Are you overwhelmed by juggling multiple tools in your web design business? Trust me, I’ve been there. Managing different systems and desperately trying to keep everything organized is exhausting.
But what if I told you there’s a way to bring 98% of your business into one simple, streamlined tool? That’s right! Let’s explore how you can revolutionize your operations, boost your confidence, and create a steady flow of predictable monthly revenue with Moxie.
A Little Bit About My Journey
A few years ago, my world was a chaotic mix of sticky notes, scattered emails, and lost inquiries. Starting a web design and marketing studio was exciting—but also incredibly challenging.
My husband Steve and I run JoLi Design Solutions—named in honor of my mom, JoAnn, and me, Lisa. The hustle is real, and it’s just us handling everything with our adorable little sidekicks, Chloe and Millie, by our side.
While searching for a solution to unify our business operations, I discovered Moxie—a tool that transformed how Steve and I manage our projects and clients. Let me show you how you can use Moxie to bring sanity and growth to your business.
The One Where You Bring Everything into One System
Before Moxie, I had tried almost every tool you could name—Dubsado, 17hats, HoneyBook, and more. But nothing seemed to gel until Moxie came along. It made everything converge into one cohesive system, radically changing the way we handled client management, project tracking, and revenue generation.
- Client Management: Gone are the days of sifting through endless emails. Moxie centralizes communication, allowing us to track every client interaction seamlessly.
- Project Coordination: Both Steve and I can access our work in Moxie, share task lists, and check off completed projects together, which has been a game-changer for teamwork.
- Recurring Revenue: We’ve set up our systems so that recurring billing happens without a hitch, ensuring a steady flow of income.
Creating Your Moxie Masterpiece
Getting started with Moxie felt like a whirlwind at first, but after stepping back and creating a systematic approach, everything clicked into place. Here’s the best part—once your system is set up, you’ll only need to make small tweaks here and there, freeing up hours of your time each day.
Create these first to save you loads of time down the road:
- Email Templates: Start by crafting email templates to reduce repetition in communication across various stages of your business. These templates can be used for outreach, confirmations, and so much more.
- Form Templates: Build forms that capture all necessary client information and inquiries in one go, simplifying your intake process.
Watch for free!
The Moxie Maven Masterclass
This Moxie CRM Masterclass is specifically designed for small business owners and service providers who want to streamline their client management processes.
Enhance Client Experience with Moxie Features
Implementing Moxie means more than just surviving; it’s about thriving. Here are some features you can use to impress your clients and streamline processes:
- Customized Client Portals: Offer your clients more than just an email chain. Create a personalized portal where they can track progress, make payments, and view scheduled activities.
- Project Types and Templates: Develop detailed templates that define tasks, subtasks, due dates, and responsibilities. Reuse these for similar project types to save time.
- Break tasks into manageable chunks.
- Assign and track subtasks for thorough project oversight.
- Use Gantt or Kanban views to visualize timelines and dependencies.
Achieve Predictable Recurring Revenue
A critical part of Moxie that has changed our business process is the ability to set up predictable recurring revenue through automated billing systems for our services.
By using these two Moxie features, we are able to set up our system pretty quickly:
- Payment Plans and Recurring Services: Create flexible payment options that suit your clients’ needs. Offer monthly, quarterly, or customizable payment plans.
- Automation: Utilize workflows that automate billing and client onboarding, ensuring a smooth experience from inquiry to project completion.
Setting Up for Success: Where to Begin
Starting with Moxie may seem daunting, but breaking it down into actionable steps can simplify the process remarkably. Here’s a quick guide to setting up:
- Start with your business settings, ensuring that all foundational elements are in place.
- Next, focus on those key areas: email template, form templates, and scheduler settings
- Finally, blend everything beautifully with agreements and workflow automations
Ready for a 6-lesson course showing you exactly what to do?
The Moxie Maven Starter Course
