In this SuiteDash Live Workshop (Onboarding Part 2), I walk you through the exact onboarding flow I like to build when I want clients to move step-by-step without confusion. The goal is simple: start with an inquiry (kickoff) form, invite them into the portal, land them on a clean Welcome portal experience, and then guide them straight into proposal → invoice → service. I’m doing this in my dummy account so you can see the moving parts without breaking your real setup. I show how I use Circles (I call them “groups”) as stages—Inquiry, Welcome, Proposal/Invoicing, and Servicing—so SuiteDash automations can do the heavy lifting. You’ll see how I set proposal automations to convert someone to a client, generate an invoice, and move them between Circles automatically. My favorite trick in this workshop: using ONE portal page with blocks that change based on Circle access options, so you don’t have to build a million portal pages. I also demo building portal graphics (Canva is my best friend), cleaning up forms (removing titles/required messages for a cleaner look), and testing the full flow end-to-end as a client. If you’re newer, replay this workshop—once you see the refresh + Circle transitions, it clicks fast.