VIP SNEAK PEEK + Collab Session : Checkout Form + Future Plans

[Music] hello and welcome everyone this is Mike I'm the founder and CEO of SuiteDash this video is just one in a series of many videos that will be highlighting both new and current features be sure that you're subscribed on YouTube and following us on all social media to get the latest videos and updates about new and existing features all right so let's get started we're here to talk about the checkout form which is the form the state that uh what many people call the shopping block checkout block whatever you want to call it it is a checkout form and uh let's go ahead and just kind of start with the building blocks of

How this entire pipeline is designed okay so as you know of course items is a very popular you every invoicing or uh any construction that allows for invoicing the end is going to have items of course we have items you can create an item just as you know the interesting part about our items is that you can uh set automations associated with the items individually so meaning that if you want to say for example when someone buys this particular item maybe it's some uh service that you have that's very specific then you want to trigger the automations when the invoice is paid with this items or whenever this item

Is purchased money exchanges hands for the item maybe you add them to a circle maybe you start a project maybe you add them to a specific uh email marketing list audience Etc so we've also extended that to uh include estimates and proposals so you can create an entire pipeline that's exactly as you need it so if you put this item on a proposal someone chooses it and it's signed then we fire those automations then it converts to an invoice maybe and then when it's paid we convert those Auto we fire those automations so you have a lot of flexibility here and not just on an invoice level not just on a proposal level but literally if they add say five items to a proposal you

Have a granular control mechanism to fire automations uniquely for each of those items to create the experience that you're after when that set of items or you know those five individual items are put together and um and purchased or or signed as part as part of a proposal Etc so super powerful and then of course you can also have invoice level automations all you could have 15 different automations that are brought to the table by all these different angles and they're all going to fire all at the same time of course it's up to you to understand how that's all going to work and you can design that completely on your own this is the power site Dash right

Uh so that's really powerful now we have in addition these are some more recent additions an add-on is definitely an addition so here are add-ons and add-ons are a little different they are dependent or can be dependent on the which items are selected in something like a proposal uh or a checkout form so you can set if you if you have this completely empty then this add-on will show all the time it doesn't require any um by the way this this this session is being recorded okay everyone it'll it'll be available to you uh on YouTube usually

Within 24 hours so these can be if you if you have no entries here it would show all the time or you can narrow it down and say I only need to show this add-on when this Services is selected by my client in a proposal or checkout form okay and then you have a very powerful option if you say okay but they can only uh select this add-on if all of the items are selected okay so this is increases the flexibility and power even more and that's what add-ons are for so they are augmentations to an item that is purchased and then packages okay so packages are designed to be a place where

You can um collect or or group together bundle together items and add-ons that you have already created these are your services your augmentations to those Services your add-ons you put them all together and you tell your customers okay if you want to buy everything all together I'm willing to give it to you for a better price the same club price or whatever they call that that place in your country where you go and you buy uh four gallon jars of pickles uh so whatever it is right so this is a package where the design is let's get all these items let's I'm going to give you everything for for a discounted price now see $2,850 $275

To be honest no or what's what's unique about the packages is these numbers don't really mean anything other than identifying these Services because the price is set right here so I can sell all of this for $50 if I want to when they buy the package right and that's the point that's the point of a package grouping them together offering different packages which are combinations of your existing items and add-ons packages are also different in that it's a one-time payment you can have a one-time package or you can have a subscription plan package AG in which case you will also group together everything that you have

And select a subscription plan that you've created and this will for everyone who purchases this package create a subscription according to the metadata associated with the plan okay is that all clear did that make sense to everybody or what questions you guys have so far because this is what exists right now what is available on proposals you can create a proposal right now with a dynamic selection of items and add-ons or you can create it with packages and we'll go over this in a minute I will sketch this out for you a little bit more clearly about what we have now and then we'll talk about where we're going in the future with this it all makes sense

Okay now one thing to notice before we leave here just like we had less than 24 hours notice for you guys to show up I had less than 24 hours notice to prepare but I think we'll get through this right um you'll notice that items do not have that little one time slash subscription slider and neither do add-ons so we're having right now we have one time and subscription add-ons I'm sorry one time add-ons only we don't have the slider for one time in subscription that only exists in packages okay so let's go and kind of look now at this

Is the Paradigm that we are living in right this minute and when checkout form is released initially it will also follow if you haven't figured already The Proposal Choice block right the thing the way that that works the way that you're able to combine add-ons items or packages is exactly how the checkout form will work the only difference is the checkout form will take a payment The Proposal just lets them choose and then they sign to agree right which makes sense um and it's also super important I think you probably you guys are smart enough to figure

This out that the entire pipeline has to be compatible okay so from proposal when they choose the items we have to pass pass those to a an invoice for payment and that so all of that has to be compatible and that has explained some of the time that has been spent uh it's been a very big under the hood kind of um effort to get here but we're almost there so I'm glad you're excited Arlene good to see you uh proposal all the items and ANS selected there they go to an invoice for for payment and in the same way we need the same congruity between a checkout form

When someone chooses and they pay and they will pay right there in the space right there on the page that will all happen but we will generate a paid invoice in the back end so that it will hit your accounting the right way so that everything is complete they will have an invoice a paid invoice that they can uh have access to and print out if you so choose um so everything has to be in this way in this Pipeline and it all has to to match so right now okay you have the ability to set items and add-ons with conditional logic so you can say uh I want to prepare uh I want to add to a proposal is a place where you are familiar with this now I want to say I want to offer

This this these four one time items because remember right now we only have one time items and I want to offer these add-ons the conditional logic is controlled in the add-ons as we just saw so you get a situation that looks a lot like say this okay and your this is a proposal and you have these are your items here's an add-on that has no conditional logic is sitting here already but look what happens when I select an item oh here's some add-ons that are conditional they showed up everything's good we have the the math is happening I'm allowing more than one item to be selected maybe they want to have all these and now they want to add these add-ons and this adds up and

We have a total this total can be carried even to the next page you see here you can use there's a placeholder for the proposal value so if I go back and let's see if I can break this now we're at 30 3875 and I go forward it's dynamically changing right on the Fly and now they can read read through your legal mumbo jumbo and sign and approve everybody's happy if the automation is enabled this goes to an invoice automatically to an invoice and these are the services these are added as line items on the invoice and it's ready to be paid that way right

That's how you want to make your process work that's great checkout form works exactly the same way as this it's not quite in the condition the final finished condition as proposals which we'll see in a minute but let's look at it okay so here we are in forms now please let me disclaimer all right everybody ready for the double asterisk disclaimer this checkout form is not live for you okay don't go looking for it if you if you see this on YouTube don't hit us on support saying where's my checkout form it's not ready yet it's not live yet it's really really close okay maybe

