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.
seamless journey of moxie setup

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.

frustrated woman sitting at laptop figuring out how to build website

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.

excited businesswoman celebrating success at office
    Not a web designer? That's cool. This course is also for:
  • Creative Professionals
  • Graphic Designers
  • Coaches & Consultants
  • Virtual Assistants
  • And more!!

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 ☕️!

Enroll Today

What's Included In The Moxie Maven Academy?

Formally known as the "Moxie CRM Beginner's Course"

20 + Lessons

40 + Videos

Checklists

Live Monthly Q&As

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 Today

Moxie Maven Academy Student Praise

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. The instructor 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.
"As someone fairly new to Moxie, having transitioned from Dubsado, I recently purchased and am close to completing Lisa Williams' Moxie Beginner Course.

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."

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 ☕️!
lisa in front of coffee shop
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

This is the course I’ve been waiting for! Moxie is a fab tool with a fab team but what was missing for me was a beginners guide on how to set up Mixie from the start of the process to the end.

I was getting very confused on what to do first and this course in bite sized training videos systematically takes you through the entire set up. There is a very handy questions and answers section on each module page which Lisa responds quickly to. Thank you Lisa. Amazing tool!
"I was feeling overwhelmed by all of the tools available for managing systems. Lisa showed me a bit of how she's using Moxie and I was sold. Since then, the tutorials she's sent me have been fantastic and otherwise, there is no way I'd feel as comfortable with where my systems and processes are as a new business owner.”
"Trying to start a business in web design is not for the faint of heart. Not only are you faced with the many challenges of learning to deign beautiful and functional sites, you also must learn how to run the business effectively.

Lisa has been a tremendous help to me in this area - running my business with Moxie. In addition to helping me see the value of the Moxie solution, which led me to purchase Moxie, her tutorials were extremely helpful and allowed me to become productive very quickly."
I am grateful for your course as now I don’t feel that my Moxie is a mishmash of things. It can actually be used to run my business
I sent my first proposal today. I’ve only been using Moxie for one week and your course has made it so easy to get it live!
Was a great course for me (a small business owner) who needs some guidance with moxie and its workflows. There was plenty of content to delve into and a lot of my questions and concerns were answered through this course

Unleash the Power of Moxie CRM!

Your Biz, Your Energy, Your Productivity…. All in One Place For Only $199.

small logo no words

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!

Enroll in the moxie maven academy
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