5 Moxie Client Portal
Must-Haves
This free checklist walks you through 5 simple, essential pieces every client portal should have — to help you feel more organized and give your clients a smoother, more thoughtful experience.
You don’t need a full overhaul or hours of tinkering to make your Moxie setup feel more professional.
- What to include on your welcome page so it feels personal and intentional
- How to build a smooth onboarding flow that makes your new clients feel taken care of
- The basics of organizing your files and forms so clients aren’t lost or confused
- A better way to manage client communication and expectations inside your portal
- What to include in your offboarding process so clients leave feeling supported and ready to refer
It’s totally free — just pop your email below and I’ll send it over.
No fluff. No pressure.
Just a clear starting point if your Moxie client portal feels messy, unfinished, or “meh.”
Let me know if you want help with the thank-you page or email that delivers the checklist too.