You have a passion for systems in a way that others just don’t. You are ready to offer a luxury, business-to-business service, helping entrepreneurs set up the back end of their business in Dubsado; giving them their life back and allowing them to focus on the craft they love. You’re a Dubsado Setup Pro.

3 things I Wish I Knew: Dubsado Pro Edition

Dubsado, System Strategy, Business Advice

Do you do Dubsado Setups? Here are 3 things you need to know.

This may not be what you were expecting to find in your Workflow Pro’s blog posts, ‬but if you don’t‭ ‬read any of the other resources I’ve created for you, ‬please read this‭. ‬It’s‭ ‬so important for me to explain how I view my relationship‭ with my clients. ‬After working with a few clients, I started looking for more. ‬I loved the results I‭ was creating but I knew there was something‭ ‬missing‭.

Let’s talk about me & you

All Industries, Personal

Let's talk about me & you

People ask ALL THE TIME about how to automate a follow up from the Dubsado scheduler if a client does NOT book an appointment. While this isn’t a native trigger in Dubsado at this time, that doesn’t mean we can’t automate with a little creativity and ingenuity!

Follow Up After an Appointment is NOT Scheduled

Systems, Dubsado, All Industries

Zoom now requires all upcoming, previously scheduled, PMI meetings, and webinars to include a password for security purposes. But how do you find and update that password??

How to Change your Zoom Meeting Password

Systems, All Industries, Other

How to Change your Zoom Meeting Password

If there is anything our crisis with COVID-19 has taught us, it’s that the unexpected could happen at any time. Although this may be a morbid topic, it’s critical to prepare your business in case of emergency. Here area. few tips on how!

Do you have a contingency plan for your business?

All Industries, System Strategy, Business Advice

Do you have a business contingency plan?

Give yourself more time to do fun stuff by following these step by step directions to add your new Dubsado leads or jobs into Flodesk automatically!

Automate your workflow OUTSIDE of Dubsado with this ZAP! Dubsado to Flodesk

Dubsado, Systems, All Industries, Other

Automate your workflow OUTSIDE of Dubsado with this ZAP! Dubsado to Flodesk

So you may have noticed photos of me ALL over my website. In fact, I know you did, because they’re everywhere. Having this absurd number of photos of myself is no accident. Check out these 3 reasons why you should invest in a branding session for your own business!

3 reasons why you should invest in a branding session!

All Industries, Business Advice

Invest in a branding session!

With the COVID-19 crisis, you might be finding yourself home, stressed out about the business you may or may not be losing. Rather than sit there and needlessly stew on stressing, get some CRITICAL business functions done!

7 ways to be productive in self-quarantine!

All Industries, Business Advice

Stay Productive in self-quarantine

Dubsado provides TONS of free tools to get started, but it is so difficult to comprehend how everything fits together in the beginning. I work with so many clients who get completely overwhelmed by how to get started, so I wanted to share my perspective/thought process on how to get all the pieces and put them together!

Getting Started in Dubsado

Systems, Dubsado, All Industries

Getting Started in Dubsado

In a world filled with increasingly specific and rigid apps, Airtable takes a radically different approach by giving you (yes, you!) the building blocks to create your own way of organizing anything from film projects to apartment hunts and customer lists.

Airtable: A database in a spreadsheet

Systems, All Industries, Airtable

Woman sitting in front of laptop and green leaf wall

Calendly is a simple, easy-to-use, yet powerful scheduling software that will save you SO MUCH TIME! It eliminates the old-school way of using email and phone tags for scheduling appointments, calls, interviews, and more.

CALENDLY: Manage your business, not your calendar

Systems, All Industries, Coaching, Other

Cait Potter on her phone on the bed

You probably don’t know this about me, but I absolutely LOVE my house and my favorite room is my office! Wanna see?

PLEASE, step into my office! yes, really.

Personal

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.

This one's on me. Complimentary free stuff coming right up. 

leaving so soon?

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.

What is "the client journey"?

Hot Seat, Hot Takes, Hot Damn.

Your all-access pass to my juiciest masterclasses - totally free.


Turning hot mess businesses into high-performing machines — and loving every damn minute of it.

xo, Cait

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