Moxie CRM Web Design Workflow Workbook
Your Step-by-Step Guide to Building a Professional Moxie CRM Workspace
The Workbook You Didn't Know You Needed... Until Now!
What's In The Workbook?
🔔 This is NOT a step-by-step of "how" to set up Moxie, it's about getting your ducks in a row so that the setup is easier for you.
Streamline Your Web Design Workflow
Define & Manage Your Services Effectively
Organize Your Process
Web Design Workflow
Break down your web design process into clear phases - from that first client inquiry all the way through to project completion and website launch. You'll map out every step to create a smooth, professional experience.
Core Web Design Services
Define exactly what services you'll offer, who you'll serve, how you'll price your work, and what tasks you'll need to complete. Get crystal clear on your offerings!
Pipeline Stages
Set up your project pipeline to track every client from first contact to finished website. I'll show you exactly how to organize your stages for maximum efficiency.
Email, Scheduler & Form Inventory
Create the exact templates for all your client communications - from welcome emails to project updates. Plus, set up scheduling and forms that make client interaction a breeze.
Project Tasks & Deliverables
Never miss a step with my comprehensive project checklists covering everything from initial prep work to post-launch tasks.
Agreement Components
Protect yourself and your clients with professional agreements that cover all the essentials - scope, timeline, payments, revisions, and responsibilities.
Additional Resources
Access my library of email templates, custom Moxie code snippets, courses and tutorials.
Video tutorials and blog articles are also included.
Video tutorials and blog articles are also included.
Notes & Action Items
Keep track of your ideas and next steps with dedicated space for planning your business growth.
Refund Policy
Due to the digital nature of this workbook and the immediate access to valuable content and resources, we maintain a strict no-refund policy. By purchasing this workbook, you acknowledge and agree that:
- All sales are final and non-refundable
- You receive immediate access to digital content that cannot be returned
- The PDF workbook remains accessible to you after purchase
- You have reviewed the workbook description and contens before making your purchase
We encourage you to carefully review the details before purchasing. If you have any questions about the content or whether it’s right for you, please reach out to me before making your purchase.
By proceeding with your purchase, you acknowledge that you have read, understood, and agreed to this no-refund policy.