Your Deserve A Magic Moxie

The Moxie Maven Academy For Web Designers and Service-Based Businesses

Your Business, Your Energy, Your Productivity…. All in One Place
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seamless journey of moxie setup

What can you achieve in your business by using Moxie CRM?

Moxie CRM is not just a tool; it's a bestie in your business adventure. From initiating the project, planning, collaborating, to delivering, and even billing for the project—it's all in one place.

Streamline your business operations through effective Moxie CRM implementation.

Build confidence in managing clients, invoicing, and projects with a well-structured system.

Create sustainable recurring revenue through automated processes and enhanced productivity.

The one where you stop juggling multiple tools to run your web design business

illustration of frustrated woman with glasses

👉 The power of Moxie CRM is that it’s all interconnected. But it’s also the problem — where do you start? My system makes quick work of Moxie set-up, so that you’re doing everything in the right order, the smart order.

This all-in-one tool is specifically designed for web designers like you, taking you from inquiry to recurring revenue effortlessly.

No more frustration with getting your Moxie to work for you and your business – trying to figure it all out on your own.

Here’s what I’ve found… most people set up Moxie the wrong way.

They jump too far ahead, wanting to automate, send agreements and manually do a lot of the things that Moxie does for you automatically...and the road blocks begin to show up immediately.
You want an easier way and I am showing you, step-by-step, how to make Moxie CRM work for you!

A Little Look Around Moxie CRM

email templates in moxie crm

Email Templates

form templates in moxie crm

Form Templates

project types and templates in moxie crm

Project Templates

agreement templates in moxie crm

Agreement Templates

workflow automations in moxie crm

Workflow Automations

The Moxie Maven Academy

Created by Lisa Williams

I turn Moxie set-up on its head.

let's chat lisa williams working on desktop with coffee

Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony.

I show you how to avoid the road blocks so you can use Moxie effectively within just a few hours of your precious time.

Whether you’re new to Moxie or need help tidying up your existing setup, this course will guide you through every step—ensuring you’re using Moxie to its fullest potential.

Moxie is not only great for web designers, but also:
  • Creative Professionals
  • Graphic Designers
  • Coaches & Consultants
  • Virtual Assistants ... and more!
    • Join Us In The Academy
Lisa's course is wonderful 🙂 I've learned so much about how to get the most out of Moxie. And I don't think I've ever been part of a course that gets as frequent updates as this one! As soon as the Moxie team rolls out new updates, Lisa is on it with new videos ASAP! ~Liz

What's Included In The Moxie Maven Academy?

Lifetime access to all course materials

Module 1 – Getting Started
➜ Moxie overview and essential business settings

Get the “lay of the land” so to speak and get your business settings in place before you dive into the course.

Module 2 – Foundational
➜ Creating email templates
➜ Setting up your pipeline stages
➜ Creating form templates
➜ Setting up project types and client notifications
➜ Setting up project templates
➜ Understanding project pricing options
➜ Setting up your meeting scheduler

Module 3 – Money Matters!
➜ Adding products and services
➜ Creating agreement templates
➜ Setting up payment plans in agreements
➜ Sending Agreements
➜ Standard Invoices
➜ Setting up recurring invoices
➜ Recurring invoices from projects and agreements
➜ Hourly and per item billing

Module 4 – Let’s Get Organized
➜ Setting up your ticketing system
➜ Basic set up of your client portal
➜ Opportunity pipeline management
➜ Workflow automations
➜ Customizing your pipeline and workflow
➜ VIP day set up and workflow automation

Module 5 – Last But Not Least
➜ Notion integration
➜ Creating and mapping custom fields
➜ Setting up Your Ticketing System
➜ Using AI assistant for project creation

The Moxie Maven Support Community

➜ 3 months of free access with the option to continue for only $10/m
➜ LIVE monthly Q+A sessions with Lisa – “Your Moxie Maven”

 

Join 150+ Business Owners

The Moxie Maven Academy is more than just a course...

It’s my way of giving you all the tools, confidence, and support you need to rock the digital world, with plenty of fun sprinkled in!

This in-depth course empowers entrepreneurs to configure Moxie their way while gaining complete mastery over the platform’s extensive features and capabilities.

Ready to start this exciting journey together? Let’s make some Moxie magic happen!

Frequently Asked Questions

The Moxie Maven Academy is a step-by-step course designed to help you master Moxie CRM. It includes 30+ video lessons, strategy guides, checklists, and lifetime access to help you set up and optimize Moxie efficiently. Plus, you’ll receive a free 3-month trial to access our private community for continued support and attend live monthly Q&As.

The Moxie Maven Academy is perfect for service-based business owners—including web designers, virtual assistants, consultants, and coaches—who want to streamline their day-to-day business activities, improve client management, automate workflows, and ultimately run their businesses more efficiently using Moxie CRM.

The free Moxie Masterclass covers just the first 6 essential steps for setting up Moxie. The Starter Course covers those same 6 steps but more in depth and with additional resources.

The Moxie Maven Academy, however, is a comprehensive program that dives deep into Moxie’s full capabilities, automation, and customization to help you organize and systematize your business.

You’ll go from basic setup to advanced workflows, including:

  • Essential Moxie settings
  • Email templates & automation
  • Pipeline stages, project templates & invoicing
  • Custom workflows, VIP design days & client portals
  • AI-powered project management & automation

You receive lifetime access, including all future updates and newly added lessons. Moxie is constantly evolving, and the course is regularly updated to reflect the latest features and best practices.

