THE roadmap course to setting up Moxie CRM - done with you.
Ditch the 5+ tools and get your online service business running on auto, with Moxie.
Let’s slash the learning curve and get you set up pronto, with Moxie Mavericks. A self paced course + 1-1 audit.
Your step-by-step guided setup.
With Moxie Mavericks, you could be set up in just 8 hours, like a recent Moxie Mavericks student.
What is so special about this course?
It’s designed specifically for online service providers - with examples for VAs/ OBMs and Social Media Managers (I run a micro VA agency myself)
You are provided bitesize follow-along lessons (‘done with you’ style) to set up Moxie CRM in a flash
A swipe file of pre-written canned emails, no figuring out which tokens go where
3 Canva templates to create your own custom client portal welcome page
A post-build audit of your Moxie account setup - ✨NEW THIS IS NOW A LIVE 1-1 CALL WITH CHARLOTTE.
What’s COVERED
The bitesize lessons walk you through your setup, bespoke to how we run things as VAs & online service pros (retainers > projects).
By the end of your lessons, you’ll have Moxie set up and ready to onboard your clients in minutes (not hours).
Lessons include…
The Basics – Project Management – The Pipeline – Agreements – Forms - The Communicator - A Custom Client Portal - Schedulers - Custom Fields - Adding Clients - Invoicing - Workflows + more
Get instant access now
Your done with you road map to setting up Moxie CRM in a flash, specifically designed for online service providers!
FAQs
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The course is a roadmap for your Moxie set up.
Designed for online service providers, particularly Virtual Assistants, Online Business Managers & Social Media Managers, as the setup is based on this style of business.However, I am confident you will get value from this course if you run an online service-based business.
If you are totally new to Moxie, I would recommend signing up and getting a feel for the platform first before purchasing this course.
Here is my affiliate link to a 30 day trial. -
The core setup is 2 hours watch time.
It's hard to say exactly how long this setup will take you, but setups typically take 15 hours depending how complex your setup needs to be.
(a recent student did it in just 8 hours!)
If you are looking to outsource your setup, take a look at my Moxie Implementation services
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This is a self-paced course so you can work through the videos when you have the space & time.
After your build, you can request your free audit (new feature - this is now a live 1-1 call with Charlotte) where I will check over everything in your account providing feedback within 5 days (you do need to book within 6 months of signing up)
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This is specifically a course to get you setup.
You will learn a great deal about Moxie going through the lessons but the course is not robust training in all features and use cases of the platform.
I do direct you to relevant training resources throughout for further learning.
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Moxie add new features regularly!
When new features are released related to the course materials I will be refreshing content.
I update content in the last week of the month to reflect any changes!
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Yes! You will always be able to hop back into the course for refreshers.
Your Moxie Approved implementer
It’s important to me you make a non-rushed, well informed purchasing decision.
So do take your time to review the video/ FAQs and reach out to me if you have questions.
The CV:
Systems Implementor & Consultant
Micro Virtual Assistant Agency Owner (running my agency through Moxie of course)
A Moxie approved Partner (and Dubsado traitor)
On a mission to eliminate the dreaded admin!
Get your 30 day free trial of Moxie
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Get your 30 day free trial of Moxie –
If it’s a simplified business you crave,
you’re in the right place.
Let’s strip back that spendy tech stack and get your business firing on auto.