Refund Policy

Due to the digital nature of this course and the immediate access to valuable content and resources, we maintain a strict no-refund policy. By purchasing, you acknowledge and agree that:

All sales are final and non-refundable
You receive immediate access to digital content that cannot be returned
Your materials remain accessible to you after purchase
You have reviewed the description and requirements before making your purchase

We encourage you to carefully review all details and requirements before enrolling. If you have any questions about the content or whether it’s right for you, please reach out to us at [email protected] before making your purchase.

By proceeding with your purchase, you acknowledge that you have read, understood, and agreed to this no-refund policy.

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.