Moxie CRM Web Design Workflow Workbook

Your Step-by-Step Guide to Building a Professional Moxie CRM Workspace

• 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.

• Notes & Action Items: Keep track of your ideas and next steps with dedicated space for planning your business growth.