Looking for a way to set up a workflow with two paths in Dubsado? While it doesn’t offer a direct solution, I’ve got a workaround to simplify the process. Discover how to streamline your workflow and automate “good fit” and “not good fit” sequences with a few strategic steps.

Create a “Not a Good Fit” Sequence in Dubsado

Systems, Dubsado, All Industries

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.

How to Create Dubsado Abandoned Cart Workflows

Systems, Dubsado

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.

7 Steps to Use Dubsado for Group Trainings

Dubsado, All Industries, Coaching

If you have ever wanted to create a pay-what-you-can offer in Dubsado WITHOUT having to manually customize every single booking form you send to leads or clients, this blog is for you.

In here, we are diving in and talking all about the QUANTITY BOX. Don’t know what that is? Keep reading.

Create a Pay-What-You-Can Offer in Dubsado

Systems, Dubsado

Woman sitting in front of laptop and green leaf wall

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.

SuiteDash Reviews, Pricing, and Roadmap

Choosing the Right Systems, System Spotlight, Other

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!

Dubsado Recurring Invoice Reminders

Systems, Dubsado, All Industries

Dubsado Recurring Invoice Reminders

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!

Manual ≠ More Personal

All Industries, Business Advice

Manual ≠ More Personal

Read about how I effortlessly use Google Drive for Desktop as my backup solution and NEVER lose my important files!

Google Drive for Desktop: Backup Solution!

Systems, All Industries, Other

Google Drive for Desktop: Backup Solution!

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.

Return on Investment with a System Strategist

Systems, All Industries, Business Advice

Return on Investment with a System Strategist

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.

HoneyBook Reviews: What Service Providers Are Saying 

HoneyBook, All Industries, Business Advice, System Spotlight

HoneyBook Reviews: What Service Providers Are Saying 

Read through an in-depth review of the features of Practice.Do, often considered the best CRM for coaches looking to streamline their operations.

Practice.Do: The Best CRM for Coaches

System Spotlight, Coaching, Other

Collecting Feedback with Dubsado

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.

Get Money Quickly with Stripe

Systems, All Industries, Other

Get Money Quickly with Stripe
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.
  • 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.” It deserves to work for you.

Systems strategist, operations fixer, and business architect for entrepreneurs who are done duct-taping their backend together.


Meet Your Chief Chaos-Crusher


I'm Cait — the brains behind businesses that actually scale.


xo, Cait

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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