Design a Moxie Client Portal that doesn’t feel like a sad Google doc
Learn how to turn Moxie’s default client portal into a custom, on-brand experience for your creative business.
join early access
Let me guess
You're staring at your bland client portal, wondering why it looks like it was designed in 1999's version of GeoCities.
Sound familiar?
Don't worry, I've been there. It's like trying to explain why comic sans isn't a professional font choice to someone who still uses it on their resume.
I'm willing to bet...
- Your client portal feels disconnected from your brand experience
- Your brand colors are nowhere to be found
- Your login page is about as exciting as watching paint dry
- Clients are getting lost trying to find their documents
It's enough to make you want to throw your brand guidelines out the window and just use the default settings (but please don't, seriously).
Your brand story shouldn't end at login.Your client experience shouldn't have plot holes.And your client portal?It should be part of your brand's bestseller list.
Cue the confetti cannon
Because you're stepping into a world where...
Your portal feels like a natural extension of your website
- Your login page makes clients feel like VIPs (not visitors)
- Your documents and resources look as professional as you are
- Every touchpoint reinforces your brand story
Sounds like something only the tech-savvy can achieve, right?
Wrong.
It’s called the Moxie Makeover course, and I’m here to help you learn how to customize your portal faster than you can say “where’s my brand guide?”
Ready to turn your basic portal into a branded experience?
Let's give your portal some personality!
join early accessWhat students are saying...
Think of it like building your dream house.Â
Â
Sure, we’re going to pick out some gorgeous paint colors and fancy fixtures, but first we need a solid foundation.
That’s where our in-depth client journey workbook comes in.
Before we even touch a color picker, we need to:
- Map out your entireclient process (because "winging it" isn't a strategy)
- Identify your clients' key touchpoints and pain points
- Create clear systems that work for YOUR business (not some random template you found on Pinterest)
- Design automations that actually make sense for your workflow
Meet your Moxie Mastermind
I’m Courtney Vickery, an Approved Moxie Implementor and a tech-savvy entrepreneur who’s walked a mile (or a thousand) in your shoes.
I'm a designer who believes your client portal should be as polished as your main website.
When I'm not obsessing over hex codes or crafting custom templates, you'll find me reading romantasy books until 2 AM (no regrets), trying to keep my dog, Oliver, from deleting my code with his nose boops, or mainlining coffee while my cat, Finn, judges my caffeine intake from his perch on my desk.
My superpower? Helping you turn "meh" client portals into masterpieces that make your clients go "wow."
I've got a PhD in portal perfection (okay, not really, but I've spent more hours customizing Moxie than my kids have spent asking "why?"), and I'm here to help you create a client experience worth showing off.
Whether you're struggling with bland login pages or template troubles, I've got the code snippets (and the caffeine-fueled know-how) to transform your portal.
Ready to make your portal as impressive as your Instagram grid?
Whether you're struggling with bland login pages or template troubles, I've got the code snippets (and the caffeine-fueled know-how) to transform your portal.
Ready to make your portal as impressive as your Instagram grid?
The hidden costs of bland client portals
Your brand experience might be losing professionalism points if you're dealing with...
The Style Disconnect
You’ve invested in a gorgeous website, but your portal looks like its distant, neglected cousin.
Your clients notice this jarring shift, even if they don’t say it out loud.
The Trust Tumble
First impressions? Stellar. But then clients log in and… oof.
That polished, professional image you’ve built takes a hit every time someone sees your basic portal.
The Scope Creep Seep
Without clear project boundaries, you find yourself doing “just one more thing” for clients.
These little extras are draining your time and energy, turning profitable projects into break-even marathons.
The Moxie Makeover Course
We offer both personal and commercial use licenses. Please purchase accordingly.
- early accessMoxie MakeoverClient Portal Makeover Course
What it is: Transform your own company's portal into a branded masterpiece.$349$149- Custom coded, responsive templates
- Website builder templates you can embed
- Customizable Canva templates
- Step-by-step implementation guides
- Integration tutorials for popular tools
- Invoice & proposal design templates
- Portal customization tutorials
- Full brand implementation guide
- Template Library access
- For personal use only
- Cannot use for client work - contact us for commercial licensing
What's included?
