The Moxie Maven Way

The Moxie Maven Starter Course

A Step-by-Step Moxie CRM Course created for web designers, by a web designer.
Enroll For Only $77Do you need Moxie? Get 30 days free here!
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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.
seamless journey of moxie setup

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
  • Enroll For Only $77

    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 CRM 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 it worked!! 

    This Moxie CRM 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.. 

    With my guidance, you’ll master the art of Moxie setup in just a few hours, saving you several hours (and angst!) in the long run.

    Steve and Lisa Williams
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    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. Think of it as having a friend guide you through customizing Moxie CRM for your business.
    Get started today!