed with SoftwareSpecial Guest : David DejewskiWatch on YouTube @ https://youtu.be/6Fz8BnfHZqA
Recorded: April 28th, 2021
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2021-05-031h 21Succeed with SoftwareQ&A Webinar : April 27thWatch on YouTube @ https://youtu.be/DOOvAZV8swQ
Recorded: April 27th, 2021
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2021-04-271h 14Succeed with SoftwareQ&A Webinar : April 20thWatch on YouTube @ https://www.youtube.com/watch?v=aDaBga2jRJo
Recorded: April 20th, 2021
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2021-04-211h 03Succeed with SoftwareQ&A Webinar : April 6thWatch on YouTube @ https://www.youtube.com/watch?v=YNpqPgbeeX8
Recorded: April 6th, 2021
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2021-04-081h 00
The Camera Shy Marketer™ (Formally known as AMPD Up Influence™ the Podcast)Tools to Help You Build Your Micro-InfluenceEpisode #6 Tools to Help You Build Your Micro-Influence!
Building influence takes time, patience, consistency and tools. In this episode I share a few of my favorites.
Tools mentioned in this episode:
*Please read: The program notes contains affiliate links to products. We may receive a commission for purchases made through these links but you will not be charged anything extra should you decide to purchase via my affiliate links.
Suitedash CRM (Affiliate Link)
Publer.io (Affiliate Link)
Calendly.com
Scheduleonce.com
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2021-04-0810 min
Raffaele Gaito, il podcast.13 tool di marketing in super sconto (Black Friday)Oggi vi faccio risparmiare migliaia di euro in un solo colpo.Special Black Friday della mia rubrica "13 siti per".Ho selezionato per voi 13 incredibili tool per chi fa marketing e business online che hanno attivato dei super sconti in occasione del Black Friday 2020.Dentro ho messo strumenti di social media marketing, per chi fa content marketing, di analytics, di formazione, per wordpress e chi più ne ha più ne metta.Ce n'è per tutti i gusti, tirate fuori la carta... è il momento di fare acquisti!Ecco i link ai vari tool...
2020-11-2314 minSucceed with SoftwareWelcome to the Succeed with Software PodcastSponsored by SuiteDash @ https://SuiteDash.com
2019-12-2502 min