System Starter Kit

Hey there!

You’re here because white-knuckling your Business through every task, client, and follow-up just isn’t cutting it anymore.

You want systems that actually support your growth. Smart workflows that protect your time (and your peace). A setup that feels more CEO energy than “did I remember to send that?”

Whether you need a full-blown ops glow-up, a seamless system setup, or strategic support that grows with you - this is where things start clicking. For real.

Strategy that scales.
Systems that set you free.

Picture this: your business is humming along like a well-oiled machine. Proposals sent. Payments collected. Clients onboarded. Projects in motion - all before you’ve even checked your notifications.

You’re spending your days in your zone of genius, not chasing down emails or Frankensteining together another last-minute fix.

You’re scaling without the burnout. Serving your clients like a pro. And finally feeling the clarity, calm, and control you’ve been chasing since day one.

That’s what happens when you stop surviving - and start building a business that’s built to thrive.

Ready to run your business -
instead of it running you ragged?

Here's your chance

Serve Better

Earn More

Work Less

Serve Better

Earn More

Work Less

Serve Better

Earn More

Work Less

services

Your systems sidekick, on call. Build momentum with operations that scale & stick.

I’ll create automations and client journeys so smooth, your biz might just run itself.

Custom clarity, coming right up. Untangle the chaos, and plot your next brilliant step.

Michelle

Before I met Cait, I was able to do $10,000/month/person. Now my process is SO efficient that we have increased our capacity so that we can do $15,000/month/person.

Sarah

"Cait is whip smart! Watching her move through her workflow spreadsheet was like watching a concerto! she has a gift like no one else."

a different Michelle

"HIRE HER! She is worth every penny and more. Having someone who is super knowledgeable about workflows and strategy makes a world of difference."

Mattie

"This was hands down one of the best investments I could have made for my business. Literally cannot recommend Cait and her services enough!"

by the numbers

The

Effect

Cait Potter

Nikki came to me ready to offer a new client experience heads and tails above her competition.

Sarah effortlessly lives the Profit First Ethos with a custom dashboard.

Toni from Mill Pond Estate, a Florida wedding venue, cut her time spent in Dubsado in HALF!

Real Women.
Real Workflows.
Real Wins.

Take a peek behind the curtain at the system shifts that turned burnout into booked-out.

The Glow Up Gallery

xo, Cait

Systems strategist, operations fixer, and business architect for entrepreneurs who want clarity, not chaos.

Meet Your Not-So-Secret Weapon

I'm Cait - the brains behind businesses that actually scale.

I design systems that feel as good as they function.

I translate big, messy visions into scalable, profitable operations.

And I do it all with a little drama, a lot of strategy, and just the right amount of sparkle.

Because your business deserves more than “making it work.”

I’m the strategist that entrepreneurs call when the post-its, patched- together workflows, and late-night "WTF" moments stop working. With 10+ years in operations and 150+ businesses streamlined and scaled, I help service providers trade burnout for bulletproof workflows.

Systems don’t install themselves, workflows don’t fix themselves, and businesses don’t scale themselves. You bring the vision - I’ll bring the blueprint - and together, we’ll build the business you actually want.

You can show up and work as a team

You know when it’s time to get out of your own way. You’re not here to cling to chaos - you’re here to make bold, strategic decisions that make scaling possible.

You are willing to listen to an expert

You’re looking for real plans, real systems, and real results. Not vague motivation. Not generic advice. You're ready to make smart moves that actually move the needle.

You want strategic and actionable advice

You’re ready to work with me if you’re ready to do it right.

Your smarter, stronger business starts now.

Stop wishing. Start working.

In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.

From Guesswork to Growth with Airtable

You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts - and where smart systems actually work.