The Service Business Owner's Escape Plan: Productize for Freedom & Scale

A practical guide to help you scale what you already do best without burning out.

We have successfully designed and launched tech that
Supports
52+
clients
Automates
72,382+
hours/year
Powers
$46.8M
annual revenue
Trusted by innovative business leaders

Feel like growth depends entirely on you?

You’ve built a successful service business but now it feels like your business is running you. You’re buried in work, burned out, and you don’t love it like you once did.

More clients mean more work, more people, more stress.

SaaS tools are fast and affordable but often rigid.

Custom apps offer control but require investment.

What’s right for your business?

You’re not alone and it’s not a lack of ideas. You’re just too close to your work to see the product hiding in your business.

You’re not starting from scratch. You already have:

A working business

A team (or trusted freelancers)

Systems (even if imperfect)

Paying customers

Domain expertise

You’ve already achieved so much. This escape plan just helps you see what you’re sitting on and turn it into your most valuable asset

This Guide Will Help You:

Spot the scalable product hidden inside your current services

Package and price your expertise into a recurring offer

Build a path toward consistent revenue and a business that runs without you

Even if you think:

“My clients are all different”

“My work is too custom”

“I wouldn’t even know where to begin”

Is This Guide Right for You?

This guide is made for service-based business owners who:

Deliver high-touch services that rely heavily on their time or expertise

Keep adding team members yet still feel overwhelmed by workload

Are curious about using tech to scale but don’t know where to start

Aren’t technical, but bring deep domain knowledge to the table

Industries We See Succeeding With This:

Creative & Design Agencies

Technology & IT Services

Professional & Strategy Consulting

Financial & Accounting Services

Coaching & Training Programs

Health & Wellness Providers

Events & Experiential Services

Facilities & Operations Management

Education & E-Learning Solutions

If you’re doing great work but still feel trapped in the day-to-day, this guide will help you uncover a scalable path forward.

What’s Inside:

1. The Freedom Ladder for Service Businesses

A 4-stage model showing how to evolve from high-effort services to scalable, tech-enabled growth.

2. What “Productizing” Means in a Service BusinessOperational Breakdowns

Break down the concept of productization and why it’s your path to freedom, profitability, and scale.

3. Why Productizing Matters

Real-world reasons productized services outperform custom work in profit, time, and exit potential.

4. Is Productization Right for You?

A quick self-assessment to see if your business is ready for this shift.

5. A Step-by-Step Productization Checklist

Your hands-on workbook: define your offer, map your process, price it right, and plan your launch.

Ready to build a business that runs without you?

Get your free copy of The Service Business Owner's Escape Plan: Productize for Freedom & Scale

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AI Works Best with a Partner

You don’t need to become a developer. You need someone who speaks business, understands your goals, and builds AI that actually moves the needle. That’s what we do.

Dylan ran one of the most helpful workshops I’ve ever done. I came in with a bunch of messy thoughts about where to take things. He helped me slow down, zoom out, and actually see what matters. No complex buzzwords, just clear thinking, sharp questions, and honest feedback. He’s one of those rare people who gets both product and business. And he’s not afraid to tell you what you need to hear. I left with way more clarity than I expected, and an actual plan I’m excited to run with regarding the tech I want to build. I highly recommend chatting with him if you’re building a service based business, and want to add tech to it.

Aurelien Scagnolari

New York, United States

Grateful for the opportunity to spend an hour with Dylan discussing how we could gain traction on a new development and workflow project for our organization. He was thoughtful, organized and open minded – everything you need as a sounding board in early-stage scoping. He also constructively challenged our thinking, opened new doors to thought and made practical suggestions on how to activate our ideas. It was definitely time well spent.

Brian

United States

We were fortunate to have an initial discovery call with Dylan to share our thoughts and overall vision for a development project. Dylan asked insightful questions and was able to challenge us to think deeper about the possibilities while still being realistic to the state of technology today. We were grateful for his time, perspectives and would recommend others go through this discovery workshop if able.

Keith

London, United Kingdom

DataCose are experts at saving hours each week. They were able to complete a job that was taking our previous team months to complete in a matter of days. Their communication is great and fast to respond. DataCose had no problem making multiple revisions to get the job done exactly the way we needed it and we will certainly be working with DataCose for any future development projects.

Brandon S.

Fort Lauderdale, FL

DataCose is an amazing partner for us as we build our business. From helping us strategize about how to automate mundane tasks to building out custom data systems to make our business run more smoothly, Dylan and the DataCose team provide incredible service and expertise that we desperately need at this early stage of our business. I would highly recommend working with them!

Lauren H.

Rockland, ME

When evaluating ideas to optimize our business, DataCose was able to successfully implement automation in time consuming areas such as reaching prospects in a personalized way, defining specific market segments, and using visually appealing components throughout the process. The tools they implemented were easy to use, and troubleshooting was easy. I highly recommend services from DataCose.

Matthew S.

Halifax, Nova Scotia, Canada

DataCose has been a game-changer for New Orleans Perspectives. They automated our invoice generation, reminder emails, and SMS, and created tools for bulk emailing our participant database. Additionally, they built a sign-in application and a live-streaming solution for our sessions. The team's quick speed, collaborative approach, and deep understanding of our needs made the entire process smooth and efficient. Highly recommended, and I wouldn't use anyone else!

Christopher Cantrall

New Orleans, LA

DataCose worked quickly to automate a critical component of our agency. They responded quickly to all of our messages and even followed up several times later to make sure everything was still working as intended. We highly recommend DataCose and will contact them first for any future automation projects.

Danielle C.

Winter Park, FL

Working with DataCose has been a fantastic experience for We Treat. They built a comprehensive web application to manage our clinics, streamlining everything from onboarding to billing. Their close collaboration and excellent communication ensures the portal meets our most pressing business needs. The flexibility and adaptability of their team is impressive. Highly recommended!

Jennings Staley

Miami, FL

When it comes to communication and competence, DataCose has displayed both in droves. They are extremely systematic, clear, and pleasant to work with. Every hurdle we ran into was met not only with respect and professionalism, but with collaborative creativity.

Michael Jade

Los Angeles, CA