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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 knows Dubsado like the back of her hand.

Valerie Worth · Worth Capturing ·

Cait knows Dubsado like the back of her hand. She is super helpful and knowledgeable about what things can be done (or can't) and how to set things up in the most efficient way. She definitely seemed like she really knew what she was talking about and would be a valuable resource for someone like me who wants to use Dubsado more, but doesn't have the time or the expertise to set it up on their own.

I can make $60k MORE per year now.

Anonymous Client · Anonymous ·

Cait is my secret weapon. I interviewed about 10 Dubsado Pros, and Cait was the only one that said she could deliver my vision, and she did. Before I met Cait, I was able to do $10,000/month/person. Now my process is SO efficient that we have increased our capacity so that we can do $15,000/month/person. Cait also taught me how to use the new system, and her process to gradually make me self-sufficient is perfect. Cait has thought of everything! Her DFY setup package was worth every penny.

Cait's like the fairy god mother of Dubsado setup

Jada Burke · Jada Nicole Photography ·

Cait's like the fairy god mother of Dubsado setup that you never knew you needed! [She has] attention to detail! She was so knowledgeable of things and made me even aware of things I had no idea about. She is so generous and understanding, and makes her clients feel heard and supported throughout the process and afterwards! I could not recommend her more, she is definitely the person you need to help make your business thrive!

I have never worked with a business who has their shit so thoroughly together.

Shawn Ravazzano · Love + Water Photography ·

There will be others who are less expensive, but every penny was well spent. I literally have never worked with a business owner who has their shit so thoroughly together and it's refreshing. Our business is completely automated. Transformed. After 7 years with another CRM, I finally use workflows, and we even get tips. And the big selling point for me at least was that everything looks branded and beautiful! I noticed clients booking WAY quicker when they receive our new proposals.

Cait is worth every dime and then some!

Lawrence Ream · Noble Lights Portraits ·

Cait is a rare gem who not only does what she says she's going to do, but so much more. She goes above & beyond exceeding any expectations. Her communication skills are perfect and although I missed several deadlines and timeslots, she still worked with me w/o question. My biggest fear was that, many vendors say they will give you the keys to the kingdom, but they end up giving you a key that doesn't fit anything. Cait came through with every promise she made leaving nothing to be questioned.