In this episode, host Gianni sits down with fellow Dubsado pro and automation enthusiast Cait Potter to talk about one of the most overlooked but powerful parts of building systems: process mapping. We dive into what it really means to map your client journey, how to avoid overcomplicating things, and what to ask yourself if you're DIYing your workflows. Cait shares her best tips for simplifying complexity, why multiple workflows always beat one giant one, and how to make your automations feel personal without burning yourself out. Whether you’re just starting or already knee-deep in Dubsado, you’re gonna walk away with actionable ideas.

💻Cait Potter - https://caitpotter.com/

➕Forms & Flows - https://formsandflows.com/

✨ Facebook - https://www.facebook.com/caitpotterconsulting

⭐️ Instagram - https://www.instagram.com/caitpotterconsulting

🎥 Youtube - https://www.youtube.com/@caitpotter