Welcome to this Moxie CRM tutorial! I’m Lisa Williams, Your Moxie Maven and I’m showing you around the holy grail of business operations for web designers. Join me as I show you around Moxie CRM and why I believe it’s the #1 platform to manage your web design business and streamline processes - saving you a ton of time and helps keep that sanity level in check! 🫣
🕚 Chapters
06:11 Client workflow automation for web design process.
09:35 Web design process: select, customize, send agreement.
11:07 Automates project creation, invoice generation, client management.
15:05 Project templates created, automatic task and invoicing.
18:43 Use timer to track and manage tasks.
21:58 Toggle meeting access, customize client settings, domains
25:26 Manually add project from template, send invoice.
26:33 Attach project or invoice to monthly payment.
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🔍 In This Video, You'll Discover:
- Top-Notch Features: From the calendar and client portal to insightful analytics and bookings.
-- Streamlined Onboarding: Moxie simplifies the client onboarding process and ensures ongoing support with ease.
-- Automations & Templates: Email templates, workflow automations, and how they streamline client communications, scheduling, agreements, and project kick-offs.
- Customization Galore: Flexibility of Moxie in customizing invoice templates, client portals, and email settings to match your brand.
- Project Management: Setting up new projects, managing due dates, tasks, and tracking billable hours.
- Effortless Invoicing: Automate recurring invoices, manage payments, and integrate products or services seamlessly.
- Community & Support: Fantastic support and vibrant Facebook community that makes Moxie a beloved choice among Moxie users.
💡 Pro Tips:
1. Utilize Automation for Efficiency: Streamline your business operations by setting up workflow automations to handle client inquiries, scheduling, agreement signing, and project kick-offs, allowing you to focus on high-value tasks.
2. Customize Your Client Portal: Enhance client interactions by personalizing the client portal with custom fonts, pages, and email settings, creating a professional and cohesive user experience.
3. Leverage Templates for Consistency: Use templates for emails, agreements, forms, and projects to ensure consistency and save time, enabling you to maintain a professional standard across all client communications and documentation.
🔗 Useful Links:
- Sign up for my Moxie CRM Beginners Course: jolidesignsolu...
🚀 Start your free 30-day trial here: 🚀 jolidesignsolu...
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22 авг 2024
