Your process, mapped with me. Your system, built by you.
We create a custom, detailed plan for your business in a 120-minute Process Mapping Session.
Then you build it over 4 weeks with a step-by-step course and Slack support from me.
You stay in the driver’s seat with an expert navigating. When it’s done, you know exactly how your system works, because you built it.
What’s included
Process Mapping Session
120 minutes to map your client journey and plan your system.
Unlimited workflows
Map as many workflows as we get through in the 2-hour session.
Step-by-step course
Video, written, and click-by-click instructions, with lifetime access.
Payment plan mapping
Plan how and when you get paid before you build it.
Client portal customization
Customize your client portal, with a bonus Client Portal Guide.
6 code-free form templates
Ready to brand and add to your workflows.
40+ canned email templates
Edit them to your voice instead of writing from scratch.
Canva templates
Graphics to keep your client materials consistent.
How it works
Map. You get instant access to the pre-work. Then we map your services in a 120-minute session. You bring the vision, and I turn it into system structure.
Plan. The course lays out your build week by week, so you always know what to do and in what order.
Build. You build with the course and templates. With Slack support, I’m there Monday through Thursday with answers and feedback.
Launch. Once it’s done, it’s yours. You know how everything works and how to keep it running as you grow.
Choose your support
With Slack support
Mapping session, course, templates, and 4 weeks of Slack support from me.
Without Slack support
Mapping session, course, and templates. You build on your own schedule.
Not sure what to build yet?
Start with a Systems Blueprint Intensive.
In one 2-hour working session we map your client journey, find what’s breaking, and decide exactly what your Dubsado setup needs, whoever ends up building it.
Would you rather hand the whole build off? Compare the Done-For-You Dubsado Setup.
Ask Cait Anything!
What’s the difference between the two options?
Both include the 120-minute Process Mapping Session, the step-by-step course, and every template. The $1,997 option adds 4 weeks of Slack support from me while you build.
Do I keep access to the course?
Yes. You get lifetime access to the step-by-step course, so you can come back to it as your business changes.
When is Slack support available?
Monday through Thursday, for the 4 weeks you’re building. Ask questions, get feedback, or get unstuck.
What if I’d rather not build it myself?
Then the Done-For-You Dubsado Setup is the better fit. I build the whole system for you. Book a discovery call if you aren’t sure which one you need.
Get that setup off your plate
This sits between DIY overwhelm and handing everything off. You do the building, with a plan and with me in your corner.
Systems strategist, operations fixer, and business architect for entrepreneurs who are done tolerating chaos.
Meet Your Not-So-Secret Weapon
I'm Cait - the brains behind businesses that actually scale.
I translate big, messy visions into clear operational infrastructure. The kind that holds revenue, protects your time, and removes the constant mental juggling.
Because your business deserves more than “making it work.”
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.
Support
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.
Systems
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.
Strategy
services
These are.
Busy isn't a business plan.
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