By the time you see it it will be but this is what it looks like so you have a new form okay and let's see what it looks like I'm going to build a new checkout form here I know that I'm in a live session all right so here's your checkout form what does this look like let's see who can win this contest what does this look like to you let's see he Arlene wins kickoff form very good Julia close second why do you think this a kickoff form why do you think this is the direction we went when we must go to make this work the reason is because you're going to put this where who's going

That's right and who who where are you going to put this in 99% 95% of the um use cases you're going to put this yes on a web public facing right here that's exactly right you're going to put this on a public facing which means we have unknown targets accessing this and so this gives you the way in a familiar and and uh consistent with what your understanding and already know and it just has to be this way for our system not to blow up and I'm not saying this this this is actually the top of this is an accomplishment what we what this is It's not like a some kind of compromise this is really really great right because now we have a checkup form

That has a different flavor gives you these options that you need also gives you the ability to add all your custom fields that you want we not going to suggest that you add a giant 100 field form here of course you want to get as you want to reduce the friction as much as possible but you'll be able to get the the uh critical information that you need during the checkout during the purchase and then you are able to as you know uh make all your assignments make all your automations get them all sorted out you're even able to handle known Targets in the same way so if someone a known Target lands on your Landing page for your offer they make some selections and they um choose

Then we recognize them by email address and we apply a different set of automations to them if you so choose based on these inputs here so all the bases are covered that are already covered and you have some additional options around checkout options Etc so so there's a lot of new things here that you will learn to play with but let's look look I want to go back and just go to a form that I already have built but good you guys are W to speed let me read this question from Kara maybe a question later will be possible to convert or duplicate current kickoff update forms into check out no kiari I'm sorry about that no that's not going to be possible these are

Different forms completely um they'll need to be built for purpose Built For This use case okay I'm not saying it's impossible it's practically um non-productive for us put it that way we can move we could do it if it was a computer science test test course you know that we needed to challenge ourselves of course it could happen but practically it's just not a place that you want us to spend our time you want us to spend our time doing other things I think all right so um that's my answer now here we are in checkout so this is your reference title that's all this is for for you to recognize it in a list and you're going to choose your gateway here's

A dynamic title for the end result of the invoice that is generated when a person pays on the front end for this right so you will have you can use all your placeholders you can access them here here's the fun part right let's configure our checkout here we have all the same options that you're used to in proposals already if you're working there you can add these items you can add the um add-ons you can limit the add-ons and you can even add taxes this is all available for you or you could choose packages and do it like that okay um and then once you have this form created and you have your items all

Selected you will be able to go to say a landing page and and build a nice landing page and use the new also new here form block which makes it really easy for you to not have to embed forms in the way that uh was previously done this is just super no code all you have to do is just select the form and it inserts it for you in a way that's very very easy okay so you can see that I've inserted the checkout form and um thank you Arlene I need it all we all need it all the time because you know this business is not for the

Faint of heart and I love it for that I love it for that but it really helps to know that people appreciate it does um so here we are this is our landing page we have a checkout form on it let's see what it looks like even though I really kind of hate showing things that are not completely finished but here it is and working let's uh let's do a little refresh and here's another disclaimer three asteris here this is not ready this is not what it's going to look like there are so there are options that are now live in proposals that will let you uh designate the colors even for these these uh numbers the backgrounds the borders the Border radius you have incredible

No code control over everything that you see here as far as colors and spacing I know these are not the same but this is kind of what we're now mopping up in the end and really all it is is we're moving these settings from proposals where they start where we started and now we're migrating you know moving everything that we're building and modifying and iterating on there it has to come down the pipe to here uh so it's not like we don't even don't know what to do here it's already done just needs to be implemented here and this is the state of it as of today okay uh so here's the form well I'm sorry let's start here it's remembering where I was because I was playing around earlier let's go back okay

So this is what I built before I Ed the same same items as we saw in the proposal so yes you can choose we got we have an addition here's our math here's all the layout just like before and then we can Next Step I I know we can do better here and we will and here's the form in its bare bare uh first look with the with the default Fields you can add to this if you'd like um we need of course the yes chap T in fact I think this is you can even set this as a default on um but yes this this is the best way and just so you guys know that a lot

Of this company logic that we have to do is to not reveal the companies that you're working for so a lot of people in support they say why can't you just put a a select box here so that they can just choose the company well the reason is that we we don't can't reveal all the companies that are that you are working with you know that's a privacy problem so a lot of this logic that seems at first to be uh somewhat uh foreign maybe uh but it looks good I mean it it works well and thanks you got me here it looks good well it'll look a lot better it'll look a lot better so now they fill out the form they go the next step and then this is where the form sits for let's just do it real quick okay let's go

To the next one and then we'll see the credit card form load this is a stripe um form this will get expanded out and look really nice and then they fill in the information and they pay right and then everything happens so this is the early look at it and you can build an entire landing page here with your offer and explanations of your offer and all the things that you need I've really made this super simple here for our video but this is a public facing URL with a friendly CFO services offer uh so this is essentially exactly what you need to sell whatever you need give your customers all the choices they need you can work with unknown

Targets you can work with known targets you can uh take advantage of even what's interesting out if you don't know already on um landing pages you can set blocks to be private and what this means is only logged in users will have them chapl T that's coming that's in the next iteration we'll talk about that in just a second so you can create this quote public page that if in that browser a user is logged who is already known Target you can reveal additional sections of the uh additional rows additional columns additional blocks to that user uh and really let them know that hey we know who you are we're we're good you can even use

Placeholders so imagine that your website in a future imagine that your website had the ability to always know uh who's on it if they are a known Target or an unknown Target and then start a adapting and revealing new content to the people that are known not only that but inserting uh data from their profile not just their name any custom field can be inserted immediately uh imagine there's just so many scenarios that you could use that and they're really really powerful so when your customers return to your website you can you can talk to them like hey almost like

In the portal right really it's almost the same thing in fact it really is the same thing except for uh it's a it morphs when someone hits it that's not a known Target that's an unknown Target then they see just those blocks that are not marked private okay so everybody understands how we'll create the items create the addons create the packages then we will create a checkout form that we will Define what is being offered and um and and choose our Gateway and choose the actions and the automations that will happen when the form is fired so that everything is uh the circles are added and the email marketing audiences are assigned and all the things

