As a service-based business owner, clients are the heart of your business.
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:
Decide. Clarify what you want your workflows to look like.
Organize. Ditch the digital clutter (and mental chaos).
Streamline. Trim the fat from your existing workflows and become more efficient.
Template. Stop re-creating the wheel with every client and simplify your life with templates.
Automate. Hand off several of your tasks without coming across as a robot.
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
Questionnaire and form templates
Lead captures and lead tracking
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
Acuity Scheduling, Calendly
Asana, Trello, ClickUp, or good ole paper planners
Google Docs and Google Sheets
Savvy client management workflows will give you relief.
Here are some results you can expect:
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 efficiency and less time on tedious 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 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:
Kolbe A: 8-6-3-4 (Strategize, Maintain, Stabilize, Restore)
Gretchen Rubin's Four Tendencies: Questioner / Upholder