Dubsado courses, setup, workflows, & training along with tips for running your service-based business efficiently.
 
DuDubDubsado workflow magic.
 
 
 
Workflow Magi.
 

The proven step-by-step system to finally create the WORKFLOWS IN Dubsado you’ve been dreaming of.

 
 
 

You’ve tried creating workflows in Dubsado, but found yourself at a dead end.

Everyone using Dubsado tells you how amazing workflows are.

How game-changing. How helpful. How much easier they make running a small business.

But you’re sitting behind your computer confused and frustrated because you can’t figure out:

  • What exactly workflows are

  • Why you get stuck every time you try to put them together

  • How to use Dubsado’s workflows for your unique business needs.

I get it, because I’ve been there.

 
 
dubsado-workflow-help.jpg

Dubsado user, Answer me this:

 
  • Have you been using Dubsado for awhile, but find yourself doing everything manually?

  • Do you feel like Dubsado could be doing more for you than it is?

  • Do you ever wish you could cut down time-consuming admin tasks?

  • Are you struggling to figure out what your workflows are?

  • Are you yearning to onboard your clients more easily…even while you sleep?

 

If you answered yes to any of these, your client management workflows are stuck in a rut.

Let’s fix that.

 

Workflow Magic to the rescue!

The Dubsado workflows solution you’ve been searching for

Workflow Magic Dubsado course mockup.
 

Take back your time and sanity.

And let Dubsado manage your clients with the wave of a magic wand computer mouse.

DUBSADO USER, ANSWER ME THIS:

  • Have you been using Dubsado for awhile, but find yourself doing everything manually?

  • Do you feel like Dubsado could be doing more for you than it is?

  • Do you ever wish you could cut down time-consuming admin tasks?

  • Are you struggling to figure out what your workflows are?

  • Are you yearning to onboard your clients more easily…even while you sleep?

A higher-end cliutent w


an efficient Dubsado account full of time-saving templates and automation

  • to get paid faster and convert more leads with your super convenient system

  • to get the support you need without the expense of hiring an admin assistant

  • Spellbound clients to impress your clients with VIP treatment and get them coming back for more

You wake up every morning with new “payment received” Stripe notifications…HELLO, consistent cash flow!

All this can be yours with Workflow Magic.

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.
 

Workflows are the Holy Grail of Dubsado.

 

Think of all the client management tasks you’re wasting hours of precious time on:

 
  • Scheduling discovery calls

  • Drafting proposals

  • Personalizing contracts

  • Writing invoices

  • Creating payment plans

  • Monitoring upcoming & late payments

  • Organizing client files

  • Tracking the progress of leads & projects

 

Say “Poof! Begone!” because workflows can do it all for you.

 
 
 

They’re your virtual assistants without the price tag.

Quite literally! They take over the client management tasks you want, when you want.

Dubsado’s workflow automation can take you from:

  • Frustrated and fumbling around to and fancy free with onboarding

  • Overwhelmed to well-balanced with your workload

  • Out-of-control to empowered CEO of your service-based business

You just need to get clear on what your workflows are & how to put them in Dubsado.

Let me show you how.

 
 
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— Libby Rothschild, Nutrition Business Podcast
Libby Rothschild, Dubsado user.

Unleash the power of Dubsado’s workflows in 4 simple steps.

Workflow Magic step 1.

module 1

Intro

Get crystal clear on what workflows are & how Dubsado operates.

Workflow Magic step 2.

module 2

Plan

Map out your workflows with step-by-step worksheets & examples from a Dubsado pro.

Workflow Magic step 3.

module 3

Assemble

Put the elements of your system together quickly & effortlessly using a proven method.

Workflow Magic step 4.

module 4

Test

Watch your workflows automate exactly as expected & perform their magic tricks for you.

 

With Workflow Magic, you get:

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

Immediate access to the program ($350 value)

Short and sweet on-demand text and video training to easily walk you through everything you need to know about your workflows and Dubsado.


A handy step-by-step workbook ($150 value)

Deep dive into each core element of workflow creation and find the exact answers you need for success.


Easy-to-use plug & play templates ($250 value)

Super simple workflow guides that tell you what to do so you don’t have to think about it.


Sample workflows you can copy ($400 value)

No need to create your magic potions from scratch. Swipe designer and consulting workflows. Tweak as needed or use for inspiration.


Regular check ups until you complete your workflows ($100 value)

I’ve got my eyes on you! You’ll receive encouraging messages if you haven’t logged in in awhile and gold stars when you’re crushing it.


Updates for the life of the program (Priceless!)

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

 
 
 
 

Bonuses valued at $400!

1 | The Zapier Integration

Connect Dubsado to your favorite apps for more automation.


2 | Workflow CPR

Learn how to fix and update you workflows whenever you make changes.


3 | Private Workflow Magic Facebook group

Get access to a collaborative community for extra tips & inspiration.


4 | Monthly live Q&A sessions

Live training answering any questions you have on video.


5 | Hidden rewards

Unlock bonuses when you reach milestones — how’s that for incentive?

