now a cait potter brand!

Let’s Get This Flow on the Road

Here’s the deal: your clients don’t want to feel like they’re navigating a maze of missed emails, forgotten invoices, and “just checking in” messages. They want a journey that feels smooth, seamless, and dare we say… effortless.

Flows are the secret sauce that makes that happen. They’re not just about saving you time (though, hello, that’s nice too)—they’re about making your clients feel cared for at every touchpoint.

Picture this:
✔️ Onboarding flows that welcome your clients before you’ve even had your morning coffee.
✔️ Follow-ups that feel perfectly timed, like you just knew.
✔️ A process so seamless, your clients are already singing your praises before you even wrap the project.

It’s not about doing less—it’s about doing it better.
Because great client experiences don’t just happen—they’re built. And when your systems flow, your clients feel it.

So, what time does your flow start? How about NOW?

I Totally Go with the Flow… 

But, Like, What Time Does the Flow Start?

lines of code written

132564

1213

biz owners enrolled

saved per kit purchased

$2572

templates (& counting!)

37

Our Flow Kits

workflows

Workflows handle the busywork—sending emails, creating projects, and generating invoices—so your processes flow smoothly, and you get more time to focus on what matters most: growing your business.

why You'll Love Them

forms

Customize Dubsado to reflect your style with branded proposals, forms, and portals—no coding needed. Create polished, professional client experiences that showcase your brand.








Canned Emails

Email templates for every stage of your workflows. Automate welcome messages, follow-ups, and reminders to save time and keep everything on-brand for a seamless client experience.







Implementation Course

This kit guides you through every step to implement your workflows with ease. Just follow the course, plug it in, and start flowing!












payments

Automate invoices, payment plans, and reminders with Dubsado Payments. Make it easy for clients to pay on time—and get paid faster without the hassle.

















schedulers

Automate your booking process with Dubsado’s Scheduler. Let clients pick a time, get confirmations, and receive reminders—all without the back-and-forth.










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From Chaos to Flow—Your New Favorite Workflow Kits

A Little Setup, A Lot of Freedom.







Weddings, Portraits, Minis, and IPS—whatever you’re shooting, Cait Potter Creative has you covered with workflows that work.

From inquiries to final proofs, Elisabeth Stuckey Design delivers best practices tailored for custom stationers.







From bookings to last call, Mobile Bev Pros covers everything mobile bar owners need to know to keep business flowing.







Social Savvy makes sure social media managers have all their form and flow bases covered—from onboarding to offboarding!







social media managers

photographers

stationers

mobile bars

Find your flow, feel the difference

Every Dubsado workFlow Kit includes:

You’ll leave with a fully mapped-out client process, beautifully branded forms, and automated workflows that make running your business feel effortless.






you'll walk away with:

Full Process Map & Best Practice Walkthrough: A complete guide to your ideal client journey—from inquiry to offboarding—so you know exactly what to do at every stage.


Canned Emails: Pre-written emails for every step of your process, keeping your communication consistent, professional, and on-brand.

Form Templates: Beautiful, ready-to-use proposals, contracts, and questionnaires that enhance your client experience without the hassle.

Schedulers for the Process: Pre-planned scheduler templates that let clients book sessions easily, keeping your workflow smooth and your calendar full.

Payment Plans: Flexible payment plan templates that help you get paid on time—without the awkward money talks.

Project Statuses: Organized project statuses that track every client’s progress from start to finish, so nothing slips through the cracks.

Workflows: Automated workflows that handle repetitive tasks like emails, forms, and reminders, freeing you up to focus on what you love.

Implementation Course: A step-by-step course that walks you through setting up the entire kit, so you’re ready to launch your process with confidence.

Workflow Wins

"Forms and Flows has created a top notch product. With all the code already written, the course itself is easy to follow and customize to brand. Forms and Flows has made it so simple to make your Dubsado forms look killer! I highly recommend getting the templates!"

Deirdre E. Orr, M.A.

Deirdre Orr Consulting


"Oh my goodness! Forms and Flows is truly a gem. These templates are not only beautiful, but literally take my brand to the next level. Forms and Flows went above and beyond to help me and reassure me as I'm new to Dubsado. [They have] a repeat customer in me from here on out."


Jessica Marchioro

The Collab Society

"My team stumbled upon Forms and Flows as I was creating my Dubsado account and quickly purchased a template to elevate my forms. The instructions were easy to follow. My team and I are deeply appreciative of the Forms and Flows experience. Thank you!"

Krystal Cobran

My Brave Box

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Become a Flow Kit Partner

Don't see your industry yet? Turn your expertise into revenue with a co-branded kit!

We’ll map out best practices and ideal client experiences for your industry.

I’ll handle the emails, templates, and workflows—all wrapped into a kit your audience will love. You bring the knowledge, we both bring in cash!