Your Deserve A Magic Moxie

The Moxie Maven Academy For Web Designers and Service-Based Businesses

Your Business, Your Energy, Your Productivity…. All in One Place

What can you achieve in your business by using Moxie CRM?

Moxie CRM is not just a tool; it's a bestie in your business adventure. From initiating the project, planning, collaborating, to delivering, and even billing for the project—it's all in one place.

Streamline your business operations through effective Moxie CRM implementation.

Build confidence in managing clients, invoicing, and projects with a well-structured system.

Create sustainable recurring revenue through automated processes and enhanced productivity.

It's time to stop juggling multiple tools to run your business

illustration of frustrated woman with glasses

👉 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.

You want an easier way and I am showing you, step-by-step, how to make Moxie CRM work for you!

The Moxie Maven Academy

Created by Lisa Williams

I turn Moxie set-up on its head.

let's chat lisa williams working on desktop with coffee

Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony.

I show you how to avoid the road blocks so you can use Moxie effectively within just a few hours of your precious time.

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.

Moxie is not only great for web designers, but also:

Creative Professionals
Graphic Designers
Coaches & Consultants
Virtual Assistants ... and more!

Join Us In The Academy

Lisa's course is wonderful 🙂 I've learned so much about how to get the most out of Moxie. And I don't think I've ever been part of a course that gets as frequent updates as this one! As soon as the Moxie team rolls out new updates, Lisa is on it with new videos ASAP! ~Liz

What's Included In The Moxie Maven Academy?

Lifetime access to all course materials

Module 1 – Getting Started
➜ Moxie Overview & Essential Settings

Get the “lay of the land” so to speak and get your business settings in place before you dive into the course.

Module 2 – Foundational
➜ Email Templates
➜ Pipeline Stages
➜ Form Templates
➜ Invoice Templates
➜ Project Types
➜ Project Templates
➜ Project Pricing Options
➜ Meeting Scheduler

Module 3 – Money Matters!
➜ Products & Services
➜ Agreement Templates
➜ Payment Plans
➜ Sending Agreements
➜ Standard Invoices
➜ Recurring Invoices
➜ Creating Payment Plans

Module 4 – Let’s Get Organized
➜ Workflow Automations
➜ Customizing Your Pipeline & Workflow
➜ VIP Design Day Setup & Workflow
➜ Mapping Form Fields
➜ Basic Client Portal Set Up

Module 5 – Last But Not Least
➜ Managing Contacts & Collaborators
➜ Notion Integration
➜ Using AI Assistant for Project Creation
➜ Ticketing (coming soon)

The Moxie Maven Support Community

➜ 3 months of free access with the option to continue for only $10/m
➜ LIVE monthly Q+A sessions with Lisa – “Your Moxie Maven”

I'm ready to enroll!

Join 150+ Business Owners

The Moxie Maven Academy is more than just a course...

It’s my way of giving you all the tools, confidence, and support you need to rock the digital world, with plenty of fun sprinkled in!

This in-depth course empowers entrepreneurs to configure Moxie their way while gaining complete mastery over the platform’s extensive features and capabilities.

Ready to start this exciting journey together? Let’s make some Moxie magic happen!

Praise From Students

The Moxie Maven Academy is amazing! Before I joined Lisa’s course, I was only using Moxie for time tracking, agreements, and invoicing in my business. I knew there was so much more that Moxie could do for me, but I just didn’t have the time to dig in figure out where to get started since this was my first time using any software like Moxie.

I now have things like email templates set up, a ticketing system for task requests, booking calendars with the meeting scheduler, forms, and a much more built-out client portal. And I still have more I want to implement following the modules in Lisa’s course.

If you’re worried that this is like other tech courses that feel out-of-date within a month, fear not! Lisa is always on top of updates happening within Moxie and re-films videos to teach us about new features and make sure that what we’re seeing in the lesson looks the same as Moxie’s dashboard. Awesome course!!

Elizabeth Houston
I own a web design agency and have two different groups of clients that I serve. Keeping the projects, and everything that goes with them, straight in my system has historically been a huge challenge. When I learned about Moxie, I purchased a license and was pleased with some of the starter information that came with it, but quickly learned that setting everything up would be way faster if I had a guide.

Signing up for Moxie Maven Academy has made all the difference. I think Lisa does a beautiful job of going through everything in terms that can be easily understood and followed. As a growing company, Moxie does fairly frequent feature updates and Lisa always does a remarkably fast job of re-recording or editing her courses and videos to make sure they’re relevant for the current version of Moxie.

Overall, I would recommend Moxie Maven Academy to anyone who has purchased a Moxie license and wants to make sure it’s set up properly the first time. The support you get with Lisa is worth the investment on its own!

Ben Forred
As the owner of a design studio, LLC, a small website design and branding strategy company, I recently started the Moxie CRM Beginner’s Course. My business focuses on building websites and crafting branding for small businesses, entrepreneurs, professionals, and hobbyists.

As someone with no prior CRM knowledge, I found this course to be a solid starting point. The course systematically reviews each part of the Moxie CRM system, which is incredibly helpful for beginners. Lisa explains the functionalities in a straightforward manner through video demonstrations, making it easy to follow along and understand how to navigate the CRM.

Overall, the Moxie CRM Beginner’s Course is helpful and informative for those new to CRM systems, laying a good foundation for improving customer relationships.

Tracy Trathen
As someone fairly new to Moxie, having transitioned from Dubsado, I recently purchased and am close to completing Lisa Williams’ Moxie Maven Academy. It has been an excellent introduction to the platform.

Lisa is incredibly knowledgeable and genuinely passionate about helping users succeed. She was consistently available to answer my questions and went above and beyond to assist me with the challenges I faced in aligning the platform’s functionality with my specific design processes and development calendar.

The weekly Q&A sessions have also been an invaluable resource for receiving direct support.

I highly recommend this course to anyone getting started with Moxie. With Lisa’s expertise and continued guidance, it offers a strong foundation for effectively managing your business with this robust platform.

Lisa Dorion

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.

Hi! I'm Lisa Williams

I love carrot cake, nature walks, NFL football (Go Lions!), and a good laugh. I’m a “Friends” fanatic – Could Moxie BEEEEE more awesome? 😄

As an early adopter of Moxie, I was looking for a way to manage the projects in my business, while keeping as much of the work within one solution.

After figuring out all the ins and outs of Moxie CRM (and yes, there were some interesting learning curves!), I’ve created this super-friendly system that just works! My Moxie Maven Academy is like having a bestie right there with you, helping you skip the headaches and jump straight to the good stuff – we’ll get you to “Magic Moxie” in no time!

That is why I am so excited to help others find their groove with Moxie. The Moxie Maven Academy is here to take the frustration out of managing your business processes as you start to incorporate Moxie. I leave nothing on the table!

Enroll In The Moxie Maven Academy

Streamline Your Business
With The Ultimate Tool

The Moxie Maven Academy is a comprehensive course that provides a fully customized learning solution for business owners who want to harness the full potential of Moxie.

I'm ready for a magic moxie