That are available in in automations can be super custom targeted to exactly that checkout process because it it's targeted to exactly the items that they chose in a dynamic way so you know you're probably going to want to start building a lot of your automations that really Define things on the items or packages level most likely all right so that's sort of the core Foundation logic now let's get to some more interesting understandings about what's happening here okay so this is available now uh you can set up just like I showed onetime items here onetime add-ons these are conditional based on uh what they choose up

Here your other option if you choose packages you can only use packages after that you can't use one items or add-ons and you can uh add onetime packages we saw we saw that you can make onetime or subscription packages so you can put onetime packages and subscription packages side by side and if they check out or choose a onetime package and in fact they can choose both uh and I'll that's important I'll show you in a minute um we'll charge them just the package price or if they choose a subscription plan we're going to only look at the subscription plan for the pricing Now understand this inside this package say I have 20

Uh I have well let's just say I have four items and four add-ons okay inside the package and remember each one of these has a price each one of these has a price but when I put them in the package suddenly they don't have a price okay their price is ignored they're in the package and I can sell this package for $1 if I want to you'll sell it for something not $1 but you understand but we will right remember you can set automations for each one of these in these add-ons but we will fire all the automations okay so when someone checks out with this package we're going to fire all the automations that are uniquely associated with each one of these items exactly as we should and that keep you from having to rebuild them so it

Also gives you the capability of creating multiple different packages using multiple different variations of these items maybe you want to add just this one and this one to one package maybe three to one package maybe two to one package and you can just you can pick and choose your heart's content without having to then on the package level kind of re try to recreate those those automations and that's just not going to work obviously so we will fire all the all the automations but we will ignore the price associated with this this um construction here so in all cases in packages we will fire all the automations and will fire the automation that you can assign to the package in case you want to have some sort of uh additional automation that

Gives them probably an additional Circle or something like that that you say well they purchased all these Individual Services and they they purchased the package so I'm going to give them another Circle that will help me identify them and message to them uniquely because they're part of this the silver package the whatever the package is called okay so um coupon codes down the road Arlene let's let's get to that in a sec so is this clear for everyone right and and just to complete this logic just one more thing when you have a subscription package as you saw previously when we when we were sh the packages you will associate a subscription plan which you

Create separately and you'll say okay for this package I want to associate this subscription plan which when the person checks out will create a subscription for them um for whatever X dollars a year you you choose or per month or per day or per whatever you choose right and that's what will be uh that's where the pricing will come from in that case each person who checks out will get their own subscription all right I think that's clear now there are some shortcomings to this meaning it's good it fits a lot of use cases but I think a lot of

Us and a lot of you realize that there's some other things that maybe it won't do okay um meaning can I let them build their own package out of items that I'm offering or can I have a subscription add-on that they choose that creates a different subscription for them for some additional service have you guys I'm just curious this is the collab side of this meeting like what what have you run into what kind of scenarios are you trying to build or maybe have tried to build in proposals or can think of that are not addressed here uh one thing might be say you want to sell a website package

And then you want to have a hosting subscription alongside of it and that that's technically not possible with this one item one add-on situation but what you can do is here's a creative way to do it uh create your packages with just one item in there right so imagine you wanted to create a subscription item or you wanted four subscription items well when you go to item you see that there's not a subscription option not yet and so you might say well what if I just created four packages that had one item each in it now suddenly I have I can create a a spectrum of four packages

And I can have subscriptions and they can choose and then maybe I can choose a hosting subscription on top of that but then we lose the condition Logic power we lose a few other options in that it's a little workaround it can work and but it's not exactly as powerful as it can be so let's talk about what comes next right the next iteration and this is this is already being developed I can't give you a timeline but we're moving rapidly on on this already the checkout form will be released in that first iteration that that we just looked at so soon you will have the checkout form it will do all the things that we just

Talked about we can draw a line right here in this presentation and say what you're seeing now is not L won't be part of the first iteration of checkout forms but it will come come after when we're able to build it all and get it all sorted out okay so from here forward we're talking about next iteration and comparing it with the existing iteration I do think that what we're releasing with checkout form and is already currently functional in proposals is really really powerful in the sense that it covers many many scenarios but we want to always try to give you as many options as possible be as flexible and Powerful as possible so

In the future you will yes have onetime items and yes have onetime items add-ons excuse me but you will also o have subscription items you also have subscription add-ons onetime packages and subscription packages you have already this will increase the power of what you can do fairly dramatically in the sense that you'll have still the conditional logic associated with add-ons that you can stack subscriptions you can have uh these multiple subscription items and add-ons if you'd like give them that power to choose okay everybody understand how this is different than the previous but

Let's keep going I'm building the logic you know how I like to do this one little bit at a time so we don't get overwhelmed all right let me zoom in a little more here we go okay so you can um have one time items one time packages subscription packages subscription items all together you can have subscription add-ons and onetime items all together this can all sit on the same checkout form and they can choose these choose these and they can choose add-ons associated with them and check out but there's still a little bit this is still awesome but there's a reality here that I need to explain okay all subscriptions don't have the same

Time frequency right so once subscription might be per month one might be per year one might be per day one might be per who knows what and what we and so what that means is that's the major limiter in the sense that if my customer comes here and they choose subscription package and they choose this subscription item and they choose the subscription add-on this is going to result in separate subscriptions each one generated from this subscription plan and it's going to be multiple line items on their credit card statement if that's 10 it's going to be 10 line items

Now there's some advantages here one is that they can uh they will be able to cancel each of these individually so if they choose this add-on for example and they decide that they uh don't want to use that keep the add-on but they want to get they want to keep these other ones they can go to their my billing dashboard and cancel this plan but keep these so that's a that's an advantage that's good that these are all separate because if we quote merge them all together into this one payment then what will happen right what will happen when that payment fails let's see who wins this contest because I really I really want you guys to understand that there's no

Alternative to this logic uh no practical alternative when the payment fails every service will be cancelled why because if we merg them all together into one payment and somehow did some math and said oh well this is per month and this is per year and this per day we can start dividing and multiplying by 30 and 12 and all these things and come up with some you know $25.16 subscription and make it really easy so we only have one line item when then when they cancel it we what do we do right the only thing we can do and know to do and and the only choice we have is to cancel every service and say well it's done so uh this multiple line item is kind of an not we

Don't really love that right don't love it but there's just no alternative there's no logical alternative so let's let's just focus on the positives and that is that they get to come here and they can say I I don't want I don't really love this one I don't need that anymore but I do love this one and I want to keep it so I cancel this keep this that works good for you that's better right but still not perfect still not perfect because I really wanted the now this might be the scenario that I want in some situations but in other situations I want to maybe give them some options up here and then some options down here that they can add and I'm really really adamant I would just really have to have it all on this one line item just one subscription one item on

