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Moxie CRM Beginner’s Course

Finally, Someone Made the Holy Grail of Project Management for Web Designers

Not a web designer? Totally cool – keep reading! You can use Moxie too!

I turn Moxie set-up on it’s head. My system makes quick work of your Moxie set-up, so that you’re doing everything in the right order… the smart order.

You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in.

Get to Magic Moxie in a matter of hours… and a few cups of coffee ☕️!

Moxie folder organization
Moxie client portal example
Moxie workflow automation
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Join Over 80 Business Owners Now Enrolled

Welcome to the world of Moxie CRM!

Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony. Once your Moxie is set up to fit your business and workflow, you’ll feel so at ease you’ll wonder how you ever made it this far without it! 😆

My Moxie CRM Beginner’s Course is designed to help you get started with the platform and set up the main areas in the best way possible for you. Moxie support is second to none so there will be things you will reach out to them for.

With its intuitive interface and my guidance, you’ll be able to master the basics and start seeing results quickly.

Not a web designer? This course is also for

  • creative professionals
  • graphic designers
  • coaches & consultants
  • virtual assistants
  • … and more!

🌟 Streamline your workflow:

Moxie CRM allows you to manage your calendar, CRM, client portal, communication, invoices, contracts, and time tracking all in one place, reducing the need for multiple tools and apps.

🌟 Sales pipeline management:

The course teaches you how to efficiently move new opportunities through a sales process, providing immediate visibility into where things are and helping you convert more prospects to paying clients.

🌟 Custom proposals and contracts:

You’ll learn how to create custom agreements/proposals and how to automate the creation of projects and tasks so you can begin client work immediately upon signature.

Student Praise So Far

“I am grateful for your course as now I don’t feel that my Moxie is a mishmash of things. It can actually be used to run my business” ~ Sheri J.

“I sent my first proposal today. I’ve only been using Moxie for one week and your course has made it so easy to get it live! 😘” Louise S.

This is the course I’ve been waiting for! Moxie is a fab tool with a fab team but what was missing for me was a beginners guide on how to set up Mixie from the start of the process to the end. I was getting very confused on what to do first and this course in bite sized training videos systematically takes you through the entire set up. There is a very handy questions and answers section on each module page which Lisa responds quickly to. Thank you Lisa. Amazing tool!

Emily Hart

What’s Covered In The Moxie CRM Course?

My welcome video when you join!

I’d love to see YOU in the Moxie CRM Beginner’s Course!

The course is jammed packed with over 4 hours of video and so much more!

➜ 5 Modules
➜ 17 lessons
➜ 22 videos
➜ Transcripts for each video lesson
➜ Checklists
➜ Key Takeaways
➜ Monthly group Q&A you can join to ask questions
➜ Schedule a personal consulting call to get help

Getting Started

➜ Get Familiar With Moxie
➜ Essential Settings

Pipeline & Opportunities

➜ Opportunity Overview
➜ Pipeline Stages
➜ Managing Opportunities

Templates & Settings

➜ Adding Products & Services
➜ Email Templates
➜ Form Templates
➜ Project Templates

Invoices

➜ Standard & Recurring
➜ Creating Payment Plans
➜ Agreement & Contract Templates

Projects & Tasks

➜ Creating A New Project
➜ Project & Task Management
➜ Managing Clients & Contacts
➜ Client Portal Permissions

Extra!!

➜ Set Up Your Client Portal
➜ Workflow Automation
➜ Mapping & Custom Fields

Eric Decker
"Trying to start a business in web design is not for the faint of heart. Not only are you faced with the many challenges of learning to deign beautiful and functional sites, you also must learn how to run the business effectively. Lisa has been a tremendous help to me in this area - running my business with Moxie. In addition to helping me see the value of the Moxie solution, which led me to ...
Read More
Eric Decker
SuperThought Technologies
"Trying to start a business in web design is not for the faint of heart. Not only are you faced with the many challenges of learning to deign beautiful and functional sites, you also must learn how to run the business effectively. Lisa has been a tremendous help to me in this area - running my business with Moxie. In addition to helping me see the value of the Moxie solution, which led me to purchase Moxie, her tutorials were extremely helpful and allowed me to become productive very quickly."
Eric Decker
Eric Decker
SuperThought Technologies
Ben Forred
"I was feeling overwhelmed by all of the tools available for managing systems. Lisa showed me a bit of how she's using Moxie and I was sold. Since then, the tutorials she's sent me have been fantastic and otherwise, there is no way I'd feel as comfortable with where my systems and processes are as a new business owner.”
Ben Forred
Forred Web Design
"I was feeling overwhelmed by all of the tools available for managing systems. Lisa showed me a bit of how she's using Moxie and I was sold. Since then, the tutorials she's sent me have been fantastic and otherwise, there is no way I'd feel as comfortable with where my systems and processes are as a new business owner.”
Ben Forred
Ben Forred
Forred Web Design
Jennifer Alford
When I finally made the leap, Lisa helped me understand everything under the hood in Moxie. As a new business owner, I knew I needed a way to manage my customers, proposals, contracts and invoicing. I tried Dubsado and used Honeybook for a while. But until I found Moxie, I was piecing different products together. She is so easy to learn from and made setting up...
Read More
Jennifer Alford
Jenny Laine Designs
When I finally made the leap, Lisa helped me understand everything under the hood in Moxie. As a new business owner, I knew I needed a way to manage my customers, proposals, contracts and invoicing. I tried Dubsado and used Honeybook for a while. But until I found Moxie, I was piecing different products together. She is so easy to learn from and made setting up my new Moxie account SO MUCH easier! Since I know it’s important that I know the moving parts in my web design business, I knew I couldn’t hand this off to someone else. I was going to have to set this up myself! Enter Lisa! She’s a natural teacher and because of her instruction, she is helping me thrive in my business! She teaches in a down-to-earth way that allowed me to easily get my Moxie CRM account up and running!”
Jennifer Alford
Jennifer Alford
Jenny Laine Designs

