Paragraph

cait potter blog

TO THE

welcome

where i share all my tips, knowledge, favorite tools, and more!

to the cait potter blog

Dubsado Recurring Invoice Reminders

Dubsado, System Hacks, All Industries

Dubsado Recurring Invoice Reminders

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

Manual ≠ More Personal

Biz Advice, All Industries

Manual ≠ More Personal

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

Return on Investment with a System Strategist

Biz Advice, System Hacks, All Industries

Return on Investment with a System Strategist

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 Reviews: What Service Providers Are Saying 

Biz Advice, HoneyBook, System Spotlight, All Industries

HoneyBook Reviews: What Service Providers Are Saying 

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

Get Money Quickly with Stripe

System Hacks, All Industries, Other

Get Money Quickly with Stripe

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

MemberVault & Your Membership

System Hacks, All Industries, Other

MemberVault & Your Membership

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!

sign up to get instant access to the systems starter kit

0
    0
    Your Cart
    Your cart is emptyReturn to Shop
      Apply Coupon