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Coaches, Doulas, Accountants, Legal Professionals, and more...
Photographers, Brand and Web Designers, Visual Artists, Copywriters, Music Producers, Stationery Designers, DJs, Hair and Makeup Artists, and more…
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Directory/⚙️ Cait Potter ⚡️
⚙️ Cait Potter ⚡️

⚙️ Cait Potter ⚡️

Accepting new clients
Specialist Since 2021
Indianapolis, Indiana, United States
  • Badge
Services
  • Workflow Setup
  • Form Design
  • 1:1 Strategy Session
  • Full Dubsado Buildout
  • Dubsado Account Audit / Existing Setup Support
Industry Knowledge
  • Photography
  • Coaching
  • Wedding Professionals
  • Copywriting
  • Bookkeeping / Accounting
Serving areas
  • North America
  • Europe
  • Africa
  • Latin America
Budget
  • Starting at $100 - $250
  • Starting at $250 - $500
  • Starting at $1000 - $2000
  • Starting at $4000+

⚙️ Cait Potter ⚡️ is a certified Dubsado partner

I’m Cait, a Dubsado Certified Specialist and systems strategist. Since 2020 I’ve built systems for 200+ businesses and organizations, from photographers and wedding pros to mobile bars, venues, coaches, and nonprofits. Before that I spent years running programs inside nonprofits, which is where I learned that a business only scales when the process is written down and the busywork runs itself.

I’m obsessed with Taylor Swift, Indian food, my label maker, and certifiably INSANE Google Sheets, and I live with an obnoxiously stubborn belief that everything you want to automate is possible.

How a done-for-you setup works

  1. Discovery call. We talk through your business and make sure we’re the right fit.
  2. Onboarding questionnaire. You share the details that don’t change often: branding, services, policies, and links.
  3. Process Mapping Session. We map your dream client experience from first inquiry to final follow-up, and you leave with a step-by-step plan for your whole system.
  4. Content approval. You review every email, form, and proposal I’ve drafted and make it sound like you.
  5. I build it. Workflows, forms, emails, schedulers, payment plans, and every automation Dubsado allows. You don’t touch a thing.
  6. Launch and support. We walk through the whole system together on Zoom, you get a Next Steps Guide, and I’m on hand for 30 days of support after launch.

Most setups take about 4 weeks.

See every setup I’ve built, with the workflows, automation rates, and hours saved: caitpotter.com/results/service/done-for-you-dubsado/

Media

Clients

Love + Water Photo
The Scout Guide Phoenix & Scottsdale
Nikki Trailor
Tangle Marketing
Spark Interiors
Amazing Graze Barn
Reviews
5
37 reviews

Cait was efficient and tailored my form to be a great reflection of my Brand.

Heather Langhofer · Grace Allen Design ·

Cait was efficient and tailored my form to be a great reflection of my Brand. Can’t wait I work with her again.

She did what I failed to do in a year in mere weeks!

Tania Felger · Isabel and Allen ·

No matter how many videos I watched from Dubsado support I felt like I had bits & pieces but lacked the know how to fit them all together. Cait was my lifesaver. She is extremely knowledgeable and when deciding how to best get what I wanted out of Dubsado she was able to confidently provide options and let me decide. During my research I found some cheaper options but they just didn't seem to have the professionalism that I saw with Cait. What she was able to accomplish was magical!

Cait will save you time and frustration.

Rayla Bailey · Rayla Bailey ·

I highly recommend Cait to help you get organized, streamline your business processes, and provide an elevated experience to your clients. Cait was nice, funny, and fun to work with. She was professional and worked quickly. She handled everything, it really was a full-service client experience for me to work with her - I knew from her own process that she would make sure my clients were taken care of. And she did. Very happy client!

Cait took a heavy burden off my already full plate.

Nancy Lane · Nancy Lane Interiors ·

Cait took a heavy burden off my already full plate and helped me implement a system to automate my onboarding process for my business, #priceless. I never considered anyone else to do the set up. I went off of referrals from other designer friends who had used her. Word of mouth from a reputable source is what sold me. I appreciate Cait's patience with me bc I am not a fan of technology.

Cait was great!

Chelsea Hall · Chelsea Hall ·

Cait was great! She was prompt and communicative. Her setup was thorough and we're excited to implement our workflows for 2021!