Moxie Mavericks
Your roadmap course to setting up Moxie CRM.
We are getting right down to business in this Moxie course.
This is a step-by-step done with you style course to get you using
Moxie CRM pronto.
Designed for Virtual Assistants, Online Business & Social Media Managers.
What’s so special?
You are provided bitesize follow-along lessons (‘done with you’ style) to set up Moxie CRM in a flash
3 Canva templates to create your own custom client portal welcome page (with instructions)
A swipe file of pre-written canned emails
A post-build audit of your Moxie account setup
Access to weekly co-working!
We’re covering…
The Basics - Project Management - The Pipeline - Agreements - Forms - The Communicator - Client Portal - Schedulers - Custom Fields - Adding Clients - Invoicing - Workflows + more
Check out the video for a behind-the-scenes.
Get instant access now
Your done with you Road Map to setting up Moxie in a flash, specifically designed for OBMs, VAs & SMMs.
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.
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 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)
You can also join in our weekly coworking session (Thursdays at 10:30am UK time)
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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.
You’ll be kept in the loop!
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Yes! You will always be able to hop back into the course for refreshers.
Your Moxie Approved implementor
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)
Of course, a Moxie approved implementer (and Dubsado traitor)
On a mission to eliminate the dreaded admin!