Moxie Makeover Course Lessons
44
Total Lessons
32
Live
4
In Progress
8
Planned
Module 1: Foundation & Branding
3 lessons
100% Complete (3/3 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Foundation and Client Journey | Live | 3/2/2025 | 3/2/2025 | Added Google Doc version of workbook |
| How to upload custom fonts | Live | 2/14/2025 | 2/14/2025 | - |
| Client Portal Customization Settings | Live | 3/2/2025 | 3/2/2025 | - |
Module 2: Login Page Customization
2 lessons
100% Complete (2/2 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| How to set up the Moxie Portal login page | Live | 2/14/2025 | 2/14/2025 | - |
| Moxie portal login page: HTML Customizations | Live | 2/14/2025 | 2/14/2025 | - |
Module 3: Custom Homepage
5 lessons
100% Complete (5/5 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Custom homepage: default HTML editor | Live | 2/14/2025 | 2/14/2025 | - |
| Custom homepage: Fancy HTML | Live | 2/14/2025 | 2/14/2025 | - |
| Custom homepage: WordPress | Live | 2/17/2025 | 2/17/2025 | - |
| Custom homepage: Canva | Live | 2/17/2025 | 2/17/2025 | - |
| Custom homepage: Notion | Live | 2/17/2025 | 2/17/2025 | - |
Module 4: Projects & Retainers
13 lessons
62% Complete (8/13 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Help Center: Eniston & Simple Base | Planned | - | - | - |
| Project Workbook: Okaysend | Planned | - | - | - |
| Project Workbook: Moxie | Planned | - | - | - |
| Project Workbook: Google Doc | Planned | - | - | - |
| Types of custom pages | Live | 3/2/2025 | 3/2/2025 | - |
| Timeline pages: Canva | Live | 2/21/2025 | 2/21/2025 | - |
| Timeline pages: Clickup | Live | 2/21/2025 | 2/21/2025 | - |
| Timeline and docs: Upbase | Live | 2/21/2025 | 2/21/2025 | - |
| Analytics: Abralytics | Live | 2/25/2025 | 2/25/2025 | - |
| Analytics: Looker Studio | Live | 2/25/2025 | 2/25/2025 | - |
| Client files: Brandbay and Playbook | Live | 2/27/2025 | 2/27/2025 | - |
| Help center: Google Docs | Live | 2/21/2025 | 2/21/2025 | - |
| Custom code implementation | In Progress | - | - | - |
Module 5: Client Documents
4 lessons
75% Complete (3/4 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Proposal template setup + canva | Live | 3/3/2025 | - | - |
| Invoice template setup + Canva | Live | 3/6/2025 | - | - |
| Proposal Design: HTML Columns | Live | 4/15/2025 | - | - |
| Document organization best practices | In Progress | - | - | - |
Module 6: Client Communication
8 lessons
25% Complete (2/8 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Tickets tips and tricks | Planned | - | - | - |
| Welcome Packet Template | Planned | - | - | - |
| Farewell Packet Template | Planned | - | - | - |
| Charla chat | Live | 3/6/2025 | - | - |
| Tawk.to chat | Live | 3/6/2025 | - | - |
| Email Copy Templates | In Progress | - | - | - |
| Email HTML Templates | In Progress | - | - | - |
| Using multiple ticket forms | Planned | - | - | - |
Automation Bonuses
4 lessons
100% Complete (4/4 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Tracking Moxie inquiries in Clickup | Live | 3/13/2025 | - | - |
| Tracking Moxie Recurring Payments in Clickup | Live | 3/13/2025 | - | - |
| New Moxie Project to Clickup | Live | 3/13/2025 | - | - |
| Overview of Zapier and Moxie | Live | 3/13/2025 | - | - |
Bonuses
5 lessons
100% Complete (5/5 lessons live)
| Lesson Title | Status | Created | Updated | Notes |
|---|---|---|---|---|
| Portal code snippets library | Live | 2/27/2025 | - | - |
| HTML Code snippets for inline design | Live | 2/27/2025 | - | - |
| Zapier automations | Live | 3/2/2025 | - | - |
| Brand Color Palettes | Live | 2/25/2025 | - | - |
| How to choose icons for custom pages | Live | 2/24/2025 | - | - |
We might be a match made in heaven if…
- You believe your brand shouldn't play hide and seek in your portal
- The phrase "cohesive client experience" makes you do a little happy dance
- You're tired of apologizing for your "basic" portal look
- You value brand consistency more than my dog Oliver values his favorite tennis ball
- The idea of a fully branded portal makes your creative heart flutter
- You know your premium service deserves a premium-looking portal
Ready to make your client portal awesome?
It’s time to trade basic for branded, default for distinctive, and “meh” for magnificent!
Click the link below to sign up!