Sophie King

It's time to quit the tiring hustle and break free to your best life ever.
 
Don't worry... I've got a plan to show you how. 

Dubsado Services

for the fierce go getters

Are you running a business, 
or a busyness?

I'M HERE TO HELP YOU QUIT THE STRESS AND FIND SUCCESS ON YOUR OWN TERMS.

You started this business in order to spend time and make money doing what you LOVE to do... and instead you've found yourself buried in emails, constant back and forth scheduling, and burnt out trying to keep up with all the awesome pieces of your own client experience, which you can't even seem to delivery consistently. 

Sister, it doesn't have to be this way.

I have spent YYEARRSSS learning all the ins and outs of Dubsado and practicing creating clear, consistent, wow-worthy client experiences so that YOU can skip the overwhelm and jump right to THRIVING! I've carefully curated a suite of services so that no matter what you're looking for, there's something for you.

Keep reading to find out how I can help you go from UGH to WOW!

"A good system shortens the road to the goal."

- orlson marden

Who is this for?

playing it SMALL in your life and business? You're ready for major growth.

are you sick of...

that you're constantly overwhelmed and weighed down by busyness?

do you find...

to feel the freedom to ACTUALLY relax? To find some form of balance?

do you want...

I've been in business long enough to understand that feeling that even when you're doing it ALL, you're still not doing ENOUGH. I want to help you get your client experience streamlined so that you can spend more time loving on your clients and perfecting your craft, rather than on sending the never-ending string of emails (payment reminders/ consultation reminders/session reminders/session prep guides/thank you so much emails/ sneak peek announcements/product ordering/etc. You know the drill.) If you're ready to cut the stress and start LIVING again, then it's time for us to get together.


Meet your guru

i'm here to help you take your business to new heights.

number of automagical setups completed

75+

workflows MAPPED

400+

clients spanning across

4 countries

dubsado lover since

2017

Here's how I can help!

click below to learn more about each service option

DONE for YOU

This Done-For-You Dubsado white-glove service is designed for those who want to hand the reigns over to an expert to design their perfect system setup. When I'm done with your Dubsado, it'll be running like a well-oiled machine, and you'll be left with a bunch of free time to take a vacation. 

More Details

done with you

A group of business owners work with me through an entire Dubsado Setup. We start with a 90 minute One-on-One Strategy Session so that we can customize YOUR workflows. Then, we spend 4 more weeks together working through all the steps of your Dubsado setup. You leave the program with a complete account, genius workflows, and a whole lot of relief. 

do it yourself

In a 90 minute 1:1 Strategy Session we will work together to establish your ideal client experience & identify the tools you need to keep your business running at its best. After the meeting, you get an Implementation Guide that tells you how to DIY implement what we've developed together.

More Details

More Details

Join the Free Facebook group!

Busyness to Business

Running a business is no joke, especially when it feels more like a busyness. Here in this group, we are all about identifying the pain points in your business and figuring out how we can leverage systems, tools, and process to relieve that strain.

Join now!

Dubsado, Systems, & Automation

 My Done-For-You Dubsado Setup experience is designed for those who want to hand the reigns over to an expert to design their perfect system setup. With this service, you'll get everything you need to propel your business forward with the use of Dubsado. From start to finish, I will design every form, write every email, set up every package, scheduler, payment schedule, and more so that all you have to do is focus on what you love.

Once all of the work is complete, you will receive a 1:1 session with me to review your setup, meaning that you will finish the experience as a Dubsado expert in your own system so that you are prepared to manage EVERYTHING on your own moving forward.

 When I'm done with your Dubsado, it'll be running like a well-oiled machine, and you'll be left with a bunch of free time you literally don't know what to do with. 

Dubsado Done-For -You

"I'M ALREADY SEEING A HUGE DIFFERENCE IN MY BUSINESS AND CLIENT INTERACTIONS."

"I wish I would've hired Cait a long time ago! Having her take care of my workflow systems and get everything running for me has saved me so much time! Now, my clients are getting their questions answered before they even have time to ask! I finally feel like I'm organized and have a handle on my upcoming clients, instead of taking it one week at a time and panicking because I realized I still hadn't sent them that outfit guide, or any other info for their session. It was well worth the money spent!"

