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 to get you set up (properly).

Sign up here

Moxie-Setup-Example

I would literally be lost without your course so thank you, thank you, thank you!
Your course is incredible and honestly the first one that I have found that you actually go back and link things together… It is so helpful, I 100% will recommend you to anyone who needs help with Moxie!

Lisa - Moxie Maverick!

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With Moxie Mavericks, you could be set up in just 8 hours, like a recent Moxie Mavericks student.

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. Everything linked up, no guessing.
A swipe file of pre-written canned emails—no figuring out which tokens go where. Welcome email… Send Agreement… ready to swipe & edit.
3 Canva templates to create your own custom client portal welcome page.
If you get stuck on anything I am right there with the support ticket for directly feedback. You can also book additional 1-1 sessions with Charlotte!
Moxie Canva Client Portal Template
Moxie Course Canned Template Emails

“I would be lost if I hadn't taken the Moxie Mavericks course.

What took me 7 days to complete would have taken over a month to figure out if I didn't take this course.”
– Briana.

Moxie-Proposal-Example

What’s COVERED

The bitesize lessons walk you through your setup, bespoke to how we run things as 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

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Hold Up! What the HECK is Moxie?

In case you’ve not been acquainted… 

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* ––––––>

Moxie curious? Pop your details below and I will send you my walkthrough video going to all the features you'll need to know about.

Get instant access now

Moxie Mavericks
£350.00
One time
£175.00
For 2 months

Your done with you road map to setting up Moxie CRM in a flash, specifically designed for online service providers!

✓ By-pass hours wasted with trial & error
✓ Support tickets for direct answers from Charlotte
✓ Canned Email swipe files
✓ Client Portal Canva Template...

FAQs

Moxie CRM Set Up Examples

  • 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

  • This is a self-paced course so you can work through the videos when you have the space & time.

    Throughout the course you can submit tickets directly to me, in case you get stuck.

    After your build, you can always book a 1-1 session for an audit or additional training. These are priced at £125.

  • 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.

  • 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!

  • Yes! You will always be able to hop back into the course for refreshers.

Hey I'm Charlotte

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. 

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