HELPING YOU build a profitable, PROFESSIONAL, purpose-filled business
The Cait Potter Education Collection
The number one resource made EXCLUSIVELY for Dubsado Setup Pros!
you deserve to run a business you love
You don't have to do it alone.
You have a passion for systems in a way that others just *don't*. You are ready to offer a luxury, business-to-business service, helping other entrepreneurs set up the back end of their business, complete with beautiful automation, giving them their life back and allowing them to focus on the craft they love. You've got all the building blocks, but need a little help putting it all together.
That's why we're all *here*. I'm sharing EVERYTHING I know in order to help you recognize the value of your talents and to provide guidance on how to harness your energy and expertise to create a WOW-worthy client experience from start to finish.
I started this business because I LOVE helping overwhelmed entrepreneurs take back their life with Dubsado. If you've found yourself here, on this page, it probably means that you also have a love for systems; that you want to help others actualize their automation dreams; that you want to empower your clients to OWN their business in every way. I have spent years carefully crafting and perfecting my luxury client experience- making my clients trust me both for my expertise in the system AND for the advice I can provide on running a top-notch, client-centric, purpose-filled business. I'm so excited to be here sharing it ALL with you!
Meet your teacher
i'm here to help you build a profitable & purposeful business.
How to transform your own internal processes and workflows to WOW your clients from initial contact to goodbye as best friends.
What you'll learn here
How to elevate your service to a level of luxury that allows you to have an unlimited income potential and a more impactful business.
That you DO have a tribe! We are a group of successful women eager to help each other flourish. Here you'll find a safe space to bounce business ideas with people who *get it.*
How to live your true purpose by harnessing your talents and passions to create a business and life that honors who you were created to be.
join the collab
DUBSADO forever plan member since
2017
hours spent on dubsado setups
1000+
WORKFLOWS CHARTED & IMPLEMENTED
250+
average full dubsado setup booking
$3576
"Dude, you've got to work with Cait! She's a genius with online systems and she'll work magic on your workflow."
"Working with Cait was so good for me--she helped me organize my business, work to my strengths, and she made my business stronger. [Before Cait,] I had no idea wtf I was doing. My systems were messy, I couldn't track client payments, and I struggled to onboard new clients successfully. Dude, you've got to work with Cait! She's a genius with online systems and she'll work magic on your workflow.
-Kallie
copywriter
5 stars on the dubsado community directory
"I had a laundry list of services I wanted to upload, and she attacked it without hesitation!"
"Cait was incredibly helpful all the way through the process. Very prompt to return emails or calls, and very efficient! I had a laundry list of services I wanted to upload, and she attacked it without hesitation! I was up and running quickly!"
-Autumn
wedding planner
"Cait knows Dubsado like the back of her hand... I never would have gotten to this level of automation on my own."
"Cait knows Dubsado like the back of her hand. She is super helpful and knowledgeable about what things can be done (or can't) and how to set things up in the most efficient way. I wasn't utilizing Dubsado workflows to their full potential and was overwhelmed with the idea of trying to set it all up myself. I did watch some Dubsado tutorials so I had an idea of what I needed but I never would have gotten to this level of automation on my own."
-Valerie
photographer
"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."
"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! "
-Erin
photographer
"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."
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. Very happy client!
-Rayla
Professional Career coach
"I'm already seeing a HUGE difference in my business and client interactions."
"I wish I would've hired Cait a long time ago! Having her take care of my workflow systems and get everything running for me has saved me so much time! Now, my clients are getting their questions answered before they even have time to ask! I finally feel like I'm organized and have a handle on my upcoming clients, instead of taking it one week at a time and panicking because I realized I still hadn't sent them that outfit guide, or any other info for their session. It was well worth the money spent!"
-Ashtyn
photographer
Here's how I can help!
the tools you need to design your dream dubsado setup service
client project tracking board
To help you organize and operationalize your workload, I'm sharing it ALL! This task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client.
$397
A ClickUp board template you can copy to your own account and customize as you need
Over FORTY steps (plus subtasks!) that I complete for EVERY SINGLE setup, from Discovery Call to end of Follow Up Support
All steps are perfectly sequenced to ensure a timely and efficient setup
Packed with TONS of extra time-saving tips, tricks, and hacks
And so much more!
Signature ClickUp Client Project Tracker
this tracker is packed with:
The literal key to implementing your dream luxury business setup service for your clients; bringing value to your package and taking hours off your setup time.
You will leave with:
This is the LIFE BLOOD of my business. This ClickUp board has taken me YEARS to hone, craft, and PERFECT through countless Dubsado clients. Through it all, this project tracking board ensures an equal level of luxury service for EVERY client, in the most time-saving order, and keeps you on track for FAST setup completion.
I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients.
happy client
-Rayla
must have
buy now!
SPECIAL INTRO PRICE!
plus, get 20% off on the dubsado pro form bundle!
regular price: $597
Client project tracking board
To help you organize and operationalize your workload, I'm sharing it ALL! This task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client.
