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 businesses into high-performing machines - and loving every damn minute of it.

xo, Cait

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