Dubsado courses, setup, workflows, & training along with tips for running your service-based business efficiently.
 
 
 
 
Dubsado Rockstar is your step by step course to setup and use Dubsado

Your step-by-step course to get dubsado up & running

 
 
 
 
 
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You need Rae to show you how to use Dubsado now. She made learning the platform effortless and the boost in my productivity helped me replace my income before quitting my day job.
— Libby Rothschild, Dietitian Boss Podcast
 
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Dubsado setup has been one of the best decisions I’ve made for my business! Rae taught me how to use Dubsado in a simple and easy manner and has saved me so much time in my daily business tasks.
— Mariah Althoff, Mariah Althoff Design
 
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Wow! What a great experience. Rae knows Dubsado inside out and is a master of client management. I felt supported from start to finish.
— Nicholette von Reiche, Nicholette Styles
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Initially, I was hesitant to make the investment, but it was worth every penny and more. I thought I was just getting tech support for Dubsado, but the results go far beyond that.

My work-life balance has improved because my systems are more efficient and I can serve my clients even better now! If you use or have thought about using Dubsado, Rae is your woman!
— Tiffany Neuman, The Influencer Leap
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Rae has been extremely valuable in helping me understand each Dubsado feature and how to apply them for my virtual assisting business. Without her help, I’d still be under-utilizing Dubsado.
— Christy Racho, Lumiera Solutions
OMG, Rae just made me the happiest woman ever. This course is awesome!

I don’t know how many times I’ve struggled with trying to figure out some parts of Dubasdo — Rae’s a GODSEND!!! I was always trying to build things the other way around!
— Stephanie Markou, My Soul Essentials
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I knew my client management was in safe hands with Rae. She not only understands the technical aspects of Dubsado, but the soft skill of client experience. As a service-based business owner, streamlining my client workflows is one of the best things I’ve ever done for my business. Thanks Rae!
— Heather Crabtree, The Savvy Community
Heather Crabtree’s testimonials on Productive Co.’s Dubsasdo setup.

Ginger from Chalk.Ink.Style’s Productive Co. testimonial.
I wouldn’t have been able to get my workflows set up without Rae. She explained things in a way that was easy to understand and helped me finally create workflows I had been struggling with for months.
— Ginger Herr, Chalk.Ink.Style
 
Rae’s the go-to gal for all things Dubsado. She’s organized, a great teacher, and makes learning fun!
— Jereshia Hawk, Services that Sell
Jereshia Hawk, Dubsado user.
Rae is an excellent teacher who truly cares about helping her students. Her course structure is clear and concise and she really knows Dubsado inside and out! I had no idea Dubsado had so many tools to improve my efficiency and keep my projects on schedule.
— Katie Price, Priceless Design
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Hot diggity dog! Rae’s like Wonder Woman when it comes to Dubsado. The only thing I wish I had done differently was hire her the moment I started my business.
— Caroline Peterson, Not Your Average Gal
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Frances Cromwell, Dubsado user.
Because of Rae’s guidance with setting up my workflows, I’m more confident than ever that it’s set up in the most efficient way. I’ve been able to “set it and forget it” and not have to worry about it. Dubsado has been a life saver for me and Rae helped me do that. I couldn’t have done it without her!
— Frances Cromwell, Frances Cromwell Accounting

I was bootstrapping my business, but my it was moving faster than I could keep up with. I made the decision to work with Productive Co. and I’m so glad I did. Rae’s completely transformed my business!
— Mikala Wilson, A Golden Affair
Mikala Wilson, Dubsado user.
Connie Holen, Dubsado user.
I needed strategy, and I couldn’t find anyone else offering that. Rae’s a great teacher and knows the ins and outs of Dubsado.

My Aha! moment was learning I didn’t have to automate everything in a workflow. That was making me nervous!
— Connie Holen, Pixality Design
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My desire was for Dubsado to free me up from repetitive tasks (emails, manual scheduling, etc.) and allow me to work ON my business vs. IN my business. But I needed help with Dubsado.

Rae’s approach to teaching is great for anyone who wants to master Dubsado in a really granular, easy to understand way. I really enjoy her enthusiasm and she can turn any concept into easily digestible pieces.
— Marcus Hoffman, Marcus Roy Hoffman Photography

Rae is a fabulous resource for Dubado support. She holds your hand and walks you through the entire process.
— Nicole Begley, Hair of the Dog Blog & Academy
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Rae’s teaching style is great! I like the bite-sized breakdown of her course modules along with the friendly reminders and personal responses. She broke things down into manageable steps and has helped me eliminate repetitive admin tasks.
— Te Rawhitiroa Bosch, Rawhitiroa Photography

Dubsado had been a steep learning curve for me until I met Rae. She is easy to understand and has several tricks up her sleeve to make things “click” right away. I can’t recommend her enough for all things Dubsado.
— Lauren McFarlane, Roooar Magazine & Lauren June
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Running a service-based business can be an emotional roller coaster.

