Approved Moxie Implementer

Your all in one moxie crm course

Go From Overwhelmed to Organized

Finally! The step-by-step system that transforms your Moxie mess into a client-attracting, revenue-generating machine... without the overwhelm or guesswork.

Stop the Moxie Mess! Enroll Now!

Moxie's Greatest Strength Is That It's Built for Small Business ... But That's The Problem Too

frustrated woman sitting at laptop figuring out how to build website

You’ve longed dreamed of having the one tool that does saves the day. But now that you have it, the overwhelm hits hard!

Everything is interconnected. Where do you start?

Without a game plan, most people set up Moxie the wrong way. The result is a Moxie Mess!

They jump in setting up as they go. Waste time doing things manually. Road blocks appear. Frustration sets in.

They start worrying that maybe Moxie is not going to work for them after all.

But don’t worry… Moxie is the tool we’ve been waiting for!

I developed a system that makes quick work of setting up Moxie for any service-based business. I’ll show you how to set up everything in the right order… the smart order.

Let me show you step-by-step how to make Moxie CRM work for you!

Introducing The Moxie Maven Academy

Created by Lisa Williams, Your Moxie Maven

Imagine a seamless, hassle-free journey through your web design business operations, where everything just works.

In The Moxie Maven Academy, I'll show you how to avoid every road block 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.

Join the 150+ freelancers of all kinds who are already achieving their goal of a Magic Moxie in their business, including:

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

Join Us In The Academy

See What You’ll Build Inside the Academy (Module 2 + 3)

In under 90 seconds, watch how templates, pipelines, and payments come together so your client workflow runs on repeat.

Finally, a client process that runs on autopilot.

No more wondering "what should I set up first?" or "how do I make this actually work?" The Maven Method™ gives you the exact order and process to build a Moxie system that supports your business instead of creating more work.

"

Lisa and Moxie Maven are fantastic! I’ve been slowly transitioning to Moxie from another system, and her resources have been absolutely invaluable. I highly recommend Moxie Maven!

~ Aprile, Web Designer

Learn more & Enroll →

The Maven Method™
Your Roadmap to Moxie Success

1. Foundation

Get your Moxie house in order with proper settings, integrations, and essential templates

2. Simple Pipeline

Create a clean 5-stage client journey that actually makes sense

3. Intake Assets

Build the forms, schedulers, and emails you need at every step

4. Project Templates

Turn your repeatable work into automated project workflows

5. Agreements

Spell out scope, timelines, and terms so everyone's clear on expectations

6. Automations

Connect the pieces so your system runs without constant manual work

the maven method your blueprint for a seamless client experience

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? 😄

I’ve been a web designer since 2019 and I’ve tried all the tools, never finding just the right one that could do what I wanted it to do. Then I found Moxie!

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 – because that’s the promise of Moxie, right?

I jumped right in to figure out all the ins and outs of Moxie CRM – yes, it was a bit of a learning curve and I got really frustrated – then BAM, I got it figured out and 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!

Let me help you find your groove with Moxie and turn it into the all-in-one business operation system of your dreams.

Lisa's course is wonderful 🙂 I've learned so much about how to get the most out of Moxie.

- Liz, Web Designer

Just finished the course and MAN, it helped so much!

- John, Graphic Designer

This course is amazing and the updates are AWESOME! Thanks Lisa!

- Erin, Web Designer

What's Included In The Moxie Maven Academy?

Module 1

Start Here

Get your Moxie house in order from day one. We'll walk through business settings, logo upload, email preferences, and essential integrations.

✌🏼 You also get my Web Design Workflow Workbook when you enroll.

Module 2

Build Your Foundations

Master the core Moxie features that'll run your business. By the end of this module, you'll have all the essential building blocks in place—no more starting from scratch with every client.

→ Email and form templates
→ Pipeline stages
→ Project types + templates
→ Meeting schedulers, products & services
→ Agreement templates

Module 3

Money Matters

Learn Moxie's complete payment system with automated payment workflows that eliminate the awkward "chasing clients for money" phase.

→ Payment plans
→ Invoicing
→ Hourly vs. per-item billing
→ Recurring services

Module 4

Client Organization & Experience

Your clients will experience a polished, professional system that makes working with you feel effortless (while you stay completely organized behind the scenes).

Module 5

Connect and Automate

You'll learn to create automations that trigger when clients move through your pipeline stages, handle longer gaps between contact and project start, and customize workflows for your specific business needs. No more manual follow-ups or forgotten client touchpoints.

Module 6

Advanced Customization

Dive into Moxie's power-user features: custom fields and mapping, using custom fields in forms, automated services, website/marketing roadmap workflows, and combined service agreements to name a few.

Built on The Maven Method™

Set up your entire Moxie system in hours, not months

Ready-to-use templates for each client touchpoint

Automated workflows that work while you sleep

Lifetime access + 90 days of Maven Insider + all future updates

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

Get My Magic Moxie Setup

See What You’ll Build Inside the Academy (Module 5 + 6)

Watch how Moxie automations and advanced customization work together—so your client workflow runs smoothly without you doing everything manually.

Stop Duct-Taping Your Client Process Together

Join The Moxie Maven Academy

Frequently Asked Questions

What is The Moxie Maven Academy?

The Moxie Maven Academy is a step-by-step course designed to help you master Moxie CRM. It includes 30+ video lessons, strategy guides, checklists, and lifetime access to help you set up and optimize Moxie efficiently.

Who is this course for?

The Moxie Maven Academy is perfect for service-based business owners, including web designers, virtual assistants, consultants, and coaches, who want to streamline their day-to-day business activities, improve client management, automate workflows, and ultimately run their businesses more efficiently using Moxie CRM.

How long do I have access to the course?

You have lifetime access! This includes all updates.

Do I need prior experience with Moxie?

No prior experience is required! The Moxie Maven Academy is designed for both beginners and advanced users. You’ll start with the basics of Moxie and progress to advanced automation and workflows.

What if I need additional help?

There are a few ways you can get additional help.

Submit a support ticket
Book a Maven Hotline call
Join The Maven Insider when you enroll for additional help and attend Monthly Q&A calls
Game Plan Rescue Mission

How long does it take to complete the course?

The course is self-paced, so you can go through the content on your own schedule. With Academy PRO (Lifetime Access) you have access to everything right away. When you choose Academy Monthly you will have 7 months to complete the course as the modules drip each month.

The course is very detailed and every lesson builds upon previous lessons, so it’s important to take your time do the work to think about your business processes and your client journey.

I highly recommend Moxie Maven!

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!

Aprile Web Design

Worth every cent!

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.

Emily graphic design

Lisa does a beautiful job of going through everything

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.

Ben Forred Web Design

Lisa is always on top of updates

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!!

Elizabeth Houston Web Design

The Moxie Maven Academy is great for beginners.

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.

Tracy Trathen, Web Designer & Brand Specialist

I highly recommend the Moxie Maven Academy!

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.

Lisa Dorion, Web Designer

Ready to Stop the Moxie Mess?

Yes! I'm ready! Let's do this!