The Moxie Maven Way

The Moxie Maven Starter Course

Your step-by-step starter course created for web designers, by a web designer.

Get started today Do you need Moxie? Get 30 days free here!

What can you achieve in your business by using Moxie CRM?

Moxie CRM is not just a tool; it's a bestie in your business adventure. From initiating the project, planning, collaborating, to delivering, and even billing for the project—it's all in one place.

Streamline your business operations through effective Moxie CRM implementation.

Build confidence in managing clients, invoicing, and projects with a well-structured system.

Create sustainable recurring revenue through automated processes and enhanced productivity.

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.

Everything in Moxie is interconnected, so where do you start?

Your Starter Course includes 6 video lessons + checklists, email templates and helpful information.

Moxie Overview and Essential Settings

Creating Your Email Templates

Setting Up Your Pipeline Stages

Creating Your Form Templates

Project Types and Client Notifications

Setting Up Project Templates

What are you waiting for?

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.

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 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 mapped out a plan – I figured it out!!

This Moxie 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.

I’m so thrilled to have you join this fun learning journey! Let’s work together to make your Moxie experience amazing and watch your business soar! 🚀

The One Where Your Business Pivots!

Moxie CRM isn’t just about managing your web design projects, it’s about managing your entire business! I'm all about making things crystal clear and super easy to follow.

Get started today!