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cait potter blog

quickbooks

bookkeeping

Dubsado

client management

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password control

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I'm Cait Potter — business coach for creative go-getters. I'm here to help you make your business ROCK.

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Getting Started in
Dubsado!

Enable Social Profile Likes on Dubsado Forms

Check out my office!

Zoom now requires all upcoming, previously scheduled, PMI meetings, and webinars to include a password for security purposes. But how do you find and update that password??

How to Change your Zoom Meeting Password

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If there is anything our crisis with COVID-19 has taught us, it’s that the unexpected could happen at any time. Although this may be a morbid topic, it’s critical to prepare your business in case of emergency. Here area. few tips on how!

Do you have a contingency plan for your business?

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Give yourself more time to do fun stuff by following these step by step directions to add your new Dubsado leads or jobs into Flodesk automatically!

Automate your workflow OUTSIDE of Dubsado with this ZAP! Dubsado to Flodesk

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So you may have noticed photos of me ALL over my website. In fact, I know you did, because they’re everywhere. Having this absurd number of photos of myself is no accident. Check out these 3 reasons why you should invest in a branding session for your own business!

3 reasons why you should invest in a branding session!

Cait branding shoot white loft

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With the COVID-19 crisis, you might be finding yourself home, stressed out about the business you may or may not be losing. Rather than sit there and needlessly stew on stressing, get some CRITICAL business functions done!

7 ways to be productive in self-quarantine!

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Use LastPass for your online password storage and organization. It remembers all your passwords, so you don’t have to (’cause you have better things to do).

Get secure! Online password storage and organization!

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Dubsado provides TONS of free tools to get started, but it is so difficult to comprehend how everything fits together in the beginning. I work with so many clients who get completely overwhelmed by how to get started, so I wanted to share my perspective/thought process on how to get all the pieces and put […]

Getting Started in Dubsado

Cait working on Mac with Dubsado sticker

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Use these step by step instructions to embed like & follow buttons from all your social media profiles onto Dubsado forms! Such a clever way of convincing your clients to connect with you on social media if they haven’t already.

Dubsado Hack: Embed social profiles on forms

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In a world filled with increasingly specific and rigid apps, Airtable takes a radically different approach by giving you (yes, you!) the building blocks to create your own way of organizing anything from film projects to apartment hunts and customer lists.

Airtable: A database in a spreadsheet

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Calendly is a simple, easy-to-use, yet powerful scheduling software that will save you SO MUCH TIME! It eliminates the old-school way of using email and phone tags for scheduling appointments, calls, interviews, and more.

CALENDLY: Manage your business, not your calendar

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I'm Cait Potter — business coach for creative go-getters. I'm here to help you make your business ROCK.

tell me more...

crowd favs

on the blog

Getting Started in
Dubsado!

Enable Social Profile Likes on Dubsado Forms

Check out my office!

.

invoice email templates

Instantly plug & play these 7 templates into your business for the perfect blend of friendly but firm payment terms!

don't spend another day *not* getting paid

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email signature

You need an email signature that will oooooze friendly professionalism.

don't be drab, get fab!

.

dubsado system emails

This tool will walk you through every step of getting your system emails input into Dubsado!

get my secret dubsado system emails to represent your business professionally always

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lockscreens

For the punny at heart.

gET MY SET OF MOOD-BOOSTING LOCKSCREENS

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dubsaod roadmap

Getting started is the hardest part, but with this guide, you'll get a step-by-step roadmap to what to do, when to do it, and a bunch of other freebies that will help you as you go!

It's insanely detailed & will walk you through *every* step!