All Episodes
48 episodes · pulled live from the podcast feed
Why Age is Your Advantage: Business Wisdom for Entrepreneurs in Their 40s and Beyond
Join 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, be
DEEP Dive into Dashboards: Building Your Perfect Workspace
Mastering Business Dashboards: Efficiently Customize, Control, and Optimize Join 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. Div
SuiteDash Projects Toolkit 101: Automate and Scale Your Workflows
Mastering SuiteDash: Projects Toolkit & Automation Essentials Join 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,
Coaching Your Business to Success w/ SuiteDash
Master Your Business Like a Basketball Coach: Planning, Scripting, and Automating with SuiteDash In 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 wor
Community First! Insights directly from the Founder & CEO of SuiteDash
Connecting with SuiteDash: Insights from the CEO Join 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 Sui
Never Miss a Critical Task! The Urgent Notification Bar in SuiteDash Keeps Targets on Track
The 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 comp
Fully 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.
Powerful 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
FLOWs + Automations : Common Use Cases & Explanations
0:00 - Intro 1:30 - FLOWs + Automations 49:00 - 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
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 Su
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 sophistic
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 & Dow
FLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool
0:00 - Intro 1:30 - FLOWs Intro 36:50 - 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
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 existi
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 par
Q&A Webinar : September 12th, 2023
00:00 - 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 upc
Q&A Webinar : August 29th, 2023
00:00 - 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 2
Q&A Webinar : August 22nd, 2023
00:00 - 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 -
Q&A Webinar : August 10th, 2023
00:00 - 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 & automate
Q&A Webinar : August 8th, 2023
00:00 - 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 39:4
Q&A Webinar : July 20th, 2023
00:00 - 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
Q&A Webinar : July 18th, 2023
00:00 - 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
Q&A Webinar : July 11th, 2023
00:00 - 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 Calcu
SuiteDash Pricing + Power-Ups = Flexible & Affordable All-in-One Software
In 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! --- 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/grou
Q&A Webinar : July 6th, 2023
00:00 - 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 ---- Attend the next Q&A Webinar : https://suitedash.com/weekly-webi
Q&A Webinar : July 4th, 2023
00:00 - 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
What 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
Q&A Webinar : July 29th, 2023
00:00 - 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 fo
Behind 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 ---- MASTERCLASS SERIES
The 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:
Q&A Webinar : December 7th
Watch on YouTube @ https://youtu.be/sYSA9uNqWZk Recorded: December 7th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ http
Meet a SuiteMate : Samuel Chang
Watch on YouTube @ https://youtu.be/RIkneXjI6kY Recorded: November 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com YOUTUBE @ https://youtube.com/suitedash PODCAST @ https
Q&A Webinar : October 26th
Watch on YouTube @ https://youtu.be/4PUi9cUcNKo Recorded: October 26th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ http
Q&A Webinar : October 12th
Watch on YouTube @ https://youtu.be/k_-AbsAUN44 Recorded: October 12th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ http
Meet a SuiteMate : Alex Flemmings
Watch on YouTube @ https://youtu.be/wk6-8Pg9ezY Recorded: October 6th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com YOUTUBE @ https://youtube.com/suitedash WEBINAR @ https:/
Meet a SuiteMate : Laura Mzhickteno
Watch on YouTube @ https://youtu.be/YKSHDzx7W9U Recorded: September 29th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ ht
Webinar : SuiteDash Product Tour + Q&A
Watch on YouTube @ https://youtu.be/2F23NgJs3Gk Recorded: September 14, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ http
Q&A Webinar : August 10th
Watch on YouTube @ https://youtu.be/fQ0rQWYjqRk Recorded: August 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https
Q&A Webinar : July 27th
Watch on YouTube @ https://youtu.be/4MffLPy9Cjo Recorded: July 27th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https:/
Q&A Webinar : June 8th
Watch on YouTube @ https://youtu.be/5iwPFzs_NCI Recorded: June 8th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://
Q&A Webinar : June 2nd
Watch on YouTube @ https://youtu.be/d9SBzS6W-RE Recorded: June 2nd, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://
Q&A Webinar : May 25th
Watch on YouTube @ https://youtu.be/dtK-5-5sAdg Recorded: May 25th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://
Q&A Webinar : May 11th
Watch on YouTube @ https://youtu.be/_YlnnJuQtLs Recorded: May 11th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https://
Special Guest : David Dejewski
Watch on YouTube @ https://youtu.be/6Fz8BnfHZqA Recorded: April 28th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https:
Q&A Webinar : April 27th
Watch on YouTube @ https://youtu.be/DOOvAZV8swQ Recorded: April 27th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com YOUTUBE @ https:
Q&A Webinar : April 20th
Watch on YouTube @ https://www.youtube.com/watch?v=aDaBga2jRJo Recorded: April 20th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com COMMUNITY @ https://community.suitedash.com IDEA BOARD @ https://vote.suitedash.com Y
Q&A Webinar : April 6th
Watch on YouTube @ https://www.youtube.com/watch?v=YNpqPgbeeX8 Recorded: April 6th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com YOUTUBE @ https://youtube.com/suitedash COMMUNITY @ https://community.suitedash.com
Welcome to the Succeed with Software Podcast
Sponsored by SuiteDash @ https://SuiteDash.com