The Moxie Maven Marketplace

Moxie CRM Setup Made Simple:
Training & Strategy for Web Designers & Service Professionals

Choose Your Moxie Maven Path

Complete Moxie CRM training, templates, and strategy for web designers and service professionals. Set up your client management system the right way—no overwhelm, no tech frustration.

Training Programs
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Strategy & Consulting
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Quick Start Resources
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Transform your chaotic client management into a streamlined Moxie CRM system that actually works the way your brain does.

Training Programs

The Maven Accelerator

We start January 7th.
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.

Secure your spot

The Moxie Maven Academy

30+ lessons, templates, and workflows all designed to help you set up a dreamy Moxie CRM system that actually works the way your brain does.

Learn more and enroll

Moxie CRM Web Designers Workshop

This workshop is broken into 4 focused lessons to help you set up the essential parts of your web design process using Moxie CRM.

Go From Inquiry to Booked

Moxie Maven Love ❤️

Lisa and Moxie Maven are fantastic! I’ve been slowly transitioning to Moxie from another system, and her resources have been absolutely invaluable. Everything is designed in a way that’s easy to follow and straightforward to learn. It’s also clear that she genuinely cares about her customers and wants them to succeed. I highly recommend Moxie Maven!

Aprile Web Design

All of the aspects of Moxie are so interconnected that it is difficult to know what to do first. Lisa's Academy has taken the guess work out of it with a straightforward ordered list that leaves you understanding what you're doing, and if you're ever lost, her monthly calls offer a chance to get her brain (and others) to help figure out a solution for you. Worth every cent to avoid the frustration and time I would have spent trying to sort it all out for myself.

Emily graphic design

Signing up for Moxie Maven Academy has made all the difference.
I own a web design agency and keeping the projects, and everything that goes with them, straight in my system has historically been a huge challenge. When I learned about Moxie, I purchased a license and was pleased with some of the starter information that came with it, but quickly learned that setting everything up would be way faster if I had a guide.

Lisa does a beautiful job of going through everything in terms that I can easily understand and follow.

I would recommend The Moxie Maven Academy to anyone who has purchased a Moxie license and wants to make sure it’s set up properly the first time. The support you get with Lisa is worth the investment.

Ben Forred Web Design

The Moxie Maven Academy is amazing! Before I joined Lisa’s course, I was only using Moxie for time tracking, agreements, and invoicing in my business. I knew there was so much more that Moxie could do for me, but I just didn’t have the time to dig in.

I now have things like email templates set up, a ticketing system for task requests, booking calendars with the meeting scheduler, forms, and a much more built-out client portal.

If you’re worried that this is like other tech courses that feel out-of-date within a month, fear not! Lisa is always on top of updates and re-films videos to teach us about new features. Awesome course!!

Elizabeth Houston Web Design

Not sure where to start with Moxie?

Book a free Maven Match call and I'll help you figure out exactly which service fits your business—whether that's the Academy, a VIP setup day, or something else entirely.

book your maven match call

Consulting and Implementation

The Maven Game Plan

This is a full audit of your Moxie workspace. Includes a pre/post call, video walkthrough, and a blueprint to get your system working like it should’ve been from day one.

let's game plan this

The Maven Hotline

It's time to call in the big guns! Book one or two hours of 1-on-1 help with me. Live, collaborative, recorded, and totally customized to you and your business.

Call the maven

magic in a day service maven marketplace

Maven Magic in a Day

The VIP intensive that transforms your proven service into a complete Moxie system in just one day — with zero guesswork and white-glove implementation.

Apply now

Quick-Start Resources

Web Design Workflow Workbook

Because winging your workflow is not a strategy.

Perfect for web designers who need a step-by-step web design workflow system to help you set up Moxie the right way for how you actually run your business.

Grab the Workbook

9-Point Checklist for Getting Started with Moxie

Get clear, get clean, get going.

The ultimate checklist to kick off your Moxie setup with confidence. Covers settings, integrations, templates, pipelines, and more, in the exact order I’d do it.

send me the checklist