- Ashtyn

photographer

"My time spent inside of Dubsado has been cut down by more than half and I haven't even implemented everything"

"I can finally relax. Cait knows what she's doing. My time spent inside of Dubsado has been cut down by more than half and I haven't even implemented everything she has set up for me. My business is now able to run itself. She is thorough she takes the time to really know your business. [I was afraid of] still having to do a ton of work to make Dubsado work for my business. I actually haven't opened dubsado in two days as opposed to spending hours in it daily. It's set up now to work on its own."

-Toni

Venue Owner

"reach out to Cait if you're looking to finally get your business automated without the headache of figuring it out on your own. Cait will save you time and frustration."

I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients. Cait was nice, funny, and fun to work with. She was professional and worked quickly. I'd say she over delivered in terms of speed. She handled everything, it really was a full-service client experience for me to work with her - I knew from her own process that she would make sure my clients were taken care of. And she did. Very happy client!

-Rayla

Professional Career coach

"DUDE, YOU'VE GOT TO WORK WITH CAIT! SHE'S A GENIUS WITH ONLINE SYSTEMS AND SHE'LL WORK MAGIC ON YOUR WORKFLOW."

"Working with Cait was so good for me--she helped me organize my business, work to my strengths, and she made my business stronger. [Before Cait,] I had no idea wtf I was doing. My systems were messy, I couldn't track client payments, and I struggled to onboard new clients successfully. Dude, you've got to work with Cait! She's a genius with online systems and she'll work magic on your workflow."

-Kallie

copywriter

"Cait knows Dubsado like the back of her hand...  I never would have gotten to this level of automation on my own."

"Cait knows Dubsado like the back of her hand. She is super helpful and knowledgeable about what things can be done (or can't) and how to set things up in the most efficient way. I wasn't utilizing Dubsado workflows to their full potential and was overwhelmed with the idea of trying to set it all up myself. I did watch some Dubsado tutorials so I had an idea of what I needed but I never would have gotten to this level of automation on my own."

-Valerie

Photographer

 I could not recommend her more, she is definitely the person you need to help make your business thrive! 

"She’s like the fairy god mother of Dubsado setup that you never knew you needed! She is so generous and understanding, and makes her clients feel heard and supported throughout the process and afterwards! I could not recommend her more, she is definitely the person you need to help make your business thrive! Her attention to detail! She made me even aware of things I had no idea about. "

-Jada

portrait photographer

"Cait came through with every promise she made leaving nothing to be questioned. Cait is worth every dime and then some!" 

"My biggest fear was that, many vendors say they will give you the keys to the kingdom, but they end up giving you a key that doesn't fit anything. Cait came through with every promise she made leaving nothing to be questioned. Cait is a rare gem who not only does what she says she's going to do, but so much more. She goes above and beyond exceeding any expectations. Cait is worth every dime and then some!"

-Lawrence

photographer

"Cait was able to help guide me through Dubsado when I felt completely overwhelmed and ready to give up. After her help, I had the most successful year I have ever had."

"I'm so thankful for Cait! She completely changed the way I operate my business. She was able to help guide me through Dubsado when I felt completely overwhelmed ready to give up. After her help,  I had the most successful year I have ever had. She is a wealth of knowledge & took her time to help me navigate Dubsado and truly learn it!  I'm so happy I invested in Cait. I highly recommend working with her, she is a lifesaver! "

-Erin

photographer

next story

SELECT A TESTIMONIAL

They love it, & so will you!

step one

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 plan to fix it!

In true Dubsado fashion, I'll email you a proposal specifically designed with your business in mind. 

From there you will select your package, sign the contract, and pay 50% of the balance to move forward.

Discovery Call & Quote

step two

You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. It is critical that this questionnaire is completed prior to the Process Mapping Meeting so that we are ready to go!

