FAQs on Strategy Sessions ☎️ 📣Will this call teach me how to use a system? Not necessarily. The Strategy Session is designed to help you with whatever you need! That could include mapping out your client experience, troubleshooting directly in Dubsado, HoneyBook, Airtable, or heck, even a Google Spreadsheet. It could also encompass talking through strategy or questions for any other business systems you need help with! 📣What if I need more than 90 minutes? If you think you need an intensive session to deep dive the business, shoot me an email at mailto:boss@caitpotter.com and tell me a bit more about your situation. Most likely, we’ll end up booking a regular Strategy Session first to see if that will cover everything we need, and if we agree you need more time after that, we’ll come up with a plan from there! 📣What will I receive after the call? You will receive a recording of our call together and any materials that we create on the call together, (ex: a flowchart to help you build your workflows or a content directory of assets for you to create!). Remember that you drive these calls, so what we create changes from client to client. If we map your Dubsado workflows, you’ll receive an Implementation Guide on how to DIY the rest of your Setup. Click the link in my bio to get 90 minutes of 1:1 system expertise with me! 🔗 . . . .#systemsstrategist #workflowmanagement #workflowstrategist #businesssystem #workflowautomation #processimprovement #businesssystems #fempreneurs #aspiringentrepreneur #thebossbabesociete #bizowners #entrapanuer #bussinesstips #successtips101 #bizsystems #businessbuilder #lovemybiz #savvybusiness #businesshelp #entreprenuer #girlbosstips #successinbusiness #hustlequeen #savybusinessowner #productivityhabits #scalingyourbusiness
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My first 6 months writing online were overwhelming 😅. I would spend hours juggling different tools and platforms. If I was starting over, the first thing I would do is immediately automate routine tasks with practical tools. This saves time and boosts productivity! ⏰💼 Share your favorite time-saving tip! Visit our website: smeadvantage.co.za #BusinessAutomation #BusinessSuccess #SMEAdvantage
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Unlocking Agent Success: Tools & Templates for Growth Discover powerful resources at goldenhandoff.com! This video covers essential tools, including a calculator for estimating client value and access to editable scripts and templates to elevate your business practices. Start maximizing your potential today! #RealEstateTips #AgentSuccess #BusinessGrowth #ValueCalculator #MarketingTools #ClientReferrals #PerformanceTemplates #RealEstateStrategies #SalesGrowth #GoldenHandoff
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It’s Day 4 of the 12 (Business) Days of Tools, and I’m giving you a FREE gift that has helped hundreds of business owners like you: the System Starter Toolkit. 🎁 What’s Inside? 1. Templates for organizing your workflows. 2. A checklist to get started with Dubsado. 3. Email scripts that make client communication a breeze. When I first started, I didn’t have a toolkit like this, and I wasted so much time trying to figure out systems on my own. I created this resource to save YOU from that same struggle. This toolkit isn’t just for beginners. Even if you’ve been running your business for years, you’ll find nuggets of wisdom to streamline your work. Comment “DAY 4” for the link! 🔗 🎁 . . . #DubsadoChallenge #BusinessBoost #DubsadoAutomation #SmallBusinessGrowth #ProductivityHacks #WorkflowSolutions #CRMStrategies #OnlineBusinessSuccess #EntrepreneurTips #DigitalAutomation #BusinessEfficiency #StreamlineYourWorkflow #EntrepreneurJourney #BusinessMastery #WorkSmarterNotHarder #OnlineEntrepreneur #BoostYourProductivity #DigitalTransformation #BusinessStrategy #MasteringDubsado
Cait Potter, Consultant - It’s Day 4 of the 12 (Business) Days of Tools, and I’m giving you a FREE gift that has helped hundreds of business owners like you: the System Starter Toolkit. 🎁 What’s Inside? 1. Templates for organizing your workflows. 2. A checklist to get started with Dubsado. 3. Email scripts that make client communication a breeze. When I first started, I didn’t have a toolkit like
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Got it! I'll keep my responses consistent and utilize Quick Replies for frequently asked questions to provide faster support. To set up Quick Replies, I'll guide you through the process: 1. Go to Business Tools 2. Select Quick Replies 3. Add a new reply 4. Enter the question/keyword and response This will help me respond efficiently and effectively to common inquiries.
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💬 FIRST, COMMENT AUDIT BELOW if you want to untangle your business back end once and for all. 🧩 I've helped dozens of my clients unlock the missing pieces in their backend systems. 👉 Pointed out the systems gaps that made their SOPs in the world virtually useless for delegating to their VA. 👉 Outlined the tech systems that would streamline their work and they'd be EXCITED to use. 👉 Mapped out how to fix the automations that they could never get to work quiiiiite right. HOW'D WE DO IT? 1️⃣ First, by getting crystal clear on what they WANT from their business. How do they want to work in their business?? 2️⃣ Diving deep into how they're currently working in their business... 3️⃣ And FINALLY, measuring EVERYTHING - their current systems, SOPs, Tech, Automations, and VAs - against what they want. This is the audit that doesn't just tell you what's broken...but tells you what needs to work so you can launch the membership, the course, the group program, or whatever big idea you WANT. 🚀🚀 😊 When I put it that way, it's kind of a no-brainer, right? If you want to chat about how to take your business from missing puzzle pieces to a well-oiled machine - COMMENT AUDIT - and I'll drop you a note with all the deets. 🧵 No high-pressure pitches or sleazy sales tactics attached. #entrepreneursuccess #businesssupport #businessplanning #businesslaunch #businessconsultant #virtualassistant
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This should NOT be making businesses money. Because it's "too hands-off" ... Except it's making them MORE money. Without constant grinding even. And zero manual work. Look at what Grant Cardone does... He NEVER manually follows up. His team doesn't either. 🔥 Because he knows something most don't. Here's how it works: 👉 The average client needs 7-12 touchpoints before they buy 👉 Most businesses give up after 2-3 attempts 👉 The ones who follow up consistently WIN 👉 But doing it manually is impossible 🙂 That's why the big players automate everything. Just like Grant's team. They're closing deals while sleeping. Because their system never stops. Super scalable. Worth copying. Here's what we'll build for you in 72 hours: A system that captures leads from everywhere Follows up for an entire year Never misses a touchpoint Books calls only with qualified prospects While other businesses are manually chasing leads... Yours will be running 24/7... Just like the 10X guys do. 🔥 Want to see how we can build this for your business? Drop "INFO" below 🔥
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