Table of Contents
- Why I Switched to Moxie
- How I Use the Moxie Client Portal
- My Favorite Features (AKA What Makes My Life Easier)
- Switching to a Client Portal
- Is Moxie Right for You?
Let me tell you a story about how I used to handle website support requests.
Picture me, trying to juggle multiple client emails, chat messages, and random “quick question” DMs while also attempting to keep track of who needed what and when.
Oh, and did I mention this was usually happening while I was also trying to make dinner, help with homework, or convince Oliver that no, he doesn’t need to alert the neighborhood that someone dared to walk past our house? 😅
Yeah… it wasn’t pretty.
These days? Everything goes through my Moxie client portal, and freaking FINALLY, I feel like I have my life somewhat together (at least professionally – my laundry situation is still a disaster, but that’s a story for another day).
Why I Switched to Moxie
After trying literally every project management tool out there (seriously, name one, I’ve probably tested it), I landed on Moxie for a few key reasons:
- It’s specifically built for creative business owners who work with clients (unlike those other tools that feel like they’re built for huge tech companies)
- The client portal is actually user-friendly (unlike some others where I felt like I needed to create a 47-page manual just to explain how to submit a ticket)
- It integrates with my other tools without making me want to throw my computer out the window
How I Use the Moxie Client Portal
Here’s my current setup (after many rounds of tweaking because #neurodivergent means I’m constantly optimizing):
For Care Plan Clients
- Each client has their own project board where they can:
- Submit support tickets
- See the status of their requests
- Access their important documents
- View their past tickets and solutions
I love this because it keeps everything organized by client, and I can easily reference past issues when something similar comes up (because let’s be real, I can barely remember what I had for breakfast, let alone that random plugin issue from 3 months ago).
For Project Clients
- Separate project boards with:
- Timeline tracking
- Deliverable approvals
- File sharing
- Communication via the embedded chat
The best part? Everything is in one place. No more digging through 17 different email threads trying to find that one piece of feedback.
My Favorite Features (AKA What Makes My Life Easier)
- Automated Status Updates: Clients automatically get notified when I update their ticket status. This saves me from having to send separate emails, which means more time for important things (like convincing Finnick that my keyboard is not, in fact, his personal lounging spot).
- Time Tracking: This has been a game-changer for my care plan clients. I can easily track how much time I’m spending on each request, which helps me make sure I’m pricing my services appropriately (and not accidentally working for free because I lost track of time).
- Template Responses: For common issues, I have template responses ready to go. But don’t worry – I still personalize them because nobody likes feeling like they’re talking to a robot.
Switching to a Client Portal
Switching to a new system isn’t always smooth sailing. You might have some clients who prefer email (I still do sometimes), and that’s okay. The key is to be flexible while gently guiding them toward the new system.
I usually tell my clients something like: “Hey, I totally get that email is convenient, but if you submit through the portal, you’ll get faster responses and better tracking of your requests. Plus, you’ll have access to all past solutions if similar issues come up again!”
Is Moxie Right for You?
If you’re:
- Drowning in client communications
- Losing track of project statuses
- Spending too much time on admin tasks
- Ready to look more professional to your clients
Then yeah, you might want to check out Moxie. But honestly? The specific tool matters less than having a system that works for YOU.
I’d love to hear what systems you’re using to manage client communications! Are you team email-inbox-chaos or do you have a fancy system set up? Shoot me a message – you know I love geeking out about this stuff! 😊