Onboarding Questionnaire

step three

LET THE MAGIC BEGIN!
Once we're officially official, we'll schedule our Process Mapping Session to kick off your DFY Setup. This is when we will map out your DREAM client experience! We will leave this meeting with a beautifully charted process map for future reference (& an actionable plan).

Process Mapping

SEe AN EXAMPLE PROCESS

step four

After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire asks you about alllll the nitty gritty details that I will need in order to finish your setup. This will be the most tedious part of the process for you, however, I ask you to have it complete within 48 hours after our Process Mapping Session so that I can complete the build within 1 week. After this, you get to relax!

Implementation Questionnaire

step five

NOW we are finally ready to actually GET INTO Dubsado! All of our work has been leading up to THIS step- where the implementation work begins.

Best part? Starting here, I do ALLLLLLLL (and I do mean *all*) of the work.

So sit back and enjoy your Mai Tai, lady. I've got this under control.

Automation Implementation

step six

Once all the work is complete, we'll hop on a recorded 1:1 call, we'll go through every. single. step. of the workflows created based on your dream client experience!

Just because your setup is done doesn't mean we say goodbye! I stick around for THIRTY DAYS for you to ask questions, request bug fixes, and receive additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.

Offboarding & Hiccup Help

With service like this, it's IMPOSSIBLE for you to leave less than 100% satisfied.

The Done-For-You Dubsado Process

Done-for-You Dubsado Setup starting investment 

"I found some cheaper options but they just didn't have the personality and professionalism that I saw with Cait."

"During my research I found some cheaper options but they just didn't seem to have the personality and professionalism that I saw with Cait. As a photographer I am a firm believer in you get what you pay for, but this was going to make a large dent in my off-season bank account. After debating, I took the plunge and from the moment we had our first call I knew this was going to be great! I can honestly say Cait is worth every penny! What she was able to accomplish was magical - I seriously dont know how she did it! She did what I failed to do in a year in mere weeks and to such better capacities than I thought possible!

-Tania

Photographer

get started!

Process Mapping Session where we establish your personalized client experience & business process roadmap 

Beautiful code-free form design (check out my portfolio page to see examples!)
 
Copywriting for all of your missing canned emails as identified in the working mapping session! 

Package entry so that you can easily sell all of your services over and over again, saving you time and headache. 

Client portal design that is customized to your business so that the client portal feels like an extension of your website, and your clients feel at home there.

Scheduler creation so that you can stop all the back & forth with scheduling key events with your clients. 

Payment Schedule advice and creation so that you get paid on time, every time, effortlessly. 

Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows! 

Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
  
30 days of follow-up support & access to an exclusive Dubsado Next Steps Guide & training library to help you learn while you are getting the hang of things

includes:

A completely implemented Dubsado system with built-in automation!

you'll leave with:

Signature Package

Cait's Responsibilities

What to Expect

Your Responsibilities

Fill out your Onboarding Questionnaire prior to our Process Mapping Session.

Commit to a Process Mapping Session call where you will come prepared with your ideal client process written. 

Fill out your Implementation Questionnaire within one week after the Process Mapping Session. This is REQUIRED in order for us to finish the project on time!

Provide your full attention at our Offboarding call.

Follow all steps provided in the Next Steps Guide and spend time intentionally learning the system during the 30 day follow up support period.

1 hr

2 hrs

3 hrs

1.5 hrs

5+ hrs

Guide you through mapping your ideal client process and providing suggestions and consultation on how to improve it for your clients and how to alter it in order to best leverage Dubsado's features.

Provide you with a complete list of all of the teeny tiny details that I will need from you in order to complete the build. 

Implement EVERYTHING! Forms, canned emails, payment schedules, packages, schedulers, chart of accounts, workflows, and more!

Walk through your setup with you to show you how we translated your client process into a flawlessly automated system.

Provide support and guidance as you learn the ins and outs of Dubsado, ensuring that your setup is correct and error-free. 


marie says...

"Cait is amazing. She's a whiz, so patient, and super knowledgeable. I am an Event Planner and I wanted some help. I had all these forms that were long and tedious and she created them to look amazing, shorter with some of my wonderful graphics. She also helped so much with my project funnels. I highly recommend her and I've not only found someone who is amazing at Dubsado, but a friend too."

ashtyn says...

