your Moxie CRM Setup.
Sizzled-out service pros, let’s simplify your business with Moxie.
Your all-in-one business management system.
Fully booked, but spent?
It’s time to strip back the tech tools & automate with Moxie.
My clients know they need an all-in-one solution to run their business.
A supportive tech partner that’s in it for the long haul.
They’re weary and frustrated after years of disappointing dates with tech tools, and landing on Moxie’s free trial, they know they’ve found a keeper.
A platform to have and to hold, from this day forward.
But one thing the women in business I support have in common…
They haven’t the bandwidth to learn Moxie’s quirks.
And zero energy to get things to the proposal stage.
Cue the months of procrastination and overwhelm, with Moxie ghosted - left on read.
Sounding relatable?
Let’s turn it around & get your Moxie set up.
Let’s progress your Moxie situationship and create a tech partner that holds you tight.
With my done for you Moxie setup, together we’re going to pour your lumpy processes into a seamless smooth mould, that fits YOU and your clients perfectly.
take a break.
without breaking your business.
Moxie CRM is a business management tool designed specifically for the soloist. So you can step away from your business and still get paid.
With Moxie you can say goodbye to flip-flopping between 5 platforms. Hello to sending proposals in minutes, not hours.
Imagine never chasing down unpaid invoices again?
Or your clients thinking you’ve ghosted with their deposit.
Just raving referrals and a closed laptop come 5pm.
“I have already saved 57% on tech fees switching to Moxie” – Simply Jools, Coach & Mentor.
Here’s the options
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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. Ideal for VAs, OBMs & SMMs.
£297
Hold Up! What the hell is Moxie?
In case you’ve not been introduced…
Moxie is a business management tool designed specifically for freelancers and soloist service providers.
We’re talking an all-in-one CRM handling
Scheduling meetings
Invoicing
Project Management
Sending Agreements
Customisable Client Portals
Time tracking
Workflows automations
+more
GET A 30 DAY TRIAL WITH MOXIE*
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GET A 30 DAY TRIAL WITH MOXIE*
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GET A 30 DAY TRIAL WITH MOXIE* ––––––> GET A 30 DAY TRIAL WITH MOXIE* ––––––>
What clients say…
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"Reduced my monthly fees by 57%"
“I’ve reduced my monthly fees by 57% - Massive Savings. Charlotte reviewed and streamlined my onboarding. Everything looks so beautifully branded and professional - this is SUPER important to me, you know that and you nailed it.
System builds are her zone of genius. She is techy AND creative and that for me is a perfect combo when you are having a system set up.
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"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
Kajabi Project -
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“I can spend my valuable time now, coaching”
I was overwhelmed with admin. I had so many separate parts to my programme on so many different systems, that it was taking too long to pull everything together.
I'm so happy with my system build! It not only looks amazing, the client journey is now so much better. All the details are now taken care of, and I can spend my valuable time now coaching, instead of doing all the admin.
Charlotte has been brilliant. She completely understood what I needed and was able to build a system that worked for me and my needs as a Coach online.
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“Converted into actual sales in the first few days”
My sales pages were messy and un branded. I now have a flowing, beautifully branded and professional sales page which has converted into actual sales in the first few days of its launch! I don't think that is a coincidence…
Charlotte gets it! She gets the task in hand and nothing is too much trouble! It's like she can read your mind as to what you want!
I've already booked in more services with Charlotte, and I recommend her to everyone who needs more professionalism, automations and systems in their business, I mean, who doesn't need Charlotte?!
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“Stress free from start to finish ”
Charlotte helped me move my Email Marketing from MailChimp to Mailerlite and I couldn't recommend her and the service enough. Just brilliant!
Professional and stress free from start to finish. Thank you Charlotte
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“Saved me so much brain power and time ”
Before making changes to my business, I was overwhelmed and procrastinating URGGG.
I now have a programme that is set up and running inside Practice Better alongside a streamlined onboarding process which has saved me so much brain power and time.Working with Charlotte has been a total dream! She has helped streamline my onboarding process and completely sorted my program build from start to finish.
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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.”
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"Taking leaps to grow the business"
"Honestly, it has been a breath of fresh air having you guys on board, and it has given me the confidence to invest in other services and take leaps to grow the business. The pleasure is all mine!
MEET YOUR MOXIE IMPLEMENTER
I’m Charlotte, your neurodivergent life-first business enthusiast (and Moxie-approved Partner)
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.
I create simple systems, ones that don’t straight-jacket you.
Just breathable systems you can slip into (and actually understand).
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.
More about me here.
YOUR MOXIE CRM BUILD
Your business set-up on Moxie, in 2-3 weeks.
What’s typically 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
*(Not got Moxie yet? Try it out for 30 days with my affiliate link)
Starting from £950
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PLOTTING YOUR PROCESSES
We start with a mapping call.
We’ll plan your client’s journey from start to finish. Designing a seamless path to slash your admin. -
THE TEMPLATES
Next, a content planner with pre-written bespoke email templates for you to edit, plus a checklist of resources & logins to pass over.
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It's Build time👩🏻💻
I’ll be beavering away building out your Moxie, pulling from your existing systems. Just one review call away from the finish line.
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Training
We’ll wrap up with an optional handover call followed by walkthrough videos and bespoke training resources.
FAQs
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Moxie builds typically range from £950-£1400. 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 (with templated emails ready for you to edit)Your build will take 2-3 weeks finishing with a handover call/ video and bespoke training resources.
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I 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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You will pay 50% at booking to secure the build dates in my diary.
With final payment is due at handover. -
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 business. -
Me - Charlotte. I’m a systems specialist and approved Moxie Partner.
I’ve been implementing seamless tech for creatives for 4 years. CRMS, email marketing, booking systems & courses.
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. -
Just need someone to guide you through setting up Moxie yourself? Take a look at Moxie Mavericks my online course.
Need Moxie Training, advice or an audit? You can book a Moxie Power Hour with me here - let’s get your Moxie queries answered.
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 automated with Moxie.