Moxie CRM Setup for Small Businesses

Let 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).

declet designs websites and branding seo

But here's the thing:

Your business deserves better.

Your clients deserve better.

And you? 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 now

Meet 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? Transforming digital messes into streamlined successes.

I've got a black belt in Moxie-fu, and I'm here to help you harness its full potential. Whether you're drowning in scheduling nightmares or invoice purgatory, I've got the tools (and the Moxie know-how) to set you free.

When I'm not geeking out over project management tools or performing Moxie magic, you'll find me chasing after my kids (great for agility training), cuddling with my pets (stress relief is important!), or savoring that essential cup of coffee (the fuel behind the productivity).

Ready to Moxie-fy your business and reclaim your time?

yes, let's do it

The hidden costs 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.

The Follow-Up Fumble

Great initial meetings, but then... crickets.

Your lack of a structured follow-up system means potential clients are slipping through the cracks, taking their budgets with them.

Choose your Moxie makeover

These packages are for developing strategy and doing setup - it is NOT content creation or design.
You, the client, must have your branding and content ready to go.

*We can add on designs and graphics for an additional fee, but not content.

Moxie Foundations

$ 998

What it is: 1 Week project to establish a robust CRM foundation.

In-depth workbook
To get an understanding of your current setup (or lack thereof) and needs.
30 minute session
An introductory call to make sure we're on the same page and understand your goals.
A custom roadmap
for basic setup
Native App integrations
One (1) Invoice template setup
Form Setup
One (1) inquiry form setup
Email Template Setup
Five (5) email templates
Basic Client portal customization
Five (5) Products/services setup
One (1) meeting scheduler setup
One (1) week of post project support

Moxie Maximize

$ 2,500

What it is: 4 Week comprehensive project for full CRM optimization and customization.

Everything in Moxie Foundations PLUS...
Additional Forms Setup
(1) Inquiry + (3) Project Forms Setup
Additional Email Templates Setup
Ten (10) email templates
Advanced Client portal customization
Ten (10) Products/services setup
Additional Meeting Schedulers setup
Five (5) meeting schedulers
Zapier App Integrations
Two (2) Zaps to integrate apps with Moxie
Sales pipeline customization
Proposal template setup
Four (4) Project Templates
Tasks for business and/or tasks for their client
Setup of (2) workflow automations (1 inquiry, 1 project)
30 minute training session
Two (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 value professional support and are ready to invest in your business's efficiency
You're open to new ideas and ready to say goodbye to "the way you've always done things"
You believe that time is money, and you're ready to stop leaving both on the table

Ready to Moxie-fy your business?

It's time to trade chaos for clarity, stress for success, and overwhelm for "Oh wow!"

SUBMIT AN INQUIRY

QUICK LINKS

SERVICES

GET IN TOUCH

About

Declet Designs offers website design, strategy, and SEO for weight-inclusive private practices & small businesses. Located in Athens, GA, and serves businesses nationally and internationally.

Declet Designs is a welcoming and inclusive space for all people regardless of their race, ethnicity, age, disability, sexual orientation, gender identity or expression, neurodivergence, or national origin.

Declet Designs is located on the lands of the Muscogee and Tsalaguwetiyi people and wishes to acknowledge them as the Traditional Custodians of this land. We also pay our respects to their Elders, past, present & emerging.