You know that moment when a web design client says yes to your proposal, and you’re thinking, “Sweet! Now I just need to send them… wait… how many contracts is this going to be?”
If you’re offering both a one-time project (like web design) AND ongoing monthly services (like website care), you’ve probably wondered if you can combine everything into one smooth agreement.
Good news: You absolutely can. And honestly? Your clients will love you for it.
Instead of juggling multiple contracts, payment schedules, and start dates that make your brain hurt, you can create one cohesive agreement that covers everything from initial project to ongoing retainer. Your clients sign once, you stay organized, and everyone knows exactly what’s happening when.
Could this BE any better? (Sorry, I had to. 😉)
But here’s the thing—there are some sneaky pitfalls that can turn your streamlined system into an invoicing nightmare if you’re not careful. I’ve learned these lessons the hard way, so you don’t have to.
Why Combine Fixed and Recurring Services in Moxie?
When I first started using Moxie, I was sending separate agreements for everything. One contract for the web design project, another for monthly care plans. It worked, but it wasn’t exactly… elegant.
Then I realized: what if I could handle everything upfront?
Here’s what happens when you combine services in one agreement:
- Simpler client onboarding → One contract, one signature, done
- Locked-in recurring revenue → No more “we’ll think about ongoing support later”
- Crystal clear expectations → Both you and your client know the full journey from day one
- Streamlined backend → Your Moxie workspace stays organized and predictable
Plus, let’s be real—when clients are excited about their new website, they’re also most likely to commit to ongoing care. Strike while the iron is hot! 🔥
The Moxie Setup: Structure Your Combined Agreement Template
Here’s exactly how I structure my combined agreements in Moxie, using distinct service blocks that keep everything clear:
Service Block #1: Your Fixed Project Options
Create a section called “Choose Your Web Design Solution” (or whatever your core service is). List your project packages side-by-side so clients can easily compare and select.
I typically offer three tiers:
- Essential → Perfect for straightforward sites
- Premium → Most popular option with extra features
- Signature → Full-service experience with all the bells and whistles
Make the selection required—clients can’t move forward without choosing their project package.
Service Block #2: Your Recurring Service Options
Below your project services, add “Choose Your Care & Support Plan” with your ongoing options. Again, I offer three tiers:
- Essential Care → Basic maintenance and updates
- Premium Care → Priority support + monthly strategy call
- VIP Care → Everything + immediate response time
This selection is also required. No skipping the recurring revenue!
The Secret Sauce: Payment Plan Separation
Here’s where most people mess up—your payment plans need to be separate:
Fixed Service Payments → Tied ONLY to the project selection (deposit + milestone payments)
Recurring Payments → Generated separately based on the care plan they choose
This prevents double-billing disasters and keeps your invoicing clean.
Setting Start Dates (This Is Where Things Get Tricky)
Okay, this part is super important. In Moxie, you need to be explicit about when each service starts:
Project Start Date → Usually immediately (or a mutually agreed date)
Care Plan Start Date → Often 60 days after project completion
⚠️ Pro tip: Moxie might try to generate recurring invoices immediately, even if your care plan doesn’t start for two months. Always check this!
The Moxie Maven Academy
Your Step-by-Step Moxie Workflow
Let me walk you through my exact process:
1. Prep Your Agreement Template
- Start with your master web design agreement template
- Add the two distinct service blocks (project + recurring)
- Use clear package names—sometimes I skip tokens and fill these in manually for a more personal touch
2. Customize for Each Client
- Enter client-specific details
- Set specific start dates for both services
- Configure payment plans (project installments + recurring schedule)
3. The Critical Review Step
Once the client signs, immediately review all generated invoices:
- Project invoices → Should only include deposit/milestone payments
- Recurring invoices → Check that first invoice is scheduled for the correct start date (not today!)
- Remove any mistakes → Delete premature recurring charges before they go out
4. Confirm Your Moxie Projects
Check that Moxie created two separate projects:
- Your web design project (with tasks, timeline, etc.)
- Your care plan project (starting on the correct future date)
Common Moxie Pitfalls (And How to Dodge Them)
🚨 The Premature Billing Bug
Moxie often generates the first recurring invoice immediately, regardless of your intended start date. Always manually adjust the recurring invoice start date.
🚨 Payment Plan Mix-ups
Make sure your fixed project payments aren’t accidentally including recurring amounts. Keep them completely separate.
🚨 Generic Invoice Labels
Add your client’s name and service details to recurring invoices. “Web Care Plan – Sarah Johnson” is way easier to track than “Recurring Invoice #12847.”
🚨 The “Draft Review” Setting
Turn on “Review invoices before sending” in your Moxie settings. This prevents automated mishaps from reaching your clients.
Making It Work: Your Moxie Settings Checklist
Before you send any combined agreements, double-check these settings:
- Agreement template includes both required service selections
- Payment plans are configured separately for fixed vs. recurring
- Start dates are explicitly defined for each service type
- “Review invoices before sending” is enabled
- Recurring invoice naming includes client details
- Project templates are set up for both services
The Client Experience: What They See
From your client’s perspective, this is beautifully simple:
- They receive one agreement with clear sections for project and ongoing services
- They select their preferred options from each section
- They sign once and know exactly what to expect
- They get invoiced correctly without any confusion about what’s due when
No back-and-forth about separate contracts. No confusion about when monthly services begin. Just a smooth, professional experience that builds trust from day one.
Your Next Steps: Implement This System
Ready to streamline your Moxie agreements? Here’s what to do in the next 24 hours:
- Update your project templates → Make sure both service types have proper task lists and timelines
- Audit your current agreement template → Does it have distinct blocks for fixed and recurring services?
- Set up payment plan separation → Fixed project payments vs. recurring service payments
- Test with a dummy client → Go through the entire process to catch any issues
- Enable draft invoice review → Prevent automated billing mistakes
The Bottom Line
Combining fixed and recurring services in one Moxie agreement isn’t just possible—it’s a game-changer for your business. You’ll close more recurring revenue, simplify your client experience, and keep your backend organized.
The key is being intentional about structure, start dates, and invoice settings. Get these pieces right, and you’ll never go back to separate contracts.
Do you need Moxie? Get 30 days free here! https://yourmoxiemaven.com/moxie30
Ready to build your combined agreement template? The Maven Method™ makes it simple—foundation first, then build your system step by step. Your clients (and your sanity) will thank you! ✨