Executive Suite Overview

Created by B.E Suite Support, Modified on Thu, 27 Nov at 4:20 PM by B.E Suite Support

What Is the Executive Suite?


The Executive Suite™ is our done-for-you, all-in-one implementation tier inside the B.E. Suite Back Office™  designed to function like your fractional B-Level executive team. You focus on leading your business, we manage the tech, systems, design and execution behind the scenes.


If you’re tired of juggling freelancers, duct-taping systems, or being the tech VA in your own company, this is for you.


Executive Suite Includes:

Feature

CORE

ELITE

Unlimited Task Requests (1-at-a-time)

CRM Buildout & Tag Strategy

Funnel Creation & Automation Setup

Calendar, Forms, & Contact Automation

Website Page Builds / Edits

Campaign & Email Sequences

Dedicated Account Manager

Bi-Weekly Strategy Check-ins

Design Support (Pages, Graphics, Brand Assets)

Visual Content (Sales Pages, Email Designs, IG templates)

Creative Campaign Support


How It Works


1. Onboarding & Intake

  • Complete the Executive Suite Intake Form (includes current goals, logins, and priorities)

  • Book your Kickoff Call with your Suite Manager

  • Choose communication channel: Email, Portal, Slack (optional)


2. Request Submissions


You can submit requests for:

  • Automation Builds

  • Funnel Setup

  • Tag & Pipeline Organization

  • Lead Magnet Setup

  • Email Sequences

  • Website Updates

  • Sales Pages

  • CRM Improvements

  • Form + Calendar Logic

  • …and more


Turnaround: 1 task at a time, 48–72 hours average depending on complexity.


? Submit via:

  • Client Portal Form


3. Task Management + Communication

  • Your Suite Manager will update you when tasks are:

    • Received

    • In Progress

    • Completed

  • You’ll receive weekly updates summarizing your open, in-progress, and completed tasks.


4. Strategy Syncs

  • Monthly Zoom Check-ins to review priorities, audit your systems, and align your execution plan with your business goals.

  • Elite clients may also use this time for brand/creative reviews.


Who Is This For?

  • Soul-led entrepreneurs generating consistent revenue (typically above $7K/ mo)

  • Business owners with offers, programs, or client services ready to scale

  • Founders who have outgrown DIY and need sacred, strategic implementation

  • Anyone ready to delegate the how and reclaim time to lead from their zone of genius


Access + Eligibility


The Executive Suite is by application or invitation only.

We assess your systems, clarity, and readiness before onboarding to ensure our work supports your expansion — not overwhelm.


You must:

  • Have at least one offer and consistent sales flow

  • Be actively using or willing to migrate into B.E. Suite

  • Complete a strategic intake to define project scope


Pro Tips

  • Batch your requests weekly to make the most of your access

  • Use your check-ins to get feedback on strategy and prioritization

  • Elite clients: Submit brand assets early for smooth design turnarounds

  • Keep your CRM clean — our builds are only as good as your inputs


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