System Starter Kit

Hey there!

Tech Tool Assessment

Find Your Perfect-Fit Systems

Choosing the right tools for your business shouldn’t feel like a guessing game. The Tech Tool Assessment is your fast track to a smart, strategic tech stack—one that’s tailored to your actual workflows, not just trending apps.

Why Book a Tech Tool Assessment?

Because trial-and-error costs time, money, and sanity. Instead of wasting hours piecing together systems that might work, you’ll get a clear, confident plan built around your unique business needs.

What You Get

This isn’t just a recommendation list—it’s a full-blown roadmap to a streamlined backend. In just 3 weeks, you’ll walk away with:

Process Mapping Session to visualize your full workflow from lead to offboarding
A custom list of business needs and functionality requirements
Evaluation of up to 5 platforms based on how well they meet your needs (pros, cons, and all)
Personalized Tech Stack Recommendation Report that breaks down exactly what tools to use and why
A custom quote to implement your new tech stack (if desired)

“We saved $11,000 just by skipping trial-and-error and letting Cait design our stack. It was the best decision we made all year.” — Impact Actual

Who It’s For

The Tech Tool Assessment is perfect for:

Business owners tired of cobbling together half-working systems
Teams looking to consolidate tech and reduce costs
Anyone launching a new offer or scaling into a new season of growth

If your business has outgrown its tools, I’ll help you level up—without the overwhelm.

Investment: $1297

Strategic clarity. Scalable systems. One powerful assessment.

Let’s do this!

FAQs

What tools do you evaluate?

I’ll evaluate whatever tools you’re currently using (or considering). That might include CRMs like Dubsado or Moxie, project management platforms, payment processors, form builders, schedulers, and more.

Can I request a specific tool?

Absolutely. If you have your eye on something, I’ll dig into it. But I’ll still evaluate multiple options to make sure it’s really the best fit.

Will you help me implement the new system?

You’ll receive a quote for full implementation at the end of the process. Or, you can take the plan and DIY your setup—whatever feels best for your biz.

Do I need to be tech-savvy?

Not even a little. My job is to take the complexity out of choosing tools and give you clear direction that actually makes sense.

Still Guessing What Tools You Need?

Stop duct-taping your systems together. Get strategic, expert-vetted tech that actually supports how you work with the Tech Tool Assessment.

Let’s do this!

Systems strategist, operations fixer, and business architect for entrepreneurs who want clarity, not chaos.

Meet Your Not-So-Secret Weapon

I'm Cait - the brains behind businesses that actually scale.

xo, Cait

I design systems that feel as good as they function.

I translate big, messy visions into scalable, profitable operations.

And I do it all with a little drama, a lot of strategy, and just the right amount of sparkle.

Because your business deserves more than “making it work.”

I’m the strategist that entrepreneurs call when the post-its, patched- together workflows, and late-night "WTF" moments stop working. With 10+ years in operations and 150+ businesses streamlined and scaled, I help service providers trade burnout for bulletproof workflows.

Long-term COO-level support to keep your business scaling smoothly - without the late nights, firefighting, or frantic catch-up.

Support

Custom Dubsado, Airtable, and Moxie systems - set up to scale, not just survive. No templates. No shortcuts. Just backend brilliance.

Systems

We’ll map, audit, or optimize one core area of your business - fast. Think workflows, offers, tech stacks, or that one system you keep side-eyeing.

Strategy

The Services

This is.

Busy isn't a business plan.

Your smarter, stronger business starts now.

Stop wishing. Start working.

In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.

From Guesswork to Growth with Airtable

You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts - and where smart systems actually work.