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cait potter blog

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where i share all my tips, knowledge, favorite tools, and more!

to the cait potter blog

Manual ≠ More Personal

Biz Advice, All Industries

Manual ≠ More Personal

You’re not “different” or “more dedicated” to your business because you insist on doing everything manually or refuse to use a system with automation.
AUTOMATION ≠ ROBOTIC and
MANUAL ≠ MORE PERSONAL!

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Return on Investment with a System Strategist

Biz Advice, System Hacks, All Industries

Return on Investment with a System Strategist

Once you’ve got a beautifully set up system with automation and organization all built-in, it’s easy to understand what you gain from investing in a system strategist, but it’s kind of hard to conceptualize all that when you’re still noodling on the decision.

The thing is, I can SHOW you how much money you GAIN by choosing to invest in a system strategist, and I’m not keeping that information secret, I’m sharing it with you here.

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Collecting Feedback with Dubsado

Dubsado, System Hacks, All Industries

Collecting Feedback with Dubsado

Okay let me be clear up front, this title is misleading, this blog isn’t about collecting feedback with Dubsado. The reality is that I do NOT recommend using Dubsado forms to collect testimonials on your services or products. This is a big soapbox for me that I’ve spent lots of time saying over and over again, so I’m here to write my soliloquy once and for all.

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Dubsado, System Hacks, Coaching

Using Calendly inside Dubsado

What should you do if you want to use Calendly or another outside scheduler inside Dubsado? This is a big, important, question so I wanted to write a detailed explanation about alllll of my thoughts related to the Dubsado Scheduler and using outside schedulers inside Dubsado!

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Dubsado, System Hacks, All Industries

Follow Up After an Appointment is NOT Scheduled

People ask ALL THE TIME about how to automate a follow up from the Dubsado scheduler if a client does NOT book an appointment. While this isn’t a native trigger in Dubsado at this time, that doesn’t mean we can’t automate with a little creativity and ingenuity!

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Personal

PLEASE, step into my office! yes, really.

You probably don’t know this about me, but I absolutely LOVE my house and my favorite room is my office! Wanna see?

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This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!

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