done-for-you dubsado setup
My signature, industry-leading Done-For-You Dubsado Setup experience is designed for those who want to hand the reigns over to an expert to design their perfect system setup.
The Done-For-You Dubsado Setup includes:
Client Experience Process Mapping Session where I help you determine the best possible experience for your clients AND YOURSELF as you deliver your cutting edge services.
Beautiful code-free form design (check out my portfolio page to see examples!)
Copywriting for all of your missing canned emails as identified in the working mapping session!
Package entry so you can easily sell all of your services over and over again, saving you time and headache.
Client portal design that is customized to your business so that the client portal feels like an extension of your website, and your clients feel at home there.
Scheduler creation so you can stop all the back & forth with scheduling key events with your clients.
Payment Plan advice and creation so that you get paid on time, every time, effortlessly.
Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows!
Support or implementation of up to 3 Zaps to help automate your process OUTSIDE of Dubsado.
Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
30 days of follow-up Slack support & access to an exclusive Dubsado Next Steps Guide & training library to help you learn while you are getting the hang of things
You'll Leave with:
A completely implemented Dubsado system with built-in automation!
So, how does this work?
Proven & Fool-Proof
Signature Done-For-You dubsado Process
YOUR TIME COMMITMENT:
15 minutes
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Step one: hello
DID WE JUST BECOME
BEST FRIENDS?
YOU ARE HERE! You are taking the first step to learning about all of the ways that systems can change your life and how *I* can help you get to your end goal.
When you're ready, hit that "Contact" item in the menu to receive alllllllllll of the detailed booking information you'll need.
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
YOUR TIME COMMITMENT:
1 hour
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Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
LET THE MAGIC BEGIN!
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
YOUR TIME COMMITMENT:
2 hour meeting
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Step three: set the strategy
process mapping
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during our process mapping session. Once you work through this one, you’ll be on easy streets until the setup is done!
YOUR TIME COMMITMENT:
3 hours
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Step four: the details
Implementation questionnaire
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
YOUR TIME COMMITMENT:
0 hours!!!
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Step five: i do my thang
time to automate
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
YOUR TIME COMMITMENT:
90 minute meeting
5-15 hours self-guided learning
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Step six: it's done!
offboarding & follow up support
I hope the relationship doesn’t end after I deliver your system setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
5-15 hours self-guided learning
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Step seven: Keep in touch
this doesn't have to be goodbye!
real clients, real results
326
ADMIN hours saved annually
617%
return on investment in first year of use
88%
client experience Tasks automated
$8,000
SAVED ANNUALLY BY AUTOMATING INSTEAD OF HIRING
my done-for-you dubsado setup clients experience
don't just take it from me.
listen to a client discuss the results
I'm convinced!
Hi friends, in this video, I wanted to share with you the incredible impact of working with [Cait] on my business. A few months ago, I was going through a tough period with no inquiries and a lot of frustration. I knew I needed to change my client experience, and that's where [Cait] came in. [Cait] helped me create a clear process, map out my workflows, and add touch points for my clients. With [Cait's] guidance, I transitioned to a more powerful software, Dubsado, which allowed me to provide a luxurious white glove experience. The results have been amazing - my inquiries have tripled in the past month, and I'm now charging higher prices. [Cait's] support and quick response to my questions have been invaluable. I highly recommend you to everyone I know, and I'll definitely be hiring [Cait] for future workflows. Thank you for being an incredible investment in my business! 🎉
-Teresa, Wedding Photographer
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 much training do you provide?
It’s ON YOU to learn the system for your own use of it! I do my part to set you up for success by:
✔️ Talking with you extensively about which Dubsado features we’ll be using in your build,
✔️ Showing you every step of every workflow I’ve created for you,
✔️ Providing a detailed Next Steps Guide AND a video training library to help you learn some key features.
✔️ You are still highly encouraged to complete Dubsado’s education in order to be proficient.
do you recommend this for new businesses?
A Done-For-You Dubsado Setup will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.
The businesses who get the most value out of the service have likely been in business for at least a year and have a steady stream of clients coming in. There are exceptions to every rule though, this is just the norm!
how long does a Dubsado Setup take?
If you do not complete your questionnaires on time, your completion date may be pushed back, and additional fees will apply. On the flip side, if you’re on top of your stuff, you could see it even sooner!
"I'm so thankful for Cait! She completely changed the way I operate my business. She was able to help guide me through Dubsado when I felt completely overwhelmed ready to give up. After her help, I had the most successful year I have ever had. She is a wealth of knowledge & took her time to help me navigate Dubsado and truly learn it! I'm so happy I invested in Cait. I highly recommend working with her, she is a lifesaver! "
"CAIT WAS ABLE TO HELP GUIDE ME THROUGH DUBSADO WHEN I FELT COMPLETELY OVERWHELMED AND READY TO GIVE UP. AFTER HER HELP, I HAD THE MOST SUCCESSFUL YEAR I HAVE EVER HAD."
- ERIN, PHOTOGRAPHER -
"I can finally relax. Cait knows what she's doing. My time spent inside of Dubsado has been cut down by more than half. My business is now able to run itself. She is thorough she takes the time to really know your business. [I was afraid of] still having to do a ton of work to make Dubsado work for my business. I actually haven't opened Dubsado in two days as opposed to spending hours in it daily. It's set up now to work on its own."
"MY TIME SPENT INSIDE OF DUBSADO HAS BEEN CUT DOWN BY MORE THAN HALF AND I HAVEN'T EVEN IMPLEMENTED EVERYTHING!"
- toni, venue owner -
Cait is a bloomin' wizard when it comes to Dubsado! She thought of EVERYTHING. My setup was complex as I work across multiple currencies - Cait made it work so I never miss an enquiry while working across multiple brands in Dubsado. She thought about my setup from both the client and my perspective so our lives will be as easy as possible. I'm so happy with everything. Plus, she's so lovely to work with :)
"SHE THOUGHT ABOUT MY SETUP FROM BOTH THE CLIENT AND MY PERSPECTIVE SO OUR LIVES WILL BE AS EASY AS POSSIBLE."
- nikki, copywriter -
I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients. Cait was nice, funny, and fun to work with. She was professional and worked quickly. I'd say she over delivered in terms of speed. She handled everything, it really was a full-service client experience for me to work with her - I knew from her own process that she would make sure my clients were taken care of. And she did.
"REACH OUT TO CAIT IF YOU'RE LOOKING TO FINALLY GET YOUR BUSINESS AUTOMATED WITHOUT THE HEADACHE OF FIGURING IT OUT ON YOUR OWN. CAIT WILL SAVE YOU TIME AND FRUSTRATION."