Implementation Questionnaire
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
signature Offboarding Guide
Set your clients up for success after their setup with an offboarding guide that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
The ClickUp Client Project Tracking Board
$27
$37
learn more
learn more
learn more
best seller
Provides detailed insight into how I structure my own process!
Detailed client brand & photo information and preferences
Key questions to ask for each of your clients' form types
And so much more!
More about the Implementation Questionnaire
this questionnaire covers:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will leave with:
The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask after your onboarding meeting, especially helpful for the form design phase!
I had the most successful year I have ever had since working with Cait.
happy client
-erin
implementation Questionnaire
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
$27
OFFboarding guide
Set your clients up for success after their setup with an offboarding guide that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
$37
Recommended follow-up support schedule
Methods to hand-off assets created as part of the setup
How your clients can test (and MASTER) their new workflows
Key actions your clients need to take to begin USING their workflows
And so much more!
More about my Signature Offboarding Guide
this guide covers:
A resource designed to provide value to your clients and set them up for success and empower them to OWN their Dubsado moving forward.
you will leave with:
Serve your clients and your own purpose by EMPOWERING them to own their system. When a client hires you to do a Dubsado Setup, it usually means that they lack the expertise and/or capacity to get it done themselves. Once your work with them is complete, they now have a beautiful new automated client journey, but still NO IDEA how to use it. That's why I created my Signature Offboarding Guide, to teach my clients how to become an expert on their custom setup.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
Get the questionnaire I use to onboard my clients- collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth.
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
Set your clients up for success after their setup with an offboarding kit that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
$27
$27
$57
learn more
must have
learn more
learn more
Onboarding Questionnaire
Get the questionnaire I use to onboard my clients- collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth.
$27
Basic client brand information
Information required to create Dubsado templates & artifacts
Sets context for your client as they consider their own client experience
Next steps for the client to help you get started
And so much more!
More about the Onboarding Questionnaire
this questionnaire covers:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will leave with:
The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
buy now!
get the bundle!
Provides detailed insight into how I structure my own process!
Detailed client brand & photo information and preferences
Key questions to ask for each of your clients' form types
And so much more!
More about the Implementation Questionnaire
this questionnaire covers:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will leave with:
The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask after your onboarding meeting, especially helpful for the form design phase!
I had the most successful year I have ever had since working with Cait.
happy client
-erin
implementation Questionnaire
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
$27
buy now!
get the bundle!
OFFboarding Kit
Set your clients up for success after their setup with an offboarding kit that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
$37
A Detailed Next Steps Guide with a recommended follow-up support schedule for your clients
An email series you can customize to walk your client through the follow up support schedule
A Canva design to enhance your follow-up support email series
Cait's exact Dubsado offboarding workflow!!
More about my Signature Offboarding Kit
this KIT covers:
A resource designed to provide value to your clients and set them up for success and empower them to OWN their Dubsado moving forward.
you will leave with:
Serve your clients and your own purpose by EMPOWERING them to own their system. When a client hires you to do a Dubsado Setup, it usually means that they lack the expertise and/or capacity to get it done themselves. Once your work with them is complete, they now have a beautiful new automated client journey, but still NO IDEA how to use it. That's why I created my Signature Offboarding Kit, to teach my clients how to become an expert on their custom setup.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
buy now!
get the bundle!
Get the Form Bundle!
get the ONBOARDING QUESTIONNAIRE, IMPLEMENTATION QUESTIONNAIRE, AND OFFBOARDING KIT for jusT
$94
get the bundle!
value: $111
What you're worth calculator
This calculator will help you determine the value of the luxury business-to-business service AND will help you stay consistent about your pricing by showing you the value of your time!
$97
Expense estimating to help you determine how much money you need to support your life and run your business
Space to input stats SPECIFIC to the Dubsado Setup industry so that you can account for the factors that matter
An actual quote generator that will tell you exactly what to charge for different types of setups
A summary analysis tab to help you track and verify that you are tracking the right numbers and charging the right amount!
What You're Worth Calculator
this calculator is packed with:
A quote generator customized to your business that you can use for client after client!
You will leave with:
How much do I charge? What is this service worth? How am I going to get clients to pay my prices? Answering these questions is no easy feat, but now you don't have to worry about whether you're charging the right price or not. This calculator spreadsheet workbook will help you determine what you're worth and get you charging consistent pricing!
must have
SPECIAL INTRO PRICE!
buy now!
regular price: $347
Client project tracking board
To help you organize and operationalize your workload, I'm sharing it ALL! This task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client.
Implementation Questionnaire
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
signature Offboarding Guide
Set your clients up for success after their setup with an offboarding guide that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
The ClickUp Client Project Tracking Board
$27
$37
learn more
learn more
learn more
best seller
Provides detailed insight into how I structure my own process!
Detailed client brand & photo information and preferences
Key questions to ask for each of your clients' form types
And so much more!
