done-with-you dubsado setup
My Done-With-You Dubsado Setup is the most cost efficient way to get a luxury setup completed with just ONE hour of work per day over 4 weeks.
The Done-with-You Dubsado Setup includes:
Process Mapping Session where I create your custom Dubsado workflows, identify time-saving process changes, and layout the plan for the next 4 weeks
Step-by-step detailed course covering everything you’re supposed to do, in what order, and with directions on every single task so you're never left saying "???"
Course work is available in a variety of formats to accommodate multiple learning styes including video, written, and interactive step-by-step directions
Instant access to pre-work and homework so that you can get started right away while you're in the mood and have momentum
6 Beautiful code-free form templates to give you a leg up in designing beautiful forms that match your brand. This is usually the most time consuming part of a setup, so these templates are a life saver when you're trying to get things done efficiently!
Over 40 Canned Email Templates! You'll get a healthy bank of canned emails to help you speed up the process of writing and customizing your emails for your own setup. Many participants don't need to write ANY emails from scratch!
Canva Templates Galore! You'll get Canva Templates for your chosen form templates, and you'll get some extras for other key elements required throughout your Dubsado account such as client portal banners, social media preview images, and more.
You'll Leave with:
A completely setup Dubsado with customized workflows that YOU understand from start to finish!
So, how does this work?
Proven & Fool-Proof
Signature Done-with-You dubsado Process
YOU ARE HERE! Hop on a Discovery Call with me so we can talk all about your biz and systems to decide which Dubsado offer is best for you.
Once you've decided that this is the right program for you, all you need to do is sign the contract and pay your 100% of your invoice to get started.
YOUR TIME COMMITMENT:
15 minutes
01
02
03
04
05
06
07
Step one: Booking
reserve your spot
As soon as you book, you'll schedule your 1:1 Process Mapping Session where we will meet to plan your DREAM client experience! We will leave this meeting with a specific plan for what YOU need to do next.
Once it's scheduled, you'll receive a detailed worksheet and set of videos to instruct you on everything you need to do pre-kick-off to help you get the MOST out of our time together!
YOUR TIME COMMITMENT:
90 minute meeting
2-3 hours of pre-program homework
01
02
03
04
05
06
07
Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
You'll tackle account organization, packages, getting paid, curating an amazing canned email bank, and more nitty gritty stuff that has to be done before getting into the meat of the setup! I walk you through every step and provide over 40 canned email templates, Canva templates, and more!
YOUR TIME COMMITMENT:
5 hours
01
02
03
04
05
06
07
week one
settings & nitty gritty
Week 2 is all about FORMS! You'll create your forms inside Dubsado based to fit your needs. To make this as easy as possible, I give you SIX beautiful one-click templates to start from and customize!
You'll be working on both design and content. By the end of the week, they'll be gorgeous!
YOUR TIME COMMITMENT:
8 hours
01
02
03
04
05
06
07
week two
form content & design
It all comes together in Week 3.
With all of the your content and elements created, it's time to actually pull everything together in workflows.
Best part? All you have to do is read the workflow map I created for you in our Process Mapping Session. It's plug-and-play, easy as 1-2-3.
YOUR TIME COMMITMENT:
3 hours
01
02
03
04
05
06
07
Week three
time to automate
YOU MADE it! You've implemented everything. Now it's time to test to
(1) LEARN how it all works together
(2) to make sure everything is right, and
(3) make needed changes.
Once testing is complete, it's GO LIVE time! Now, there's nothing left to do but ROCK your business!
YOUR TIME COMMITMENT:
3+ hours
01
02
03
04
05
06
07
Week FOUR
testing & go live
When you FINALLY get this project knocked out, you can enjoy some dreamy, well-deserved time OOO. You can always call me for discounted services and skip the line when you need updates/additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
25+ hours over 4 weeks
01
02
03
04
05
06
07
Step seven: Keep in touch
this doesn't have to be goodbye!
real clients, real results
452
hours saved annually on average
2192%
average return on investment in first year of use (keeps growing after that!)
87%
client experience Tasks automated on average
$11,162
SAVED ANNUALLY BY AUTOMATING INSTEAD OF HIRING on average
my done-WITH-you dubsado setup clients experience
achieved through 4 weeks of guided hard work
why work with me?
i can take the mess and turn it into (auto) magic
Dive into my world of optimized operations! With years of hands-on experience mastering various platforms, I bring a tried-and-true approach that cuts through the complexity of system setups and tech stacks. Working with me means you leapfrog the usual overwhelm and head straight for the efficiency gains—automated tasks that free you from endless hours of busywork. Let’s streamline your processes and transform the way you work!
xo, Cait
let's work together
wait wait wait, i gotta question.
how many workflows do I get?
I do things a little differently. There are no LIMITS here. YOU determine how far we go.
Your Process Mapping Session will be 90 minutes long. We will get through as many services as possible. On average, you can expect to get through about 3 services, however, this completely depends on how prepared you are. No minimum number of services is guaranteed, and there's no maximum limit. 😉
What do I have to do before the program?
Before we even map your workflows, I expect that you will:
Complete the Dubsado Beginner Course
Spend some SERIOUS time writing out your client experience (in non-Dubsado terms). You HAVE to be clear on what you want, and when. Otherwise, this program won't help you! I'll do all the work to translate it into Dubsado language for you, but YOU are the maker of the goal end-product!
Do some easy settings in your Dubsado account that you set up once and then never touch again. You may already have several completed!
how many meetings & 1:1 time do I get?
"This was hands down one of the best investments I could have made for my business. I'll have to admit I toggled with the idea of hiring her for awhile because I kept telling myself, "you'll figure it out eventually" and finally I decided to pull the trigger on it. As soon as we had our strategy call, I felt a huge amount of relief that I was going to get my Dubsado set exactly how I want it because Cait's processes are so well put together. I feel extremely confident in navigating my way through Dubsado and feel confident that whenever I add new services/options I'll be able to set them up in the best way possible to succeed. Literally cannot recommend Cait and her services enough! "
"From the get-go the program was extremely straightforward as to what was required and also everything was laid out in a streamlined way that sets you up for success as long as you stay on top of your end!"
- mattie, PHOTOGRAPHER -
"I waited 1 year + 6 months too long to invest in Cait Potter’s Done-for-you services but the minute I did, all of my business worries went away! I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!! It INSTANTLY leveled-up my business to make doubling my prices go off without a hitch. I now provide the totally luxury client experience I promise them, thanks to Cait!!"
"I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!!"
