Your Moxie Maven Courses and Tutorials
Your Business, Your Energy, Your Productivity…. All in One Place
Check It Out!I Turn Moxie Set Up on it's head!
Say hello to the Moxie Maven Academy
I show you how to avoid the road blocks so you can use Moxie effectively within just a few hours of your precious time.
Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony.
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.
Learn More and EnrollImagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony.
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 CRM starter course
Everything in Moxie is interconnected, so where do you start?
Your Starter Course includes 6 video lessons + checklists, email templates and helpful information.
- Get familiar with the platform
- Set up your business preferences
- Create Email Templates
- Add your Pipeline Stages
- Create Form Templates
- Create Project Templates
The Moxie Maven Way: building your CRM foundation
The Moxie Maven Masterclass
This is a detailed tutorial showing you how to set up Moxie CRM effectively for your business. This masterclass covers:
- Moxie overview and essential settings
- Email template creation and management
- Pipeline stages setup
- Form template creation
- Project types and client notifications
- Project templates
- BONUS: Printable Checklist
This Moxie CRM Masterclass is specifically designed for small business owners and service providers who want to streamline their client management processes.
Hi! I'm Lisa Williams
Lover of Friends – Could Moxie BEEEE more awesome? 😂 – carrot cake, nature walks, NFL football, laughing and of course, 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.
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!
