HELPING YOU use dubsado to build a profitable, PROFESSIONAL, purpose-filled business

Shop the Cait Potter Workflow Collection

you deserve to run a business you love.

You've made the investment into Dubsado because you are ready for GROWTH! You know that you need a system to help you serve your clients in the best way possible. You know what you want your client experience to look like, now all you have to do is plug it into this shiny client management system. But when you open Dubsado.... you're totally lost. Where do you start? What do you do first? What do you need to create? How does it all work? Is your head spinning from all of these questions?

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

You don't have to do it alone.

use the tools and resources here to skip the overwhelm and get working!

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.

Here's how I can help!

the tools you need to finally finish that dubsado setup

Made for Everyone

20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 13 BONUS templates specific to Dubsado's protocols

This Canva pack will provide you with 10 templates for your form design, Dubsado settings, client portal, AND MORE! Answer all of your design needs with these templates.

$17

$27

must have

learn more

learn more

get them now for this SPECIAL INTRO PRICE!

wedding photographer startup kit

This startup kit is designed for those who have the time and motivation to devote to setting up Dubsado, but just want a little guidance on getting started.

$27

Create a clear vision for where you want your business to go and what you need to do to get there.

Have a professional, streamlined, client experience process dropped in your lap, ready for implementation to help you reach those goals.

Respond to your most common client needs and questions with consistent personality and professionalism (& in a fraction of the time!).

Stop pulling your hair out trying to figure out how to get to the auto-magic everyone is talking about!

More about the Onboarding Questionnaire

this kit will help you:

Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients! 

You will leave with:

The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.  

I had the most successful year I have ever had since working with Cait.

happy client

-erin

Lead/Inquiry Templates
  
Invoice Templates
 
Onboarding Templates
 
Offboarding Templates
 
PLUS! 12 BONUS templates for Dubsado's system!

More about the Dubsado Canned Email Starter Pack

what's inside:

20+ canned email templates that will take hours off your Dubsado setup time!

You will leave with:

Email templates will not only save you HOURS in your workflow but they will also allow you to provide a consistent client experience that is sure to please! Using email templates will give you more freedom from your inbox and more time to focus on doing what you love!. 
 
The Starter Canned Email Pack bundle includes over 20 email templates for everything from initial inquiry response to gallery delivery to a final thank you to your clients. 

I had the most successful year I have ever had since working with Cait.

happy client

-erin

DUBSADO canned EMAIL starter pack

20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 13 BONUS templates specific to Dubsado's protocols

$17

buy now!

DUBSADO FORM DESIGN CANVA TEMPLATE PACK

This Canva pack will provide you with 10 templates for your form design, email signature, Dubsado settings, client portal, AND MORE! Get all of your design needs answered with these templates.

$27

Client portal banner
 
White labelling Dubsado with your logo and favicon
 
Form design headers and footers
 
Testimonials and other special proposal sections
 
And so much more!

More about my Dubsado Design Canva Pack

this pack includes canva tempaltes for:

10 Canva templates packed with 20 designs you can mix and match to help kickstart your creativity within your Dubsado account!

you will leave with:

There are so many different design elements in Dubsado, it's difficult to figure out what size image you need for each. This Canva template pack is the answer to all those frustrations of your image sizing just not looking quite right! This pack will help you not only get your account setup and looking professional, but will help you uplevel your form design!

I had the most successful year I have ever had since working with Cait.

happy client

-erin

buy now!

Made for Photographers

20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 12 BONUS templates specific to Dubsado's protocols

This kit is packed with 7 canned emails, 2 form examples, and step by step instructions on how to create your mini session scheduler and workflow so that you can be up & running in MINUTES!

$97

$67

must have

learn more

learn more

get them now for this SPECIAL INTRO PRICE!

wedding photographer startup kit

This startup kit is designed for those who have the time and motivation to devote to setting up Dubsado, but just want a little guidance on getting started.

$27

Create a clear vision for where you want your business to go and what you need to do to get there.

Have a professional, streamlined, client experience process dropped in your lap, ready for implementation to help you reach those goals.

Respond to your most common client needs and questions with consistent personality and professionalism (& in a fraction of the time!).

Stop pulling your hair out trying to figure out how to get to the auto-magic everyone is talking about!

More about the Onboarding Questionnaire

this kit will help you:

Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients! 

You will leave with:

The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What's the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.  

I had the most successful year I have ever had since working with Cait.

happy client

-erin

A complete workflow, booking to gallery delivery, for mini sessions!
 
Step-by-step instructions for how to create the workflow and all of its individual elements!
 
7 canned emails with Dubsado smart fields included
 
2 form examples for inspiration
 


More about the Mini Session Kit

what's inside:

An completely automated Mini Session booking system including scheduler and workflow!

You will leave with:

I get so many questions about how to use Dubsado for effortless booking of mini sessions! These quick sessions are meant to help you make money, not pull your hair out trying to coordinate them! 
 
That's why I created the Mini Session Kit. This thing is PACKED with easy-to-understand directions, templates, and form inspiration to help you get all of the necessary elements set up within your account so that you can FINALLY start using automated WORKFLOWS to book your mini sessions!

I had the most successful year I have ever had since working with Cait.

happy client

-erin

mini session kit

This kit is packed with 7 canned emails, 2 form examples, and step by step instructions on how to create your mini session scheduler and workflow so that you can be up & running in MINUTES!

$67

buy now!

Common Qs and As:

hey girl, i have a question...

DO any of these products TEACH ME HOW TO USE DUBSADO?

These resources help you with certain elements of your Dubsado account, but all-in-all it is NOT training on how to work the system. For more in-depth help, check out Dubsado 101!

DO YOU OFFER 
REFUNDS?

Due to the nature of digital & service products, no refunds will be given.  I welcome your private questions and feedback in order to improve any & all Cait Potter Workflow Collection products HERE!

who are these resources this for?

These resources are designed for Dubsado users who want to do some DIY in their account, but need some help with moving the needle forward. 

- Valerie

"Cait knows Dubsado like the back of her hand. She is super helpful and knowledgeable about how to set things up in the most efficient way."

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Coming Soon

tips & tricks mini guide

I'm giving you ALL of the helpful tips, tricks, and workarounds that I've learned throughout my years of Dubsado Setups to help you uplevel your automation!

membership

This membership will provide special and exclusive access to get ALL of your Dubsado questions answered and to troubleshoot your challenges with me personally, PLUS tons of other exclusive help, hacks, and fun!

dubsado workflow builder

Trying to figure out how to build your workflows in Dubsado is overwhelming, it's frustrating, and it usually just feels like you're spinning your wheels. This workflow builder will help you identify everything you need to create and walk you through the process of doing so to FINALLY get your workflows off the ground!

get ready for massive results

Move forward today.

book a strategy session!