This credit card statement where we're going to give you an option for that and let's introduce what we call bumps okay and let let explain bumps you guys have probably seen price bumps in in other systems and maybe they work this way maybe they don't we're just going to call them bumps because it's kind of what they do um it's a familiar term it it fits in our in our in our uh lexicon without bumping into something else or making problems with other kinds of nomenclatures so here's what bumps can do the difference between a bump and an add-on is a bump has no time

Frequency designation none none at all the only thing it has is a price okay so let's just say this bump is uh we're going to call it $49 okay and you can extract on these other ones can be different right and they this bump represents some service maybe similar to an add-on right maybe similar to you know whatever else you have but it's but now remember you're going to design this okay so we're not going to try to assume that you that that we know what you intend you're going to design this it's going to work as you want it to and this is what will happen let's say they're choosing from here okay one time items subscription items one time they can choose any of these and then if they have

A bu let's let's use subscription package for example that say this is $100 a month well because this has no time frequency designation it's very easy for us now if they choose this bump and this package we're going to modify the price of the subscription plan for this person to 149 a month we're going to take the time frequency from the as it's designated here in the package and we're not going to even think about it it's going to be per month so when you design these lumps you're going to know this right and you're going to say okay when they add $49 to this this package and these will be have conditional logic that are associated to these items so uh for example so

That would prevent any kind of U unintended bumps that you didn't intend for a specific item or specific package okay so you'll be able to fully control when this is selected now this bump is available and you know this is per Mon and this is the number you're comfortable with in business for a month and now this changes from 100 to 149 if they have multiple bumps we keep adding we keep adding bumping the price bump bump bump okay and then what will happen is when they check out we're going to have one single subscription one line item on the credit card statement associated with this package for example and it's included bumps and yes yes yes Arlene one

Time um but for this subscription if they add bumps then it'll be a one subscription and one line item on the credit card statement if they're choosing one time items they can bump as well and so those can just have um we're just going to bump the price of the one time item we're going to change the price of it and then we're going to check out with that new price okay and this solves the this solves every problem just about but it also enables an entire spectrum of checkout possibilities now I intended to make some additional uh sketches here to sort of talk about all the different ways that you could use this

But imagine that um let's maybe we just do it on the fly so now you can do anything you can now uh it doesn't show here but you can create let's see how on the Fly we can get here so you can create all this you can have all the bumps they're associated in a conditional way with these items at the top and you can have add-ons so now you can have three levels you saw before we had two items and add-ons but now you can have you can present a full spectrum of all of this in one

Checkout or proposal um presentation you can offer all of this in one presentation and they can choose any of them now again if they choose subscription item subscription add-on that's two different subscriptions two line items on the credit card that we can't we can't avoid that and we've discussed why because of the variant in time frequencies that could cause those problems but bumps if they solve your problem and you don't need this level then great if you want to offer this level as well then great so let's think about it like this if I wanted to say add have a website package is something everybody's kind of familiar with a website package

That's here has subscription plan um it could or it could not it doesn't matter I can come up with I way that we could have subscription planned for a package a website and then we offer we want to offer some uh additional Services here with the website package maybe some um I don't know proof reading or uh content creation or whatever we it's just a one-time bump that they can just use to uh bump the price of this up and you can uh upsell them on the website side and it's still doesn't change the package um frequency so maybe this is every year or

Every month or whatever you want to call it but it changes the price because they bumped but let's say also you want to offer a an SEO add-on or a hosting add on per year let's say this one's per month this one's per year and you want to offer these bumps like content creation proof reading image creation something like that photography fee whatever it is these you want to associate with this you want it to constantly be uh renewed as the website package is renewed and you want it to increase the price but this is per month but now you now you have the option of having the subscription add-on which is hosting per year right so this is in that Paradigm you

Need all three levels here and you need them to work like this and if you don't have it you're kind of hemmed in or you're looking for a walk a workaround does that make sense so this is kind of the paradise that we're moving towards right so this is the okay this construction we think we're here to put it in front of you this is what this video is even for um but we feel fairly confident that when we build this construction and make all of this available bumps can have their own autom ations bumps can be separately cancelled I didn't mention that so from their

When when they go to their my billing dashboard they'll be able to go to this package and say well I don't really want to have that part of the package anymore I just want to cancel that cancel that well all we do is just adjust the price of the package down for the whatever the value of the bump was and we continue per month per month per month that's the killer right that's that means bumps work so well because we don't have to care about what some frequency is of the charge or the subscription we just roll it in with the package price and we bring it down or up based on the bumps that are added or canceled for the SEO or sorry the hosting subscription which is yearly that's separate and that's going to show as a separate line

Item on their invoice unavoidable no way it can happen any other way but now they have a website package subscription and a SE uh hosting package subscription are different uh we'll do our best to pass descriptions to the merchant so that the uh it'll show as much as possible on the credit card statement to avoid confusion for your customers right so they don't see two charges and they're like call them up and give them a piece of my mind right um we'll do our best to pass as much as possible but I think most of you guys know that no matter what we pass it's up to the merchant or the issuer of that card as to how much information they

Provide on a statement or on their website or whatever so again we'll do our best but you know it's going to be up to stripe it's going to be up to the other whoever's processing the credit card uh how much information they actually reveal to the person okay thank you CH thank you Chap and Tig all right let's let's do some questions but any any questions as to the capabilities here as to the reality of how this can work in your business C or or just some confirmations that hey this is perfect I I can see exactly how I will build my offers I can see exactly how I'll connect them I will see exactly how

I can you know assign automations designate automations for a bump or for an add-on or for a onetime item or onetime package um is this going to work for you I think so I think so let's handle some questions while you guys are probably picking yourself up off the floor just blown away right uh no I think this is cool this is really fun right fun to try to here community and a lot of this is is I just want to say very clearly we we released the original proposal logic and we listened right

And we listened and our community is telling us and was telling us okay yes that's great but could we do this how can we do that and after a few weeks of feedback it was clear that okay we need to take more steps we we thought we would we were pretty sure we would uh but it was what we needed to hear and specific use case examples that we need knew we needed to to conquer and after a few sessions some long sessions and a lot of different angles we this is what we came up with and I think it's really going to it really has the potential to solve every problem that I've heard so far every one uh in addition I'll

Say this before we start on questions we we will have the ability to create items that you can uh offer what we call them donation items right now in house I'm not sure that'll be the final price or the final uh nomenclature but essentially will give you give them a blank when they choose it and they will enter $500 $5,000 $5 million whatever they want to do and we'll check out with that number in addition there will be quantities available and some of these can't say exactly all of them yet so please don't hold me to anything this is there's some complexities associated with quantities uh one of which is for example automations

