System Starter Kit

Hey there!

Here’s the truth: chaos is optional. Always has been.

Back when I was managing nonprofit programs by day and running a new photography business by night, I didn’t have time for messy. So I got scrappy, got smart, and built systems that actually kept up - so I could work less, earn more, and actually live (like, real weekends and weekday wine kind of living).

Fast forward through 150+ businesses, thousands of tasks, and more beautifully automated workflows than I can count - and that’s what I do now. I help entrepreneurs trade in the chaos for clarity. Not with more tools. But with better ones. Ones that work as hard as you do.

Let’s make your business feel like magic. The high-converting, fully-automated, I-finally-have-my-life-back kind of magic.

I’m Cait Potter - the one you call when your sticky notes revolt, your DMs are a disaster, and your “systems” are one minor inconvenience away from collapse.

Meet your business's new
best-kept secret

It’s not working hard enough.

At some point, I realized: the goal wasn’t to keep up - it was to step back.
Because if a business only works when I’m glued to the screen?

I’ve clutched the espresso with one hand and a crumbling workflow with the other. I’ve run a business I adored while piecing together systems that couldn’t keep up. (And yes, there were way too many sticky notes involved.)

Before I became the strategist, fixer, and architect behind other people’s empires, I had to rebuild my own. I know what it’s like...

...to dread email notifications because every ping means more work you didn’t plan for.
...to be half-present at dinner because your phone won’t stop buzzing.
...to spend your nights untangling tech issues after working a full day.
...to feel that sting of embarrassment when an automation you set up with the best intentions misfires and your client sees the mess.

That’s the reality I came from - not a case study. Lived experience.
Which is exactly why I build systems that do more than look good.

They work. They support. They scale.
They give people like us our time back.

I see the chaos because I’ve lived it.

I see you. No, really. I do.

I taught myself the tools, tested the workflows, and built a system that could finally keep up with my ambition

I’ve built a business from scratch in an industry I had no experience in - just because I wanted to

I’ve managed the logistics of 300 teenagers, 70 teammates, and enough moving parts to make your head spin

This business wasn’t a happy accident. It was the result of a decade of making messy systems functional - in nonprofits, in my own business, and for clients who were drowning in tech tools they didn’t even like. Every step here taught me how to turn chaos into clarity. On purpose.

I didn’t fall into this.
I built it.

xo, Cait

I didn’t know that kind of thinking had a name. I just knew I loved making things work better. Whether it was mapping out my graduation requirements, coordinating programs for hundreds of teenagers, or fixing broken automations for creative entrepreneurs, I kept finding new ways to make complexity feel simple.

Now, that’s the work I get to do every day. Not just for me, but for people like you.

I was building strategy. Designing infrastructure. Seeing problems before anyone else could name them - and quietly solving them behind the scenes.

Turns out, I was never just “spreadsheet girl.”

Who once organized her majors and minors into a color-coded spreadsheet for fun
Who believes “too many moving parts” is a solvable problem
Who gets giddy about a well-labeled Notion dashboard
And who knows that the right system isn’t just smart - it’s liberating

My favorites

Systems that set me free - and the women who trust me to build them.

most grateful for

Whichever Taylor Swift era I'm in that day.

Favorite soundtrack

Cafe latte protein shake when I’m working.
Espresso Martini when I’m winning.

drink of choice

Spicy best-seller rom-coms.

go-to Read

I'm here for anything with fast talk, big feels, clever comebacks, and lovable chaos.

netflix binge

STRENGTHs
FINDER

MYERS BRIGGS

ESTJ

DISC

#1 IN COMPETITION

personality traits

STRONG INTEREST
INVENTORY

SCA

DC

ENNEAGRAM

3W2

"If you fail to plan, you plan to fail.
Strategy sets the scene for the tale."
- Taylor Swift

Words I live By

mastermind

Beyond the Spreadsheets

My cantankerous old man, Gibbs! He is sleeping in the background of every video call.

my office sidekick

Anywhere I'm in the water! Beach, pool, creek floating, doesn't matter!

mY happy place

Always sleighing systems, chaos, and outdated business rules - one boss move at a time.

Lover of Christmas - Hater of the Patriarchy

Weddings, workflows, and wild timelines. Honored to have built my first business helping people celebrate their best days.

Where it all began

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.

I swear by...

Michelle

Before I met Cait, I was able to do $10,000/month/person. Now my process is SO efficient that we have increased our capacity so that we can do $15,000/month/person.

Sarah

"Cait is whip smart! Watching her move through her workflow spreadsheet was like watching a concerto! she has a gift like no one else."

a different Michelle

"HIRE HER! She is worth every penny and more. Having someone who is super knowledgeable about workflows and strategy makes a world of difference."

Mattie

"This was hands down one of the best investments I could have made for my business. Literally cannot recommend Cait and her services enough!"

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.