done-for-you moxie setup
My signature, industry-leading Done-For-You Moxie Setup experience is designed for those who want to hand the reigns over to an expert to design their perfect system setup.
The Done-For-You Moxie Setup includes:
Client Experience Process Mapping Session where I help you determine the best possible experience for your clients AND YOURSELF as you deliver your cutting edge services.
Beautiful form design to wow your clients
Copywriting for all of your missing canned emails as identified in the working mapping session!
Services & product entry so you can easily sell all of your services over and over again, saving you time and headache.
Client portal design that is customized to your business so that the client portal feels like an extension of your website, and your clients feel at home there.
Scheduler creation so you can stop all the back & forth with scheduling key events with your clients.
Payment Plan advice and creation so that you get paid on time, every time, effortlessly.
Workflow implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed workflows!
Recorded walkthrough video where you will see how your workflows happen in real time so you can watch over and over again, or share with your team.
30 days of follow-up Slack support to help you learn while you are getting the hang of things
You'll Leave with:
A completely implemented Moxie system with built-in automation!
So, how does this work?
Proven & Fool-Proof
Signature Done-For-You Moxie Process
YOUR TIME COMMITMENT:
15 minutes
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Step one: hello
DID WE JUST BECOME
BEST FRIENDS?
YOU ARE HERE! You are taking the first step to learning about all of the ways that systems can change your life and how *I* can help you get to your end goal.
When you're ready, hit that "Contact" item in the menu to receive alllllllllll of the detailed booking information you'll need.
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
YOUR TIME COMMITMENT:
1 hour
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Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
LET THE MAGIC BEGIN!
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
YOUR TIME COMMITMENT:
2 hour meeting
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Step three: set the strategy
process mapping
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during our process mapping session. Once you work through this one, you’ll be on easy streets until the setup is done!
YOUR TIME COMMITMENT:
3 hours
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Step four: the details
Implementation questionnaire
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
YOUR TIME COMMITMENT:
0 hours!!!
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Step five: i do my thang
time to automate
Once the work is complete, I'll send you a recording going through the entire process behind bringing your dream client experience to life!
After that, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training.
YOUR TIME COMMITMENT:
90 minute meeting
5-15 hours self-guided learning
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Step six: it's done!
offboarding & follow up support
I hope the relationship doesn’t end after I deliver your system setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
5-15 hours self-guided learning
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Step seven: Keep in touch
this doesn't have to be goodbye!
real clients, real results
326
ADMIN hours saved annually
617%
return on investment in first year of use
88%
client experience Tasks automated
$8,000
SAVED ANNUALLY BY AUTOMATING INSTEAD OF HIRING
my done-for-you system setup clients experience
why work with me?
i can take the mess and turn it into (auto) magic
When you work with me, you benefit from my tried-and-true, consistent, and wow-worthy approach that allows you to skip the overwhelm of Moxie and get right to the good stuff... automated tasks that save you from hours of busywork!
xo, Cait
let's work together
wait wait wait, i gotta question.
How much training do you provide?
It’s ON YOU to learn the system for your own use of it! I do my part to set you up for success by:
✔️ Talking with you extensively about which Moxie features we’ll be using in your build,
✔️ Showing you every step of every workflow I’ve created for you,
✔️ You are still highly encouraged to complete Moxie's education in order to be proficient.
do you recommend this for new businesses?
A Done-For-You Moxie Setup will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.
The businesses who get the most value out of the service have likely been in business for at least a year and have a steady stream of clients coming in. There are exceptions to every rule though, this is just the norm!
how long does a moxie Setup take?
If you do not complete your questionnaires on time, your completion date may be pushed back, and additional fees will apply. On the flip side, if you’re on top of your stuff, you could see it even sooner!
