Moxie CRM Workshop For Web Designers

From Inquiry to Booked!

Because nothing says “I’m a professional” like a CRM that doesn’t leave your leads wondering if you ghosted them.

Web Designer Workshop Details

A workshop to help you confidently set up your inquiry form, scheduler, emails, project template and a simple agreement in Moxie — so you can book web design clients with ease and stop wondering if your system is “actually working.”

This Workshop Is For You If…

You signed up for Moxie but don’t know where to start (so… you didn’t).
Your onboarding is happening in DMs, emails, and scattered links.
You want your biz to feel put-together and professional — *like, yesterday.*
You’re not ready for a full course — you just want to get your first service set up right.

What You’ll Learn

In a weekend, you’ll create:

Pipeline stages specific for web designers
Inquiry form for a single web design service
Discovery call scheduler to book with ease
Email templates to move clients along confidently
A web design project template with tasks and subtasks
A simple agreement to seal the deal — no tech stress

👉 We stop right at the agreement stage. No recurring services, no payment plans, no automations.

Just the essentials to move someone from interested ➝ booked for one core offer.

What You’ll Get

📼 Instant access to the pre-recorded workshop
📎 Downloadable setup checklist & project template
📋 Copy for forms, scheduler, emails & agreement

BONUS: Business Essentials Mini Training

Includes a short walkthrough on:

Setting up preferences, email and branding
Uploading your fonts
Making your Moxie workspace feel like your brand, not just another dashboard

What’s Not Included

This is not a full Moxie setup. Here’s what we’re not covering:

🚫 Recurring services or payment plans
🚫 Payment integrations or invoicing
🚫 Workflows
🚫 Customization
🚫 Client portal setup

📌 All of that is covered inside The Moxie Maven Academy — the workshop is your onboarding starter kit. The Academy is your full setup solution.

Ready to Stop Guessing and Start Booking?

Enroll Today for only $47

Instant access. Big clarity. And way less chaos.