Your branding looks stellar, but your proposals, invoices, and client materials are a mismatched mess. (Awkward, much?)
Projects are slipping because mundane tasks are full of distractions.
Invoices are playing hide-and-seek, and reminders are…well, reminders you forgot to send.
Booking appointments turns into a never-ending back-and-forth email marathon.
Opening your computer feels like a traumatic game of Where’s Inbox Zero?
you probably know too well…
Let’s talk about the business overwhelm
FEATURED IN
& TRUSTED BY
Mom of three, plant lover, and former photographer, I know what it's like to battle client comms and admin tasks. It's exhausting! Running a business shouldn't mean losing sight of why you started it in the first place.
Unfortunately, back in the day, I became a prisoner to admin chaos and, with no solution, had to shut the door to my dream business. But there is a silver lining: because of that experience, I now help creative entrepreneurs overcome burnout My passion for systems and automation is fueled by my desire to see you succeed, second only to my dream of trading Iowa's cornfields for ocean breezes.
It all started with a camera...
CRM Expert Caitlyn Gray
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Collaborate with me in real-time a few hours during you weekend answering questions, proofing items, and giving some final approvals so your project is completed exactly as you envision.
Weekend Collab
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Complete a detailed questionnaire + upload essentials ahead of time to set the stage for a successful weekend. The more details I have, the better your setup will be.
pre-work
1
Select a weekend from my calendar reserved exclusively to focus on you and your project. When I say your weekend is just yours, I mean it - no double bookings.
choose a weekend
- Your system is customized to YOU and your business's unique needs.
- You avoid costly mistakes that can arise from trial-and-error setups.
- The setup process is completed efficiently and right the first time, freeing you to focus on your CEO tasks.
My Honeybook or Dubsado setup experiences are designed to save you time and set you up for long-term success. I know you're already balancing a lot, so I offer an efficient yet customized setup—completed in a weekend. No added stress, no unnecessary hassle—just a solid foundation and smart automation that lets you focus on what truly drives your business forward.
helping you create long term business success with a personal touch
The VIP Weekend Collab
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
“For years, I have been literally writing out the SAME emails, copy & pasting, painstakingly sending contracts and in the process it was sucking time away from my sweet family. With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
Katie M
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
"Caitlyn took away all the stress and anxiety away by setting up my Dubsado. She had a plan, strategy and provided suggestions that would help the backendof my business be efficient. I didn't understand how to use Dubsado, so not only did she set up the process for me, but she also provided step-by-step videos of how I could update my Dubsado moving forward. Caitlyn is the Dubsado go-to. So thankful for her work ethic, kindness, and authenticity." (Karla Gregg)."
Karla G
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
"Where do I begin?! Caitlyn literally took our business to an astronomically new level, where I am able to spend more time with my family doing the things we love! She streamlined our business where we were able to still be personable while also be incredibly professional. Caitlyn clearly communicated every step of the process where it was easy for us to make the transition from overworked to streamlined! We are enjoying life while also being profitable! If that's what you're looking for, this is your girl (Creation Photography)!!!"
Hunter m
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
"Caitlyn was a dream! She was so patient and understanding of my frustrations. I never would have figured out the new smartfiles without her step by step help. I will definitely be calling on her in the future (Lavender Blue Floral)!"
Lynda O
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
"Caitlyn Gray designed my AMAZING branded headers for my Dubsado client portals and even sent me a screen recording of where to find them as well as how to even use the portal -- ya girl hasn't dived (dove?) into Dubsado as much as I need to yet so this mini tutorial helped!! She's also such a sweet soul to know and talk to (Taylor’d Media)."
Sydney R
“With Caitlyn's help and knowledge of Dubsado, she turned my very intricate and long workflows (for multiple genres) into beautiful forms, made my contracts process quicker and linked everything together flawlessly (Katie Myrick Photography)."
"She went above and beyond to make sure that I fully understood what we were building together. I will recommend her to anyone that is looking for services like this. Thank you again, Caitlyn. You are a ROCKSTAR (Lehmeyer Development)!"
Cynthia B
You want to long, slow setup process
You don't know what info you want to gather from clients (sorry, I don't come up with questionnaire content)
You haven't thought about your ideal client process
You are a newer business and have served less than 20 clients (check out my coaching instead)
We will not be a good fit if:
- Are a service-based business
- Have an open mind about optimizing your client process
- Willing to invest a bit of brain power into learning how to navigate new tech
- Your branding is complete and ready to go
While I have worked with a variety of businesses, my services are most commonly booked by female photographers and social media marketers.
Other industries I have served are mobile bars, florists, interior designers, Pinterest specialists, OBMs, Virtual assistants, Agencies, Copywriters, etc.
Is a Honeybook or Dubsado setup right for your business?
Help is on the way
- Strategy and Training: I map your workflow and provide training videos to help you manage your system confidently.
- Automated Workflows: Ensures timely, consistent client interactions that can adapt as your biz grows.
- Custom Templates: Emails, proposals, contracts, and forms designed to reflect your brand and business details.
With my comprehensive approach, you’ll have a system that supports you now and adapts to future growth.
Expert guidance and maximum efficiency
- Automating Payment Plans: Clients are billed on schedule without manual follow-up.
- Improving Conversion Rates: Professional proposals and responsive communication help turn inquiries into bookings.
- Reducing Missed Opportunities: Automated follow-ups ensure no lead falls through the cracks.
Streamlining your systems creates predictable income—No more chasing payments and money-making opportunities!
Boost long-term Financial Stability
- Consistency: Clients receive timely, professional communications every step of the way.
- Ease of Use: Automated schedulers and payment plans simplify their journey.
- Personal Touch: Custom questionnaires and email templates ensure each interaction feels personalized without requiring extra effort from you.
A consistent client experience builds trust, leads to glowing reviews, referrals, and more money in your pocket.
Improved client experience and satisfaction
I've got you! I am going to give you a rundown of all the benefits of incorporating systems and strategy into your business. Get ready, because there are a lot.
Still on the fence about a CRM setup?
You know you need the tech but...
More time back means sipping coffee while it’s still hot or picking up that hobby you’ve been “meaning to start.”
My setup speed? Let’s just say I talk fast—and I work even quicker.
I promise not to judge you for how messy your digital workspace is (we’ve all been there).
Why work with me?
Usually, I have one last question I need to answer…Dubsado vs Honeybook? If you are ready for the tech but have no idea which one to pick, don't worry; I have you covered. We can talk it through on a Clarity Call and find the right solution for you.
if you have made it this far on my website
It means we should definitely work together!