moxie crm logo
Approved Moxie Implementer

Your all in one moxie crm course

Go From Overwhelmed to Organized

The Moxie Maven Academy is a start-to-finish course that shows web designers just like you how to set up Moxie for your business.
join the moxie maven academy
maven academy course mockup sales pages

Moxie's Greatest Strength Is That It's All in One...
But That's The Problem Too

frustrated woman sitting at laptop figuring out how to build website

You’ve longed dreamed of having the one tool that does it all.

But now that you have it, the overwhelm hits hard!
Everything is interconnected. Where do you start?

Without a game plan, most people set up Moxie the wrong way.
The result is a Moxie Mess!

They jump in setting up as they go. Waste time doing things manually. Road blocks appear. Frustration sets in.

They start worrying that maybe Moxie is not going to work for them after all.

But don’t worry… Moxie is the tool we’ve been waiting for!

I developed a system that makes quick work of setting up Moxie for any service-based business. I’ll show you how to set up everything in the right order… the smart order.

Let me show you step-by-step how to make Moxie CRM work for you!

Introducing The Moxie Maven Academy

Created by Lisa Williams, Your Moxie Maven

Imagine a seamless, hassle-free journey through your web design business operations, where everything just works.

In The Moxie Maven Academy, I'll show you how to avoid every road block 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.
Join the 150+ freelancers of all kinds who are already achieving their goal of a Magic Moxie in their business, including:
  • Web Designers
  • Creative Professionals
  • Graphic Designers
  • Coaches & Consultants
  • Virtual Assistants ... and more!
Join Us In The Academy
introducing the moxie maven academy course mockup
Steve and Lisa Williams

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? 😄

I’ve been a web designer since 2019 and I’ve tried all the tools, never finding just the right one that could do what I wanted it to do. Then I found Moxie!

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 – because that’s the promise of Moxie, right?

I jumped right in to figure out all the ins and outs of Moxie CRM – yes, it was a bit of a learning curve and I got really frustrated – then BAM, I got it figured out and 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!

Let me help you find your groove with Moxie and turn it into the all-in-one business operation system of your dreams. 

Lisa's course is wonderful 🙂 I've learned so much about how to get the most out of Moxie.

- Liz, Web Designer
Just finished the course and MAN, it helped so much!

- John, Graphic Designer
This course is amazing and the updates are AWESOME! Thanks Lisa!

- Erin, Web Designer
Lifetime access and all future course updates

What's Included In The Moxie Maven Academy?

  • Module 1
    Getting Started

    It all starts with a guided tour of the Moxie dashboard so that you know your way around.

  • Module 2
    Foundational

    Bring the essential building blocks of your business into Moxie, customizing it to your offers and processes.
    Covers:
    Email, & project templates, form templates, pipelines, project types, client notifications, project pricing and schedulers.

  • Module 3
    Money Matters

    Moxie excels at getting you paid. I'll show you how to set up agreements, invoices and payment structures – including those lovely recurring ones.
    Covers:
    Products & services, agreements, payment plans, invoicing, hourly vs. per-item billing

  • Module 4
    Let's Get Organized

    Set up Moxie's fantastic project management and client-facing portal – with ticketing! Tie everything you've created together with set-it-and-forget-it automations.
    Covers:
    Client portal, ticketing system, customized pipelines, workflows, file system

  • Module 5
    Advanced Customization

    Leverage everything in Moxie with these advanced lessons.

    Covers:
    Notion embeds, custom fields and mapping and (just for you web designers) a system for collecting website content in Moxie.

  • Plus
    Live Monthly Q&As

    You're never alone! Join us live every month where I'll answer all your questions so that you are utilizing the course and Moxie to the fullest.

    These calls are recorded so if you can't make it live, you don't miss out.
This in-depth course empowers entrepreneurs to configure Moxie their way while gaining complete mastery over the platform's extensive features and capabilities.
I'm ready to enroll!

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 be able to 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.

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

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. Join the live monthly Q&A calls
  3. Strategy Snapshot
  4. Game Plan Rescue Mission

The course is self-paced, so you can go through the content on your own schedule. Don’t rush it though. The course is very detailed and every lesson builds upon previous lessons, so it’s important to take your time do the work to think about your business processes and your client journey.

How long it takes you to complete the course and set up your Moxie depends greatly on what 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.

    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. 

    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 and re-films videos to teach us about new features. Awesome course!!

    Elizabeth Houston, Web Designer
    ff 05c5c13e3ae23dac19669234ce89bd52 ff liz headshot

  • Signing up for Moxie Maven Academy has made all the difference.

    I own a web design agency and 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.

    Lisa does a beautiful job of going through everything in terms that I can easily understand and follow. 

    I would recommend The 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.

    Ben Forred, Web Designer
    ff 3d563057f7543018fabaac179a7c92e2 ff ben forred

  • The Moxie Maven Academy is great for beginners.

    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.

    Tracy Trathen, Web Designer & Brand Specialist
    tracy trathen e design studio 7 2020 4 color 300x300

  • I highly recommend this course!

    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. The monthly Q&A sessions are 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, Web Designer
    lisa dorion
woman working on moxie setup

Enroll In The Moxie Maven Academy

Live your business dream and streamline with the ultimate tool

I'm ready for a magic moxie
Review Your Cart
0
Add Coupon Code
Subtotal
Checkout