I help web designers and service providers build streamlined systems with Moxie CRM + Notion.

Lisa and Moxie Maven are fantastic! I’ve been slowly transitioning to Moxie from another system, and her resources have been absolutely invaluable. Everything is designed in a way that’s easy to follow and straightforward to learn. It’s also clear that she genuinely cares about her customers and wants them to succeed. I highly recommend Moxie Maven!

All of the aspects of Moxie are so interconnected that it is difficult to know what to do first. Lisa's Academy has taken the guess work out of it with a straightforward ordered list that leaves you understanding what you're doing, and if you're ever lost, her monthly calls offer a chance to get her brain (and others) to help figure out a solution for you. Worth every cent to avoid the frustration and time I would have spent trying to sort it all out for myself.

Signing up for Moxie Maven Academy has made all the difference. I own a web design agency and 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.

Lisa does a beautiful job of going through everything in terms that I can easily understand and follow.

I would recommend The 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.

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.

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.

If you’re worried that this is like other tech courses that feel out-of-date within a month, fear not!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. Awesome course!!

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.

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. The monthly Q&A sessions are 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.