And the only reality that is that is even feasible is that it doesn't matter if they buy five or they buy 20 or a million we're going to only fire the automations once that's the working assumption there but still to be that's still to be uh put through the The Crucible and we'll see right I mean maybe it'll work maybe it won't maybe we can find ways to make it more flexible maybe we can give an option I'm not sure yet that's down the road um so Kar says you definitely work Arlene's great totally functional this is great can't wait till it's available right I hear you Crystal well good thing is we are moving already and we understand this and and that was sort of you are

Now seeing the causation why this was a less than 24-hour session because I just thought you know what before we start really start and we started but we this is how close we it is to being really really underway let's make sure that we put front of the community and get good feedback maybe we're missing something and if we can if we're missing something I want to know now so that we can um modifier added in okay uh let's see will he yes you can embed these forms on a checkout on on a website Arlene says will these be embeddable checkout forms on a WordPress website or does it have to be landing page yes you can embed this like any kickoff form Arlene it

Will work exactly the same so you can embedded on a website any website WordPress Wix doesn't matter or you can use a landing page in SuiteDash in that case you can use the form block which is a no code way to to add it in um and in the future you might be able to embed it on your SuiteDash website I don't know maybe you can uh will there be wording in SuiteDash somewhere in the process that explains the client how it shows in their credit card statement well we can leave that up to you Julia I think that's really kind of a thing that you could easily accomplish with um a placeholder with a um email Cannon or any kind of messaging process you could add them to a

Certain circle show them a notice there's I think that's a better best left to you because if we try to say that first we'll say it wrong you won't like the way we say it so you want to change it we'll only say it in English then you that we we're we try every chance we get to be as World Centric and not northern northern hemisphere Centric as possible um so always available for translation etc etc so it's better I think if we use one of the existing tools that all these automations will easily enable for you so yeah I think so and i' I know you know how to do that so uh do all these included trials yes discounts caveat I will get to that initial

Dis deposit different from the monthly description uh maybe Arlene that's a that's yeah all the subscriptions will work exactly like they do now so these subscription plans are existing elements that you can control now and so how however you can work subscriptions now will work in this Paradigm and that includes free trials discount SL coupon codes is something we'll address after this as it'll be a an addition to this after uh the checkout is is all delivered smoothly working Etc and the initial deposit different from monthly is current I to be honest I can't remember if it's currently possible but I

Understand that I think it is Caitlyn might be able to tell me on this one um one time bump or subscriptions bumps are definitely not subscriptions okay so Arlene will'll say it again I I think I let me just say it I think you get it but I just want to say these have no subscription capability they these have no subscription details they have no anything they do have automations but when you bump you are adding to a subscription or a one time you're just modifying the price and that's it so you can have a one time bump here and one time okay I see your question now you you understand but yes you can have bump to one time and you can add bump to website so if this is a one time of 1,000 and this is a

$100 service of one time then you're going to associate these two right you're going to say this bump's only available when this is happening if that's how it works in your in your in your business and then when they bump it'll just raise the price and this will check out as a line item and the price will be different than the $1,000 or whatever I said right okay me look back car says makes sense totally makes sense coupon codes we covered so helpful thank you name your own price field that's covered now we will have that name your own donation field we call it name your own price I like better it's good direction little too long got to figure out how to make that shorter but we'll figure it out uh everything's

Looks good good heard that's on the way what's on the way okay uh Arlene says can probably get rid of Thrive card I hope so we're gonna keep working until you throw that thrive cart out nothing is Thrive cart insert any service here that does anything like this yeah no no offense good luck to them but you know we're trying to all in one here will you be adding an affiliate function anytime soon we will be adding an affiliate um power up Arlene it will be a power up and I can't say anytime soon we hope that it'll be by the end of this year it's a very very deep functionality you need to please

Understand that um insert name of affiliate software here first promoter is one one these guys have been building this for 10 years okay so are we going to build something in a couple months that will rival that no but we will start and we will build something that's basic that accomplishes the needs of 85 90% of people and then we'll listen and we'll add we'll sort things by volume and we'll start adding nice to Hales filling in the remaining 10 to 15% uh over time and that is an encapsulation of the business model completely as you as you just heard okay um

What other questions do you have automation let me make sure that I have um okay so we understand the subscriptions how in some cases they'll be separate some cases they'll be combined using this this uh Paradigm here there's some additional questions I have here just some additional points to say say okay let's make sure that we understand um that probably for example if you put a subscription add-on inside a package right we we talked about how you can put all kinds of add-ons and items inside a package and

Then offer them for a lower price so if you have 10 subscription add-ons that are each $10 each $10 a month and you add them in here then we remove the $10 a month subscription from this but we give you all the automations and they get the services but for a lower price at one subscription right so if you try to add a subscription add on here or offer it excuse me in the offering side if you try to start offering it we will probably have a validation that will say Hey you know you can't offer this as an additional option to this because this is already inside of that so you know maybe we'll try to prevent that maybe we want maybe we'll leave that up to you to be smart enough to understand and figure out

Okay I don't want to offer this because it's already in here so there's some cases where we can't protect you from yourself some some place cases we try to um usually it's uh we try to hit the point of diminishing returns in that in that Spectrum but there's a lot of places in the platform you could easily create you could create an infinite Loop you could create all kinds of conflicting commands conf conflicting automations if we tried to control for those we'd be the whole team would be engaged constantly trying to and we don't even really understand or know how to to protect you from yourself but you know just just keep in mind that you you may be able to uh absolutely

Crystal I love that part uh you may be able to create something that kind of doesn't make sense it won't break anything but you know you may have somebody check out with a subscription or an add-on in addition to an add-on that same add-on is already in the package and then you'll have to sort that out on the customer service side some of these things we're not going to be able to prevent or control okay so checkout form on the way checkout form plus the future including subscription items subscription add-ons and bumps is on the way after that all

Right so what do you guys think about these sessions this uh feedback collab sessions helpful yeah I think so and you know I'm not we I'm hearing that you're so the collab side of it is say this fill in the blank name your own price um the quantity nobody said that but I think we've heard that already so that's fine we just put that in there um yeah exactly sister I love that sister Soldier all right so yeah and you guys as VIPs you're the first ones to hear about this if possibly

You were interested you know maybe you were running some kind of coaching Circle or um agency partner program or reseller program or something like that it's really or you're doing YouTube videos or you're doing something like that it's good for you to know before everyone else you can just jump out and get the information out there comment on it this is going to be on YouTube we're not trying to hide this we're not trying to hide it but for those of you who are professionals and part of the work that you do is related to SuiteDash we really do want you to have this sort of inside track and inside uh Mastermind you know this Mastermind knowledge