"Cait went above and beyond with helping me set up my Dubsado workflows! She had so many suggestions on how to make my ideas work, and even better than I was thinking. She was so patient with me and really took the time to answer all my questions. I would absolutely hire her again, and truthfully would pay double. She was invaluable and I'm mostly kicking myself that I didn't do this sooner!"

see more!

Questions & Answers

is this right for your business?

how long does the setup typically take?

Assuming that you complete your questionnaires on time, your build will be complete within 5 days after your Process Mapping Session. If you do not complete your questionnaires on time, your due date may be missed, and additional fees will apply. 

how much dubsado training do you provide?

During our Process Mapping Session, we talk extensively about which Dubsado features we'll be using during your build.
At Offboarding, I show you every step of every workflow I've created for you and explain how it works.
During Hiccup Help, I provide you with a detailed Next Steps Guide AND a video training library to help you learn some key features.
You are still highly encouraged to complete Dubsado's own Education in order to be proficient in using the tool.

do you recommend this for new businesses?

Dubsado Done-For-You will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.

guided group dubsado setup

Done-With-You

You & a group of your business owner peers work with me through an entire Dubsado Setup. We start with a 90 minute One-on-One Strategy Session so that we can customize YOUR workflows. Then, we spend 4 more weeks together working through all the steps of your Dubsado setup. You leave the program with a complete account, genius workflows, and a whole lot of relief. 

join the next group!

You keep finding yourself frustrated at all the time you're wasting while you're trying to save time.

Stop spinning yourself 'round in circles

You've created materials in Dubsado. You've sat down to map out your workflow a thousand times. You think, "today will be different. I'm going to get this thing DONE." You pour yourself a steaming hot cup of coffee in your favorite girl-power mug, sit down at your desk, open Dubsado,

AND.................

for the zillionth time you find yourself in a tangled mess of browser tabs and templates that make no sense and don't fit together. 

Sister, it doesn't have to be this way.

Imagine what it will be like to...

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

Stop 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 said "yAAASSSSSs" to 1 or more of these, it's time to make a change.

(keep on reading to find out how)

step one

When you join the program, the first thing you'll do is start working through an Onboarding Worksheet and activities designed to help you narrow in your offers, services, and start thinking through what a five-start client experience would look like for your clients. 

You'll complete this prep-work in advance of our 1:1 Strategy Session, that way we can make the most of our time together on the call.

Preparing

step two

THIS IS WHERE THE MAGIC HAPPENS! You can't expect to implement your workflows without a clear plan for what they should be accomplishing. We will spend our call together working through your process while I translate that into your Dubsado workflows. No more wasting time trying to implement half-baked plans.

We will leave this meeting with an exact, customized and ACTIONABLE plan.

Strategizing

step three

After our Strategy Session, it's time to start IMPLEMENTING those workflows! You will have step-by-step directions for every single thing you need to do AND in what order. You'll get templates to kickstart the creation of your business assets. You'll have EXCLUSIVE access to Cait, both in live weekly office hours AND via Slack in between. It's literally everything you need to go from "bleh" to "EEEEEEK!"

Implementing

Your success roadmap:

back to process

Wedding Photography Lead Flowchart

Implementation Guide

back to process

Just a snippet!

1:1 Strategy Session where we map your ideal client experience into Dubsado language

Step-by-step guide on everything you’re supposed to do, in what order, with directions on every single task, provided in ClickUp ($597)
  
4 Sessions of Live Office Hours with Cait! 1 per week, 1 hour each

In between office hours, participants will. have the opportunity to get support from Cait and their fellow cohort in Slack!

Strategic, hands-on worksheets to help you gather your information and understand all of the content and settings  that you're going to need to think through as we enter the phases of actually doing the work in your Dubsado account

6 Beautiful code-free form templates! Half of which aren't available to the general public!

Over 40 Canned Email Templates! You'll get a healthy bank of canned emails to help you speed up the process of writing and customizing your emails for your own setup.

