Harmony Baby Concierge recruits, screens and onboards its nannies and newborn care specialists in a separate Dubsado team brand with 7 workflows, from application and interview to background check, agreement and placement.

From custom workflows to streamlined scheduling, see how Mecca Bar Co. transformed their liquid catering business with Dubsado. Learn tips for creating efficient systems for mobile bar owners.

Harmony Baby Concierge books overnight newborn care, nanny placements and sleep consulting on a done-for-you Dubsado setup with 12 client workflows and more than 100 newborn care package options.

“I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!!”

Love + Water Photography, a Maui portrait team, runs inquiries, proposals, associate photographers and booked sessions on a done-for-you Dubsado setup with 10 workflows, with 157 of its 175 client steps running on their own.

“My time spent inside of Dubsado has been cut down by more than half!”

First Fruits Farm, a nonprofit farm fighting hunger in North Carolina, runs speaking, tours, volunteers, harvest requests and sponsorships on a done-for-you Dubsado setup with 9 workflows, 74 steps and 24 mapped emails.

“Could I do it? Sure. But I could also go to medical school, and I haven’t signed up for that as yet. I think Cait is my solution to sanity.”

“She thought about my setup from both the client and my perspective so our lives will be as easy as possible.”

At EmployIndy, I set up the Airtable base Job Ready Indy ran on, tracking partners, trainers, workshops and badges for a program that grew to 225+ trained professionals and 3,600+ participants.

Impact Actual needed an expert’s advice, and fast, on what systems to use to bring their whole-person coaching business to the next level.

“This was hands down one of the best investments I could have made for my business.”

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.
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