  • You get excited when a new lead comes in, then dread all the time and effort it takes to book and onboard a new client because you have a dozen other deadlines.

  • Being the boss gives you more freedom, but wearing so many hats also gives you more stress and anxiety.

  • You enjoy serving and connecting with clients, but they also deplete your creative energy with constant messages, incomplete assignments, and late payments.

  • Admin tasks don’t cost money, but they cost you time — and you want to increase your profits without increasing hours.

  • You could stay in business without your inbox, but it’s source of frustration and disorganized to-do list. Your tasks are scattered throughout and you aren’t sure whether you followed up with Client 1 or 2.

 
 

 You want more of the ups and less of the downs.

  • You want new clients to book clients quickly with proposals that take less than 5 minutes to create and have time-saving onboarding docs.

  • You want to clock out on time and relax, while automation that takes care of your clients on your behalf.

  • You want to create better boundaries and experience, so they complete their parts on time and turn into raving fans who refer you.

  • Admin tasks don’t cost money, but they cost you time — and you want to increase your profits without increasing hours.

  • You want to grow your business while you decrease you admin tasks.

  • You want to move forward without the getting stuck in your inbox along the way.

So you turned to Dubsado for help.

With the all-in-one client management app, you can:

  • Let clients self-schedule around your availability.

  • Design questionnaires to capture everything you need in one place.

  • Have proposals that auto-generate details on contracts and invoices.

  • Enjoy built-in organization: store all emails, manage your sales pipeline, add tags.

  • Set up recurring invoices, create payment plans, collect payments.

  • Create automated workflows that act like an assistant.

  • House time-saving templates for everything: canned emails, package offerings, etc.

  • Send automated reminders for appointments, forms, and invoices.

  • Allow tips for your outstanding work.

  • Brand it all to your business.

  • And so much more.

You know Dubsado’s the right tool for the job.

 

But you’re in trouble

You don’t understand all of Dubsado’s features, how to use them, or why some things aren’t working.

You know you need tech support.

But tech alone won’t fix everything. You also need to know…

  • What your workflows are and how to use Dubsado to reach your goals.

  • How to optimize your business with organization, templates, and automation.

  • How to use the features in Dubsado to make your clients easy to work with.

 
 

Introducing Dubsado Rockstar.

The course where you setup the best workflows in Dubsado, so you can get relief.


Whether you’re an overwhelmed Dubsado beginner who feels lost in the software

or a fairly confident user who isn’t feeling Dubsado’s business-altering magic,

Dubsado Rockstar is designed to serve you.

 

With Dubsado Rockstar, you get:

 
 
Workflow Magic mockup.
Workflow Magic workbook mockup.
Dubsado workflow template mockup.

Immediate access to the course

On-demand text and video training that takes you step-by-step through both Dubsado tech and strategy.


Sample workflow templates

No need to plan your workflows from scratch. You get 9 general workflow templates. Simply tweak to fit your preferences.


Plug & play canned emails you can copy

You don’t need to worry about what to write in your canned emails. I’ve written them for you to accelerate your setup.


In-depth coverage of workflow automation

Dubsado Rockstar covers everything you want to know about workflows and breaks them down into bite-size pieces.


Pro Dubsado tips

This is an amateur-friendly course that will turn you into a Dubsado rockstar. Streamline your system. Optimize your relief.


Sanity-saving client management tips

I show you how to use Dubsado to create better boundaries, get homework and payment quickly, and reduce unnecessary emails. No more back and forths or false starts.


An image size guide & form styling codes

You can have both brains and beauty with Dubsado. Let your brand stand out with perfect images and forms every time.


A tutorial for using Dubsado with QuickBooks, Wave, & Xero

Finally understand how to use Dubsado in partnership with any 3rd party accounting tool.


Support from your instructor, Rae Targos

I truly care about each student’s success. I’ll check in with you throughout the course to encourage and guide you.


Updates for the life of the program

For as long as the program is in existence, you’ll get access to the latest updates and improvements at no additional charge.

 
 

Dubsado Rockstar covers tech & strategy to make your business easier.

Here’s a snapshot of some the topics covered:

 
 
Learn the key fundamentals of Dubsado.

Dubsado Fundamentals

Workflow automation.

Workflow Automation

Client portals.

Client Portals

Lead management in your sales pipeline.

Sales Funnel Tracking

 
Package your service offerings.