Canva Templates Galore! You'll get Canva Templates for your chosen form templates, and you'll get some extras for other elements needed throughout your Setup.


A completely implemented Dubsado system with built-in automation! (That YOU actually understand how to work!)

you'll leave with:

All of this is valued at $4,997

let's go!

GET IT FOR JUST $997

when you join the program

you'll leave with:

- Ashtyn

Cait's service was invaluable and I honestly would've paid 3-4x the price for her help. She is absolutely worth every penny!

Photographer

Common Qs and As:

hey girl, i have a question...

When is the next round? / what are the dates?

If spots are open, check out the booking form below for dates. 

If spots are not open at this time, you'll be invited to join the wait list for the next round. When it launches, you'll be the first to receive notification to check out the details and book your spot.

how many workflows do I get with this program?

I do things a little differently. There are no LIMITS here. YOU determine how far we get.

Each Strategy Session slot will be 90 minutes long. We will get through as many services as possible. On average, you can expect to get through about 3 services, however, this completely depends on how prepared you are. No minimum number of services is guaranteed.

What Do I have to do before the program?

Complete the Dubsado Beginner Course
Spend some SERIOUS time writing out your client experience (in non-Dubsado terms). You HAVE to be clear on what you want, and when. Otherwise, this program won't help you! I'll do all the work to translate it into Dubsado language for you, but YOU are the maker of the goal end-product!
Do some easy settings in your Dubsado account that you set up once and then never touch again. You may already have several completed!

strategy session

Do-It-Yourself

The 1:1 Strategy Session is designed for creatives who want guidance and direction on the back end of their business, and then to take it and implement it themselves. From identifying useful tools, to creating automations, to troubleshooting issues in your workflow, I am here to help!

Schedule now!

You keep finding yourself frustrated at a lack of consistency in your client experience.

Stop spinning yourself 'round in circles

You've sat down to map out your workflow a thousand times. You think, "today will be different. I'm going to get this thing DONE." You pour yourself a steaming hot cup of coffee in your favorite girl-power mug, sit down at your desk, grab your favorite pen, open your trusty notebook,
AND.................
your mind goes as blank as the sheet of paper you're staring at.
AGAIN. 

Sister, it doesn't have to be this way.

Imagine what it will be like to...

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

Stop 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 said "yAAASSSSSs" to 1 or more of these, it's time to make a change.

(keep on reading to find out how)

step one

Before we ever get on the phone with each other, YOU have to do some serious business soul-searching to figure out a few things.
But no worries, my ⭐️⭐️⭐️⭐️⭐️ Service Workbook will guide you through the most important questions. What are your goals for your business? What are you already rocking? What desperately needs to change in order to achieve your goals? You will need plenty of time to review and reflect on these questions so that you are ready for big changes!

Planning

step two

THIS IS WHERE I COME IN! You can't expect to implement your workflows without a clear plan for what they should be accomplishing. We will spend our call together in the Visualization stage, mapping out your process and translating that into what your workflow will look like. No more wasting time trying to implement half-baked plans.

Strategizing

step three

After our Strategy Session, it's time to start IMPLEMENTING those workflows! You will receive customized guidance with all of the details you need to create and how to input it into Dubsado. You'll have everything you need to begin DIYing business assets, setting up your system, and finally, actualizing automation via workflows!

Implementing

Your success roadmap:

back to process

Wedding Photography Process Map

Implementation Guide

back to process

Just a snippet!

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

when you book a call...

you'll leave with:

Confidence to move forward with the tools you need to create your dream client experience, all while spending LESS time at your computer

you'll feel:

All of this is valued at $1297

schedule NOW!

GET IT FOR JUST $347

- Krissy

Cait was a great resource to put Dubsado into action in a way that made sense and worked best for my business. She is awesome!

INterior designer

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.

-Kale

"I cannot thank Cait enough for helping me setup Dubsado from the ground up. it is working perfectly and I couldn't be happier to take my business to the next level."

venue owner

Automate your business

and create unreal sales...

GET STARTED now!