Of all of us are here talking and just chatting it out really informally as much as possible that can help you in your business for sure okay well thanks everyone for your time and attention let's go ahead and close out this session for now officially and then we're going to have a little Q&A just because I want to know okay so that's going to be the end of this topic but if you want to stick around for a Q&A I'm happy to do it all right so who's the first one to start throwing questions uh yes sister it can help you right Julian

You you'll be able to call all your clients and say okay get your credit cards ready get your get your checkbooks out because it's time to go to work I I have some new things that we need to set up on your on your portal we need to offer these things and you're going to love it and by the way I have an hourly hourly charge okay Crystal go ahead and Arlene uh in a second Arlene for sure well let's get let's get AR's questions until we have it so what's coming for the community feature down the road for the community feature we're looking at uh some well first LMS course Community that's something that was on the road map that's that we haven't

Really heard it's one of these things that we definitely think will be helpful um but we don't really have a lot of we to my knowledge almost no noise about how that Canon should work or you know that's there's some shortcoming because I think most people people that are putting together an offer right are already understanding how they can give access to a community or private space in at the same moment or or in a similar moment as they give access to an LMS course or product so that's something that we talked about having a sort of a linked private space inside

A community that would be only for um those who are in the community eventually we would like to uh have the capability to add for each course lesson to add a discussion thread that's just unique to that lesson so when people have questions about that lesson for example if you've ever played with du lingo which I think most people seem to have had some experience it's perfect because you know you you you have some little lesson or challenge that you answer and you just don't get why it's wrong then you jump into

The little discussion thread and you're not alone typically because it's confusing and then people say oh well in Spanish you this is how this is why this is why it's like that why it's like that and uh it just helps you understand a little bit more and it could be a place also where instructors can feedback to to to students there in the LMS lesson itself so that would be really just a community you would need the community add-on the community power up to to to have that capability but so it' be quite valuable there okay pardon me okay so yep that's one thing and then additional longterm would be something that's a that's an

Essentially a repackaging or a uh well imagine this if we had a landing page that had imagine a landing page with Community features on it uh some pre-built layout for community that was meant to be public facing part of it uh meaning oh here's a cool community and here's some public spaces some public uh conversations that you can see but if you want to comment if you want to be a part of the conversation then you need to register and when they quote register that's kickoff form right

And in they come to your system as a lead or Prospect or whatever you want to make it and so that then it's a public facing Community presentation that you can use as a lead gen and an SEO gen right um but that would have to be fit your narrative fit your convers fit your business because maybe most people or or some communities want to stay be private and only like that um but that is a typical Community functionality to have the ability also to make public and for those exact reasons as lead gen essentially or um to SEO as people are asking questions that

ERS the search engines and pulls people in towards you essentially okay okay let's see since SuiteDash has become the official tax prep portal yeah will there be additional roles that we can add K tax preparers to see only their clients other than sales person yes Crystal we're definitely moving in that direction and in fact we'll use the salesperson logic and adapt it now these let me let me ask you this and let's let's let's discuss a little bit so the these tax preparers they work for you or they're uh outside contractors let's just say that whatever you call them but they're outside they're

Not your staff $199 contractors okay exactly uhhuh got it there's a couple angles we we are working that could take care of that but it won't be short-term Crystal I I want to be really transparent here that's not something that we're actively working on or trying to solve at this moment but we understand that it needs to be solved that that you need it and that there's other that there are a lot of people out there who need a similar construction let's see how much of let's see what other questions we have and I and I want to kind of float an idea to anyone that's um ready okay bu out least tax seven tax systems week

And that is the number one thing they ask well now you're getting some leverage yeah there you go Crystal knows how to get leverage yep very smart okay you have my attention Crystal I hear you okay so let's let me handle some other questions and I want to um I want to use my little board here and try to brainstorm a little bit we'll do some collab okay let's go back I use AI to help with notes during Zoom meetings it's pretty cool right any anyone figured out how to send those notes to a client without needing to create an email or use the portal message feature uh well so you w-e am

I seeing that right the text is the font's really small um are you using the zoom integration for appointments to create the meetings is the first question and that's like a bridge question question because it definitely wouldn't be possible unless that's happening so if you are doing that then what we can do uh we haven't Revisited that integration in quite a while but but AI is dawned and uh so I I would suspect that we can get that by API and then kind of roll something like that into and you want to automatically send it to them warts and all because right we all know AI

Can lie to us and hallucinate and say weird things but if that's okay with you I mean I think that's the only way otherwise it doesn't have any utility but if you're using the zoom autocreate meeting based on appointment uh booking uhhuh okay gotcha she says exactly I'll give you that I give that caution it's not perfect def yeah it's getting better though right okay good so that's something um let me make a note here let check the zoom API for AI notes okay great and okay on

The kickoff forms is it possible at some point to allow answers put in on the kickoff form to transfer on the same kickoff form in agreements you mean in documents I think you want the answers in a kickoff form to transfer into a document Crystal I think it's what you're saying yes and do you mean a PDF document I think you mean because you can do that right now with the autogenerated documents from block Builder from the dynamic block editor you can do that right now um so when they create a kickoff form each one of those data entry places is a placeholder which you can pre-configure into a document generator

And then when and then trigger that document generator by automation of the kickoff form itself kickoff form can trigger it and then the document just gets generated and you got the old merge of data between the document generator and the data was just entered in the kickoff form and now you have a document that's exactly exactly as you need right the place that can't be done is in a PDF document generator we don't the capability to break the PDF and insert that that data um and not yet but we plan to plan to bring placeholders that that are similar okay crystal says I want them to sign their agreement outside the system before they

Get in which is possible but there are areas on the kickoff form I won't filled [Music] in when I have a agreements on the kickoff all right help me out Crystal because I think you you want the agreement first and then the kickoff form what I would suggest doing is create a document generator that includes all this U make sure that you have it turned to there's a setting that you need to enable that allows it to be signed outside the portal meaning without a actual login that is that is currently possible

And and that's what you would need to do in this in this scenario and then you will create this person but you will not invite them to the portal and you can do this by a a staff submit on a kickoff form that's that's probably the way I would build it because then you can um systematize it meaning you can have someone else understand how to do it and expose this kickoff form in the staff submit form uh scenario to this person any one of anyone and they just complete the form you design it for that your staff member to complete it and then the the automation will send them the doc would trigger the document generator which sends the document to them they still are not in the portal they have never seen anything

