Moxie CRM Web Design Workflow Workbook

$57

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.

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Refund Policy

Hey friend—before you hit that “buy” button, here’s something important to know:

Because all of my offers are digital (courses, workbooks, audits, workshops, and more), and you get immediate access to the content, all sales are final and non-refundable. That includes any downloadable materials, templates, recordings, or access to online platforms.

I put a lot of thought, strategy, and heart into everything I create to make sure it’s genuinely helpful. If you’re unsure whether something is the right fit for you, feel free to reach out and ask questions before purchasing—I’m happy to help you decide.

Thanks so much for understanding and respecting the work that goes into these resources. I’m cheering you on as you put it all into action!

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