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

It's time to turn your client management woes into wows.

 
 
 
 
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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 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.

 
 

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 system that results in: less admin, more fun & empowerment, happier clients, and room to grow your business (and profits).

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

  1. Decide. Clarify what you want and need your client management system to be.

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

  3. Streamline. Trim the fat and become more efficient.

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

  5. Automate. Hand off what you can to your tech tools without coming across as a robot.

  6. 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

  • Time tracking

  • Client portals

  • Invoicing and payment processing

  • Contract sending and e-signing

  • Appointment scheduling

  • Canned emails

  • Automated workflows

 

Bring your amazing talent & I’ll help you with the system & Dubsado sides of client management.

RESULTS includE:

Converting more clients consistently.
Less soul-crushing admin.
Effortlessly getting paid faster.
Dollars, time, and energy saved.
A higher end client experience.
A foundation for business growth.

CLIENT PRAISE

Shiloh Karshima shares here positive experience working with Rae Targos and Productive Co.
Rae has been incredible to work with. She provided effective and time saving recommendations for my startup that I will continue to use throughout my other businesses. My time with Rae was not only largely effective for my objectives, it was fun. Rae is flawless in her delivery, determined in her pointedness, and displays a wealth of wisdom in the marketplace.
--Shiloh Karshima, MPA: Women Who Lead
Dubsado and small business strategies are Rae Targos' passion, but Rae loves to have fun when she's not working.

Hi, I’m Rae, the owner of productive co.

I’m a client operations wiz and Dubsado specialist.

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.

  • Myers-Briggs: ENFJ

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

  • Gretchen Rubin's Four Tendencies: Questioner/Upholder

It's a pleasure having you on my little corner of the internet. Welcome! Send me a message whether you'd like to work together or just say "hi."

Link up with me on these social media platforms: YouTube // Pinterest // LinkedIn // Facebook

Now let's get back to your business and make it more productive.

Seals of Approval

 
I strongly recommend Rae for any role which requires intelligence, organization, communication skills, service and a positive attitude.
-- Jessica Hill; real estate agent
Jessica Hill loves working with Rae Targos.
Alison Rahn highly recommends working with Rae Targos if you want a job well done.
 
Rae is passionate and extremely organized with laser focus. She will dive into the topic, strategize a plan, and pick up on any intel needed to successfully accomplish the task.
-- Alison Rahn, Dead Reckoning Yacht Care

How will you simplify running your client operations today?