do-it-yourself dubsado strategy & course
With the Do-It-Yourself Dubsado offer, you work with me to map your custom workflows so that they are informed by an expert, then you follow the course to implement yourself!
The Do-it-yourself Dubsado Setup includes:
Process Mapping Session where I create your custom Dubsado workflows, identify time-saving process changes, and layout your custom plan
Step-by-step detailed course covering everything you’re supposed to do, in what order, and with directions on every single task so you're never left saying "???"
Course work is available in a variety of formats to accommodate multiple learning styes including video, written, and interactive step-by-step directions
Instant access to pre-work and homework so that you can get started right away while you're in the mood and have momentum
6 Beautiful code-free form templates to give you a leg up in designing beautiful forms that match your brand. This is usually the most time consuming part of a setup, so these templates are a life saver when you're trying to get things done efficiently!
You'll get a starting canned email for every email in your process to help you finish writing and customizing your emails in record time for your own setup.
Canva Templates Galore! You'll get Canva Templates for your chosen form templates, and you'll get some extras for other key elements required throughout your Dubsado account such as client portal banners, social media preview images, and more.
You'll Leave with:
A completely setup Dubsado with strategic & customized workflows!
So, how does this work?
Proven & Fool-Proof
Signature done-with-you dubsado Process
YOU ARE HERE! Once you've decided that this is the right solution for you, all you need to do is sign the contract and pay your 100% of your invoice to get started.
No discovery call, pre-qualification meeting, or lengthy application here. It's a hell yes or a hell no.
YOUR TIME COMMITMENT:
15 minutes
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Step one: Booking
reserve your spot
As soon as you book, you'll schedule your 1:1 Process Mapping Session where we will meet to plan your DREAM client experience! We will leave this meeting with a specific plan for what YOU need to do next.
Once it's scheduled, you'll receive a detailed worksheet and set of videos to instruct you on everything you need to do pre-kick-off to help you get the MOST out of our time together!
YOUR TIME COMMITMENT:
90 minute meeting
2-3 hours of homework
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Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
You'll tackle account organization, packages, getting paid, curating an amazing canned email bank, and more nitty gritty stuff that has to be done before getting into the meat of the setup! I walk you through every step and provide over 40 canned email templates, Canva templates, and more!
YOUR TIME COMMITMENT:
5 hours
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Module one
settings & nitty gritty
Module 2 is all about FORMS! You'll create your forms inside Dubsado based to fit your needs. To make this as easy as possible, I give you SIX beautiful one-click templates to start from and customize!
You'll be working on both design and content. By the end of the week, they'll be gorgeous!
YOUR TIME COMMITMENT:
8 hours
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mODULE two
form content & design
It all comes together in Module 3.
With all of the your content and elements created, it's time to actually pull everything together in workflows.
Best part? All you have to do is read the workflow map I created for you in our Process Mapping Session. It's plug-and-play, easy as 1-2-3.
YOUR TIME COMMITMENT:
3 hours
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Module three
time to automate
YOU MADE it! You've implemented everything. Now it's time to test to
(1) LEARN how it all works together
(2) to make sure everything is right, and
(3) make needed changes.
Once testing is complete, it's GO LIVE time! Now, there's nothing left to do but ROCK your business!
YOUR TIME COMMITMENT:
3+ hours
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Module four
testing & go live
When you FINALLY get this project knocked out, you can enjoy some dreamy, well-deserved time OOO. You can always call me for discounted services and skip the line when you need updates/additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
25+ hours
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Step seven: BREATHE EASY
let automations make your life easier and breezier
- easy pricing, easy process -
doNE-WITH-you Dubsado investment:
This breaks down to just $0.08 per hour for the 24/7/365 work Dubsado will be doing for you.
$697
get started!
384
hours saved annually on average
2007%
average return on investment in first year of use (keeps growing after that!)
87%
client experience Tasks automated on average
$8,850
SAVED ANNUALLY BY AUTOMATING INSTEAD OF HIRING on average
mY dubsado clients experience
why work with me?
i can take the mess and turn it into (auto) magic
Dive into my world of optimized operations! With years of hands-on experience mastering various platforms, I bring a tried-and-true approach that cuts through the complexity of system setups and tech stacks. Working with me means you leapfrog the usual overwhelm and head straight for the efficiency gains—automated tasks that free you from endless hours of busywork. Let’s streamline your processes and transform the way you work!
xo, Cait
let's work together
wait wait wait, i gotta question.
how many workflows do I get?
