Maven Accelerator
8-week live group program for web designers and service-based business owners who are ready to stop putting off their systems and actually get them working.
What You'll Walk Away With
By the end of our 8 weeks together, you’ll have:
- Clean 5-stage pipelines that make sense for your business (no more guessing what stage a client is in)
- Project templates that save you hours of work every single project
- Professional email templates for every client touchpoint
- Smart automations that handle the repetitive stuff so you can focus on what you do best
- Agreement templates that protect your business and set clear expectations
- Onboarding workflows that make every new client feel like a VIP
- The confidence that comes from knowing your CRM is actually working behind the scenes
What Alexia says...
“This is EXACTLY what I needed!! I literally need someone to walk me through setting up my Moxie and keeping me accountable each week through bite sized lessons. I feel like I can finally use it to it’s full potential without being overwhelming trying to learn it all my myself”
What's Included in the Maven Accelerator?
8 Live 90-Minute Sessions
A Private Community
30 Days of Post-Program Support
3-Month Access to All Replays
Your 8-Week Transformation Timeline
From scattered systems to streamlined success—here's exactly how we'll transform your Moxie workspace together.
- Week 1: January 7, 2026
Foundation First
Get Your Moxie House in Order
We start with workspace setup, business settings, logo upload, and essential integrations (calendar, video, payments, accounting). You’ll also set up your email preferences so everything flows smoothly from day one.
- Week 2: January 14, 2026
Pipeline & Email Clarity
Create Your Pipeline & Core Emails
Map out your signature pipeline using the Maven Method—simple, clear stages that make sense for your business. Plus, create your core email templates for invoices and basic client communication.
- Week 3: January 21, 2026
Intake Systems
Build Your Lead Capture & Inquiry Forms
Create professional intake forms and schedulers that capture the right information and make booking calls seamless. No more back-and-forth email to get basic project details.
- Week 4: January 28, 2026
Project Mapping
Define Your Services & Project Types
Inventory your core services and turn them into organized project types in Moxie. This week sets the foundation for the automated project templates we’ll build next.
- Week 5: February 4, 2026
Template Building
Create Your First Project Templates
Build detailed project templates with tasks, subtasks, and due dates so every new client runs on rails. Say goodbye to recreating the same project structure over and over.
- Week 6: February 11, 2026
Professional Protection
Agreement Templates & Client Onboarding
Workshop your agreement components (scope, timelines, payments, revisions) and build your client onboarding sequence that makes every new client feel like a VIP.
- Week 7: February 18, 2026
Smart Automation
Connect Your Onboarding Automations
Link your pipeline stages to automatically trigger project templates and onboarding sequences. Watch your manual work disappear as Moxie handles the repetitive stuff.
- Week 8: February 25, 2026
Launch Ready
Test, Troubleshoot & Go Live
Final testing of your complete system, troubleshooting any hiccups, and creating your launch strategy. Plus, train your team (if applicable) so everyone knows the new workflows.
Plus 4 additional weeks of community support for implementation.
This program IS perfect if you're:
Why Lisa?
I’ve been where you are. Before I found 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.
I’m a teacher at heart. I spent years in the classroom before building JoLi Design Solutions with my husband Steve. I know how to break down complex concepts and guide you through implementation step-by-step.
I live and breathe Moxie CRM. Since 2023, I’ve been deep in the weeds with Moxie – not just using it in my own business, but helping hundreds of web designers and service providers set up their workspaces through the Moxie Maven Academy.
I don’t gatekeep. I share the clever tricks, shortcuts, and “Moxie magic” I’ve discovered. No fluff, no holding back the good stuff.
Frequently Asked Questions
Do I need prior Moxie experience?
Not at all! We’re starting from the very beginning with setup and implementation.
What if I get stuck or need extra help?
That’s what the community is for! You can ask questions anytime, and I’ll be active in the group providing guidance throughout the program and the 30-day post-program period.
What if I miss a live session?
You’ll get the replay within 24 hours, and you can ask questions in the community anytime. You’ll get the same level of support whether you’re live or catching up.
Will this work with my specific type of business?
The Maven Method™ works for any service-based business. Whether you’re a web designer, consultant, coach, or other service provider, we’ll adapt the templates and workflows to fit your business model.
How much time will this take each week?
Plan for 90 minutes for the live session plus 1-2 hours for implementation homework. The community is there whenever you need support.
What if I already have some Moxie setup, but it's kind of a mess?
Perfect! That actually puts you ahead of the game. We’ll start by taking inventory of what you already have in place, then clean it up and make sure everything is working properly. We’ll audit your current setup and get it functioning the way it should.
Ready to Finally Get Your Moxie Working?
Enrollment closes January 5th, 2026.
I want to make it almost impossible for you to fail - so you end the program feeling confident that your Moxie is actually working for your business.