Else there's a whole host of things you can do uh without them being actually in the portal they you can they can pay pay invoices they can approve estimates they can approve proposals they can sign documents they can um and there's I have a list it's going to be a podcast episode so there's a whole scenario of things and you can automate those in a chain and they don't technically ever have to visit come inside your portal create a password none of that it can all happen via what we call where coded and hashed links and those links uh help us identify and understand the functionality behind them okay so try that try that I

Didn't quite get your entire question but it but you're saying thank you so I'm assume that was close I triggered to send the client their not me okay yeah well okay okay is it possible to designate which LMS courses a subscriber can see no no Arlene courts are not available in any kind of public way at the moment only to those who are logged in Prospect or client any future expansions on additional direct product collaborations in near future like slack no Julia I can almost guarantee we'll never integrate with Z with slack and I know that might not be what you want to hear but it's just

Not our business model and you know today's slack is yesterday's uh it's tomorrow's Myspace you know who knows I know Slack's deep but it's not invulnerable and it's pretty close but um if we spend time there then we would need then would there would be five other DM DM Messengers that will come out of the woodwork that we need to start building for that for that for that um what we will do is beef up dramatically on the internal chat eventually right now it is um

It it it could be better yeah it could be better it's one of those things where we're building 15 toolkits and we have to U Move the attention around sometimes so when logged in and can show what's available I totally get that um Julia or I mean sorry Arlene uh I would suggest maybe some something like maybe we can um the best way we could do that which which fits into our framework and really makes a lot of sense is to have a like an LMS course block that you could then separately uh you could add to a landing page and configure to show say lesson one two three and

Then below that have some sort of you know you have the this uh checkout form where they can then uh pay to get access to everything right so then your course material that you built spent a lot of time doing would be available to the public for like say one or two one or two lessons and then you can unlock it um and you could even in that scenario you could use the landing page public and private functionality we just talked about right and you just reveal the rest of the lesson right there on the page somehow so it's a possibility but I think it's better just to bring you into the UI that you already have inside but yeah I like that idea I'm making a not right now LMS course I'm G to call it a teaser block

Right that's the idea okay good that's cool you can put that on your SuiteDash website all right let's see okay good sales person Ry meeting see button send notes oh okay okay Julie says any simple way to have the tasks and projects primarily sort by due date huge ask M Alliance for we're almost there Julia we we have a big iteration in projects and tasks um almost we're almost to it it's really defined and ready to go and

It' be a big Improvement quite curious about have you uh played with the task block the my the new task block and I know it's not a replacement but I'm just curious does that do exactly what you want in the sense that you can Define the Sorting in a way that you are happy with we're we're close to or have already released a modification to the Sorting around due date because that is a little bit different and um it's not intuitive exactly uh maybe how it was working before okay yeah more for the project managers I gotta okay I'm screenshotting your

Conversation here and I will add that to my notes thank you greatst show okay good future expansion direct okay it's more of a bridge for clients struggling to make complete switch that's that's for sure I get that yeah not much we could do there I think okay but but noted and and it's it's in the database we'll put it that way all right crystal says I build out systems for credit repair companies as well and they would like to create letters using the letter generated in the system but they don't want the letters shown in the client portal

Sure sure then use turn is there way to turn off the ability for clients to not see that you can turn off the documents menu item and custom menus yep so the system is is designed like this Crystal in the menus the primary menu I'm going to call it the primary menu which is on the left side has the capability for you to turn it all completely off okay you can show nothing just one item dashboard if you want and in Li of that you can build a combination of dashboards with button blocks navigation items of of any description you want to move them properly to the places you want and

Uh only present them under certain scenarios and in addition Crystal you can take that um you can take that yeah Sharia but you can um you can granularly turn off the document part of it of the office uh primary menu the top level menu and if there's a shortcoming there we want to know about it so we can make sure that can be done because that's certainly the intention but also Crystal you can for that menu item if you wanted to just to point out the flexibility you can show it only for specific circles or hide it only for specific circles so in that sense you can

Not just turn it off in a a Brute Force kind of way but in a more elegant way you can show it sometimes not show it sometimes in your case I think you don't need that but just to point out that you can do it so as people move through your process and you're adding and removing circles remember we talked about how circles are like wristbands at a concert as you're adding and removing wristbands circles we we're suddenly like oh you can get through this now you can go through here but you can't go through here anymore you can see this you can't see that uh same thing so you can constantly morph the presentation based on the circle or combination of circles that are currently assigned to that particular Target

Okay I think we are running out of questions I'll give one more question chance to sneak in for a minute let me make sure there's nothing I haven't seen or or pres presented here I think we are pretty good here one more question let's see all right Julia that's awesome can you consider creating a button in the document gener that ask if the document should appear for the customer I want them to still be able to see their agreements and other contracts just not custom documents such as okay got it got it got it okay so sure so in the document generator we're going to say add a setting like

Make this make the resulting the generated document private only to the staff or admin side essentially right we'll reward it however you need it but that's what you're after okay got it that is definitely doable I'm glad you have a use case for that okay got it can you add other calendars how do you mean sstem it's not directly talking about I wonder if you can integrate other calendars sweet test you mean like um your other C oh you so you want to take a an IC link is what they're called you want to copy like take a calendar and

Import an IC link from your from like I do it when from my kids school from their athletic programs and things like that so then suddenly on M when they modify their calendar it modifies on mine I think that's what you mean maybe well if so I understand that's not possible now but I think that's what you mean uh in short I would sort of say like if you want to do that I would maybe IC to your Google calendar or whatever calendar you maybe have connected in the future Microsoft as well so um and that would accomplish it I guess but

For your calendly [Music] calendar Cal it's a nice nice product I like it we're coming for them too you would be you wouldn't you don't really think that I don't think like that right of course we do yeah great I love them I wish them luck I really do I think they they they'll kick our they will kick our tail for years and years and they have for years and years but we're doing we're working as hard as we can to to take a little business from them one at a time one at a time 100 a time maybe

That's that's what you want me to that's how you want me to think trust me that's how we get bigger that's how we grow okay but I wish them luck and I have no wheel will and I think it's a great product just wanted to be clear that's awesome Crystal I appreciate that thank you you're an evangelist I love it you're a VIP and I have your notes here as well as all these other ones and we're definitely we're definitely it'll be a part part of a discussion can we add ability to add a credit card when they're scheduling a meeting in SuiteDash do you mean paying for a meeting I hope you mean Arlene or you want to uhuh definitely definitely so

