MOXIE BUILD OUTS
Transform your business to an efficient and scalable model with Moxie
Are you ready to set up your business to be sustainable, predictable and smart?
It’s time to gift yourself the delicious freedom and time back that you so truly deserve.
It’s time for to create a system that works for you, your business, your brain and your life.
It’s time for a system that uses less energy and time, letting you focus on what truly matters — providing the best service to your customers and scaling your business impactfully.
But what is moxie?
Moxie is a client relationship manager (CRM) tool designed for freelancers and small business owners.
Picture having your entire workflow—from chasing leads to invoicing—in one organised space.
👉 Leads get automatically piped into your sales pipeline.
👉 Client meetings are effortlessly scheduled thanks to a built-in calendar feature.
👉 Contracts go from proposal stage to digital signing in a few clicks.
👉 Communication with clients? Sorted, all in one inbox.
👉 Invoices are a breeze.
So, if you’re looking to streamline your freelance gig from A to Z, Moxie is your go-to CRM tool. 🌟
Replace a whole bunch of apps for just the one!
THE DETAILS
- Ready to dive in and be part of the tech action?
This isn’t just setting up software; it’s about setting up your business for awesome results.
What you get
- Personalised Project and Task Management
Setup:
Wave goodbye to chaos and hello to organisation. - One-on-One User Training: Empowering you to navigate Moxie.
- Custom Automations and Workflows:
Kick manual tasks to the curb and bring in the automations.
The process
- Moxie Audit and Client Journey 1:1 call
Initial Moxie audit to identify gaps and what needs to be done. - Moxie Setup and Configuration: Setting up Moxie with templates including canned emails, signature, project templates, agreements and invoice templates.
- Integration with other apps if needed
- Client Portal Set up
- Automation and Workflows: Up to 6 Automations that will save you time and money!
- SOPs and Training: Training and SOPs provided as well as 1:1 handover call where I answer all your questions
Investment
Depending on your Moxie Setup and how much you need done.
Minimum investment $2500
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Book a call with me so we can chat about our game plan.
WHY CHOOSE ME?
Well… I found Moxie one day as a recommendation from a fellow Virtual Assistant. I honestly spent around 2 full days just exploring it and setting up my own. I have also set it up for a few of my clients and would love to help you set it up too!
There is so much to customise, and I understand the whole process and the amount of time and brain power it takes.
If you are ready, I am ready too!
