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.
And all you really want is a more efficient system!
I get it, because I’ve been there.
Dubsado user, answer me this:
Have you been using Dubsado awhile, but feel it 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 workflows are stuck in a rut.
Let’s fix that.
Workflow Magic to the rescue!
The Dubsado workflows solution you’ve been searching for.
Reclaim your time and sanity.
And let Dubsado take care of your clients with the wave of a magic wand.
Imagine what it feels like to…
Have the relief of an admin assistant, without the added expense.
Eliminate appointment scheduling and invoice follow-ups from your to-do list forever.
Automatically send out onboarding and offboarding documents while you rest and recharge.
Clock out early and relax, all while nurturing your leads and wowing your clients.
All this can be yours with Workflow Magic.
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
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 to 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.
Workflow Magic is the only program focused on solving your client workflow woes using Dubsado.
Dream up your ideal client management system and make it a reality!
You’ll unleash the power of Dubsado’s workflows in 4 simple steps.
Get crystal clear on your unique process to get your clients from new lead to finished project.
Map out your workflows with step-by-step worksheets & examples from a Dubsado pro.
Put the elements of your system together quickly & effortlessly using a proven method.
Watch your workflows automate exactly as expected & perform their magic tricks for you.
With Workflow Magic, you get:
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.
Support from your instructor, Rae Targos ($100 value)
This program is interactive. I’ll check in with you throughout the course and give you my professional guidance when needed.
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 your 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 program value IS $1650.
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 your workflows are done!
All your workflow questions answered inside.
Don’t know what your workflows are?
Design your ideal processes with quick lessons and sample workflows.
Don’t know how many workflows you have?
The Workflow Magic Workbook spots when you have another system.
Don’t understand Dubsado’s workflow automation?
Workflow Magic’s plug & play templates easily break it all down for you.
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 an 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 CRM.
You are a Dubsado beginner who doesn’t feel comfortable using its basic features.
You haven’t started your business yet (I recommend Productive Co. consulting instead).
You are looking for a completely done-for-you service.
You are strictly opposed to having a streamlined system, templates, and some automation.
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
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.
Get Workflow Magic and transform your entire client management system into a well-oiled machine!
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.
Are you ready to relax while Dubsado manages your clients like a good fairy code-mother?
Become a workflow wizard.
Add some magic to your client operations now!
A $1650 value for just $257
+ Is this program exclusively about automation?
No, workflows are about streamlining your systems.
You'll design your ideal client management systems, create all the templates you need for them, and automate what 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.
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! In fact, workflows can be 100% manual if you'd like.
Dubsado allows flexibility in your system and Workflow Magic shows you how to do it all.
+ 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 can deliver your services, not Dubsado.
However, you can have a mostly hands-off approach to scheduling appointments, meeting & payment reminders, sending questionnaires, etc.
And yes, all of this is covered in Workflow Magic!
+Do you work for Dubsado?
No, Productive Co. is not sponsored or associated with Dubsado.
I, Rae, am simply an early adopter and ethusiast of the software, company, and community.
I do receive one-time, $20 commissions for new referrals, which is availble to all users through their affiliate program. You are not required to use any of my affilate links, but doing so helps Productive Co. provide more content.
+ Have a different question about Workflow Magic?
Ask away! Send a quick email and I'll reply right away. Contact here.