Moxie CRM Courses and Resources | JoLi Design Solutions

Your Moxie Maven Courses and Resources

Your Business, Your Energy, Your Productivity…. All in One Place

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Transform your chaotic client management into a streamlined Moxie CRM system that actually works the way your brain does.

Training Programs

The Moxie Maven Academy

40+ lessons, templates, and workflows all designed to help you set up a dreamy Moxie CRM system that actually works the way your brain does.

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Moxie CRM Web Designers Workshop

This workshop is broken into 4 focused lessons to help you set up the essential parts of your web design process using Moxie CRM.

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Consulting and Implementation

The Maven Game Plan

This is a full audit of your Moxie workspace. Includes a pre/post call, video walkthrough, and a blueprint to get your system working like it should’ve been from day one.

let's game plan this

The Maven Hotline

It's time to call in the big guns! Book one or two hours of 1-on-1 help with me. Live, collaborative, recorded, and totally customized to you and your business.

Call the maven

Maven Magic in a Day

The VIP intensive that transforms your proven service into a complete Moxie system in just one day — with zero guesswork and white-glove implementation.

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Quick-Start Resources

Web Design Workflow Workbook

Because winging your workflow is not a strategy.

Perfect for web designers who need a step-by-step web design workflow system to help you set up Moxie the right way for how you actually run your business.

Grab the Workbook

9-Point Checklist for Getting Started with Moxie

Get clear, get clean, get going.

The ultimate checklist to kick off your Moxie setup with confidence. Covers settings, integrations, templates, pipelines, and more, in the exact order I’d do it.

send me the checklist

Get The Maven Momentum Weekly

Your bi-monthly spark for Moxie + clarity. Every other Wednesday I’ll drop a tip, a tool, and a little tough-love truth.

Yep! Sign me up!

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!

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 your business systems & processes, 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.