Picture this: It’s 3 AM, and I’m knee-deep in client emails, project notes scattered across my desk like confetti after New Year’s Eve.
My trusty sidekick, Oliver, is snoring away (lucky dog), while I’m desperately trying to remember if I sent that invoice to the client with the purple logo or the one with the bird mascot. Meanwhile, my cat Finnick has decided my keyboard is the perfect spot for a cat nap, and my other cat Callie is judging my life choices from atop the bookshelf.
Sound familiar? Yeah, I thought so.
That, my friends, is why Moxie CRM (Affiliate) exists. And let me tell you, it’s been a game-changer for my business (and my sanity).
Moxie CRM is like that super-organized friend who always has their life together. You know the one – color-coded calendar, never forgets a birthday, probably has a label maker. Except Moxie does all that for your business.
In tech speak, Moxie is a Customer Relationship Management tool. In human speak, it’s your business’s new best friend. It’s the Swiss Army knife of business management tools, equipped to handle everything from client communications to project tracking, invoicing, and more.
But here’s the kicker – unlike some CRMs that feel like you need a Ph.D. in rocket science to operate, Moxie is designed with us mere mortals in mind. It’s like the difference between assembling IKEA furniture with and without instructions. (And let’s be real, we’ve all experienced the unique hell that is trying to put together a BJÖRKSNÄS without a manual.)
Remember that time you spent hours scrolling through email chains, trying to find that one crucial detail a client mentioned offhandedly three months ago? Yeah, those days are over. Moxie keeps all your client info in one place, neat and tidy. It’s like having a personal assistant with a photographic memory, minus the awkward water cooler chats.
Here’s what you can expect:
Remember that time I lost track of a project deadline and had to pull an all-nighter fueled by coffee and pure panic? It was like cramming for finals all over again, except instead of a bad grade, I risked losing a client. Yeah, Moxie makes sure that doesn’t happen.
With Moxie’s project tracking:
Because “I’ll just work on this for five minutes” is the biggest lie we tell ourselves as business owners. Right up there with “I’ll just have one cookie” and “I’ll go to bed early tonight.”
Moxie’s time tracking feature:
Goodbye, “Oh crap, did I send that invoice?” moments. Hello, getting paid on time! Moxie’s invoicing feature is like having a personal accountant, minus the boring conversations about tax law.
What you get:
Give your clients a VIP experience without having to roll out an actual red carpet. The client portal is like giving your clients an all-access backstage pass to your work process, minus the sweaty stagehands and overpriced concert t-shirts.
Client portal features:
And here’s a little secret – I’ve got a free Canva template for sprucing up your client portal homepage. But shh, we’ll talk more about that later in this blog series. (Ooh, suspense!)
It’s like the Build-A-Bear of CRMs. Make it yours! Because your business is as unique as Finnick’s ability to find the one sunbeam in a room for his naps.
Customization options include:
Look, I’ve tried all the CRMs. But Moxie? It just clicked.
It’s user-friendly enough that I didn’t need a Ph.D. in rocket science to figure it out. It’s flexible enough to handle both my website design projects and my branding gigs. And it’s powerful enough to keep up with my business as it grows.
Plus, it integrates with all my favorite tools. It’s like Moxie threw a party and invited all my digital besties.
But let me break it down for you, because I know you’re not here for vague praise. You want the nitty-gritty. So here’s why Moxie won me over:
Setting up a CRM can be overwhelming. It’s like trying to assemble IKEA furniture without instructions, in the dark, while Calliope decides your laptop is the perfect place for an impromptu nap.
You start out optimistic, thinking “How hard can it be?” Three hours later, you’re surrounded by digital debris, questioning every life decision that led you to this moment, and seriously considering if you could run your business using just Post-it notes and good intentions. (Spoiler alert: You can’t. I’ve tried.)
That’s why I don’t just use Moxie – I help other businesses set it up too.
Imagine having a Moxie expert (that’s me!) take you by the hand and guide you through the whole process. We’re talking custom setup, personalized workflows, the whole shebang. It’s like having a fairy godmother, but instead of a pumpkin carriage, you get a fully optimized CRM. (Honestly, way more useful for running a business.)
Here’s what working with me looks like:
Now, I know what you’re thinking. “Sure, Courtney, this all sounds great, but does it really make that much of a difference?” Let me tell you a little story.
Picture this: It’s 2021, pre-Moxie era. I’m juggling multiple client projects, trying to keep track of everything using a combination of spreadsheets, sticky notes, and let’s be honest, pure luck. I’m working 60-hour weeks, missing deadlines, and stress-eating more chocolate than I care to admit. (My kids thought I had a secret candy stash. Plot twist: I did.)
Then comes Moxie. Within a month of implementing it:
But the real kicker? I started enjoying my work again. Instead of feeling like I was constantly putting out fires, I felt in control. I went from frazzled business owner to cool, calm, and collected entrepreneur. (Okay, maybe not cool. My kids still think I’m a total dork. But hey, two out of three ain’t bad.)
If you’re tired of feeling like your business is running you instead of the other way around, it might be time to give Moxie a whirl.
And hey, if you want to skip the “pulling your hair out while trying to figure out how to set it up” phase, I’m your girl. Just hit that “Work with Me” button, and let’s chat about how we can Moxie-fy your business.
Trust me, your future self (and your stress levels) will thank you. You might even find yourself with enough free time to finally figure out what the heck TikTok is all about. (Or, you know, take a nap. I vote for the nap.)
Now, if you’ll excuse me, I need to go referee a standoff between Oliver and the mailman.
P.S. Stay tuned for the next post in this series where I’ll dive into how I use Moxie for website design projects. Spoiler alert: It involves less caffeine-induced panic and more structured productivity. Who knew that was possible?
Courtney has 15+ years of experience putting together and designing marketing materials, WordPress websites, customer experiences, and workflows that help you save time and money. She developed these skills during her years as a Director of Corporate Health Services, Group Fitness Program Manager, Lead Wellness Dietitian, fitness and yoga instructor, and her own nutrition private practice, Vickery Wellness.
She also taught undergraduate courses at the University of Georgia where she graduated with the following degrees:
Declet Designs offers branding, website design, strategy, and local 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, body size, 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.
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