Transform Your Business Operations with Dubsado
Are you running a business,
or a busyness?
If you're drowning in repetitive admin tasks instead of focusing on work you actually give a fuck about, keep reading. My hands-on, no-fluff process will take you from drowning in busywork to swimming in PASSIONWORK (while the busywork gets done on its own through automated workflows). Discover the tools and services to transform your Dubsado process into a seamless, automated powerhouse. Let’s explore how we can make it happen!
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 dubsado setup clients experience
- Say goodbye to hours of admin drudgery with automated workflows.
- Impress your clients with a polished, seamless experience.
- Relax knowing your client management is organized in one place.
- Grow your business without burning yourself out.
Why waste energy on overwhelm when we can skip straight to the magic: smart systems that handle the busywork while you focus on what you love!
Why Choose a Professional Dubsado Setup?
I've been there and done that, so you don't have to.
Here's how we can work together to get your Dubsado process in tip-top shape
choose the right setup for you
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
dubsado workflow express
Get strategically designed Dubsado workflows for one service custom mapped for you in just ONE business day! 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
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
So, how does this work?
Proven & Fool-Proof
Signature dubsado setup Process
YOU ARE HERE! Contact me to schedule a Discovery Call with me so we can talk all about your business & systems to decide which Dubsado offer is best for you.
Once you've decided that this is the right program for you, you'll book through Dubsado's easy peasy Proposal, Contract, Invoice process.
YOUR TIME COMMITMENT:
15 minutes
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Step one
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 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 onboarding homework
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Step TWO
ONBOARDING QUESTIONNAIRE
Once we know everything that your process includes, we’ll have a clear plan to build out your Dubsado system. This step involves setting up everything from email templates to forms, workflows, and automations, ensuring that your system is tailored to your unique needs. Every piece will be carefully implemented so that your Dubsado works seamlessly. We will have a plan, and we will WORK the plan.
YOUR TIME COMMITMENT:
Varies based on service chosen
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Step THREE
Content creation & implementation
Next, it’s time to dive in and see how it performs in real-world scenarios. During this phase, you’ll test every workflow, template, and automation to ensure everything runs smoothly. This hands-on experience will help you become confident and comfortable navigating your system. Your dedication to testing is key—it’s how we fine-tune everything and make sure your Dubsado works exactly the way you need it to.
YOUR TIME COMMITMENT:
8 hours
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Step four
Testing & learning
After testing and refining your workflows, it’s time to celebrate and officially launch your system! Whether it's popping champagne or checking off a huge to-do, this is the moment to recognize the hard work you've put in. I'll guide you through the final steps to ensure everything runs smoothly as you start using your system in real-world scenarios.
YOUR TIME COMMITMENT:
a couple of seconds!
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Step five
Celebration and Launch
Your Dubsado system isn’t just a one-and-done setup—it’s a dynamic, evolving tool that grows alongside your business. As your needs change, you can fine-tune workflows, introduce new automations, or adjust templates to match new goals. This phase ensures your system remains a powerhouse for efficiency while giving you the flexibility to adapt and thrive, all while keeping your admin workload light.
YOUR TIME COMMITMENT:
Allot 5 hours per quarter to audit & update!
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Step Six
Maintenance & reiteration
Once your system is fully set up and running like a dream, it’s time to enjoy the fruits of your hard work (and maybe a little extra time off!). But remember, I’m always here for you. Whether you need updates, add-ons, or just a little extra support, you’ll have priority access to discounted services so you can keep your Dubsado system in top shape.
HOURS SAVED PER YEAR
384
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Step seven
Stay connected
why work with me?
i can take the mess and turn it into (auto) magic
Listen, I have spent YYEEARRSS learning all the ins and outs of Dubsado! When you work with me, you benefit from my tried-and-true, consistent, and wow-worthy approach that allows you to skip the overwhelm of Dubsado and get right to the good stuff... automated tasks that save you from hours of busywork!
xo, Cait
let's work together
"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."
- rayla, career coach -
frequently asked questions
How much training do you provide?
It’s your responsibility 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?
For the most part, Cait works on a 4-week, 3-phase project schedule, which begins after the Process Mapping Session. You will receive regular updates on the status of each phase. This timeline is not guaranteed, but is an average.
