Our Process · 02

Prepare cleanlybefore design.

Onboard is a fixed $995 USD stage to collect access, assets, users, data, and integrations — so Blueprint is based on reality, not guesses.

$995 USD

What happens

What we gather.

The boring setup work that prevents expensive rework later.

Access and accounts

The logins, environments, and owners we need to see the real system.

Assets and content

Brand files, docs, lists, and anything that should move into the plan.

Users and roles

Who does what — so Circles, permissions, and workflows match the team.

Integrations and data

What connects today, what should connect later, and what to leave alone.

Details

After Assessment.

Onboard follows a Free Assessment when you are ready to proceed. It is not a full build — it is the readiness package for Blueprint.

Coming from SuiteDash Sensei work or another door? Same stage. See Free Assessment or Blueprint.

FAQ

Straight answers.

Why is Onboard a separate fee?

Because collecting access and requirements is real work. Paying for it up front keeps Blueprint scoped and honest.

Do I need SuiteDash already?

Not always. Assessment decides fit. Onboard collects whatever stack you have so we design against the truth.

What comes next?

Blueprint — the architecture and automation plan before Build.