Paragraph
cait potter blog
TO THE
welcome
where i share all my tips, knowledge, favorite tools, and more!
to the cait potter blog
Suitedash is an all-in-one business platform that eliminates the pain of setting up, learning, and paying for a mishmash of separate software tools. If you’re wondering if the platform is too good to be true, read through the SuiteDash reviews I’ve compiled.
READ
Dubsado’s Recurring Invoice feature is one of its coolest, but one of the questions I see all the time is about how to set up a reminder for a recurring invoice BEFORE the due date. While possible, the way to accomplish this is not at all intuitive, so I thought a how-to blog was due!
READ
You’re not “different” or “more dedicated” to your business because you insist on doing everything manually or refuse to use a system with automation.
AUTOMATION ≠ ROBOTIC and
MANUAL ≠ MORE PERSONAL!
READ
Read about how I effortlessly use Google Drive for Desktop as my backup solution and NEVER lose my important files!
READ
Once you’ve got a beautifully set up system with automation and organization all built-in, it’s easy to understand what you gain from investing in a system strategist, but it’s kind of hard to conceptualize all that when you’re still noodling on the decision.
The thing is, I can SHOW you how much money you GAIN by choosing to invest in a system strategist, and I’m not keeping that information secret, I’m sharing it with you here.
READ
HoneyBook is an all-in-one platform for service providers who want to streamline and automate their lead and client workflows. If you are considering signing up for an account, read through the HoneyBook reviews in this post to see what other service providers have to say.
READ
Read through an in-depth review of the features of Practice.Do, often considered the best CRM for coaches looking to streamline their operations.
READ
Why am I rambling about how much I love Stripe today? Because I constantly see sooooo many people saying that it takes them forever to get their money, and they end up switching to a processor like PayPal who just randomly decides they get to hold on to your money for days and makes you jump through hoops to receive it. I’m here to tell you how you can get your money quickly with Stripe.
READ
With only one life to live, I value being as efficient with my HAVE TOs as humanly possible, leaving more time for all of my GET TOs. This means that automating business admin tasks is priority #1.
It’s not always easy or straightforward, but it’s ALWAYS worth it. I have a stubborn belief that whatever I want is possible, which means that I chisel my way through learning new tools and processes until I get EXACTLY what I want.
That’s how I’ve been able to create this completely hands-off process for selling my membership through ThriveCart and delivering it through MemberVault.
READ
scribe
sop documentation
get scribe free!
DUBSADO
CLIENT MANAGEMENT
GET 30% OFF
airtable
data management
CHECK IT OUT
game changers
This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!
