As a service-based business owner, clients are the heart of your business.
You're so busy delivering results for others, your own company is a jumbled mess.
You're eager to grow your business, but it feels impossible buried under a mountain of admin.
You love your creative work, but nurturing leads, onboarding clients, & invoicing are inefficient, time-consuming chores.
You want to offer clients on-going services or ask for testimonials, but these always end up on “tomorrow’s” to-do list.
You know you could be doing better, but don’t know how to get there.
Get YOUR CLIENT MANAGEMENT unstuck & scale up with Productive Co.’s Help.
Productive Co. is focused on supporting the core pillar of your business: client operations.
I’ll help you create a client management system that results in: less admin, happier clients, and room to grow your business and profits.
Here’s how we’ll get you where you want to be:
Decide. Clarify what you want your client operations to look like and select the best tools for the job.
Organize. Ditch the digital clutter (and mental chaos).
Streamline. Trim the fat from your existing system and become more efficient.
Template. Stop re-creating the wheel with every client and simplify your life with templates.
Automate. Hand off what you can to your tech tools without coming across as a robot.
Integrate. Get your tools and systems to work together in perfect harmony.
The secret weapon? Dubsado CRM!
Dubsado is the top client management app for small business owners. Here are some of the ways it will support you:
Questionnaire and form templates
Lead captures and lead tracking
Project management boards
Invoicing and payment processing
Contract sending and e-signing
But Dubsado’s not the only tool you’ll use around here!
Productive Co. uses a holistic approach to client management, ensuring your services are delivered seamlessly.
Together we’ll create a system that effortlessly takes you from a new lead inquiry to jaw-dropping testimonials.
We’ll incorporate Dubsado with any tools you need to get the job done:
Acuity Scheduling, Calendly
Asana, Trello, ClickUp, or good ole-fashioned paper planners
Google Docs and Google Sheets
Facebook Messenger bots
Wave Accounting, Xero, and QuickBooks
Mailchimp, ConvertKit, ActiveCampaign
Bring your amazing talent & I’ll help you deliver your services like a well-oiled machine.
Hi, I’m Rae, the owner of productive co.
I’m a Dubsado specialist and client operations wiz.
I’m obsessed with helping service-based business owners make client management a breeze with the help of Dubsado CRM.
My work experience has taken me to the TriBeCa Film Festival, Ellen DeGeneres Show, Morgan Stanley-Smith Barney, and living and working on private luxury yachts for the world’s largest business owners.
While working as a fully-booked yacht stewardess, I discovered a name for the passion I had across every industry: operations.
I went on to earn a masters in operations management and now help small business owners run their companies like well-oiled machines using Dubsado, an all-in-one client management app.
With my signature approach, you’ll walk away with a savvy system for delivering your services that results in more ease and less time on soul-crushing admin.
It would be my honor to help you streamline your services and improve your client experience!
On a more personal note…
I'm a Northern California native who has lived in big cities, small towns, and boats. I'm enthusiastic about podcasts, Sunday brunch, and baby animals. You can often find me listening to NPR or old-school R&B, and eating my weight in cheese (although not endorsed by my doctor). Mother Nature calls me outside frequently to paddleboard, SCUBA dive, and hike.
Kolbe A Index: 8-6-3-4 (Strategize, Maintain, Stabilize, Restore)
Gretchen Rubin's Four Tendencies: Questioner/Upholder