everythingAnd your clients are everything to you. But lately, they’re feeling more like a chore. It’s not them. It’s your systems. You’re weighed down with tools you can’t work, readjusting your workflow for every new client you onboard.
On the one hand, your bid to break free from the nine-to-five grind has worked. But on the other, the freedom to actually live life on your own terms has gotten buried beneath scheduling meetings, chasing invoices, and serving your clients well.
Your current operations aren’t just holding you back — they’re holding your clients back, too.
You’re constantly readjusting your workflow for every new client
As an Approved Moxie Implementor, I’m here to take the overwhelm out of managing your business. Whether you’re navigating the tech terrain with confidence or feeling lost in the digital world, my Moxie setup service will have your business running smoother than ever.
Winning over and onboarding clients should be something to celebrate, not stress about. So, let’s clarify and streamline your processes, creating a seamless system that handles the backend, allowing you to venture boldly into your next adventure. I’ve done this service for myself, and I’m obsessed.
Customised to suit your aspirations and designed to scale with your journey
Strategy Session
We’ll start with a 60-minute call to map out your client journey and identify the best route for your business. This session ensures we get the most out of your Moxie setup and it aligns with your unique needs.
Documents
I’ll create all the necessary forms, questionnaires, client agreements and invoices templates to keep your workflow smooth and professional. These will be based on the content you provide and designed to incorporate your brand identity. Don’t worry, I’ll guide you through this with comprehensive worksheets.
Email Scripts
Pre-loaded email templates, from onboarding welcome emails to payment reminders, will save you so much time and keep your communication consistent and on-brand, providing a polished client experience every step of the way.
Meeting Schedulers
Tailored meeting schedulers will be set up for your client interactions, eliminating double-booking and lost links. Whether it’s discovery calls, coaching sessions, or consultations, you’ll have a streamlined process that makes scheduling a breeze for both you and your clients.
Packages & Payment Plans
I’ll create packages for each of your services, complete with detailed breakdowns, add-ons, and pricing tiers. These packages can be added to agreements and invoices. Whether you need deposits, pay-in-full options, or monthly payment plans, I’ll ensure they are seamlessly integrated into your system, providing your clients with a smooth and transparent payment experience.
Workflow Automations
I’ll develop automated workflows to streamline your operations, incorporating document templates and email scripts to lighten your load and allow you to focus your energy elsewhere. I can also integrate tools like Notion, Stripe, and Slack using Zapier, ensuring your entire ecosystem works in harmony.
Client Portal Setup
A fully branded, user-friendly portal will be created for your clients. Here, they can access agreements, invoices, and other key documents, ensuring a seamless and professional experience from start to finish.
Guidance
After the setup is complete, we’ll do a comprehensive walk-through of your Moxie setup together. You’ll also receive 30 days of post-launch email support to ensure you’re confident and comfortable using your new system.
Your business runs on super smooth automated systems that free up your time.
You have a streamlined, efficient process that lets you work smarter, not harder.
The project fee covers the planning and setup of your Moxie system. However, Moxie itself incurs a monthly or yearly fee, detailed on their website. I’ll work with you to identify any additional expenses upfront, so there are no surprises along the way.
The standard setup time for Moxie is usually between 2 and 4 weeks, depending on your specific needs. Factors like the complexity of agreements and automated workflows will influence the exact timeline. For a more detailed overview of what’s involved, you can read about my process here. If you have a tight deadline, let’s discuss, and I’ll do my best to accommodate.
Let me take the tech off your hands so you can spend less time on your laptop and more time doing what you love. Ready to streamline your processes and manage your business effortlessly?
