With the Done-With-You Dubsado offer, you work with me to map your custom workflows so that they are informed by an expert, then you follow the course to implement yourself!

The Done-For-You Dubsado Setup includes:

Collaborative Process Mapping: Dive into a session where we co-create your Dubsado workflows. We’ll pinpoint opportunities to save time, tweak processes, and lay out a strategic plan tailored just for you.
Step-by-step detailed course covering everything you’re supposed to do, in what order, and with directions on every single task so you’re never left saying “???”
Multimedia Learning Tools: To suit all learning styles, you’ll have access to videos, written guides, and interactive directions—pick what works best for you.
Instant access to pre-work and homework so that you can get started right away while you’re in the mood and have momentum
Comprehensive Template Toolkit: Kickstart your setup with a variety of templates, from stylish, code-free form designs that sync beautifully with your brand to pre-drafted email templates ready for customization, ensuring every aspect of your client interaction is polished and professional.

you leave with:

A completely setup Dubsado with strategic & customized workflows!

kind words from relieved clients

“This was hands down one of the best investments I could have made for my business. I’ll have to admit I toggled with the idea of hiring her for awhile because I kept telling myself, “you’ll figure it out eventually” and finally I decided to pull the trigger on it. As soon as we had our strategy call, I felt a huge amount of relief that I was going to get my Dubsado set exactly how I want it because Cait’s processes are so well put together. I feel extremely confident in navigating my way through Dubsado and feel confident that whenever I add new services/options I’ll be able to set them up in the best way possible to succeed. Literally cannot recommend Cait and her services enough! ”
Mattie
MattieMathilda Louise Photography
“I waited 1 year + 6 months too long to invest in Cait Potter’s Done-for-you services but the minute I did, all of my business worries went away! I went from being embarrassed by having e-mails fire to a client at the wrong time, to a totally seamless client experience, in only 4 weeks!! It INSTANTLY leveled-up my business to make doubling my prices go off without a hitch. I now provide the totally luxury client experience I promise them, thanks to Cait!!”
Emily
EmilyMamacita Margarita
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So, how does this work?

Done-with-You Dubsado Setup Process

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Step #6
Step #1

Did we just become best friends?

Let’s chat!

Our free Discovery Call allows me to learn more about your business, your services, and your pain points so that I can start putting together a Dubsado Setup plan to fix it! It’s not a sales call- I don’t believe in pressuring people to work with me.

When you decide it’s a HELL YES, you’ll sign the contract and pay 100% of the balance to book.

TIME COMMITMENT:

15 minutes

Step #2

OFFICIALLY OFFICIAL

Onboarding Questionnaire

As soon as you book, you’ll schedule your 1:1 Process Mapping Session where we will meet to plan your DREAM client experience! We will leave this meeting with a specific plan for what YOU need to do next.

Once it’s scheduled, you’ll receive a detailed worksheet and set of videos to instruct you on everything you need to do pre-kick-off to help you get the MOST out of our time together!

TIME COMMITMENT:

1 hour

Step #3

LET THE MAGIC BEGIN!

process mapping

Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE setup of your business.

TIME COMMITMENT:

2 hour meeting

Step #4

Dive In

Begin Implementation!

After the Process Mapping Session, I will send you multiple formats of all of your workflows (with literal plug-and-play step-by-step workflows. You’ll follow the course, create the custom content that I’ve identified for you, and take advantage of the templates included to speed it all up!

TIME COMMITMENT:

14 hours

Step #5

Getting Started in Dubsado

Practice & learn

Testing & Take Live

Once all of your content is created and your workflows are assembled, you’ll follow the course to test your workflows to make sure you fully understand them before finally taking them live for both existing and new clients!

TIME COMMITMENT:

~3 hours

Step #6

this isn’t goodbye

Keep in Touch

I hope the relationship doesn’t end after you finish your Dubsado setup (AKA your admin salvation) and spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!

YOUR TOTAL PROJECT TIME COMMITMENT:

20+ hours to project completion

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