The Moxie Academy
The Moxie Academy is a self-paced course that helps you get your Moxie CRM fully set up so you’re not duct-taping your workflow together with sticky notes and chaos.
With 30+ lessons, you’ll follow a step-by-step path to build the systems you actually need.
- Build Your Foundations – Create templates, pipelines, and core systems
- Money Matters – Set up agreements, payments, and invoicing
- Client Organization & Experience – Build the client portal and optimize touchpoints
- Connect & Automate – Connect your workflows for seamless automation
- Advanced Customization – Scale with custom fields and team features
BONUSES:
- Web Design Email Prompts Bank
- Email & Project Template List
- Form Builder Templates
- Set Up Your AI Assistant for Maximum Efficiency
Hey friend—before you hit that “buy” button, here’s something important to know:
Because all of my offers are digital (courses, workbooks, audits, workshops, and more), and you get immediate access to the content, all sales are final and non-refundable. That includes any downloadable materials, templates, recordings, or access to online platforms.
I put a lot of thought, strategy, and heart into everything I create to make sure it’s genuinely helpful. If you’re unsure whether something is the right fit for you, feel free to reach out and ask questions before purchasing—I’m happy to help you decide.
Thanks so much for understanding and respecting the work that goes into these resources. I’m cheering you on as you put it all into action!