I do things a little differently. There are no LIMITS here. YOU determine how far we go.
Your Process Mapping Session will be 90 minutes long. We will get through as many services as possible. On average, you can expect to get through about 3 services, however, this completely depends on how prepared you are.
No minimum number of services is guaranteed, and there's no maximum limit. 😉
What do I have to do before the course?
Before we even map your workflows, it is highly recommended that you will:
Complete the Dubsado Beginner Course
Spend some SERIOUS time writing out your client experience (in non-Dubsado terms).
You HAVE to be clear on what you want, and when. Otherwise, this course won't help you!
I'll do all the work to translate it into Dubsado language for you, but YOU are the maker of the goal end-product!
how many meetings & 1:1 time do I get?
After that, you use your self-paced course to guide you through the rest of the process.
"This was hands down one of the best investments I could have made for my business. I'll have to admit I toggled with the idea of hiring her for awhile because I kept telling myself, "you'll figure it out eventually" and finally I decided to pull the trigger on it. As soon as we had our strategy call, I felt a huge amount of relief that I was going to get my Dubsado set exactly how I want it because Cait's processes are so well put together. I feel extremely confident in navigating my way through Dubsado and feel confident that whenever I add new services/options I'll be able to set them up in the best way possible to succeed. Literally cannot recommend Cait and her services enough! "
"From the get-go the program was extremely straightforward as to what was required and also everything was laid out in a streamlined way that sets you up for success as long as you stay on top of your end!"
- mattie, PHOTOGRAPHER -
"I waited 1 year + 6 months too long to invest in Cait Potter’s Done-for-you services but the minute I did, all of my business worries went away! I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!! It INSTANTLY leveled-up my business to make doubling my prices go off without a hitch. I now provide the totally luxury client experience I promise them, thanks to Cait!!"
"I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!!"
- emily, mobile bar -
get your dubsado setup off the backburner
Get Started Now!
let automation reduce your workload- it's a lifesaver.
not sure which package is best for you?
here are your options
done-for-you system setup
No time (or DESIRE) to work on your system setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
tech stack consulting
I’m here to analyze your biz needs, thoroughly research and vet the best tools on the market, and then provide you with a comprehensive recommendation report!
learn more
custom dashboard & ops tools creation
Sick of checking a million places to figure out what's going on? Let's build tools that work together to take a load off your plate & finally get you that bird’s eye view of your biz.
learn more
other
k;dfja;fj;alef
learn more
done-for-you system setup
No time (or DESIRE) to work on your system setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
done-with-you dubsado setup
Want to be hands-on during your Dubsado setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!
learn more
done-for-you Dubsado setup
No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
done-with-you dubsado setup
Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!
learn more
strategy
session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
done-for-you Dubsado setup
No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
done-with-you dubsado setup
Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!
learn more
dubsado workflow express
Get strategically designed Dubsado workflows for one service custom mapped for you in just THREE business days! You give me the vision, I give you the key to implementation.
learn more
done-for-you Dubsado setup
No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
done-with-you dubsado setup
Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!
learn more
do-it-yourself dubsado course
Learning all the ins and outs of Dubsado is time-consuming, but strategically finishing your setup doesn't have to take years. I'll put together the plan so you can DIY this in no time.
learn more
done-for-you Dubsado setup
No time (or DESIRE) to work on your Dubsado Setup? Sit back, relax, and let me do ALL the hard work of a full setup so you can stay in your zone of genius where you belong!
learn more
done-with-you dubsado setup
Want to be hands-on during your setup? No problem, I'll guide you on what to do, and in what order, so you're not fumbling around, wasting time, or making a fool of yourself!
learn more
do-it-yourself dubsado course
Learning all the ins and outs of Dubsado is time-consuming, but strategically finishing your setup doesn't have to take years. I'll put together the plan so you can DIY this in no time.
learn more
Strategy
session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