Hi! I’m Lisa – Your Moxie Maven

Lover of Friends – Could Moxie BEEEE more awesome? 😂 – carrot cake, nature walks, NFL football, laughing and of course, Moxie!

Here’s what I’ve found … most people set up Moxie the wrong way. My approach turns it on it’s head.

My Moxie CRM Course Beginner’s Course (for Web Designers) is here to revolutionize your project management experience. Say goodbye to time-consuming setups and messy workflows.

With my guidance, you’ll master the art of Moxie setup in just a few hours, saving you several hours (and angst!) in the long run.

Don’t settle for chaos when you can have a clean and efficient workspace that you truly enjoy.

You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in. I can show you show.

lisa-in front of coffee shop
mastering email templates for a magic moxie

Example of Lesson in Module 1

What Eager Students Are Saying!

I’m so excited for this! I know Lisa personally and have gone through lots of Moxie training with her! She’s so down to earth and very easy to learn from.” ~J.A.

“I’m totally in!! Thank you for doing this! Can’t wait!” ~S.B.

“ohhhhhh this I needed!!! yesss” ~ L.J.

“Can’t wait 🙌” ~ E.G.

“Saw your quick demo video and liked the categories of things you had. So I’m already learning” ~Z.A.

“I’m so excited to dive into this course! I’ve been using Moxie for a while but have not had time to master the setup. Lisa is an awesome person and a great teacher. I know this course is going to be worth every single penny.” – P.P.

Are you tired of juggling multiple project management tools?

Fret no more, my friend! Moxie is here to save the day. This all-in-one tool is specifically designed for web designers like you, taking you from inquiry to recurring revenue effortlessly.

No more zapping things together, just pure functionality that actually works.

And guess what? I’ll show you how to set it up in just a few hours. Say goodbye to chaos and hello to the Moxie way.

moxie 3 screens

Frequently Asked Questions

Is the course only for web designers?

My husband and I run a web design business and Moxie has completely changed how I manaage my client projects, invoicing, proposals and saves me a ton of time…. and quite frankly, my sanity! 

While I share my own process and go through examples of how I have set up Moxie for our business, I am 100% confident any type of business can follow along and set up their own Moxie to their liking.

Can I get additional support?

If you need additional support while going through the course, I offer 1-hour personal consulting sessions for $79. I will also be holding group Q&A sessions once a month where anyone going through the course can join for free.

Why aren't you covering all the features in Moxie?

This is a beginner course for business owners just starting to use Moxie and are having trouble getting it set up and also for those who have a “Messy Moxie”.

I have chosen to cover all the features needed to get your business set up and function seamlessly.

The Moxie support team is wonderful and can help you with those handful of features that are not covered in the course.

Will I have lifetime access to the course?

Yes! Once you’re in, you’re in!

What if Moxie updates or adds new features?

When (not if 😊) Moxie adds new features that are relevant to the course, I will be updating the modules.

If there is an update to current features, I’ll do the same. You’ll receive an email when I do so you will know there are updates.

Can I use Moxie no matter what country I live in?

Yes! Moxie works all over!

From Moxie:

Moxie supports multi-currencies internally and through our Stripe and PayPal integrations to better enable a global work force. In addition to simply allowing you to invoice your clients in a different currency, there is a built in exchange rate service that allows you to view all of your financial reports and metrics in your home currency, regardless of what currency you present to your clients.

🎉 Unleash the Power of Moxie CRM! 🚀

Your Biz, Your Energy, Your Productivity….
All in One Place For Only $199 $139.30

Are you ready to streamline your business with the ultimate tool for managing your projects, invoices, and client relationships? Join our Moxie CRM Course for Beginners  and discover how you can transform chaotic workflows into a well-oiled machine! 🌟

Save 30% Through May 31st
Use code "moxie30" at checkout
moxie crm beginner's course for service based businesses

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.

From setting up your templates and client portal to automating workflows, you won’t believe how much easier your life will be with Moxie at your fingertips!

👉 The power of Moxie 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.

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