Upselling Packages

Canned emails to save you from recreating the wheel each time.
Keep track of your projects with task boards.
Let your clients self-scheduler with the Dubsado scheduler.

Quick Canned Emails

Simple Self-Scheduling

Easy Task Management

 
E-sign your contracts and create beautifully branded forms.
Track your referral sources.
Receive money through Dubsado and gently remind your clients they have upcoming payments due.
effortless onboarding

Smart Proposals & Forms

Referral Tracking

Helpful Payments Plans

Effortless Onboarding

 
Track your time.

Time Tracking

Learn how to send invoices and set up recurring invoices.

Invoicing & AutoPayment

Improve your business with better client management.

Personalized Automation

Client boundaries and deadlines.

Deadlines & Boundaries

Have you ever asked Yourself…

How does this workflow thing work?

“Can you edit a form before it goes out? Do all clients have to go through workflows? What if you do a custom project? Will editing a workflow once place update everywhere else?” It’s all covered in Dubsado Rockstar.


How do I know what templates I need?

You might think a few forms and canned emails are all you can template, but that’s simply not true. My simple method shows you how to spot all the templates you can create. More templates and automation, more time saved.


Why are my clients duplicating in Dubsado?

Ah yes, this is a common issue that comes from not understanding how Dubsado works. I explain it all and share the ways clients can effortlessly enter their info into Dubsado, so you have less data entry to do.


How do I track referrals, add discounts, or use the client portal?

“How can multiple clients sign the same contract? What are statuses and tags? Do clients see everything in the portal? Oh my!” It’s all inside.

 
 

OR MAYBE YOu’VE been wondering…

How am I supposed to create payment plans when the end date is unknown?

There’s an easy fix I share inside the course. This one’s for you, photographers and designers. You’ll be happy to have this trick in your back pocket.


When should I use task boards vs. workflows?

“What task boards and workflows are anyways? What’s the difference?” They serve different purposes and functions. I teach you how to benefit from both.


How do I know which software to use and when?

Unsure of what all Dubsado can do? Wondering if you need to get rid of / start using Asana, Mailchimp, etc? Not sure how these apps different from Dubsado? I’m here for you.


Can I benefit from Dubsado when my services are completely custom?

Absolutely. I show you how to take advantage of workflow automation and easily create custom proposals, contracts, and invoices in less than 5 minutes.


All OF THESE questions, Answered.

And I show you how.

It’s all neatly bundled up in Dubsado Rockstar.

 

Case Study

Dubsado helped Mariah scale to 100k per year.

Mariah’s graphic design business was operating at max capacity…at least she felt maxed.

Even though she raised her prices and reduced her client load, she still found herself exhausted holding it all together. Admin tasks were weighing her down.

Sifting through emails to find tasks. Waiting a week to receive a reply. Losing an hour to write a proposal. It took a lot of effort to make a little progress on each project.

Mariah used my methods to define her ideal system, create templates for every step of her services, and tie it all together with workflows inside Dubsado.

Within weeks, Mariah felt revitalized. Her solid client management system not only improved her client experience, but also her experience as a business owner.

My simple techniques took Mariah’s Dubsado account to the next level. She’s been able to take on more clients, complete projects faster, raise her prices again, and grow her business — all while reducing admin tasks.

 
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Dubsado setup has been one of the best decisions I’ve made for my business! Rae taught me how to use Dubsado in a simple and easy manner and has saved me so much time in my daily business tasks.
— Mariah Althoff, Mariah Althoff Design
 

I’m yOUR INSTRUCTOR, RaE TARGOS.

I’ll show you how to use Dubsado to boost your efficiency & reduce stress.

Savvy systems are my “thing.” Templates, color-coded labels, & automation just light me up (and make me drool).

With a masters degree in operations management, I’ve fine-tuned my skills inside Morgan Stanley-Smith Barney, The Ellen DeGeneres Show, and the luxury yachting industry.

I now help small business owners set up and use Dubsado to improve their efficiency and experience at Productive Co. My clients quickly master Dubsado’s tech and remove frustrating bottlenecks in their services.

I’ve helped over 150 business owners revamp their client management with simple techniques I’ve tested over the last 3 years. Now, I’ve bundled up what you need to get the results you want inside Dubsado Rockstar.

Get ready to zip past Dubsado’s learning curve and start experiencing its full magic. I can’t wait to see you light you up, too.

Dubsado specialist, Rae Targos.
 

 
 
Productive Co.’s been featured in Horkey Handbook.
Productive Co.’s been featured in The Savvy Community.
Productive Co.’s been featured in Dubsado!
Productive Co.’s been featured in The Virtual Savvy.
Productive Co.’s been featured in Brittany Berger’s Work Brighter.
 

