Need a quick strategy boost or a complex problem solved? My hourly consulting slots are like your business’s personal SWAT team—there when you need them, with the firepower of extensive operational expertise. We can tackle everything from on-the-spot troubleshooting to strategic planning, providing you with the insights and tools to make immediate improvements. Let’s turn those operational snags into smooth sailing.
with micromanaging every little detail? Ready to scale up and play big in your industry but feel stuck in the daily grind?
you're juggling twenty tasks at once and can't catch a break? Overwhelmed by the chaos that comes with managing a thriving business?
the freedom to kick back with a well-earned espresso, knowing your operations are ticking along smoothly without you?
You sit down, fired up to finally nail that workflow, coffee brewing, inspiration playlist on blast, and then... crickets.
You’re not alone in this! Many visionary business owners get stuck when it’s time to switch from big-picture dreaming to nitty-gritty systemizing. That's exactly why my On-Demand Strategy sessions exist—to transform your operational chaos into a finely-tuned symphony.
Forget about the frustrating start-stops. With my guidance, we'll map out crystal-clear workflows that not only make sense but make your day-to-day smoother. Let's ditch the guesswork and build something great together. No more blank pages, just action-packed, results-driven strategy sessions that actually move the needle.
Think about the satisfaction of nailing your client experience—achieving those goals becomes a reality, not just a daydream. 🎯
Imagine automating the grind—shifting from tedious tasks to strategic growth, focusing on expansion rather than just keeping up.
Say goodbye to the chaos of inconsistent workflows—no more drowning in endless tasks. Instead, you have a streamlined, efficient process that ensures every client gets VIP treatment. 🌟
Think of the power of tactical brainstorming sessions—even just an hour or two with a seasoned ops pro can transform chaos into order, turning stumbling blocks into stepping stones.
Dream of having that go-to pro—someone to help turn your brightest ideas into operational victories, making 'what-ifs' into 'WHAT'S NEXT?'
if you said "yAAASSSSSs" to 1 or more of these, it's time to make a change.
(keep on reading to find out how)
Before we dive into the nitty-gritty, you’ve got some homework to do! No worries, I’ve got your back with a kick-start worksheet that'll help you hash out what’s really going on behind the scenes of your business. This isn’t just busywork—it’s the fuel we’ll use to fire up your operations. The better you prep, the bigger the impact we can make together.
Then, we'll translate your prep work into a full-throttle action plan. I'll take your insights and craft a strategy that slices through the chaos like a hot knife through butter. Whether we're hashing it out in a live call or you're following a custom strategic blueprint I craft for you, the goal is clear—equip you with everything you need to execute with precision and drive results. We are going to kick some serious operational ass.
It's go-time! Armed with a comprehensive strategy map and a treasure trove of operational insights, you're ready to take charge. Dive into DIY implementation with gusto. Whether it's integrating new workflows or enhancing systems, you'll have all the resources at your fingertips—detailed guides, actionable steps, or even a recording for reference. Get ready to transform those plans into real, live, operational excellence.
you take the reins
Listen, I’ve dedicated my career to putting business systems to the test! I’ve worked with many business owners to customize and automate their workflows, saving them time and money! Now they’re focused on doing what they’re passionate about instead of drowning in repetitive admin tasks. Now I’m ready to help YOU do the same!
let's work together
System Overhauls: Set up and integrate essential tools like Dubsado or Airtable to streamline your processes.
Workflow Refinement: Optimize your workflows for peak efficiency, removing bottlenecks and simplifying tasks.
Dashboard Development: Create custom dashboards to give you instant insights into your business metrics.
Marketing and Content Automation: Implement automation strategies to keep your marketing efforts consistent and engaging without the manual hassle.
Client Onboarding Improvement: Revamp your client onboarding to enhance client satisfaction from the outset.
Prepare to transform your business operations with expert guidance, leaving you with a powerful, streamlined system ready to go by the end of the day.
Dive into a focused VIP Day where we tackle your biggest operational challenges in just one day. Perfect for businesses looking to make significant progress quickly, this intensive session is customized to meet your specific needs.
One 1:1 strategy session with me, up to 90 minutes long, where we map your workflows and/or answer your burning system questions.
Focused sessions can range from troubleshooting specific issues to developing complex operational strategies.
Access to expert insights and immediate actionable recommendations to implement right away.
Documentation of the consultation, including any custom strategies or solutions discussed, for your ongoing reference.
You’ll leave with confidence to move forward with the tools you need to create your dream client experience, all while spending LESS time at your computer.
Strategy Sessions are my most flexible service. If you're saying, "I've mostly got this, I just need a LITTLE help," then this is what you want to book. We can accomplish ANYTHING.
Collaborative Process Mapping: Dive into a session where we co-create your Dubsado workflows. We'll pinpoint opportunities to save time, tweak processes, and lay out a strategic plan tailored just for you.
Comprehensive DIY Course: I’ll hand you a step-by-step guide, detailing everything you need to do, in the right order, complete with easy-to-follow instructions for each task.
Multimedia Learning Tools: To suit all learning styles, you’ll have access to videos, written guides, and interactive directions—pick what works best for you.
Comprehensive Template Toolkit: Kickstart your setup with a variety of templates, from stylish, code-free form designs that sync beautifully with your brand to pre-drafted email templates ready for customization, ensuring every aspect of your client interaction is polished and professional.
You’ll walk away with a fully operational Dubsado, equipped with strategic, personalized, & automated workflows that elevate your client experience.
With the Done-With-You Dubsado package, you gain an expert partner in crafting your custom workflows, then take the reins with a detailed course to implement everything on your own!
You Dish the Details: Fill out a streamlined questionnaire with your process for one specific service.
I Deliver the Magic: Within just 7 days, I'll whip up customized Dubsado workflows tailored for your service.
Get Paid on Time, Every Time: As a bonus, I'll map out a payment plan ensuring your cash flow is as smooth as your workflows.
Implementation Wizardry: You'll receive a no-nonsense guide on exactly what to do with your shiny new workflows—no guesswork needed.
Sweeten the Deal: Snag a discount on my acclaimed Dubsado Setup Course for more insights and step-by-step setup instructions.
You'll walk away with fully fleshed-out Dubsado workflows, primed and ready for action, ensuring you spend less time tinkering and more time doing what you love!
When you're deep into setting up Dubsado but hitting a wall with your workflows, this rapid-response service is your lifeline.
"cait is seriously such a bad ass. the shop is wonderful,
And very easy to use.
the content is very accessible for dubsado dummies like myself.
"Girl, if you want to uplevel your Dubsado setup services (or even get inspo for your own service offering workflow), grab these templates! You will save yourself hours and Cait included things I would have never even thought of on my own."
"i'm in the early stages of my dubsado setup offering, still getting my process down, figuring out my pricing, etc. and i just wanted to say that i'm blown away by all of these amazing resources.
While outcomes vary based on your needs, common results include a clearer understanding of the problem, actionable steps to resolve it, and tools or strategies to implement immediately. Clients often report significant clarity and momentum after working with me.
If we discover that you need more extensive help, we can discuss transitioning to a more in-depth service package that better fits your needs, like one of my project solutions packages or a moving all the way to a Virtual Chief Operations Officer for regular strategic guidance.