Moxie CRM setup that makes running your business easier
Because 'did I reply to that lead?'shouldn't keep you up at night
submit an inquiryLet me guess
You're drowning in a sea of client chaos, project pandemonium, and "where the heck is that invoice?" moments.
Sound familiar?
Don't worry, I've been there. It's like trying to explain the concept of work-life balance to someone who thinks sleeping under their desk is a productivity hack.
I'm willing to bet...
- Your calendar looks like a game of Tetris gone wrong
- Your inbox is a black hole where important emails go to die
- You're playing hide-and-seek with your own files (and losing)
- Clients are ghosting you because they can't figure out how to book a call
It's enough to make you want to throw your laptop out the window and become a professional dog walker (although, that sounds pretty nice, actually).
Your business deserves better.Your clients deserve better.And you?
You definitely deserve better.
You definitely deserve better.
Cue the confetti cannon
Because you're stepping into a world where...
- Your client onboarding is smoother than a freshly waxed surfboard
- Your projects are more organized than Marie Kondo’s sock drawer
- Your invoices practically send themselves (and get paid on time!)
- Clients can book calls with you easier than ordering a pizza
Sounds like a fantasy, right?
Wrong.
It’s called Moxie, and I’m here to set it up for you faster than you can say “where’s my invoice?”
Ready to turn your business chaos into a well-oiled machine?
Let's Moxie-fy your workflow!
get started nowMeet 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've felt the overwhelm of juggling client demands with the nitty-gritty of running a business. That's why I've made it my mission to help freelancers and small business owners like you turn chaos into clockwork.
With over a decade of experience straddling the worlds of client services and tech, I understand the unique challenges you face.
I firmly believe that when your business runs smoother than a fresh jar of skippy peanut butter, you have more energy to focus on what really matters.
My superpower? Taking digital messes to streamlined successes.
Whether you're drowning in scheduling nightmares or invoice purgatory, I've got the tools (and the Moxie know-how) to set you free.
Ready to Moxie-fy your business and reclaim your time?
The hidden cost of chaos
Your business might be leaking money and opportunities if you're experiencing
The Visibility Vortex
You’re so buried in admin tasks that you’re missing out on networking events and marketing opportunities.
Your competition is out there shaking hands while you’re shaking your head at another scheduling conflict.
The Feedback Black Hole
Clients love your work, but collecting and showcasing testimonials feels like herding cats.
Your stellar reputation is your best-kept secret – and that’s not a good thing.
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.
Choose your Moxie makeover
These packages are for developing strategy and doing setup - it is NOT content creation or design unless otherwise specified. You, the client, must have your branding and content ready to go.
*We can add on designs and graphics for an additional fee
- get startedMoxie FoundationsWhat it is: 1 -2 Week project to
establish a robust CRM foundation.$997- In-depth strategy workbook
- (30) minute strategy session
- Custom roadmap for basic setup
- Native App integrations
- Basic Client portal customization
- (1) Invoice template setup
- (1) Inquiry form setup
- (5) Email templates
- (5) Products/services setup
- (1) Meeting scheduler setup
- (1) Week of post project support
- most popularMoxie MaximizeWhat it is: 4-6 Week comprehensive project for full CRM optimization and customization.$2497
- Everything in Moxie Foundations PLUS...
- Advanced Client portal customization
- Zapier App Integrations
- (4) Additional Forms Setup
- (5) Additional Email Templates Setup
- (10) Additional products setup
- (5) Additional meeting schedulers
- (4) Project Templates
- (2) Workflow automations set up
- (1) Sales pipeline customization
- (1) Proposal template setup
- (30) minute training session
- (2) Weeks of post project support
We might be a match made in heaven if…
- You're ready to trade your 60-hour workweeks for a 4-hour Netflix binge (guilt-free!)
- Your idea of a good time is a fully booked calendar (with breathing room between calls)
- You've ever wished for a clone to handle all your admin tasks (we can't clone you, but we can streamline your systems)
- The phrase "seamless client experience" makes your heart flutter
- You're tired of playing hide-and-seek with important documents and conversations
- The idea of automating your workflows sounds like a dream come true
- You're excited about the potential of Moxie, but setting it up feels like solving a Rubik's cube blindfolded
- You're open to new ideas and ready to say goodbye to "the way you've always done things"
Ready to Moxie-fy your business?
It’s time to trade chaos for clarity, stress for success, and overwhelm for “Oh wow!”
