Start the journey to your magic moxie
The Moxie Maven Academy For Web Designers
Moxie CRM isn’t just about managing your web design projects, it’s about managing your entire business!
And if you’re not a web designer, keep reading my friend – I’ve got you covered.
Are You Tired Of Juggling Multiple Tools To Run Your Web Design Business?
👉 The power of Moxie CRM is that it’s all interconnected. But it’s also the problem — where do you start? My system makes quick work of Moxie set-up, so that you’re doing everything in the right order, the smart order.
This all-in-one tool is specifically designed for web designers like you, taking you from inquiry to recurring revenue effortlessly.
No more frustration with getting your Moxie to work for you and your business – trying to figure it all out on your own.
Here’s what I’ve found… most people set up Moxie the wrong way.
They jump too far ahead, wanting to automate, send agreements and manually do a lot of the things that Moxie does for you automatically…and the road blocks begin to show up immediately.
Welcome To The World Of Moxie CRM!
I show you how to avoid the road blocks so you can use Moxie effectively within just a few hours of your precious time.
I turn Moxie set-up on its head.
Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony.
Whether you’re new to Moxie or need help tidying up your existing setup, this course will guide you through every step—ensuring you’re using Moxie to its fullest potential.
- Creative Professionals
- Graphic Designers
- Coaches & Consultants
- Virtual Assistants
- And more!!
Not a web designer? That's cool. This course is also for:
What's So Amazing About Moxie CRM?
Your Business In One Place
Manage your calendar, communication, invoices, opportunities, time and more.
Opportunity Management
Efficiently move new opportunities through a sales process, providing immediate visibility into where things are.
Custom Proposals and Contracts
Easily create custom proposals and automate the creation of invoices, projects and tasks.
Save Your Sanity
Manage your business with ease and relax knowing that you have “all the things” under control.
Join Over 100 Business Owners
in The Moxie Maven Academy
You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in and you can get to Magic Moxie in a matter of hours… and a few cups of coffee ☕️!
What's Included In The Moxie Maven Academy?
Formally known as the "Moxie CRM Beginner's Course"
Overview of Moxie
This first lesson will give you a overview of where you can find what you’re looking for, give you a “lay of the land” so to speak.
Essential Settings
Don’t get caught like a deer in headlights down the road. Get yourself set from the beginning. Set up your business preferences, email, integrations and more.
Templates & Products
➜ Email Templates
➜ Form Templates
➜ Project Templates
➜ Agreement Templates
➜ Products & Services
Projects & Tasks
➜ Project Settings
➜ Adding Project to Agreement
➜ Project Management
➜ Recurring Projects
➜ Client Portal Permissions
Invoices
➜ Standard & Recurring
➜ Creating Payment Plans
➜ Agreement & Contract Templates
Pipeline & Opportunities
➜ Opportunity Overview
➜ Pipeline Stages
➜ Opportunity Workflow
➜ Managing Opportunities
Moxie AI Assistant
➜ Business Intelligence / Analysis
➜ Summarization Services
➜ Writing Assistant
➜ Conversational Configuration
Collaboration
➜ Working with a small team
➜ Adding project collaborators
➜ Project management with a team
➜ Multiple meeting schedulers
More Great Lessons
➜ Set Up Your Client Portal
➜ Workflow Automations
➜ Mapping & Custom Fields
➜ Setting Up Your Meeting Scheduler
Discover how you can transform chaotic processes and workflows into a well-oiled machine! 🌟
Simplify Your Business TodayMoxie Maven Academy Student Praise
Frequently Asked Questions
Is this course only for web designers?
My husband and I own a web design business and Moxie has completely changed how I manage my client projects, invoicing, proposals and saves me a ton of time…. and quite frankly, my sanity!
While I share my own process and go through examples of how I have set up Moxie for our business, I am 100% confident any type of business can follow along and set up their own Moxie to their liking.
What if I need additional support?
If you need additional support while going through the course, I offer 1-hour personal consulting sessions for $79. I will also be holding group Q&A sessions once a month where anyone going through the course can join for free.
Will I have lifetime access to the course?
Yes! Once you’re in, you’re in!
What if Moxie updates and adds new features?
When (not if 😊) Moxie adds new features that are relevant to the course, I will be updating the modules.
If there is an update to current features, I’ll do the same. You’ll receive an email when I do so you will know there are updates.
Can I use Moxie no matter what country I live in?
Yes! Moxie works all over!
From Moxie:
Moxie supports multi-currencies internally and through our Stripe and PayPal integrations to better enable a global work force. In addition to simply allowing you to invoice your clients in a different currency, there is a built in exchange rate service that allows you to view all of your financial reports and metrics in your home currency, regardless of what currency you present to your clients.
Hi! I'm Lisa Williams
Lover of Friends – Could Moxie BEEEE more awesome? 😂 – carrot cake, nature walks, NFL football, laughing and of course, Moxie!
When I first began using Moxie CRM I ran into some of the same problems I'm sure you are experiencing now. That is, until I took a step back and decided I was going to figure this out.
I knew Moxie was the right tool - the best tool - to manage our business, I went "back to the drawing board" and it worked!! I've put my exact process into this course.
My Moxie Maven Academy is here to revolutionize your project management experience. Say goodbye to time-consuming setups and messy workflows.
You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in and you can get to Magic Moxie in a matter of hours… and a few cups of coffee ☕️!
When I first began using Moxie CRM I ran into some of the same problems I'm sure you are experiencing now. That is, until I took a step back and decided I was going to figure this out.
I knew Moxie was the right tool - the best tool - to manage our business, I went "back to the drawing board" and it worked!! I've put my exact process into this course.
My Moxie Maven Academy is here to revolutionize your project management experience. Say goodbye to time-consuming setups and messy workflows.
You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in and you can get to Magic Moxie in a matter of hours… and a few cups of coffee ☕️!
Once your Moxie is set up to fit your business and workflow, you’ll feel so at ease you’ll wonder how you ever made it this far without it! 😆
More Student Praise
Unleash the Power of Moxie CRM!
Your Biz, Your Energy, Your Productivity…. All in One Place For Only $199.
Are you ready to streamline your business with the ultimate tool for managing your projects, invoices, and client relationships?
From setting up your templates and client portal to automating workflows and using the Moxie AI Assistant, you won’t believe how much easier your life will be with Moxie at your fingertips!
