Want to see Dubsado and Airtable in action? This blog dives into how these two powerhouse tools work together to automate your operations, analyze your business performance, and save you time. Trust me, you’ll want to watch the webinar for all the juicy details.

Dubsado and Airtable: Making Business Operations Smoother (With Some Behind-the-Scenes Chaos)

Dubsado, Airtable

A dynamic visual of Dubsado and Airtable integration, symbolizing efficiency and data-driven growth.

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!

Manual ≠ More Personal

All Industries, Business Advice

Manual ≠ More Personal

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.

Return on Investment with a System Strategist

Systems, All Industries, Business Advice

Return on Investment with a System Strategist

A few years ago, Dubsado released a feature to their workflows known as “approvals”. For a minute, it felt like these approvals were answering what SO MANY PEOPLE were asking for – a way to make sure their automations did not fire without their express permission.

Unfortunately, the “Approvals” function misses the mark in a number of ways. Here’s why I never use Dubsado Workflow Approvals (and what I do instead).

Why I Never Use Dubsado Workflow Approvals

Systems, Dubsado, All Industries

Why I Never Use Dubsado Workflow Approvals

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.

Collecting Feedback with Dubsado

Systems, Dubsado, All Industries

Collecting Feedback with 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!

Using Calendly inside Dubsado

Systems, Dubsado, Coaching

I’m here to tell you WHY you should SKIP using PDFs in your client experience and/or Dubsado (and, of course, to tell you what you should do instead!).

DON’T Use PDFs in your client experience!

Dubsado, Systems, All Industries, Business Advice

DON'T Use PDFs in your client experience!

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!

Follow Up After an Appointment is NOT Scheduled

Systems, Dubsado, All Industries

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

PLEASE, step into my office! yes, really.

Personal

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.
  • 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.” It deserves to work for you.

Systems strategist, operations fixer, and business architect for entrepreneurs who are done duct-taping their backend together.


Meet Your Chief Chaos-Crusher


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


xo, Cait

This one's on me. Complimentary free stuff coming right up. 

leaving so soon?

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.

What is "the client journey"?

Hot Seat, Hot Takes, Hot Damn.

Your all-access pass to my juiciest masterclasses — totally free.


Turning hot mess businesses into high-performing machines — and loving every damn minute of it.

xo, Cait

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