get set up The Moxie Maven Way
Moxie CRM Free Starter Course
A Step-by-Step Moxie CRM Starter Course.
Created for web designers, by a web designer.
Enroll today!Created for web designers, by a web designer.
What's So Amazing About Moxie CRM?
Do you need Moxie? Get 30 days free here!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.
What Is The "Moxie Maven" Way?
There is a method to the madness of creating a Magic Moxie and if you jump ahead too soon, the roadblocks will be unavoidable.
Frustration sets in. You waste time. You lose money.
You need a nice clean workspace that you like spending time in.
- Get familiar with the platform
- Set up your business preferences
- Create Email Templates
- Add your Pipeline Stages
- Create Form Templates
- Create Project Templates
Everything in Moxie is interconnected, so where do you start?
Your Starter Course includes 6 video lessons + checklists, email templates and helpful information.
Hi! I'm Lisa Williams
My approach turns Moxie setup on its head!
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, so I went “back to the drawing board” and it worked!!
This free Moxie CRM Starter Course is here to take the frustration out of running into road blocks with your process as you start using Moxie more in your business..
With my guidance, you’ll master the art of Moxie setup in just a few hours, saving you several hours (and angst!) in the long run.
Welcome To The World of Moxie!
Imagine a seamless, hassle-free journey through your business operations, where every aspect works in harmony to drive maximum growth and productivity.
get started for free!