Approved Moxie Implementer

The Moxie Maven Masterclass

Learn the first 6 things you need to set up and create in Moxie.

Watch the free masterclass 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.

The Moxie Maven Way: Building Your CRM Foundation

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.

This 1-hour masterclass covers:

Overview and essential settings
Email templates
Pipeline stages
Form templates
Project types and client notifications
Project templates
BONUS: Printable Checklist

Hi! I'm Lisa Williams

I love carrot cake, nature walks, NFL football (Go Lions!), and a good laugh. I’m a “Friends” fanatic – Could Moxie BEEEEE more awesome? 😄

I’ve been a web designer since 2019 and I’ve tried all the tools, never finding just the right one that could do what I wanted it to do. Then I found Moxie!

As an early adopter of Moxie, I was looking for a way to manage the projects in my business, while keeping as much of the work within one solution – because that’s the promise of Moxie, right?

As time went on, and I helped fellow small business owners set up their systems, I was blown away by the results I was seeing people have.

I jumped right in to figure out all the ins and outs of Moxie CRM – yes, it was a bit of a learning curve and I got really frustrated – then BAM, I got it figured out and I’ve created this super-friendly system that just works!

Let me help you find your groove with Moxie.

Get Your Free Moxie CRM Masterclass

When you enroll you will be taken directly to the Moxie Maven Course Community. Check your inbox for more details.