Here’s what I’ve found … most people set up Moxie the wrong way. My approach turns it on it’s head. You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in. This channel aims to provide short video tutorials on setting up and using Moxie CRM for your small business.
My Moxie CRM Beginner’s Course is designed to help you get started with the platform and set up the main areas in the best way possible for you.
Hi! I’m Lisa - Your Moxie Maven -- Lover of Friends - Could Moxie BEEEE more awesome? 😂 - carrot cake, nature walks, NFL football, laughing and of course, Moxie!
Hi Lisa! I loved your video tutorial. I am moving from Dubsado to Moxie and need help setting up a few things, some basic and others a little more advanced. Could I hire you to help me?
Hey Christopher! Thanks so much!! You caught me at a good time online. haha I don't have a "done for you" service, but I'm willing to chat about it - I can surely do consulting hours and help you through. Email me at moxie@jolidesignsolutions.com and let's see what we can do. I have my Moxie beginner's course... have you seen that? jolidesignsolutions.com/moxie-course
The project creation assistant doesn't seem that useful for businesses with established workflows, but it could at least get first-time projects started.
Maybe not, but even for me having projects created, I amended mine by using the AI Assistant. I find it very helpful - but no, if things are set up the way you want them, the AI probably isn't going to be as beneficial.
Great videos. I've been binging a bit today. haha Quick question, why did you choose to separate your inquiry form from scheduling the discovery call as opposed to making that one step?
Thanks. It's just the way our process is. After an inquiry form is submitted there is an email and a redirect in place to prompt scheduling a discovery call.
You are so welcome! I know it didn't help completely for your situation, but I am also not sure if what you want to do can be done currently. I hope Moxie support can help you too!
