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Proof that systems are sexy

From burned out to booked out - these builds did more than organize;
They transformed.

This is what working smarter looks like.


real results
real systems
real results

Make mine pretty!

From portals and login pages to schedulers, forms, and beyond - every visual touchpoint in your system shapes the client experience. System Aesthetic Design brings cohesion, clarity, and polish to the places most people overlook. Whether you're on Dubsado, Moxie, Airtable, or something else entirely, we'll turn your backend into a branded experience that feels just as elevated as the service you deliver.


Built to work and wow.

System Aesthetic Design

How my Clients Rate Me

Strategy & planning

delivery time

overall experience

number of degrees

2

Bachelor's: political science 
 
Master's:
management

I love to...

organize, ANALYZE, & plan

DESIGN W/ BEAUTY & FUNCTION IN MIND 

interact with clients

Dream up Creative solutions

ENVISION THE IDEAL END RESULT

enhancE the client experience

expertise

Form design

process maps & workflows

copywriting

Math

I had the most successful year I have ever had since working with Cait.

happy client

-Erin, Photographer

My Qualifications

EVERYTHING YOU SHOULD KNOW about

airtable
asana
calendly
Clickup
FloDesk

google
showit
slack
trello
Zapier

I can also help with

Real wins. Real workflows. Real businesses built to scale. This is what working smarter looks like.



I've got the receipts, babe.

An artist residency moved applications, stays, rooms, and guest communication into one Airtable base, with eight timed touchpoints from 90 days before arrival to feedback after departure.

Project Overview:

Artist Residency Application and Guest System | Cait Potter case study

When SugarPop Productions came to me, their photo booth business was thriving, but their backend was chaos. Together, we built a custom Dubsado setup that automated 85% of their workflows, took about 1,100 hours of admin a year off their plate, and gave Brian the freedom to focus on growth instead of guesswork.

Project Overview:

SugarPop Productions: 1,104 hours a year back for a photo booth company | Cait Potter case study

Little Ivy Paper Goods had a beautiful product and a manual process behind it. A custom Dubsado setup for stationers automated 86% of their workflows and gave back more than 700 hours a year.

Project Overview:

Little Ivy Paper Goods: 86% of a stationery studio's steps, now on autopilot | Cait Potter case study

A nonprofit serving survivors of human trafficking runs its semester-based career readiness program on Airtable, from first application to graduation and follow-up, with 15 live automations and 12 staff workspaces built for the people who use them.

Project Overview:

Industry: Nonprofit

Human Trafficking Survivor Career Readiness | Cait Potter case study

An artist career management agency restructured its Airtable into one base with client, team, and manager interfaces, 37 live automations, and forms clients use to update their own records.

Project Overview:

Industry: Artists, Agencies

Artist Career Management Agency: Airtable Restructure and Client Portal | Cait Potter case study

The Party Bar runs balloons, specialty rentals and event decor on a done-for-you Dubsado setup with 12 workflows, plus an Airtable base for rental inventory and a balloon calculator that turns each event into an exact order.

Project Overview:

The Party Bar: twelve workflows, an inventory system, and a balloon calculator | Cait Potter case study

At EmployIndy, I built the YES Indy youth employment dashboard: every provider’s contract budget and 17 outcome measures, from application to 365-day job retention, in one view.

Project Overview:

Industry: Nonprofit

Service(s):

YES Indy: Every provider’s outcomes, rolled up into one dashboard | Cait Potter case study

How a sewing studio automated registrations and parent communication for its kids summer camps in Dubsado, with 13 of 16 registration steps running on their own.

Project Overview:

Industry: Education

Service(s):

Sewing + Fitting Mentor: Four sewing camps, one proposal, and no class over capacity | Cait Potter case study

How Sorting for Serenity rebuilt its client experience in Dubsado, from payment collection before every session to team scheduling, with about 26 hours a month of admin now handled automatically.

Project Overview:

Service(s):

Sorting for Serenity: three organizers, paid upfront, with 26 hours back every month | Cait Potter case study

How Hobart & Haven automated 88% of their wedding stationery workflow in Dubsado, from quotes and proofs to upsells, with about 260 hours of admin a year now handled automatically.

Project Overview:

Hobart & Haven: Save the dates, invitations, and day-of, 88% automated | Cait Potter case study

As Director of Systems Integration at EmployIndy, I built the organization’s first system inventory, chose tools, rolled out Asana across teams and set up program performance dashboards.

Project Overview:

Industry: Nonprofit

EmployIndy case study: choosing the tools, then getting a whole team to use them

See how Bon Vie Bookkeeping streamlined its client processes with customized Dubsado workflows. From automating onboarding to creating tailored client experiences, learn how to optimize your bookkeeping business for success.

Project Overview:

Industry: Bookkeeping

Service(s):

Bon Vie Bookkeeping: Three bookkeeping services and no more chasing documents | Cait Potter case study

They stopped surviving their systems - and started thriving.

Brittany Hale
BND Consulting

I've been able to develop an incredible client onboarding experience working with Cait. I literally onboarded a new client immediately after we wrapped and they were so impressed.

Nancy Lane
Nancy Lane Interiors

Cait took a heavy burden off my already full plate and helped me implement a system to automate my onboarding process for my business. #priceless

Shannon & Brian Farr
Shannon Farr Photography

Cait is very thorough and knowledgeable! We were doing a lot of things the manual way but she streamlined and automated it all. Has saved us lots of time and it feels so good to have a system.

Your smarter, stronger business starts now.


Want to be The next success story?

Turning hot mess operations into businesses that run without your constant attention... and loving every damn minute of it.

xo, Cait

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