Design the Ultimate
Moxie Client Portal
Workshop
Watch this 1 hour workshop PLUS templates and I'll show you exactly how to tame your Moxie CRM and create a client portal that works for you.
We'll cover setup, integrations, and design strategies to make your life easier.
only $27
Is your Moxie CRM client portal… functional? Sure. But is it delightful?
Maybe setting up your client portal taking up more time than it should. And I bet you are wishing there was a simpler way to manage everything.
Yeah, me too.
I know exactly what it's like to wrestle with integrations and design choices, wishing for a magic wand to just do it for you already (or at least a really good tutorial and not another bit of fluff).
Join me for a 1-hour workshop where I'll show you exactly how to set up and customize your Moxie client portal to streamline your workflow and impress your clients.
You'll get...
✓ My Moxie Client Portal setup checklist
✓ Style guide to keep your brand consistent
✓ Canva welcome page template
✓ A step-by-step integration guide
✓ Design tips for a stunning client portal
Watch the workshop and get the templates
Let's give your portal some personality!
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.
Grab your favorite coffee (or that fancy tea you deserve!), and let's spend an hour designing a Moxie client portal that's as stunning as it is functional.
Forget clunky, confusing portals – we're creating a client experience that's both beautiful and user-friendly.
Learn my design secrets for a portal that wows your clients and streamlines your workflow.
PLUS THESE GOODIES
⤷ My Canva Welcome Page Template
⤷ Style Guide Template
Bonus goodies galore! I’m including my welcome page template and style guide – because designing an awesome client portal shouldn’t break the bank (or your brain).
Because your client portal shouldn’t feel like season 8 of Game of Thrones,
(chaotic and disappointing).