About Lisa Williams

I’m Lisa Williams—web designer, systems strategist, and your go-to Moxie Maven. I help creative entrepreneurs and small service-based businesses ditch the chaos and finally get organized with simple, streamlined systems inside Moxie CRM.

Helping you go from
“Where do I even start?” to “I've got this.”

Because your business deserves more than sticky notes and scattered spreadsheets.
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My Journey with Moxie: From Overwhelmed to Organized

lisa with coffee sitting on couch

When I first started using Moxie, I was juggling spreadsheets, sticky notes, Google Docs, and way too many browser tabs.

My web design business looked professional on the outside—but behind the scenes? Total chaos. Every project felt like starting from scratch.

Then I found Moxie.

I didn’t just set up a CRM—I built a business system that finally made sense.

I took the time to understand the platform, mapped out my workflows, created email templates, automated client touchpoints, and turned a once-overwhelming backend into a smooth, seamless client experience.

And now? I help other creatives and service providers do the same.

Empowering Web Designers + Service-Based Entrepreneurs

You shouldn’t have to choose between doing great work and having great systems. Whether you’re just starting out or ready to level up, I’ve created a suite of offers designed to meet you where you are—and help you grow with clarity and confidence.

💡 The Moxie Maven Academy

Your complete guide to building a professional, powerful Moxie CRM setup from start to finish. This self-paced course walks you through how to map your services, automate your client journey, and confidently use Moxie to manage your business like a pro.

"This is everything I wish I had when I first started with Moxie."
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🚀 The Moxie Starter Course

A fast, no-fluff introduction to getting your Moxie workspace up and running. This self-paced mini course is perfect if you’re brand new to Moxie and just want to get the basics in place—quickly and confidently.

"Start smart. Set it up right. Skip the overwhelm."
get started

📥 The Web Design Workflow Workbook

For web designers ready to outline their process, identify the emails and forms they need, and build out their services before setting up their CRM. This workbook is like having a systems strategist in your back pocket.

"It’s the bridge between your creative process and a business that runs like clockwork."
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🧠 The Moxie Maven Free Masterclass

New to Moxie and wondering where to even begin? This 60-minute tutorial walks you through the first six things to set up—giving you a strong foundation and a clear path forward.

"Start strong, stay focused, and skip the overwhelm."
watch for free

Who's Behind Your Moxie Maven?

  • The "Other" Biz

    I own and operate JoLi Design Solutions, a small but mighty web deisgn and marketing studio, alongside my husband Steve ... and our two cats. The journey began in 2019 and it has been one glorious ride.
  • lisa in front of coffee shop

  • My Friends Obsession

    I'm obsessed with "Friends" (you'll probably notice Rachel and Joey making cameos in my tutorials 😉). I even have the Central Perk and Apartments LEGO sets! Jennifer is my 🩷.

  • Your Moxie BFF

    In my courses, I'm all about making things crystal clear and super easy to follow. Going back to my teacher roots. Think of it as having a best friend guide you through customizing Moxie CRM for your business.

  • My Moxie Timline

    Since summer of 2023 I have been getting to know how Moxie works - especially when it comes to web design and small businesses - and let me tell you, it's totally changed the game for how we run our business.
steve and lisa at the lions game

Okay, real talk… one of my favorite things in the world? Helping business owners stop saying, “Ugh, I really need to get my Moxie set up” and actually do it—without the tears, the tech headaches, or the 17 open browser tabs of doom.

Because here’s the thing: setting up Moxie CRM doesn’t have to be hard. Or overwhelming. Or take up your entire weekend (been there). With my courses, step-by-step video lessons and ready-to-use resources, you’ll have a clear, guided process to follow—so you can stop Googling and start feeling like the boss you are.

And I don’t gatekeep. I’m all about sharing the clever tricks, sneaky little shortcuts, and Moxie magic I’ve picked up while using it in my own biz.

In my courses, I break it all down like we’re just two friends sitting on the couch—with coffee, obviously—getting your client workflows, forms, and systems totally dialed in. No tech degree required. Just good vibes and good systems.

So welcome—I’m so glad you’re here! Let’s get your Moxie working for you so you can stop stressing and start celebrating. 🎉

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dreaming of a magic moxie

The One Where You Choose

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