Leverage Automation + Land More Advisory Prospects
A Powerful Course to Built a SuiteDash Advisory Sales Funnel
A Powerful Course to Built a SuiteDash an Advisory Sales Funnel
Designed to help your Firm generate and nurture more advisory prospects.
Here’s how the Advisory Sales Funnel and Automations can help you get in front of more ideal prospects and leads.
Complete Sales Page Funnel Sequence
A precise set of landing pages to optimize capturing your prospect’s details.
Download our private sharing template keys and remove 95% of the time needed to build each landing page.
Optimized for Mobile.
Prospect Pipeline
Use an internal prospect pipeline to monitor your prospect’s actions.
Advisory lead generation is a numbers game, and you want to leverage automation at the right steps of the sales journey.
Nurturing Email Drips + Campaigns
Unlike compliance, advisory requires you to build trust by getting in front of your prospect repeatedly.
Email drips and campaigns automate help you skyrocket trust with minimal effort.
Use The Newest SuiteDash Features
The course dives into how to harness the latest features and functions in your client portal.
Landing Pages for Onboarding
Utilize landing pages to gather prospects details and move them through the sales funnel flow.
Email Trigger Links
Monitor which prospects are showing intent so you you can maximize your efforts.
Automation Drips
Automate tasks directly from your Drip Email Sequences to perform tasks with no effort.
Customer Love
I have tried several times to set up my Suitedash Suite to utter frustration and have invested more money than I would like to admit. Mark’s guidance and 1040 program are by far the best template of client onboarding, project management and client portal rolled up in one. It is the most organized and efficient template for practice management that I have seen built for Suitedash! I highly recommend this Suitedash program and Mark as he is always available for further guidance in his community.
Earlier this year, we used Mark’s version 1 of 1040, to set up the SuiteDash, since then our work-timed is almost 40% less. We also hired him to do some custom work for our firm and he did the best job while providing all the details, including workflow details in word document. I would highly recommend Mark Stovel of FirmNexus as I personally believe he is the best at setting up the SuiteDash.
The SuiteDash 1040 Workflow course has been a game charger. Setting up the dashboards in SuiteDash has significantly streamlined the tax preparation process for my firm and clients. This efficiency not only saves time but also enhances the overall client experience. The guidance in the course on creating dashboards tailored to tax preparation, was straightforward, even for someone as busy as me. Thank you for sharing this gem, and I look forward to implementing more of your expert advice in the future.
Two Pricing Options
Frequently Asked Questions
Question: How much SuiteDash experience is needed to use the step by step video series?
Answer: You will need a basic working knowledge of SuiteDash. The course do not go over the set of custom URLs, white labelling, or other branding functions.
Question: Do I need any powerups for this to work in my SuiteDash?
Answer: No. All functionality is available without any power-ups
Question: How long do I have access to the video series?
Answer: You will have access to the course for up to one year.
Question: Are refunds available?
Answer: Given the nature of the content, refunds are not available for the course. Partial refunds for the Build Sessions and One-on-One sessions are available within 7 days of the purchase date.