More about the Implementation Questionnaire
this questionnaire covers:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will leave with:
The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask after your onboarding meeting, especially helpful for the form design phase!
I had the most successful year I have ever had since working with Cait.
happy client
-erin
implementation Questionnaire
After your onboarding meeting, you'll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
$27
OFFboarding guide
Set your clients up for success after their setup with an offboarding guide that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!
$37
Recommended follow-up support schedule
Methods to hand-off assets created as part of the setup
How your clients can test (and MASTER) their new workflows
Key actions your clients need to take to begin USING their workflows
And so much more!
More about my Signature Offboarding Guide
this guide covers:
A resource designed to provide value to your clients and set them up for success and empower them to OWN their Dubsado moving forward.
you will leave with:
Serve your clients and your own purpose by EMPOWERING them to own their system. When a client hires you to do a Dubsado Setup, it usually means that they lack the expertise and/or capacity to get it done themselves. Once your work with them is complete, they now have a beautiful new automated client journey, but still NO IDEA how to use it. That's why I created my Signature Offboarding Guide, to teach my clients how to become an expert on their custom setup.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 13 BONUS templates specific to Dubsado's protocols
This Canva pack will provide you with 10 templates for your form design, Dubsado settings, client portal, AND MORE! Answer all of your design needs with these templates.
$17
$27
must have
learn more
learn more
get them now for this SPECIAL INTRO PRICE!
wedding photographer startup kit
This startup kit is designed for those who have the time and motivation to devote to setting up Dubsado, but just want a little guidance on getting started.
$27
Create a clear vision for where you want your business to go and what you need to do to get there.
Have a professional, streamlined, client experience process dropped in your lap, ready for implementation to help you reach those goals.
Respond to your most common client needs and questions with consistent personality and professionalism (& in a fraction of the time!).
Stop pulling your hair out trying to figure out how to get to the auto-magic everyone is talking about!
More about the Onboarding Questionnaire
this kit will help you:
Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!
You will leave with:
The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
Lead/Inquiry Templates
Invoice Templates
Onboarding Templates
Offboarding Templates
PLUS! 12 BONUS templates for Dubsado's system!
More about the Dubsado Canned Email Starter Pack
what's inside:
20+ canned email templates that will take hours off your Dubsado setup time!
You will leave with:
Email templates will not only save you HOURS in your workflow but they will also allow you to provide a consistent client experience that is sure to please! Using email templates will give you more freedom from your inbox and more time to focus on doing what you love!.
The Starter Canned Email Pack bundle includes over 20 email templates for everything from initial inquiry response to gallery delivery to a final thank you to your clients.
I had the most successful year I have ever had since working with Cait.
happy client
-erin
DUBSADO canned EMAIL starter pack
20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 13 BONUS templates specific to Dubsado's protocols
$17
buy now!
DUBSADO FORM DESIGN CANVA TEMPLATE PACK
This Canva pack will provide you with 10 templates for your form design, email signature, Dubsado settings, client portal, AND MORE! Get all of your design needs answered with these templates.
$27
Client portal banner
White labelling Dubsado with your logo and favicon
Form design headers and footers
Testimonials and other special proposal sections
And so much more!
More about my Dubsado Design Canva Pack
this pack includes canva tempaltes for:
10 Canva templates packed with 20 designs you can mix and match to help kickstart your creativity within your Dubsado account!
you will leave with:
There are so many different design elements in Dubsado, it's difficult to figure out what size image you need for each. This Canva template pack is the answer to all those frustrations of your image sizing just not looking quite right! This pack will help you not only get your account setup and looking professional, but will help you uplevel your form design!
I had the most successful year I have ever had since working with Cait.
happy client
-erin
buy now!
Common Qs and As:
hey girl, i have a question...
DO any of these products TEACH ME HOW TO USE DUBSADO?
If you're here, I'm assuming you already have an above average understanding of Dubsado. These resources are NOT designed to teach you how to operate the system.
DO YOU OFFER
REFUNDS?
Due to the nature of digital & service products, no refunds will be given. I welcome your private questions and feedback in order to improve any & all Cait Potter Education Collection products HERE!
who are these resources this for?
These resources are designed for system-lovers who want to run their own luxury business setting up Dubsado and automations for other entrepreneurs.
- Valerie
"Cait knows Dubsado like the back of her hand. She is super helpful and knowledgeable about how to set things up in the most efficient way."
sign up to get notified when these tools drop!
Coming Soon
GETTING STARTED GUIDE
This guide will walk you through all of the key decision points you will come across as you begin your journey in this business and set you up to be a profitable, professional Dubsado Pro!
Email templates
Get the emails I use from initial inquiry to closing the deal and beyond. These emails will help you close sales and keep your clients happy and informed with consistent, thoughtful status updates!
code-free form design
Even if you don't use CSS, you should still be creating beautiful, professional, cut-above-the-rest forms for your clients. Check out the formula and building blocks I use to guarantee consistently beautiful code-free forms!
