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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.

Project Overview:

Harmony Baby Concierge: Seven workflows that take a nanny from application to placement | Cait Potter case study

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.

Project Overview:

Mecca Bar Co: four bar services, 85% automated, 160 hours back a year | Cait Potter case study

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.

Project Overview:

Harmony Baby Concierge: overnight care for new families, booked without the back and forth | Cait Potter case study

“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!!”

Project Overview:

Mamacita Margarita: a brand new mobile bar running 83% on autopilot | Cait Potter case study

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.

Project Overview:

Love + Water Photography: 157 of 175 client steps now run on their own | Cait Potter case study

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

Project Overview:

Industry: Wedding Pros, Venue

Mill Pond Estate: A wedding venue booking tours before construction was done | Cait Potter case study

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.

Project Overview:

Industry: Nonprofit

First Fruits Farm: Nine workflows for a farm that feeds its community | Cait Potter case study

“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.”

Project Overview:

Service(s):

Live Wilder Studio: 28 datapoints, ten Zaps, and only two things to type each month | Cait Potter case study

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

Project Overview:

Industry: Copywriting

Nikki Trailor: two currencies, one bold voice, and 87% of tasks automated | Cait Potter case study

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.

Project Overview:

Industry: Nonprofit

EmployIndy Job Ready Indy case study

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.

Project Overview:

Industry: Coaching

Impact Actual: 20 systems reviewed and 2 tech stacks priced before the relaunch | Cait Potter case study

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

Project Overview:

Mathilda Louise Photo: 24 photo collections and 86% of the admin on autopilot | 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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