When you book a 1:1 Strategy Session with Cait, you're going to walk away with new found clarity  on your Dubsado-woes, on everything you need to do, and in what order, to get your systems set up and your client experience automated.

Book a Strategy Session!

How it Works

Click below to Schedule your Strategy Session. You'll see all my available times in your computer's time zone. 
Be ready to chat on Zoom at your scheduled call time! You will receive an automatic appointment confirmation.

schedule call

One 1:1 strategy session with me, up to 90 minutes long, where we troubleshoot your business-woes TOGETHER
Clarity on where you are in the process and what to do next (if we map your Dubsado workflows, you'll get the map and an Implementation Guide on what to do next in your Dubsado account!)
Video recording of call

Clarity on where you are in the process and what to do next

you'll leave with:


Booking Includes:

Common Qs and As:

hey girl, i have a question...

Will this Call teach me how to use dubsado?

Not necessarily. The Strategy Session is designed to help you with whatever you need! That could include mapping out your client experience, troubleshooting directly in Dubsado, or talking about any other business systems you need help with!

what if i need more time?

If you think you need an intensive session to deep dive the business, shoot me an email at boss@caitpotter.com and tell me a bit more about your situation. We'll come up with a plan from there!

what will i receive after the call?

You will receive a recording of our call together and any materials that we create on the call together, (example: a flowchart to help you build your workflows or a content directory of assets for you to create!). Remember that you drive these calls, so what we create changes from client to client. IF however, we map you workflows, you'll also receive an Implementation Guide on how to DIY the rest of your Dubsado Setup.

The Strategy Session is where we will work together to identify your business-woes and figure out how to solve them so that you can get your system setup complete. It may also help you identify other tools you need to keep your business running its best.
Payment in full for this 1 hour session is due at the time of scheduling.

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