Improve your efficiency & cash flow.

Dubsado is a powerful asset when used correctly.

In Dubsado Rockstar, I show you how to:

✓ Receive client homework on time and hassle-free, so projects (and Pay Day) stay on schedule.

✓ Reduce back and forth emails, so you can break free from your inbox.

✓ Effortlessly track invoices and diminish the chance of late payments.

✓ Assemble workflow automations that create convenience for yourself and excellent customer service for your clients.

✓ Politely upsell your services and automate personalized details on your contracts, forms, emails, and invoices.

✓ Get more referrals, more testimonials, and book recurring clients on autopilot, so you can spend energy on earning & less on marketing.

 
 

Start a positive chain reaction.

Dubsado Rockstar has a ripple effect:

  1. Create a streamlined client management system in Dubsado: built-in organization, time-saving templates, and smart workflow automation that leaves you in control.

  2. Your convenient system will make it easy for leads to book you and stop shopping around. The early bird gets the worm.

  3. The quality of your client experience will match the premium quality of your work. Raise your prices to reflect your high-end value.

  4. Enjoy working with clients without any “buts.” Your new system trains your clients to stay within scope, pay on time, and meet deadlines to start and finish on time.

  5. Shorten your project completion time (read: improve your cash flow) because unpaid admin tasks no longer consume your workday.

  6. Your clients will create buzz around your brand, sharing testimonials and referrals, effectively doing your marketing for you.

  7. Spend your freed up time however you wish, whether that’s taking on extra clients, shortening your working hours, or both.

 
Checkmark

Dubsado Rockstar is for YOU IF…

✓ You are a solopreneur or service-based small business owner.

✓ You offer event, retainer, or project-based services.

✓ You offer set packages or custom-tailored services.

✓ You are a Dubsado beginner or mid-level user.

✓ You want to zip past Dubsado’s learning curve with the guided help of a specialist.

✓ You want your system to be both attractive and really helpful.


Dubsado rockstar IS NOT A Good fit IF…

  • You aren’t sure yet if you want to use Dubsado.

  • You are seeking 1:1 done-for-you setup.

  • You run a product-based business and do not offer services.

  • Client experience and efficiency aren’t important to you.

  • You don’t want to template or automate the services arm of your business.

Not for you X.

How to access Dubsado Rockstar.

 
Workflow Magic step 1.

step 1

Purchase Dubsado Rockstar through my safe and secure checkout.

 
Workflow Magic step 2.

step 2

Look in your inbox for 2 emails: a receipt and your login credentials.

 
Workflow Magic step 3.

step 3

Login to the course and begin building Dubsado at your own pace.

 
 
 
Workflow Magic money-back guarantee for Dubsado workflows course.

100% RISK-FREE Guarantee

I wholeheartedly believe Dubsado Rockstar is the best DIY Dubsado resource out there. It’s been tested and approved by students before you.

However, I want you to feel confident trying it out for yourself!

That’s why Dubsado Rockstar has a 100% risk-free guarantee.

If you complete all lessons, implement all assignments, and don’t feel more confident with Dubsado setup and use, let us know within 14 days of joining the course.

We’ll refund your payment as long as you fulfill the qualifications.

 
 

 FAQs

 

+ Do you work for Dubsado?

I am Dubsado pro and an active participant in the community. I do not work for the company.

I'm an operations strategist who specializes in client management. To your benefit, I'll:

  • Help you with the tech side of Dubsado as well as strategies to streamline and create great experiences.
  • Show you how Dubsado can "fit" into your business as a whole and in partnership with other apps.
  • Share tips for discretely reinforcing boundaries, keeping clients on schedule, and reducing endless emails.

+ Is this course for beginners only?

No, Dubsado Rockstar is great for absolute beginners, but also fairly confident users who haven't felt big magic yet. Students on both ends of the spectrum have been thrilled with their results.

+ What workflows are included?

Dubsado Rockstar includes 9 general workflow templates that can used for just about any industry. They need to be customized to fit your preferences and industry-specific needs, which is shown in the course.

+ Any other costs associated with this course?

Dubsado costs between $30-$35 per month and pays for itself between other subscriptions you can cancel and time you'll save. The key is to use Dubsado to its full potential, which I show you in Dubsado Rockstar.

Dubsado Rockstar students can use my affiliate link to save 20% off their first month or year for no extra cost.

+ Will this course help with my product-based business?

No. Dubsado is designed for servie-based businesses and, therefore, Dubsado Rockstar is as well.

+ Have a different question about Dubsado Rockstar?

Send a quick email and I'll reply right away. Contact here.