Moxie CRM Setup Services
Systems Consulting & Setups for the creative soloist.
Let’s scaffold the real you.
Many of my clients have explored a plethora of CRM tools over the years, none that have quite ticked the boxes for their soloist business.
Until… Moxie CRM entered the room.
An all-in-one system for onboarding, project management & eliminating the dreaded admin.
“I have already saved 57% on fees switching to Moxie” - Simply Jools, Coach & Mentor.
If you’ve already started to explore Moxie’s features but realise, you either don’t have the time or desire to build it all out solo.
Explore my offers below.
(Not got Moxie yet? Try it out for 30 days with my affiliate link)
GET A 30 DAY TRIAL WITH MOXIE
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GET A 30 DAY TRIAL WITH MOXIE ––––––>
MOXIE SETUP SERVICES
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1. moxie power hour ➤
In a mess with those workflows? Untangle the tech with a 60 min consulting session.
£125
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2. THE FULL SET UP ➤
A white glove, full service set up in Moxie CRM over 2 weeks.
Starting from £950 -
3. MOXIE MAVERICKS ➤
A done with you roadmap course to get Moxie set up in a flash. Designed for VAs, OBMs & SMMs.
YOUR MOXIE CRM BUILD
Your business set-up on Moxie, in 2 weeks.
What’s included
A 90 min client journey mapping call (you’ll be provided a content planner after with templates for copy)
Creation of all forms
Creation of agreements
Setting up meeting schedulers
All canned emails uploaded (templated provided)
Integrations connecting
Client portal set up (with custom pages)
Automated workflows to complement your client journey
Project templates set up
Walkthrough handover + custom training videos/ SOPs
2 weeks of post-launch support
Starting from £950
What clients say…
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![Moxie-Build-Simply-Jools]()
"You NAILED IT"
Reduced monthly fee by 57% - MASSIVE SAVINGS. Reviewed and streamlined my onboarding which makes me feel super happy and like an absolute boss!
Everything looks so beautifully branded and professional - this is SUPER important to me, you know that and you nailed it.
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![Moxie-Client-Sadie-Finch]()
"Saving Hours of time"
I love my Moxie set up! I now have a super slick onboarding process that looks really professional that is automated in places, but manual where needed so that I can make things bespoke to the client.
It feels SO much easier to click a few buttons than dive into different systems for each aspect. I have a CRM, time tracking, invoicing and even a business phone number, all in one place!
I'm not only saving hours of time a month, but I'm also saving costs too!
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"Safety & Security"
“The safety and security I felt bringing Charlotte and her team into the backend of my business world. It's an odd feeling for people to see all the things that only you see in your business.
Charlotte made it all seem so easy and normal”
– Morgan Rose, Spiritual Mentor -
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"serving & supporting my clients"
“The word I'm looking for is "streamline" - that's what she did for my existing Kajabi set up ...and now I can focus on the important stuff: creating, serving and supporting my clients - safe in the knowledge that Charlotte's work is supporting me.”
MEET YOUR MOXIE IMPLEMENTER
I’m Charlotte, your neurodivergent life-first business enthusiast (and Moxie-approved implementer)
Like my clients, I crave freedom and I’m on a mission to eliminate the dreaded admin for creatives in business with systems and automation.
It's my view that by creating space, we free up energy to birth new ideas in the world.
(Ideas the world needs that right now)
I create systems that scaffold you, the real you.
I work on 1-2 projects at a time, so you have my full attention for the duration of your system build.
If you think our values align, I can’t wait to hear from you.
FAQs
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Moxie builds typically range from £950-£1250. After our call, I will provide you a bespoke quote with deliverables.
Pricing depends on how many client journeys you have. -
After you have approved your proposal and paid your 50% project fee, we begin with a 90 min mapping call.
This is to plan out your client journey from start to finish - per service.
Next there’s a content planner provided for copy & the resources/ logins I need.Your build will take 2 weeks finishing with a handover call/ video and bespoke training resources.
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You will pay 50% at booking to secure the build dates.
The final payment is due at handover. -
I try keep this done for you service as light touch on your end as possible.
(It’s done FOR you after all)
There is some work before the build that you will need to account for;
1. Completing the content planner. I provide templates for emails you can simply edit.
2. Providing resources & logins. After the build you will need to submit any revisions to me.
3. And set aside some time to watch the bitesize training videos.
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I will need to check every area of your Moxie & likely edit so even if you have some bits pre-uploaded my process is the same as a full build from scratch.
If you don’t need a full build and are happy to DIY/ have a VA support to implement. A power hour (or two) would be suitable for training.
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Yes. I am a Moxie-approved implementer and have been setting up CRM systems for 4 years (a previous Dubsado Certified Specialist)
I also use Moxie for running my own VA agency & systems biz. -
Me - Charlotte.
Sometimes Laura my associate who is a client experience specialist assists with the build, you will be informed if anyone else is involved. -
We are registered with the ICO and have appropriate insurance. Our work together is 100% confidential and we do not work with clients at the same time with a conflict of interest.
We also password share using encryption tools.
I always obtain permission to share feedback afterwards.