Returning Client Services

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Deals available *exclusively* to past DFY cait potter clients.

Here's how I can help!

Uh Oh! Hotline Help

If you've tried to implement a change, such as changing a deposit amount, updating a form, or editing emails in a workflow and now you're encountering any kind of error, I CAN FIX IT! Fill out the form below to provide me with the information needed to get your setup restored to its state at the time you were offboarded.

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Q&A strategy Session

The 1:1 Q&A Strategy Session is designed to take care of whatever you need- whether that's running through a list of how-tos in Dubsado, or making small updates in your workflows, or talking through a small seasonal service. Get all of your questions answered with 1 uninterrupted hour of Cait's time!

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VIP half day update

The VIP Half Day is EVERYTHING you need to get your Dubsado updated and back in shape. Whether Dubsado has released new features since your DFY Setup was completed, or you've added a key service or two to your business, we can conquer it ALL in the VIP Half Day.

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$57

Updating Payment Plans

Switching out questionnaires in your workflow

Adding small steps to your workflows, like to dos.

Other small, quick updates or fixes to restore your workflow to their operational status as you received the at offboarding


Uh Oh! Hotline Help Quick Fix

You might use this for:

Beautiful, error-free workflows with quick fixes and fast service!

You will leave with:

Uh Oh! Hotline Help

If you've tried to implement a change, such as changing a deposit amount, updating a form, or editing emails in a workflow and now you're encountering any kind of error, I CAN FIX IT! Fill out the form below to provide me with the information needed to get your setup restored to its state at the time you were offboarded.

book now!

It's 100% natural to tweak bits of your business and process after completing a Done-For-You Setup with me, BUT we want to make sure we avoid your workflows throwing errors and becoming useless! Book this for a small change you want to make, OR something you've already tried to change, but need some help making sure it's done correctly or resolving new errors. Be honest with yourself (& me)  about whether you need this option, or the 1 hour Q&A option!

$197

Talking through all the things you just don't *quite* understand about how Dubsado works even after months of actively using it.
 
Adding a small seasonal service/workflow to your setup (such as mini-sessions. If it's a year-round service, you should book a VIP day instead)
 
Talking through other inefficient areas of your business where you think we could use Zapier to automate more of your business operations.
 


1 Hour Q&A Strategy Session

You might use this for:

All of your questions answered, workflows updated as needed, and other business questions answered.

You will leave with:

Q&A Strategy SESSION

The 1:1 Q&A Strategy Session is designed to take care of whatever you need- whether that's running through a list of how-tos in Dubsado, or making small updates in your workflows, or talking through a small seasonal service. Get all of your questions answered with 1 uninterrupted hour of Cait's time!

book now!

Sometimes, you just need to talk through something live with an expert, that's what the Q&A Strategy Session is for. This 1 hour Zoom call can be the answer to unlocking any frustration you've been feeling with implementing your automated set up, streamlining other areas of your business, or making a small series of updates in your workflows based on your more informed knowledge!

$697

Implementing new Dubsado features that were not available at the time of your DFY setup
 
Adding 1-2 services and applicable workflows to your setup, starting from mapping all the way through implementation

Updates to form designs 
 
Talking through other inefficient areas of your business where you think we could use Zapier to automate more of your business operations.
 


VIP Half Day Update

You might use this for:

Your entire Dubsado account refreshed to fit your current business needs and utilizing alllllll of Dubsado's new shinty features

You will leave with:

VIP HALF DAY UPDATE

The VIP Half Day is EVERYTHING you need to get your Dubsado updated and back in shape. Whether Dubsado has released new features since your DFY Setup was completed, or you've added a key service or two to your business, we can conquer it ALL in the VIP Half Day.

book now!

Your business goes through seasons, things evolve and update, and sometimes you just need to add some things to your automation tool belt. Whether YOU'VE made changes in your business or DUBSADO has added an amazing feature that wasn't around at the time of your DFY Setup, we can take care of whatever you need, as long as this is for the same business as your original setup.

Here's how I can help!

You're invited

to become a referral partner!

Tell your friends all about how you now...

Understand key success factors in your client experience so you can start to reach your goals, not just dream about them.
 
Have time consuming tasks automated so that you can spend less time IN your business and more time ON your business.

Have stopped spinning your wheels with an inconsistent workflow, constantly stuck with more to-dos than you can get through.

Have a clear, optimized, roadmap of your workflow so that every client receives the same stellar experience.

Finally have THAT person you can bounce business ideas around with and figure out how to implement your best ones.

Be 100% confident that all of your daily business tasks are taken care of and your clients are happy.

if you want to give your business besties these gifts, then keep scrolling.

after working with me

$75 for every referral you send me who books a Done-For-You package

Special promotions throughout the year where you can earn EXTRA!

Email & social media swipe copy & graphics provided so you don't even have to come up with what to say!

A special affiliate tracker in your client portal so you can easily see all of your referrals!

Here's what you get when you refer me:

Check out these benefits!

Ready?

start the process below.

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