As a social media manager, you’re all too familiar with the challenge of keeping your clients engaged and informed while juggling their busy schedules. Collaboration is key, and finding effective ways to manage social media post approvals can be a game-changer.
What if I told you there’s a solution right at your fingertips? If you’re already using Dubsado, you’re in luck! I’ve created a method that can revolutionize your social media approval process, making your life a whole lot easier.

A few weeks ago I got together with Sam Chlebowski, co-founder of Motion.io and host of the Designing Growth Podcast. We covered all kinds of interesting systems-related topics- from my passion for implementing systems to eliminate busy work, to why I created System Expert Collaborative, to the movie that I’ve enjoyed the most this year. […]

One of my favorite ways to use Dubsado is for clients to pay directly for their service on your website- whether by filling out a proposal or scheduling a paid appointment with you, BUT, if you’re using any of the options where you’re collecting payment on your website, then you’re going to need to create a Dubsado abandoned cart workflow in order for things to work the way you’re expecting. Keep reading to find out more.

If you host free or paid group trainings or webinars and are NOT using Dubsado to manage this process, you are missing out on some amazing functionality in a tool you’re *already paying for*. I hate when people aren’t squeezing as much value as possible out of their existing systems, so let’s fix that. Keep reading to learn exactly how to use Dubsado for group trainings.

Ongoing COO-level support to maintain and refine your systems as the business grows so operations stay steady and decisions stop piling up on your plate.
Custom Dubsado, Airtable, and Moxie systems designed for capacity, not survival. Built around how your business actually runs so growth does not create more chaos.
Map, audit, or optimize the system that is slowing your business down. Workflows, offers, tech stacks, or the process that keeps living in your head instead of your business.
services
Meet Your Not-So-Secret Weapon
Take this quick assessment to pinpoint gaps in your workflows, automations, and client experience so you know exactly what needs to be fixed first.
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.
A step-by-step guide to setting up your new Dubsado account, area by area, so your trial ends with a system you can actually use.
© 0000 Cait Potter Creative, LLC
Privacy Statement and Terms & Conditions