Moxie CRM Web Design Workflow Workbook
Your Step-by-Step Guide to Building a Professional Moxie CRM Workspace
đź”” 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.
buy nowThe Workbook You Didn't Know You Needed... Until Now!
Why You’ll Want This Workbook
Before You Spiral Into a Moxie-Induced Meltdown
You signed up for Moxie because you wanted to look like the organized, professional web designer you actually are. But setting it all up? Yeah… not quite the breezy experience you imagined. 🤪Â
This workbook is your done-for-you shortcut through the chaos. No guessing. No starting from scratch. Just a step-by-step web design workflow system to help you set up Moxie the right way—for how you actually run your business.
Because winging it? Not the vibe. ✌️
Does any of this sound familiar?
- You’ve opened and closed Moxie so many times your head is spinning.
- You’re duct-taping together forms, emails, and project templates with zero confidence it’s “right.”
- You keep saying “I’ll fix my onboarding process next week.” (…it’s been three weeks – I feel your pain!)
- You’re still sending custom emails for every new client because the automations are… not automated.
🤷‍♀️ And Moxie? It’s got so much stuff you’re not even sure what you need to touch first. EEEKKK!!!
What's In The Workbook?
đź”” 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.
Your Step-by-Step Guide to Building a Professional Moxie CRM Workspace
buy now