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approved implementor

Moxie CRM Setup

As an Approved Moxie Implementor, I Tailor Moxie CRM Setups for Solopreneur Superstars! Your Journey to Seamless Business Organization Starts Here!

Are you ready to transform the way you manage your business?

As an Approved Moxie Implementor, I'm here to introduce you to the wonders of Moxie CRM and how my personalized setup services can revolutionize your workflow. Whether you're just starting out or looking to level up, I've got the perfect package to suit your unique needs. Let's dive into the world of Moxie and discover the endless possibilities it holds for your thriving business!

Moxie CRM isn't just a tool; it's a powerhouse for solopreneurs like you. With its intuitive design, comprehensive features, and seamless integration, Moxie empowers you to streamline your tasks, nurture client relationships, and drive your business forward. From managing contacts to automating tedious tasks, Moxie is the sidekick every business owner dreams of!

Imagine having all your client information, schedules, and projects neatly organized in one place. That's what Moxie does for you. It's not just about keeping things tidy; it's about giving you the clarity and efficiency you need to focus on what you love– growing your business and connecting with your clients.
how I can help you
As your personal Moxie setup expert, I'm here to tailor this fantastic tool to your business's unique rhythm. From creating custom forms to setting up automations that make sense for you, I'll handle the tech so you can handle the magic of running your business. With my support, Moxie will feel like it was made just for you!
1:1 Power hour Session
$ 99
Are you curious about unleashing the full potential of Moxie to streamline and supercharge your online business? I've got you covered!

Let's dive into a virtual coffee chat where we'll explore the endless possibilities together. From automations to recurring invoices, to pipeline customization and robust agreements that truly resonate with your business's unique needs. Let's map out how Moxie can transform your business!
book now

I’m so glad I booked my session with Kayla. The personalized advice she gave me was a breath of fresh air. Kayla saved me so much time and offered hands-on, actionable advice that was exactly what I needed. She had this way of breaking down the features and tools that just made sense. Plus, her tips and tricks were gold! I didn’t know Moxie could do so much to save my sanity!

I wish I had booked earlier because it’s already making a world of difference in running my web design business. Can’t wait for our next session!

Emily
Web Designer

Fresh Start Packages

Ideal for new Moxie users, these Fresh Start packages offer a comprehensive setup from scratch, ensuring you hit the ground running with all the essential features of Moxie .
* Content and graphics must be provided by the client
moxie kickstarter
$ 499
Designed for the budding solopreneur, this package provides a comprehensive, hassle-free setup of Moxie CRM's core features, ensuring you have all the essential tools at your fingertips to organize and flourish.

*Equivalent to 5 hours of time.*
  • 15 min virtual consultation
  • setup of one intake form
  • one meeting scheduler*
  • email templates*
  • app integrations
  • client portal customization
  • invoice template setup
  • sales pipeline customization
  • 30 min training session
find out more

moxie master

$ 999
Tailored for the ambitious entrepreneur, this package offers an in-depth customization of Moxie CRM, including advanced feature integration and personalized workflows, setting the stage for streamlined success and exceptional client engagement.

*Equivalent to 10 hours of time.*
  • everything in Moxie Kickstarter plus:
  • proposal template creation*
  • contract template creation*
  • up to 4 project templates
  • custom client, project and pipleline fields
  • additional 30 min training session
find out more

Retainer Packages

Perfect for existing Moxie users, these packages provide advanced setup and customization services, with 5-hour and 10-hour options to fit your specific needs.
  • Form creation and testing
  • Meeting scheduler setup and testing
  • Client Portal customizations
  • Agreement template creation and testing
  • Project template creation
  • Workspace clean-up
  • Email template programming
  • Virtual training sessions
  • Automation setup and testing
  • Data importing
* Content and graphics must be provided by the client
3 Hour retainer
$ 299
Time can typically be used to complete tasks such as those listed on the left. NOTE: This package requires a 20 minute consultation before I dig into your workspace where we’ll come up with a game plan
find out more
5 Hour retainer
$ 499
Time can typically be used to complete tasks such as those listed on the left. NOTE: This package requires a 30 minute consultation before I dig into your workspace where we’ll come up with a game plan
find out more
10 Hour retainer
$ 999
Time can typically be used to complete tasks such as those listed on the left. NOTE: This package requires a 30 minute consultation before I dig into your workspace where we’ll come up with a game plan
find out more
The Process

COMPLETE Application

Interested in booking a Moxie Setup Package? Please complete my inquiry form to let me know more about your needs and how you hope to use Moxie for your business.

FREE CONSULTATION

I’ll review your inquiry and get in touch to schedule a free consultation with you. We'll jump on a virtual call and we'll get to know each other, your business goals and how a Moxie Fresh-Start or Retainer Package can help solve the pain-points of your business.

book your spot

If we both think we'll work great together, after your discovery call, I’ll send you an invoice and project agreement. Once you pay your invoice to secure your project, and you digitally sign your project agreement, we're officially working together to setup Moxie for you!

Content Gathering

Once you're officially a client, you'll receive a content workbook to help you gather any content and graphics I'll need and we'll schedule our kickoff meeting so I can jump into your setup!

FREQUENTLY ASKED QUESTIONS

Have a Question?

let's work together!

I'm here to introduce you to the wonders of Moxie CRM and how my personalized setup services can revolutionize your workflow. 
A web design and tech consultant for women business owners. I specialize in creating stunning tailor-made WordPress websites, personalized tech consultations and full-service tech setups to help you focus on growing your business.

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Made with ❤ by Good Cheer Tech Studio

$399 CAD

enhanced setup

This option is ideal if you’re looking to take care of the creative aspects at your own pace, while leaving the technical setup to a pro.

Designed for entrepreneurs who want a blend of professional support and personal involvement.

With the Enhanced Install, I'll take care of installing your chosen template on your WordPress site and personalizing it with your brand's fonts and colors.

This sets a solid and stylish foundation for your website. From there, you'll have the freedom to update content and photos as you see fit.
Template Install on your Wordpress site
Customization of colours, fonts & logo
Access to full video tutorial library
1 Year of Breakdance Pro

$1299 CAD

signature setup

This option is ideal if you want a professionally customized website without the time investment of doing it yourself.

If you're all about focusing on your business and leaving the technical details to a pro, then the Signature Setup is your go-to choice.

Here, I take the reins. Once you select your favorite theme, I'll work closely with you to tailor it to your brand's unique style and requirements.

From color schemes to layout adjustments, I ensure every detail aligns seamlessly with your vision.
Template Install
Customization of colours, fonts & logo
Update with your content and photos
Contact form tweaked with your unique fields
Testing on desktop and mobile devices before launch
1 Year of Breakdance Pro
payment plan available