design the workflow of your dreams

Workflow Strategy Session

The 1:1 Workflow Strategy Session is designed for creatives who want guidance and direction on the back end of their business. From identifying useful tools, to creating automations, to troubleshooting issues in your workflow, I am here to help! Not only do you get a TWO hour session with me, but you also receive a CUSTOMIZED Implementation Guide after our meeting so you can put your plans into action! 

Schedule now!

You keep finding yourself frustrated at a lack of consistency in your client experience.

Stop spinning yourself 'round in circles

You've sat down to map out your workflow a thousand times. You think, "today will be different. I'm going to get this thing DONE." You pour yourself a steaming hot cup of coffee in your favorite girl-power mug, sit down at your desk, grab your favorite pen, open your trusty notebook,
AND.................
your mind goes as blank as the sheet of paper you're staring at.
AGAIN. 

Sister, it doesn't have to be this way.

Imagine what it will be like to...

Understand key success factors in your client experience so you can start to reach your goals, not just dream about them.
 
Start automating time consuming tasks so that you can spend less time IN your business and more time ON your business.

Stop spinning your wheels with an inconsistent workflow, constantly stuck with more to-dos than you can get through.

Have a clear, optimized, roadmap of your workflow so that every client receives the same stellar experience.

Finally have THAT person you can bounce business ideas around with and figure out how to implement your best ones.

Be 100% confident that all of your daily business tasks are taken care of and your clients are happy.

if you said "yAAASSSSSs" to 1 or more of these, it's time to make a change.

(keep on reading to find out how)

step one

Before we ever get on the phone with each other, YOU have to do some serious business soul-searching to figure out a few things.
But no worries, my Game Plan Workbook will guide you through the most important questions. What are your goals for your business? What are you already rocking? What desperately needs to change in order to achieve your goals? You will need plenty of time to review and reflect on these questions so that you are ready for big changes!

Strategize

step two

THIS IS WHERE I COME IN! You can't expect to implement your workflows without a clear plan for what they should be accomplishing. We will spend our 2 hour call together in the Visualization stage, mapping out your process and creating a LITERAL. VISUAL. MAP. of what your workflow should look like and how that correlates to your systems implementation. No more wasting time trying to implement half-baked plans.

Visualize

step three

After our Workflow Strategy Session (AKA Visualizing call), it's time to start IMPLEMENTING those workflows! You will receive a customized Implementation Guide that details every resource you need to create and how to input it into Dubsado. You'll have everything you need to begin creating business assets, setting up your system, and finally, actualizing automation via workflows!

Actualize

VIEW EXAMPLE

VIEW EXAMPLE

VIEW EXAMPLE

Your success roadmap:

back to process

Wedding Photography Lead Flowchart

Implementation Guide

back to process

Just a snippet!

- Krissy

Cait was a great resource to put Dubsado into action in a way that made sense and worked best for my business. She is awesome!

INterior designer

what you'll get...

the tools you need to design your dream systems

2 hour 1:1 video meeting

In a 2 hour 1:1 video meeting we will work together to establish your ideal client experience & identify the tools you need to keep your business running at its best.

Game plan workbook

Before our call, you will receive a workbook to help you think through your service offerings (strategizing) so that our time together on the call can be spent COMPLETELY on Visualizing.

process flowchart

During the call, we will translate your client experience into a flowchart. This bird's eye view of your workflow will keep you on track as you dive in to implementing the minutia.

customized implementation guide

After our call, I will put together a customized implementation guide that will give you step-by-step instructions on what resources you need to create and how to plug them into your system.

video recording of the session

You will receive a video recording of our 2 hour session to refer back to whenever you need during your implementation work. It'll be like having Jiminy Cricket on your shoulder!

CANNED EMAIL starter pack

20 pre-written canned emails that you can customize to your business. to expedite your workflows, plus 12 BONUS templates specific to Dubsado's protocols

14 days of email support following your Workflow Strategy Session (Value: $350)

Receive a 50% discount on 30 minute Follow Up Call within 30 days of your session (Value: $200)
 
Be the first to know when my signature DIY Dubsado Course launches AND receive a 20% discount!

Let's talk about the bonuses...

over  600 in extras!

$

it's time to get those mundane tasks off your to-do list and let automation do it for you.

Ready for next level success?

Let's go!

A one-on-one 2 hour video call with me
 
My 3-part system implemented into your own business

10-page workbook to help you make your game plan
 
A customized process flowchart

Customized Implementation Guide

Video recording of our session

14 days of email support

Canned email starter pack with over 20 templates!

BONUS DISCOUNT on follow-up calls

when you sign up...

you'll leave with:

Confidence to move forward with your workflow to create your dream client experience, all while spending LESS time at your computer

you'll feel:

All of this is valued at over $1,400

schedule NOW!

GET IT FOR JUST $697

Common Qs and As:

hey girl, i have a question...

Will this Call teach me how to use dubsado?

NO! The Workflow Strategy Session is designed to map out your client experience so that you are prepared to create all the materials necessary to implement your workflows. We will not spend ANY time in Dubsado.

when will i receive my implementation guide?

You will receive your customized Implementation Guide AND the recording of our call within 48 hours of your Workflow Strategy Session so that you can begin implementation while everything is fresh.

WHAT IS THE follow-up email SUPPORT?

As you begin implementing your workflows, you're bound to have some questions. So your package includes 14 days of email support with me, which begins the day you receive your Implementation Guide.

how can i use the discounted follow up call?

The discounted follow-up call can be used for whatever you want! Most clients use it to get real-time support on system-specific questions involved with implementing their new workflow strategy.

What is your 3-part system?

Strategize
What is the end goal?
Visualize
What is the plan to achieve the goal?
Actualize
How do I implement the plan?

What is the Design Your Own DUBSADO COURSE?

Design Your Own Dubsado is a course aimed at teaching you to become an EXPERT on Dubsado so that you can implement any and all of your crazy amazing business ideas. It's set to launch in 2020! 

Move forward today...

get ready for massive results.

schedule a call!

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 want to help you get your client experience streamlined so that you can spend more time loving on your clients and perfecting your craft, rather than on sending the never-ending string of emails (payment reminders/ consultation reminders/session reminders/session prep guides/thank you so much emails/ sneak peek announcements/product ordering/etc. You know the drill.) If you're ready to cut the stress and start LIVING again, then it's time for us to get together.


Meet your guru

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

- Ashtyn

Cait's service was invaluable and I honestly would've paid 3-4x the price for her help. She is absolutely worth every penny!

Photographer