Description
Real client sessions. Strategic breakdowns. No gatekeeping.
You don’t need another “how-to” about form fields or scheduler rules — you need to see the thinking behind the systems.
The Process Mapping Vault gives you exactly that: over 25 real client sessions turned into structured, strategist-level lessons. Each one is broken down with precision so you can sharpen your skills, streamline your systems, and serve your clients with next-level confidence.
What It Is
This isn’t a course.
It’s not a template pack.
It’s the real work of workflow strategy — mapped out, unpacked, and ready for you to apply.
Inside, you’ll find full-length process mapping session videos paired with structured written lessons. We cover 10 industries and dozens of builds so you can see how smart systems take shape across different client types, offers, and edge cases.
Who It’s For
-
Dubsado pros ready to deepen their strategy skills
-
DFY service providers who want to improve logic, flow, and communication across systems
-
Systems strategists tired of hypothetical examples and craving real builds with real decisions
What You’ll Learn
Every lesson includes:
-
A full process mapping video of a real client session
-
A structured breakdown with:
-
Overview of what wasn’t working
-
What We Walked Into: the red flags and workflow gaps
-
What We Did: the exact structure, logic, and sequencing
-
Strategic Takeaways: unique insights from each session
-
Implementation Highlights: build-level technical detail
-
What to Mirror: 3–5 action-ready tips you can apply now
-
TL;DR Recap: a clear before-and-after snapshot
-
No filler. No fluff. Just real strategy, clearly explained.
What’s Inside
25+ Lessons organized by industry:
-
Bookkeeping & Finance
-
Coaching
-
Copywriting & Messaging
-
Design & Interiors
-
Photography & Videography
-
Marketing & Media
-
Mobile Bars
-
Specialty Services
-
Wedding Creatives
-
Bonus Trainings for follow-up workflows and non-Dubsado builds
Whether you specialize or serve multiple niches, you’ll find sharp takeaways you can use immediately — and examples that stretch how you approach your own builds.
Why It Works
This is process mapping in the wild.
Messy inputs, evolving offers, systems with real stakes. These lessons show the actual strategy behind great setups — not the polished after shots.
If you’ve ever asked:
“What would Cait do in this situation?”
This is where you find out.
Ready to dive in?
The Process Mapping Vault
Lifetime access | No fluff | Strategist-approved