Shop - caitpotter.com

You don't have to do it alone.

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

I started this business because I LOVE helping overwhelmed entrepreneurs take back their life with Dubsado. If you've found yourself here, on this page, it probably means that you also have a love for systems; that you want to help others actualize their automation dreams; that you want to empower your clients to OWN their business in every way. I have spent years carefully crafting and perfecting my luxury client experience- making my clients trust me both for my expertise in the system AND for the advice I can provide on running a top-notch, client-centric, purpose-filled business. I'm so excited to be here sharing it ALL with you!

Meet your guru

i'm here to help you build a profitable & PURPOSE-FILLED business.

I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients. 

happy client

-Rayla

Here's how I can help!

the tools you need to design your dream dubsado setup

to finally setup your workflows!

Shop tools for Dubsado users

For pros working with clients

Shop tools for Dubsado experts

The latest for

Dubsado Setup Pros

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To help you organize and operationalize your workload, I’m sharing it ALL! This ClickUp task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client.

Click Up Board Dubsado Setup Project Tracker

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This calculator will help you determine the value of the luxury Dubsado setup service AND will help you stay consistent about your pricing by showing you the value of your time!

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Grab the Dubsado Pro bundle and save!
The bundle includes a Dubsado Setup Onboarding Form, Implementation Form, AND my Signature Dubsado Offboarding Kit. Everything you need to offer a top notch Dubsado Setup service!

The latest for

Dubsado users & entrepreneurs

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GREAT FOR ALL INDUSTRIES! Whether you have set packages OR you customize each client’s package, this proposal is designed to make pitching easy (unlike your constant hustle)! WOW your clients with this code-free Dubsado Proposal template.

Dubsado Proposal Template

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This code-free Dubsado template for wedding photographers provides a family formal shot list and an example wedding day timeline, organized in an easy-to-understand format so that you are 110% ready for the big day!

Wedding Shot List & Timeline Dubsado Template

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Start asking the RIGHT questions of your wedding couples so that you can efficiently plan for their day. This template is designed to easily collect all the info you’ll need for the big day while WOWing your clients.

Wedding Photography Questionnaire Dubsado Template

Have a question?

I want to answer!

Tell me what your question is, and about which product, and I'll get back to you ASAP!

Submit question!

- 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

GETTING STARTED GUIDE

This guide will walk you through all of the key decision points you will come across as you begin your journey in this business and set you up to be a profitable, professional Dubsado Pro!

Email templates

Get the emails I use from initial inquiry to closing the deal and beyond. These emails will help you close sales and keep your clients happy and informed with consistent, thoughtful status updates!

code-free form design

Even if you don't use CSS, you should still be creating beautiful, professional, cut-above-the-rest forms for your clients. Check out the formula and building blocks I use to guarantee consistently beautiful code-free forms!