Moxie CRM Courses, Resources & Support
I help web designers and service pros build streamlined client management systems.
Stop juggling spreadsheets and browser tabs. Get the organized workflows, automated processes, and professional client experiences that save you hours per week and make your business feel buttoned-up.
Sound Familiar?
→ Client emails buried in Gmail chaos
→ Wondering if you sent that contract (again)
→ Projects running behind with no clear system
→ Feeling like you’re reinventing the wheel every time
You shouldn’t have to choose between doing great work and having great systems.
The Moxie Maven Academy
Finally, a client process that runs on autopilot.
→ 30+ step-by-step video lessons (no fluff)
→ Done-for-you templates & checklists
→ Pipeline stages that actually make sense
→ Automated onboarding that impresses clients
If you're worried that this is like other tech courses that feel out-of-date within a month, fear not!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 and re-films videos to teach us about new features.
~ Liz, Web Designer
Still running your business from 47 tabs and sticky notes?
Get the Replay + Setup Kit →
What's So Amazing About Moxie CRM?
Your Business In One Place
How do web designers stay organized?
Stop juggling 47 different apps with Moxie CRM. Keep your client pipeline, project templates, invoices, and scheduling integrated in one platform—designed specifically for service-based businesses who want to close those 12 browser tabs and actually breathe.
Opportunity Management
What’s the best way to track potential clients?
Move leads through your Moxie CRM pipeline without the guesswork. See exactly where every potential client stands with Lisa’s signature 5-stage system → The Maven Method™. Simple, clear, and stress-free for web designers and service businesses.
Custom Proposals and Contracts
How do you create professional proposals quickly?
Moxie CRM lets you create branded proposals and automate your contracts, invoices, and project kickoffs with templates that actually work. Look professional while saving hours—because who has time for starting from scratch every. single. time?
Save Your Sanity
How can service-based business owners reduce overwhelm?
Run your business with calm and clarity using Moxie CRM’s complete system. Everything is organized so web designers and consultants can focus on what they love—no more sticky notes, scattered spreadsheets, or that sinking “did I forget something?” feeling.
Moxie isn’t some boring, box-checking business tool. It’s your digital assistant, project manager, contract whisperer, invoice ninja, and sanity saver—all rolled into one.
Hey Friends!
I absolutely love helping others unlock their full potential, especially when it comes to being a web designer and running a business.
When I’m not geeking out over Moxie (and Notion), you’ll often catch me watching “Friends” (and yes, Rachel Green and Joey might make surprise appearances in my tutorials 😊). I’m also a huge carrot cake fan, love taking peaceful walks in nature, and you’ll find me watching NFL Football and cheering my heart out for the Detroit Lions!
In my courses, I’m all about making things crystal clear and super easy to follow. Think of it as having a friend guide you through customizing Moxie CRM for your business – from setting up workflows to managing client chats, I’ve got your back!
