The Ultimate Email Follow-Up Pack
Follow-up emails for every point a lead goes quiet, ready to copy into your system.
Get the pack
The resources
Freebies + Favorite Tools
Guides, templates and quizzes I've built for business owners on Dubsado and Airtable, and the software I run my own business on.
Sample result
Start here
System Strategy Scorecard
Twelve questions about how your business actually runs once a client says yes. You get a score, plus the areas that still depend on you remembering them.
- What happens after a client signs
- Where work lives once a project starts
- How much of the business runs on your memory
- How easy it would be to train someone new
- How consistent your client experience is
Still choosing a tool?
Which system fits you?
A few quick questions about how you work, and the quiz points you to Dubsado, HoneyBook, Airtable or Moxie.
Question 1How tech savvy are you?
I appreciate what tech can do for me, even if it's not my favorite thing to learn.I'm not and I have no interest in learning!I'm a freakin tech wizard
This is the first question. Pick your answer to start the quiz.
Running your business
Email Signature Builder
Pick a format, add your headshot, logo and links, then copy it into Dubsado, Gmail or Outlook.
Build my signatureFor Dubsado users
Dubsado Trial Setup Guide
21 steps to set up a new account area by area, so your trial ends with something you can book clients through.
Get the guide
Pay-What-You-Can Offers
The setup for sliding-scale pricing inside Dubsado, step by step with screenshots.
Get the guide
Social Media Post Approvals
The Dubsado form and method for getting posts approved without chasing clients in your DMs.
Get the template
Dubsado for Group Trainings
A mini training on running cohorts and workshops through Dubsado.
Watch the trainingFor Airtable users
From Guesswork to Growth
My Airtable x Dubsado mini-system: the template, plus the workshop on reading your numbers from it.
Get the template
Organized Biz + Life Assessment
Check whether you have everything in place, or need a better way to organize your business and your life.
Take the assessmentTools I run my business on
The software behind my business and the client systems I build, plus a few I recommend to clients. Where there's a discount, it's here.
CRM
Dubsado
Where my client experience runs, from inquiry to offboarding.
30% off with my certified specialist code
Get 30% offCRM
Moxie
CRM, invoicing and projects in one simpler tool.
Extended 30-day free trial
Start your free trialForms and apps
Fillout + Zite
Fillout (now Zite) runs my quizzes and forms, including the scorecard on this page, and the client apps I build on that data.
Free plan
Try FilloutDatabases
Airtable
The database I build custom systems, dashboards and nonprofit tools in.
Websites
Showit
My website is built on Showit, with a WordPress blog behind it.
1 month free
Get a free monthVideo
Tella
The screen recorder behind my walkthroughs and YouTube videos.
20% off for 3 months
Get 20% offMeeting notes
Fathom
Records my client calls, writes the transcript and pulls out the action items, so I can listen instead of taking notes.
Free plan
Try FathomClient portal
Kitchen.Co
A client portal I recommend for keeping messages, files and tasks in one place.
Forms
Jotform
The form builder I recommend when a form needs payments, signatures or approvals.
Showit templates
Elizabeth McCravy
The Showit designer I send people to for website templates.
Built by me
Docssier
The documentation platform I built for client guides and help centers. Record a process once and the steps write themselves, then publish it as a help center under your name or your client's.
- Capture steps and screenshots right from your browser
- One guide stays current in every help center it sits in
- Doc AI answers questions and cites the guide it used
Free forever
The free plan gives you one help center, 25 published docs and 25 AI credits a month. No card required. Paid plans start at $19 a month for unlimited help centers.
Some of these are affiliate links. If you buy through them, I may earn a commission at no extra cost to you. I only list tools I use or genuinely recommend.
Not sure where to start?
Find the first thing to fix
The scorecard takes a few minutes and shows which part of your business still runs on your memory.
© 0000 Cait Potter Creative, LLC
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