No prior experience is required! The Moxie Maven Academy is designed for both beginners and advanced users. You’ll start with the basics of Moxie and progress to advanced automation and workflows.

There are a few ways you can get additional help throughout the course–and beyond.

  1. Submit a support ticket
  2. Be a member of the Moxie Maven Support Community
  3. Live monthly Q&A calls
  4. 30-minute Moxie Quick Chat
  5. 1-hour Moxie Maven Game Plan session

The course is self-paced, so you can go through the content on your own schedule. It does take time because the course is very detailed and every lesson builds upon previous lessons. It’s important to take your time do the work to think about your business processes and your client journey.

If you dedicate a few hours per day, you could probably go through the course in a week! It also depends on how much you have prepared already (like if you’re moving from a different platform like Dubsado) versus how much you have to create from scratch.

No way my friend! You get lifetime access to all updates. Since Moxie regularly releases new features, The Moxie Maven Academy is continuously updated to reflect the latest tools and strategies—so your knowledge will always stay current.

Praise From Students

  • The Moxie Maven Academy is amazing! Before I joined Lisa’s course, I was only using Moxie for time tracking, agreements, and invoicing in my business. I knew there was so much more that Moxie could do for me, but I just didn’t have the time to dig in figure out where to get started since this was my first time using any software like Moxie.

    I now have things like email templates set up, a ticketing system for task requests, booking calendars with the meeting scheduler, forms, and a much more built-out client portal. And I still have more I want to implement following the modules in Lisa’s course.

    If you’re worried that this is like other tech courses that feel out-of-date within a month, fear not! Lisa is always on top of updates happening within Moxie and re-films videos to teach us about new features and make sure that what we’re seeing in the lesson looks the same as Moxie’s dashboard. Awesome course!!

    Elizabeth Houston
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  • I own a web design agency and have two different groups of clients that I serve. Keeping the projects, and everything that goes with them, straight in my system has historically been a huge challenge. When I learned about Moxie, I purchased a license and was pleased with some of the starter information that came with it, but quickly learned that setting everything up would be way faster if I had a guide.

    Signing up for Moxie Maven Academy has made all the difference. I think Lisa does a beautiful job of going through everything in terms that can be easily understood and followed. As a growing company, Moxie does fairly frequent feature updates and Lisa always does a remarkably fast job of re-recording or editing her courses and videos to make sure they’re relevant for the current version of Moxie.

    Overall, I would recommend Moxie Maven Academy to anyone who has purchased a Moxie license and wants to make sure it’s set up properly the first time. The support you get with Lisa is worth the investment on its own!

    Ben Forred
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  • As the owner of a design studio, LLC, a small website design and branding strategy company, I recently started the Moxie CRM Beginner’s Course. My business focuses on building websites and crafting branding for small businesses, entrepreneurs, professionals, and hobbyists.

    As someone with no prior CRM knowledge, I found this course to be a solid starting point. The course systematically reviews each part of the Moxie CRM system, which is incredibly helpful for beginners. Lisa explains the functionalities in a straightforward manner through video demonstrations, making it easy to follow along and understand how to navigate the CRM.

    Overall, the Moxie CRM Beginner’s Course is helpful and informative for those new to CRM systems, laying a good foundation for improving customer relationships.

    Tracy Trathen
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  • As someone fairly new to Moxie, having transitioned from Dubsado, I recently purchased and am close to completing Lisa Williams’ Moxie Maven Academy. It has been an excellent introduction to the platform.

    Lisa is incredibly knowledgeable and genuinely passionate about helping users succeed.  She was consistently available to answer my questions and went above and beyond to assist me with the challenges I faced in aligning the platform’s functionality with my specific design processes and development calendar.

    The weekly Q&A sessions have also been an invaluable resource for receiving direct support.

    I highly recommend this course to anyone getting started with Moxie. With Lisa’s expertise and continued guidance, it offers a strong foundation for effectively managing your business with this robust platform.

    Lisa Dorion
    lisa dorion

What's So Amazing About Moxie CRM?

Your Business In One Place

Manage your calendar, communication, invoices, opportunities, time and more.

Opportunity Management

Efficiently move new opportunities through a sales process, providing immediate visibility into where things are.

Custom Proposals and Contracts

Easily create custom proposals and automate the creation of invoices, projects and tasks.

Save Your Sanity

Manage your business with ease and relax knowing that you have “all the things” under control. 

Hi! I'm Lisa Williams

I love carrot cake, nature walks, NFL football (Go Lions!), and a good laugh. I’m a “Friends” fanatic – Could Moxie BEEEEE more awesome? 😄

As an early adopter of Moxie, I was looking for a way to manage the projects in my business, while keeping as much of the work within one solution.

After figuring out all the ins and outs of Moxie CRM (and yes, there were some interesting learning curves!), I’ve created this super-friendly system that just works! My Moxie Maven Academy is like having a bestie right there with you, helping you skip the headaches and jump straight to the good stuff – we’ll get you to “Magic Moxie” in no time!

That is why I am so excited to help others find their groove with Moxie. The Moxie Maven Academy is here to take the frustration out of managing your business processes as you start to incorporate Moxie. I leave nothing on the table!

Steve and Lisa Williams
woman working on moxie setup

Enroll In The Moxie Maven Academy

Streamline Your Business
With The Ultimate Tool
The Moxie Maven Academy is a comprehensive course that provides a fully customized learning solution for business owners who want to harness the full potential of Moxie.
I'm ready for a magic moxie