System Starter Kit

Hey there!

Build once. Scale forever. Strategic systems that power your next level.

Systems that work
harder,
smarter, &
without you.

Run a business that feels as good behind the scenes as it looks from the outside.

Turn your client experience into a seamless, standout journey.

Focus on scaling — not scrambling.

Reclaim your time, your freedom, and your sanity.

You'll gain

Ready to build operations that scale as hard as you hustle?

I’ve seen it (and fixed it) more times than I can count.

Before I specialized in operational strategy, I was stuck in the same mess — endless to-dos, manual tasks, and a backend that worked against me.

I rebuilt from the inside out — strategic systems, streamlined workflows, and operations designed to move as fast as I do.

Good businesses don’t crumble because of bad ideas — they crumble because of bad operations.

Picture this—
your business...
but better

Systems Built Your Way

The Solutions

Your business deserves more than duct-taped tools and half-baked setups. I build custom operations systems inside Dubsado, Moxie, Airtable, or whatever platform fits best — designed around your workflows, your goals, and your client experience.

Fully built. Fully strategic. Fully ready to scale.

We’ll build systems as powerful as the business you’re Leading.

Done For You

$4497+

In this Done-With-You setup, I create the strategy — the workflows, the structure, the plan. You take it and implement it at your pace. It's the perfect fit if you want expert direction without giving up control. Need an extra boost while you build? Add-on support options are available if you want a second set of eyes along the way.

Custom workflows built for your business — ready for you to implement, with expert support if you need it.

Done With You

$997-$1997

I’ll elevate the visual experience of your client-facing assets inside your CRM & related systems. Think beautifully branded forms, polished client portals, and professional materials that match the caliber of your work. No messy layouts. No awkward templates. Just a streamlined, stunning system experience.

Function meets finesse: Make Your Systems Look as Good as They Work

System Aesthetic Design

$497 +

The System Build Process

We start with a Discovery Call to dig into your business, your systems, and what you actually need. Once you're in, booking is fast and seamless — proposal, contract, invoice, done.

STEP ONE
Discovery & Decision

We’ll meet for a deep-dive session to map out your workflows, automations, and client experience. You’ll leave with a crystal-clear action plan to kickstart your setup.

STEP TWO
Process Mapping

With the strategy locked in, the system gets built to match — seamless, streamlined, and ready to work.

STEP THREE
System Build

This is where you get hands-on — practicing real workflows, learning your system, and building confidence without the pressure. I’ll be there to support you as you find your flow.

STEP FOUR
Testing & Tweaks

We launch your new system — fully operational, fully optimized, fully ready to scale. Ongoing support is available if you want help fine-tuning as you grow.

STEP FIVE
Launch & Support

How it Works

Kyla, Web Designer

"As a single mom/business owner, time is a commodity and Cait's own systems made the process of getting everything out of my brain and into Moxie a breeze."

Toni, Venue Owner

"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. "

Erin, Photogrpaher

"Cait was able to guide me through Dubsado when I felt completely overwhelmed and ready to give up. After her help, I had the most successful year I've ever had."

Rayla, Coach

"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."

Nikki, Copywriter

"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."

Kind words from relieved business owners.

326

ADMIN hours saved annually on average

617%

return on investment in first year of implementation

88%

client experience Tasks automated

$8,000

SAVED ANNUALLY BY AUTOMATING INSTEAD OF HIRING

my clients experience

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.

I'm Cait! The brains behind businesses that actually scale.

Meet your Chief Chaos-Crusher

xo, Cait

Your smarter, stronger business starts now.

Stop wishing. Start working.

Take the Systems Quiz to find out exactly what your biz needs next — so you can stop throwing spaghetti at your Asana board and start building systems that actually stick.

Free quiz. Big clarity. Zero overthinking.

Don’t know where to start? Start here.

freebie

Take the System Quiz!

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Turning hot mess businesses into high-performing machines — and loving every damn minute of it.

Hey! I'm Cait Potter.