Go From Overwhelmed to Organized

The step-by-step system that transforms your Moxie mess into a client-attracting, revenue-generating machine... without the overwhelm or guesswork.
Stop the Moxie Mess! Enroll Now!
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Let me show you step-by-step how to make Moxie CRM work for you!

The Moxie Academy

Imagine a seamless, hassle-free journey through your web design business operations, where everything just works.

In The Moxie Academy, I'll show you how to avoid every road block so you can use Moxie effectively within just a few hours of your precious time.

Whether you’re new to Moxie or need help tidying up your existing setup, this course will guide you through every step.
  • Web Designers
  • Creative Professionals
  • Graphic Designers
  • Coaches & Consultants
  • Virtual Assistants ... and more!
Join Us In The Academy
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Finally, a client process that runs on autopilot.

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No more wondering "what should I set up first?" or "how do I make this actually work?" The Maven Method™ gives you the exact order and process to build a Moxie system that supports your business instead of creating more work.
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Lisa and Moxie Maven are fantastic! I’ve been slowly transitioning to Moxie from another system, and her resources have been absolutely invaluable. I highly recommend Moxie Maven!

~ Aprile, Web Designer

Learn more & Enroll →

Your Roadmap to Moxie Success

1. Foundation

Get your Moxie house in order with proper settings, integrations, and essential templates

2. Simple Pipeline

Create a clean 5-stage client journey that actually makes sense

3. Intake Assets

Build the forms, schedulers, and emails you need at every step

4. Project Templates

Turn your repeatable work into automated project workflows

5. Agreements

Spell out scope, timelines, and terms so everyone's clear on expectations

6. Automations

Connect the pieces so your system runs without constant manual work
Steve and Lisa Williams

Hi! I'm Lisa Williams

I love carrot cake, nature walks, NFL football (Go Lions!), and a good laugh. I’m a “Friends” fanatic – Could Moxie BEEEEE more awesome? 😄

I’ve been a web designer since 2019 and I’ve tried all the tools, never finding just the right one that could do what I wanted it to do. Then I found Moxie!

My Moxie Academy is like having a bestie right there with you, helping you skip the headaches and jump straight to the good stuff. We’ll get you to “Magic Moxie” in no time!

Let me help you find your groove with Moxie and turn it into the all-in-one business operation system of your dreams

Lisa's course is wonderful 🙂 I've learned so much about how to get the most out of Moxie.

- Liz, Web Designer
Just finished the course and MAN, it helped so much!

- John, Graphic Designer
This course is amazing and the updates are AWESOME! Thanks Lisa!

- Erin, Web Designer

What's Included In The Moxie Academy?

  • Module 1

    Start Here
    Get your Moxie house in order from day one. We'll walk through business settings, logo upload, email preferences, and essential integrations. 
    ✌🏼 You also get my Web Design Workflow Workbook when you enroll.
  • Module 2

    Build Your Foundations
    Master the core Moxie features that'll run your business. By the end of this module, you'll have all the essential building blocks in place—no more starting from scratch with every client.
    → Email and form templates
    → Pipeline stages
    → Project types + templates
    → Meeting schedulers, products & services
    → Agreement templates
  • Module 3

    Money Matters
    Learn Moxie's complete payment system with automated payment workflows that eliminate the awkward "chasing clients for money" phase.
    → Payment plans
    → Invoicing
    → Hourly vs. per-item billing
    → Recurring services
  • Module 4

    Client Organization & Experience
    Your clients will experience a polished, professional system that makes working with you feel effortless (while you stay completely organized behind the scenes).
  • Module 5

    Connect and Automate
    You'll learn to create automations that trigger when clients move through your pipeline stages, handle longer gaps between contact and project start, and customize workflows for your specific business needs. No more manual follow-ups or forgotten client touchpoints.
  • Module 6

    Advanced Customization
    Dive into Moxie's power-user features: custom fields and mapping, using custom fields in forms, automated services, website/marketing roadmap workflows, and combined service agreements to name a few.
  • Built on The Maven Method™

    Set up your entire Moxie system in hours, not months

    Ready-to-use templates for each client touchpoint

    Automated workflows that work while you sleep

    Lifetime access + 90 days of Maven Insider + all future updates

    This in-depth course empowers entrepreneurs to configure Moxie their way while gaining complete mastery over the platform's extensive features and capabilities.
    Get My Moxie Setup

    Stop Duct-Taping Your Client Process Together

    Join The Moxie Academy

    Frequently Asked Questions

    You have lifetime access! This includes all updates.