Meaning uh I think what you're implying is the ability to have a landing page or embedded checkout form where part of what they're buying is a meeting with you and then after they pay for it they can schedule it uh they can set they can have access to look at what you have available and uh schedule it or maybe in that's that's the first reality that you'll be able to sort out and it well as we've looked at before I don't have this set up now and again we're back to this but in this in this form can already put an appointment

Uh booking functionality so it'll be just kind of be kind of built in from the beginning when you they'll book the appointment here but it won't actually get booked and none of this data will actually this kickoff form this is another one of the difficulties that we had to um Wade through and that is imagine this is a really big kickoff form with all kinds of automations and assignments when they go to the next step here we have to here in that moment where you saw that little rotating uh loader we're kind of taking all the settings from that and we're putting them in this temporary holding place right we're saying okay well we know it's going to happen but it can't happen until this comes back and says and gives us the thumbs up

That okay we have the money we're good you can go ahead now right but until that happens we we can't do it and in fact you know there's some difficulties here especially there's some other difficulties related to this new um strong authentication SCA and in that's mostly an issue in Europe uh where this form really doesn't when it submits and it gets a thumbs up sometimes it's not actual thumbs up it's kind of like in Gladiator where they put the thumb sideways and they say oh it's a sideways thumb and we're and we're supposed to be like uh what does that mean what are we supposed to do it's a it's u in process okay but what do we tell our people you know what do we do there's

Nothing so so that's a difficult implementation in the sense that we don't always really really really know right and um but there's methods I'm not saying there's not a method but it's definitely not as easy as always a thumbs up always a thumbs down with SCA they have to send a text message or something like that to the phone and then when that's approved then when they're happy and everybody's confirmed then we get the thumbs up then we take the the bucket of the holding bucket and execute everything yeah Wally says I feel like I use 2% of SuiteDash ability and I'm constantly amazed what already exists yeah I mean I it's it's a blessing and a challenge as we always say while it's it's awesome it's awesome but to try to explain

It to someone someone in even a short session of like an hour or two we could start but we definitely not going to finish and we'll definitely leave some things out um you that's why we really a lot of our marketing a lot of our ideas are always around hey you know take this ride with us that's what we're asking you to do you know we understand it's a commitment we understand and that's why we're listening to you as a community but the but the way this really GNA work for you is if you say I'm in okay good win lose win win l or Draw I'm in and we're gonna take this ride together I'm going to start with the lowest level Automation and and kickoff form that I can start with and I'm going to start building like a layer a layer a layer but what our what our promise

To you is what our payoff is is that you're building an actual business you're building a construction that has value because if you take your quote whatever business insert here and you go out to sell it to somebody they'll say okay but like what do you have well look at all my clients okay but I don't know how to do that or I don't know how your process so I just you're selling me a job right you go out and sell a lot of business you're just trying to sell somebody a job and they say yeah that sounds okay but I'm not going to pay for it but if you take this construction that you layer layered layered layered layered over the course of four six eight

12 months built all the automations every time you notice something did wasn't quite right you spend a little bit of time going say let me tweet that let me make that a little bit better let me change how that works that's your work as a business owner that's your work that's your job and then as you build and layer and perfect and refine and get better and and a new feature comes out you're sweet let me let me work that in you're tinkering and building and completing a construction that when you go to sell it you can show them and and demonstrate to them what it does and literally you're selling them username and password and suddenly they have all this this automated machine that you

Spent time building and I know for a fact that there are people out there building these machines and selling them okay so it works you're not just you're building something that it has real value not only to you in the moment but also down the road right sister saysi love how you continue to evolve well yep thank you sister that's that's awesome and we and we'll continue and that's that's how that's why it's good that you say that because please understand that all inone I'm 100% sure that all-in-one software is the future how can it not be how could it not

Be if we as a bootstrap company who has no VC funding we're not with I don't have anyone on my shoulder telling me to go this direction or go that direction I don't have I don't have anyone with leverage over top of us forcing us to do anything which is incredible Freedom what it also means is that I can sit here and listen to your ideas and decide today to start on that idea or this other idea without any flak without any you know oh well how's that going to bring us 300% turn don't have to do that if we as a bootstrap company can can operate this way and build B you know on a profits generated

From real customers who use it and want to use it and love using it is it not just totally obvious that um that someone with you know $200 million in VC Capital could could also create something that works similar same like this as an all-in-one with all these tools that work together that automate and do all those things of course they can do everything we can do no doubt about it and we're not trying to be the only one we know we won't be the only one but what I do know and what I want to be is one of the one of the PE one of them one of the six one of the 10 what of one of the nine whatever it is who take on this Challenge and move in this direction that when people realize oh okay so why am I doing all this why am I paying eight

Subscriptions when I can do this over here and as we expand the circle of usability I call it the circle uh is expanding outward and every time it expands an inch or or or or foot or a meter we take in another percentage of the population that is now usable and solves all their problems or the majority and everything that we add the circle of usability gets bigger and bigger and bigger and bigger and it's just inevitable that we will eventually bring in um 80% 75% of the world's market of small to medium businesses that's I like that market that's a good Market the

Entire world small medium businesses yeah I can handle it we can get 1% and and uh being incredibly successful all right very good and and Wally says I want to make sure this is clear crystal checklist recurring checklist uh is something that we're definitely focused on we want to figure figure out the logic there it's a little bit difficult but yeah I see it I definitely see the need for that and love checklist love it um W he says in the VIP session I hope I'm saying your name that I joined this week and I got kicking myself waiting so long guys she's so right look these these VIP sessions these Live support sessions are the people that are running them are brilliant

At doing this at um just make the time go in there it's really lowkey yeah okay great thank you w it's really lowkey they're super nice nobody is you know everybody that joins is super nice I mean this um most of the time so 100% these people and that's and that's why we provide these to you because SuiteDash is so big we've talked about it today so it can be complex it can be difficult to to to get your head around shortcut go in there and say Here's what I'm trying to do let somebody who lives and breathes SuiteDash give you some advice it's free well it's not free but it's a VIP it's a VIP power up and it's um there's lots of ways to get that

VIP power up we make it almost very easy to to come by as much as possible and it's super helpful really people that attend a lot even if you're just there to listen I I just about guarantee you won't leave with without something some light bulb coming in you're oh okay now I kind of get that so okay well I'm going to take my CEO hat off for a minute and um try to go get some exercise or something yep thank you so much for everyone that's here I really appreciate all your feedback and encouragement 100% totally appreciated please I

Would wish you would all write a letter to my wife telling her how amazing I [Laughter] [Music] am no just kidding she she you get it it's funny all right thanks everyone I hope you having a great rest of your day bye [Music]