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Hey there!

The Scout Guide Phoenix & Scottsdale, one local edition of The Scout Guide, runs its member journey on a done-for-you Dubsado setup: 12 workflows and 116 steps, 100 of them automatic, from first inquiry to spread approval and renewal.

Project Overview:

The Scout Guide: Twelve workflows from first inquiry to spread approval | 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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