 

total value IS $1650.

Dubsado and Zapier integration worksheet.
How to fix your Dubsado workflows.
Workflow Magic Facebook group mockup.
 
 
Mariah Althoff, Dubsado user.
 
I fully trusted Rae to direct me throughout the entire process and the final product is better than anything I could have imagined. Not only has she saved me so much time in my daily business tasks, but I learned how to use and implement them in a simple and easy manner.
— Mariah Althoff, Mariah Althoff Design
 

Workflow Magic was carefully crafted to make workflows easy for you.

No lengthy lessons, vague advice, or technical jargon.

In Workflow Magic, discover exactly what your client system is & how to put it into Dubsado with:

  • clearly organized, bite-size lessons

  • foolproof plug & play templates

  • example workflows you can copy!

And because I truly want you to experience the power of Dubsado and a savvy client management system, I’m going to check in with you until your workflows are complete.

Yes, I’ll be checking in with you until you finish your workflows!

 
 
workflow-magic-details.jpg
 
Rae’s the go-to gal for all things Dubsado. She’s organized, a great teacher, and makes software fun!
— Jereshia Hawk, Services that Sell
Jereshia Hawk, Dubsado user.

Overcoming Objections

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
Checkmark

Workflow Magic is for you if…

  • You’re a service-based business owner who wants to stop wasting time with client admin.

  • You want to transform your client system for you and your clients.

  • You want relief with a more efficient system that acts as a extra set of hands.

  • You’re ready to take action now and see results ASAP.

  • You need to DIY workflows, but want skip the learning curve using a pro’s proven framework.


WORKFLOW MAGIC IS NOT FOR YOU IF…

  • You don’t want to use Dubsado for client management.

  • You haven’t started your business yet (I recommend Productive Co. consulting instead).

  • You are looking for a completely done-for-you service.

  • You aren’t ready to start making decisions like a CEO and prefer inconsistent client experiences.

  • You are strictly opposed to having a streamlined system, templates, and some automation.

Not for you X.
 
 

Oh hi! I’m Rae, YOUR Dubsado specialist.

I didn’t get my first Dubsado workflow set up until I was 7 months in. Yes, 7. long. months.

Since then, I’ve helped over 150 business owners build client management systems that save them time and sanity using Dubsado.

Because I’ve made every mistake in the book, I understand all the reasons you’re stuck.

I developed Workflow Magic to easily solve all of your workflow pain points.

Why? Because the results are worth it. You can expect:

  • an efficient Dubsado account full of time-saving templates and automation

  • to get paid faster and convert more leads with your super convenient system

  • to get the support you need without the expense of hiring an admin assistant

  • to impress your clients with VIP treatment and get them coming back for more

Let’s master your workflows and get you back to your zone of genius.

We’ll get you there with Workflow Magic.

 
Website_ Workflow Magic Sales Page-min.jpg
 
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.
 
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— Ginger Herr, Chalk.Ink.Style
 
 
Workflow Magic money-back guarantee for Dubsado workflows course.

100% Money-Back Guarantee

I wholeheartedly believe Workflow Magic is the best DIY Dubsado workflows resource out there, but I want you to feel confident trying it out for yourself!

That’s why Workflow Magic has a 100% risk-free guarantee.

If you aren’t able to successfully build your workflows, show you’ve completed every lesson, and explain what isn’t working within 14 days of joining the program.

 
 

Transform into a workflows wizard and watch Dubsado manage your clients like a fairy code-mother.

 

Add some magic to your client ops.

Workflow Magic e-course mockups.

$1650 value

 

FAQs

+ Is this program exclusively about automation?

Automation is an important component of Workflow Magic, but it's not the only component.

Workflows are your systems. You'll design your ideal client management systems, create all the templates you need to support them, and automate as many tasks as you can in Dubsado.


+ Won't automation make my services seem impersonal?

Ah yes, this is a common concern, but not one you have to worrry about with Dubsado!

Dubsado has several features that allow you to create personalized documents, automation, and experiences.

Some examples include:

  • Sending Email 2 only after Questionnaire 1 is complete
  • Using smart fields to auto-fill unique details on a client's contract, etc.

And tips and strategies for personalizing your workflows are covered in depth in Workflow Magic!


+ Do I have to automate everything? I need control.

No, you don't have to automate anything you don't want to!

Dubsado knows that you can't predict when a client is going to reply to your email, etc. That's why they allow flexibility within workflows to delay, edit, "approve before sending," or skip steps in your automation.

In fact, your workflows can be 100% manual if you'd like.


+ But I don't think I can automate anything. What do I do?

I used to think that, too. Here's what's important to understand: Only you (and your team members) can deliver your services, not Dubsado.

However, you can create a variety of templates and have a mostly hands-off approach to scheduling appointments, meeting and payment reminders, sending out questionnaires, allowing clients to choose their own services, etc.

And yes, all of this is covered in Workflow Magic!


+ Have a different question about Workflow Magic?

Ask away! Send us a quick email and we’ll get you an answer. Contact here.