SuiteDash Configuration for Compliance Firm
Budget: $750 – $1,500 AUD
Enablebiz Consultancy is a growing NDIS and compliance-focused consulting firm. We are transitioning from Monday.com to SuiteDash to create a fully integrated platform that manages CRM, proposals, project workflows, client portals, and service delivery automation.
We are seeking a skilled freelancer or implementation specialist to configure SuiteDash to match our service structure, streamline internal operations, and enhance the client experience across three primary services:
NDIS Provider Registration
Internal Audit Support
Virtual Compliance Partner (VCP) Program
Project Objectives:
Configure SuiteDash to replace Monday.com
Implement automated CRM lead flows by service type
Design proposal templates (integrated with PandaDoc )
Build reusable project templates with task automations
Set up branded client portals with file upload, messaging, and progress tracking
Enable feedback collection and project closure automation
Key Deliverables:
CRM Setup – Intake form with service classification, lead tagging, pipeline creation
Proposal Automation – Smart templates linked to service type and client data
Project Templates – Per-service workflows including task assignment, deadlines, and triggers
Client Portal Setup – Custom portal layout with branded dashboard, document upload, chat
Automation Rules – Intake-to-project automation, email triggers, reminders
User Guide or SOP – Simple instructions for our internal team to manage and update the system
Tools & Platforms Involved:
SuiteDash (core system)
PandaDoc (for proposals – optional)
Jotform (for feedback – optional)
Calendly or Zoom integration (for bookings)
Target Users:
Consultants and compliance staff (internal)
Clients receiving NDIS-related services
Admin team managing intake, files, and contracts
Timeline:
We are looking to have this project completed within 1–2 weeks, with testing and staff handover included in the scope.
Ideal Freelancer:
Proven experience with SuiteDash configuration
Understanding of client lifecycle automation in service-based businesses
Familiarity with NDIS, compliance, or consulting workflows is a bonus
Able to communicate clearly and deliver documentation
We are seeking a skilled freelancer or implementation specialist to configure SuiteDash to match our service structure, streamline internal operations, and enhance the client experience across three primary services:
NDIS Provider Registration
Internal Audit Support
Virtual Compliance Partner (VCP) Program
Project Objectives:
Configure SuiteDash to replace Monday.com
Implement automated CRM lead flows by service type
Design proposal templates (integrated with PandaDoc )
Build reusable project templates with task automations
Set up branded client portals with file upload, messaging, and progress tracking
Enable feedback collection and project closure automation
Key Deliverables:
CRM Setup – Intake form with service classification, lead tagging, pipeline creation
Proposal Automation – Smart templates linked to service type and client data
Project Templates – Per-service workflows including task assignment, deadlines, and triggers
Client Portal Setup – Custom portal layout with branded dashboard, document upload, chat
Automation Rules – Intake-to-project automation, email triggers, reminders
User Guide or SOP – Simple instructions for our internal team to manage and update the system
Tools & Platforms Involved:
SuiteDash (core system)
PandaDoc (for proposals – optional)
Jotform (for feedback – optional)
Calendly or Zoom integration (for bookings)
Target Users:
Consultants and compliance staff (internal)
Clients receiving NDIS-related services
Admin team managing intake, files, and contracts
Timeline:
We are looking to have this project completed within 1–2 weeks, with testing and staff handover included in the scope.
Ideal Freelancer:
Proven experience with SuiteDash configuration
Understanding of client lifecycle automation in service-based businesses
Familiarity with NDIS, compliance, or consulting workflows is a bonus
Able to communicate clearly and deliver documentation