@caitpotterconsulting

Boss Bank: free resources to grow your biz!

6 Items

⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Service Workbook

Get this workbook to help you work through what your signature service is, why your clients need it, and what your package includes. Knowing your signature service is the first step to developing your 5 star client experience! 

Getting Started: Dubsado Checklist

This Trello Board lists out everything you need to do in your Dubsado account in easy-to-understand sections. This thing is packed with 27 cards worth of advice, links to help articles, & checklists. Take it one step at a time!

Workflow Woahs

This section shows you how to map your process and is full of quick and easy tips, workflow inspiration, and other general workaround-y goodness for your Dubsado account. There's even an APP! Don't miss out!

Dubsado Email Tools

Make sure that your main form of communication with your clients (email) is ON POINT. Snag these email templates, a wow-worthy email signature, and more to keep your Canned Email Library up to snuff.

Fun Stuff

Sometimes we just need someone to care about US rather than our biz. These freebies don't necessarily help you run the world, but they'll probably make you smile or give you some feels❤️ ❤️ ❤️ ❤️

Cait's Toolbox

Get awesome stuff with bomb-ass discounts. This page contains affiliate links, which means I may receive a small commission if you make a purchase through my link. I only share about tools I truly love & think you will, too!

Boss Bank: free resources to grow your biz!

Ever wonder how I keep it all together? Well I'm revealing EVERYTHING here! 

Boss Bank is full of FREE resources to help you on your entrepreneurial journey. From helping you identify and narrow down your signature service, to providing tips and exercises to help you get your workflows mapped, to the nitty gritty of teeny tiny tasks to complete to get your Dubsado account in tip-top shape, you can find it ALL here!

Items for this resource 6
GIMME GIMME!

Already have access to this resource?    Sign In Here


Personal Information


Other Available Resources

My Resources Available Resources
Sign In

Sign In Details

Forgot Password