how do you know

that I know

what I say I know?

Well, up until now, it's allllll trust! But you deserve more than that. Lucky for me, the proof is in the pudding (and I have LOTS of pudding to show off!).
Keep scrolling and clicking to check out what my Dubsado setups are made of! 

I've been in business long enough to understand that feeling that even when you're doing it ALL, you're still not doing ENOUGH. I used to work a 9-5, come home, sit down at my computer and work in MY business until 11 when I'd fall asleep exhausted and burnt out. All while making NO traction in my business. It was no way to live.

It wasn't really living at all.

I'm here to help you cut the stress and start LIVING again, all while achieving more goals in your business than you ever thought possible.


Meet your guru

i'm here to help you take your business to new heights.

what clients say about me

dubsado knowledge

delivery time

overall experience

number of degrees

2

Bachelor's: political science 
 
Master's:
management

i love to...

organize, ANALYZE, & plan

DESIGN W/ BEAUTY & FUNCTION IN MIND 

interact with clients

Dream up Creative solutions

ENVISION THE IDEAL END RESULT

enhancE the client experience

expertise

Form design

process maps & workflows

copywriting

Zapier

I had the most successful year I have ever had since working with Cait.

happy client

-erin, PHOTOGRAPHER

My Qualifications

EVERYTHING YOU SHOULD KNOW about

airtable
asana
bit.ly
calendly
cloudspot

flodesk
google
showit
slack
trello

i can also help with

DUBSADO forever plan member  since

2017

hours ACTIVELY working with clients

840+

WORKFLOWS CHARTED & IMPLEMENTED

150+

DAYS OF FOLLOWUP SUPPORT PROVIDED TO CLIENTS

700+

the
auto-magician
at work

Believe in auto-magic

COACHING

INTERIOR DESIGN

MEMBERSHIPS

ENTERTAINMENT AGENCY

the
auto-magician
at work

click to view

"Dude, you've got to work with Cait! She's a genius with online systems and she'll work magic on your workflow."

"Working with Cait was so good for me--she helped me organize my business, work to my strengths, and she made my business stronger. [Before Cait,] I had no idea wtf I was doing. My systems were messy, I couldn't track client payments, and I struggled to onboard new clients successfully. Dude, you've got to work with Cait! She's a genius with online systems and she'll work magic on your workflow.

-Kallie

copywriter

and so will you!

"I had a laundry list of services I wanted to upload, and she attacked it without hesitation!"

"Cait was incredibly helpful all the way through the process. Very prompt to return emails or calls, and very efficient! I had a laundry list of services I wanted to upload, and she attacked it without hesitation! I was up and running quickly!"

-Autumn

wedding planner

"CAIT can pinpoint areas where you can tighten up processes."

"If you aren’t sure about your Dubsado workflows, or need some ideas on how to perk up processes, Cait is your gal! She can pinpoint areas where you can tighten up processes, as well as identify processes that are missing that would help with client experience! I have zero regrets about hiring her; you will too! I’ll also be back :-)"

-Alana

career services

"Cait was able to help guide me through Dubsado when I felt completely overwhelmed and ready to give up. After her help, I had the most successful year I have ever had."

"I'm so thankful for Cait! She completely changed the way I operate my business. She was able to help guide me through Dubsado when I felt completely overwhelmed ready to give up. After her help,  I had the most successful year I have ever had. She is a wealth of knowledge & took her time to help me navigate Dubsado and truly learn it!  I'm so happy I invested in Cait. I highly recommend working with her, she is a lifesaver! "

-Erin

photographer

"The dozens of template emails Cait created for me was worth it - not to mention all the workflows she created in addition." 

Cait is awesome! She helped answer all my questions and was very patient with my limited Dubsado knowledge.  Cait is very efficient and extremely knowledgeable about Dubsado. She makes writing great "email copy" (email templates) look effortless, and the emails sound friendly AND professional. The dozens of template emails Cait created for me was worth it - not to mention all the workflows she created in addition.

-Kay

motivational interviewing coach

"I'm already seeing a HUGE difference in my business and client interactions."

"I wish I would've hired Cait a long time ago! Having her take care of my workflow systems and get everything running for me has saved me so much time! Now, my clients are getting their questions answered before they even have time to ask! I finally feel like I'm organized and have a handle on my upcoming clients, instead of taking it one week at a time and panicking because I realized I still hadn't sent them that outfit guide, or any other info for their session. It was well worth the money spent!"

-Ashtyn

photographer

Tutorials & Tips

these are some of  my favorite ways to enhance your dubsaDO setup

Since we don't have folders, I like to keep everything organized by creating empty packages & workflows to act as separators. 

Then, simply drag and drop each item under the appropriate header!

packages & workflows

organize

Canned emails get out of hand QUICK! I make sure that you can keep track of each email by titling them using a pattern:
Workflow Name |  Phase # | Email function
EXAMPLE
"Wedding | Lead 01 | Initial Inquiry Response"

canned emails

keeping track of

With a FREE Zapier account, you can automatically add your Dubsado leads to Flodesk or another email platform.
 
Dubsado Trigger > New Project As Lead
Flodesk Action > Create/Update Suscriber

with Flodesk

integrate

tap to learn more

hover to learn more

get 50% off flodesk

See the workflow

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Coaching: Lead to Onboarding

See the flowchart

Coaching: Lead to Onboarding

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Full Service Interior Design Lead

See the workflow

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See the flowchart

Full Service Interior Design Lead

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Membership Association New Member

See the workflow

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See the flowchart

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Membership Association New Member

Entertainment Booking Agency Lead

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Whoopsy Daisy!

I forgot to screenshot the finished dubsado workflow, but trust me, it was awesome.

desktop viewing recommended