The Moxie Maven
Game Plan
Setup Rescue for the Service Provider in Overwhelm
A robust roadmap that tells you exactly what to build in Moxie (and in what order) so your client experience feels clear, consistent, and easy to manage.
I'm ready to get started
Game Plan Details
Investment: $697
Already have a system in place, but know it could be better? This is your chance to hit pause, zoom out, and get expert guidance on how to make Moxie work for you.
Already have a system in place, but know it could be better? This is your chance to hit pause, zoom out, and get expert guidance on how to make Moxie work for you.
Perfect For
- Web designers and service providers who are booked, busy, and tired of running their business from sticky notes and 37 tabs.
- Anyone who has “some stuff” in Moxie but it feels messy, inconsistent, or not connected.
- People who want to DIY implementation but want expert direction so they don’t build it backwards.
How It Works
- Purchase The Moxie Maven Game Plan
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You’ll receive an email with links to complete a questionnaire and to schedule your 30-minute pre-game call.
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Provide access to your Moxie workspace by adding me as an “Approved Moxie Implementor” with the email [email protected]
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I audit your entire Moxie CRM setup.
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You receive a custom Game Plan presentation outlining exactly what to improve, add, automate, or fix.
What You'll Receive
- Full Moxie audit (workflows, pipelines, automations, templates, forms, schedulers, client portal setup, projects).
- Custom build roadmap broken into clear phases:
- Foundations
- Pipeline + stages
- Intake assets (forms, schedulers, email templates)
- Project types + project templates
- Agreements + invoicing flow
- Automations + triggers
- Optimization + cleanup
- Prioritized checklist (what to do first, what can wait, and what to skip).
- Template inventory so you know every email/form/scheduler you need per service.
- Recommendations for a “minimum viable” setup (so you can get functional fast) plus nice-to-have upgrades.