    The Moxie Academy is a step-by-step course designed to help you master Moxie CRM. It includes 30+ video lessons, strategy guides, checklists, and lifetime access to help you set up and optimize Moxie efficiently. 

    The Moxie Academy is perfect for web designers and service-based business owners who want to streamline their day-to-day business activities, improve client management, automate workflows, and ultimately run their businesses more efficiently using Moxie CRM.

    No prior experience is required! The Moxie Academy is designed for both beginners and advanced users. You’ll start with the basics of Moxie and progress to advanced automation and workflows.

    The course is self-paced, so you can go through the content on your own schedule. With Academy PRO (Lifetime Access) you have access to everything right away. When you choose Academy Monthly you will have 7 months to complete the course as the modules drip each month.

    The course is very detailed and every lesson builds upon previous lessons, so it’s important to take your time do the work to think about your business processes and your client journey.

    I highly recommend Moxie Maven!

    Lisa and Moxie Maven are fantastic! I’ve been slowly transitioning to Moxie from another system, and her resources have been absolutely invaluable. Everything is designed in a way that’s easy to follow and straightforward to learn. It’s also clear that she genuinely cares about her customers and wants them to succeed. I highly recommend Moxie Maven!

    Aprile
    Aprile
    Web Design

    Worth every cent!

    All of the aspects of Moxie are so interconnected that it is difficult to know what to do first. Lisa's Academy has taken the guess work out of it with a straightforward ordered list that leaves you understanding what you're doing, and if you're ever lost, her monthly calls offer a chance to get her brain (and others) to help figure out a solution for you. Worth every cent to avoid the frustration and time I would have spent trying to sort it all out for myself.

    Emily
    Emily
    graphic design

    Lisa does a beautiful job of going through everything

    Signing up for Moxie Maven Academy has made all the difference. I own a web design agency and keeping the projects, and everything that goes with them, straight in my system has historically been a huge challenge. When I learned about Moxie, I purchased a license and was pleased with some of the starter information that came with it, but quickly learned that setting everything up would be way faster if I had a guide.

    Lisa does a beautiful job of going through everything in terms that I can easily understand and follow.

    I would recommend The Moxie Maven Academy to anyone who has purchased a Moxie license and wants to make sure it’s set up properly the first time. The support you get with Lisa is worth the investment.

    Ben Forred
    Ben Forred
    Web Design

    Lisa is always on top of updates

    The Moxie Maven Academy is amazing! Before I joined Lisa’s course, I was only using Moxie for time tracking, agreements, and invoicing in my business. I knew there was so much more that Moxie could do for me, but I just didn’t have the time to dig in.

    I now have things like email templates set up, a ticketing system for task requests, booking calendars with the meeting scheduler, forms, and a much more built-out client portal.

    If you’re worried that this is like other tech courses that feel out-of-date within a month, fear not! Lisa is always on top of updates and re-films videos to teach us about new features. Awesome course!!

    Elizabeth Houston
    Elizabeth Houston
    Web Design

    The Moxie Maven Academy is great for beginners.

    As someone with no prior CRM knowledge, I found this course to be a solid starting point. The course systematically reviews each part of the Moxie CRM system, which is incredibly helpful for beginners.

    Lisa explains the functionalities in a straightforward manner through video demonstrations, making it easy to follow along and understand how to navigate the CRM.

    Tracy Trathen, Web Designer & Brand Specialist
    Tracy Trathen, Web Designer & Brand Specialist

    I highly recommend the Moxie Maven Academy!

    As someone fairly new to Moxie, having transitioned from Dubsado, I recently purchased and am close to completing Lisa Williams' Moxie Maven Academy. It has been an excellent introduction to the platform.

    Lisa is incredibly knowledgeable and genuinely passionate about helping users succeed.  She was consistently available to answer my questions and went above and beyond to assist me with the challenges I faced. The monthly Q&A sessions are an invaluable resource for receiving direct support.

    I highly recommend this course to anyone getting started with Moxie. With Lisa’s expertise and continued guidance, it offers a strong foundation for effectively managing your business with this robust platform.

    Lisa Dorion, Web Designer
    Lisa Dorion, Web Designer

    Ready to Stop the Moxie Mess?

    Lisa Williams

    Lisa Williams

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