Dubsado courses, setup, workflows, & training along with tips for running your service-based business efficiently.
 
 

Helping you create sanity-saving workflows and happier clients with Dubsado.

 
 
 
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As a service-based business owner, clients are the heart of your business.

But…

  • You're so busy delivering results for clients, the backend of your business is secretly cluttered and chaotic.

  • You can’t to grow your business when you’re constantly tending to tiny tasks on a never-ending To Do list.

  • You want to spend less time in your inbox and chasing down clients, and more time on creative projects.

  • You realize “winging it” isn’t going to work forever — you need a system for onboarding clients, collecting testimonials, and moving projects forward on schedule.

You know you could be doing better, but don’t know how to get there.

 
 

Get unstuck & scale up with Productive Co.’s Help.

Productive Co. is focused on supporting the core pillar of your business: your client management.

I’ll help you create a better system for delivering your services that results in better efficiency, more relief, happier clients, and room to grow your business.

Here’s how we’ll get you where you want to be:

  1. Decide. Clarify what you want your workflows to look like.

  2. Organize. Ditch the digital clutter (and mental chaos).

  3. Streamline. Trim the fat from your existing workflows and become more efficient.

  4. Template. Stop re-creating the wheel with every client and simplify your life with templates.

  5. Automate. Hand off several of your tasks without coming across as a robot.

  6. Integrate. Get Dubsado to work in perfect harmony with the other parts of your business.

 

The secret weapon? Dubsado CRM!

Dubsado is the primary tool we’ll use to achieve your results.

It’s the top client management app for small business owners. Here’s a short list of its features:

  • Invoicing and payment processing

  • Contract sending and e-signing

  • Appointment scheduling

  • Canned emails

  • Automated workflows

  • Questionnaire and form templates

  • Lead captures and lead tracking

  • Time tracking

  • Client portals

 
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But I know Dubsado’s not the only tool you need.

Don’t worry, we’ll make sure every step in your service delivery is seamless.

We’ll create a system that effortlessly takes you from a new lead inquiry to swoon-worthy testimonial.

We’ll incorporate Dubsado with any other tools you need to get the job done:

  • Facebook Messenger bots

  • Wave Accounting, Xero, and QuickBooks

  • Mailchimp, ConvertKit, ActiveCampaign

  • And more!

  • Acuity Scheduling, Calendly

  • Asana, Trello, ClickUp, or good ole paper planners

  • Google Docs and Google Sheets

  • Adobe Suite

 

Savvy client management workflows will give you relief.

Here are some results you can expect:

Escape your inbox
Convert clients more consistently
Get paid on time, every time
Easily complete projects on schedule
Enjoy better client boundaries
Clock out each day with confidence
Let tedious tasks run on autopilot.
Create a high end client experience with Dubsado
Save time, money, and energy with Dubsado
 

On a more personal note…

I'm a Northern California gal who’s 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 old-school R&B or TED Talks and / or eating my weight in cheese (although not endorsed by my doctor). 

Mother Nature calls me frequently to paddleboard, SCUBA dive, and hike.

My personality assessments are as follows:

  • Myers-Briggs: ENFJ

  • Kolbe A: 8-6-3-4 (Strategize, Maintain, Stabilize, Restore)

  • Gretchen Rubin's Four Tendencies: Questioner / Upholder

Rae Targos, Dubsado Specialist from Productive Co.
 

Now how can I help you with Dubsado today?