Specialist Since 2021
⚙️ Cait Potter ⚡️
Indianapolis, IN, United States of America
Accepting new clients
Special offer
Resources
Services
- Workflow Setup
- Form Design
- 1:1 Strategy Session
- Full Dubsado Buildout
- Dubsado Account Audit / Existing Setup Support
- Form Template Purchase Options
- Other
Industry Knowledge
- Photography
- Coaching
- Wedding Professionals
- Copywriting
- Bookkeeping / Accounting
- Interior Design
- Marketing
- Event Planning
- Brand Design
- Consulting
- Social Media Managers
- OBM
- Venues
- Creative Services
- Florist
- Legal Professionals
- Artists
Serving areas
- North America
- Europe
- Africa
- Latin America
Budget
- Starting at $100 - $250
- Starting at $250 - $500
- Starting at $1000 - $2000
- Starting at $4000+
About ⚙️ Cait Potter ⚡️
You’ll find my morning routine to be just as efficient as your experience working with me. I’m obsessed with Taylor Swift, Indian food, my label maker, and certifiably INSANE Google Spreadsheets. I live each day with an obnoxiously stubborn belief that absolutely everything I want (to automate) is possible.
MY passion is helping badass powerhouse women like you go from burnt out to ON FIRE, lighting up the world around you with YOUR passion.
BY THE NUMBERS
🦩 5+ years as a System Strategist
❤️🔥 150+ happy clients (and counting!)
⏳ 384 hours saved annually per client on admin tasks
💰 $8,850 saved per client annually on admin expenses
HOW IT WORKS
- Contact me & book a discovery call. This is where we can get to know each other to make sure we're the best fit.
- Onboarding Questionnaire: You will fill out your Onboarding Questionnaire prior to our Process Mapping Session. This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
- Process Mapping: LET THE MAGIC BEGIN! Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
- Implementation Questionnaire: After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during process mapping. Once you work through this one, you’ll be on easy streets until the setup is done!
- Time to Automate: Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows. So sit back and enjoy your glass of wine. I’ve got this under control.
- Offboarding & Follow-Up Support: Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life! After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
⏱️ Your Total Time Commitment: 12-18 hours over 8 weeks.
STOP PUTTING THIS ON THE BACKBURNER. LET'S START AUTOMATING TODAY.
Media
Services
Return on Investment
Frequently Asked Questions
Methodical Workflows
Custom Form Design - completely code-free!
Comprehensive Follow Up Support
Videos
How to Use Dubsado as a Wedding Photographer
Client Testimonial
How to Use Dubsado as a Systems Strategist
Clients
Reviews
Write a review
I've been able to develop an incredible client experience working with Cait.
Mar 26, 2024
Brittany S. Hale, BND Consulting
I've been able to develop an incredible client onboarding experience working with Cait. I literally onboarded a new client immediately after we wrapped and they were so impressed with our Client Lounge and onboarding experience. She's amazing and personable. I love her brand. I've invested in consultants before and been burned. I was so glad this wasn't the case with Cait.
Literally cannot recommend Cait and her services enough!
Dec 05, 2023
Mattie Sharp, Mathilda Louise Photography
This was hands down one of the best investments I could have made for my business. I'll have to admit I toggled with the idea of hiring her for awhile because I kept telling myself, "you'll figure it out eventually" & finally I decided to pull the trigger on it. As soon as we had our [mapping] call, I felt a huge amount of relief that I was going to get my Dubsado set exactly how I want it because Cait's processes are so well put together. Literally cannot recommend Cait and her services enough!
I am still blown away with the results from working with her.
Dec 05, 2023
Kegan Beckett, Indy Canine & Co
Cait is a business systems guru! I am still blown away with the results from working with her.
Cait is amazing. She's a whiz & super knowledgeable.
Dec 05, 2023
Anonymous Client, Anonymous
Cait is amazing. She's a whiz & super knowledgeable. I am an Event Planner & I wanted some help, but didn't want someone to do everything because it was important to know how to work my program. She is so patient & a whiz. I had all these forms that were long and tedious and she created them to look amazing, shorter with some of my wonderful graphics. She also helped so much with my project funnels. I highly recommend her & I've not only found someone who is amazing at Dubsado, but a friend too.
Cait was so helpful!
Dec 05, 2023
Anonymous Client, Anonymous
Cait was so helpful! She walked me through all my questions and helped me clarify my business needs so I could get the support that would actually help!
She handled everything with care and complete knowledge.
Dec 05, 2023
Anonymous Client, Anonymous
Cait is amazing! She handled everything with care and complete knowledge. I highly recommend her and I am thankful for her service!
