Moxie setup services, built for you
Moxie keeps your clients, projects, proposals, and invoices in one tool.
The Done-For-You Moxie Setup is my full-scale service for business owners who are ready to hand over the reins.
As a Moxie Partner, I map your client experience first, then build it into Moxie for you: workflows, forms, emails, payment plans, and a portal that feels like your website. You get it back ready to run, so you can focus on the work.
What you get
Client Experience Mapping Session
We get clear on the ideal journey for you and your clients.
Form design
Branded forms that look as premium as your offer.
Email copywriting
I write any missing canned emails based on your mapped workflows.
Product and service entry
Your full service suite, with repeatable products ready to go.
Client portal design
An on-brand portal that feels like an extension of your website.
Scheduler setup
Key client appointments booked automatically, without the back-and-forth.
Payment plan buildout
Custom payment plans so you get paid on time.
Workflow implementation
Workflows built around how your business actually runs.
Walkthrough video
A recording of your full system in action to watch and share.
30 days of Slack support
Support while you settle into your new system.
How it works
Map. We map your ideal client journey in a Client Experience Mapping Session.
Build. I build your forms, emails, portal, schedulers, payment plans, and workflows in Moxie.
Hand off. You get a walkthrough video of your full system and 30 days of Slack support.
Is Moxie setup right for you?
- You’re clear on the experience you want to deliver
- You have a steady stream of clients and at least a year in business
- You’re ready for automation and systems that keep up with you
Your Moxie setup
Done-For-You Moxie Setup
- Client Experience Mapping Session
- Forms, emails, portal, schedulers, and payment plans built for you
- Workflow implementation and a walkthrough video
- 30 days of Slack support
8 weeks after mapping
Not sure what to build yet?
Start with a Systems Blueprint Intensive.
In one 2-hour working session we map your client journey, find what’s breaking, and decide exactly what your Moxie setup needs, whoever ends up building it.
Moxie setup FAQ
How much does a Moxie setup cost?
The Done-For-You Moxie Setup is $4,497.
How long will the setup take?
Plan on 8 weeks after your Process Mapping Session, as long as you complete your pre-work and meet your deadlines. You’ll get updates at each phase. Missed deadlines on your side can mean extra charges.
How much training is included?
You get a full system walkthrough video, Slack support, and detailed insight into every feature we’re using. I show you everything I’ve built. After that, it’s up to you to dig into the system and stay sharp. Moxie also has excellent tutorials to keep you learning.
Is this a good fit for new businesses?
Usually it’s best for businesses with at least a year under their belt and a clear sense of what they want their client experience to be. If that’s you, we’ll hit the ground running.
Do I have to write my own emails?
No. I write any missing canned emails based on your mapped workflows.
Let’s build the system you’ve been wishing for
Tell me about your business and how your clients move through it today. I’ll tell you if a Moxie setup fits.
Systems strategist, operations fixer, and business architect for entrepreneurs who are done tolerating chaos.
Meet Your Not-So-Secret Weapon
I'm Cait - the brains behind businesses that actually scale.
I translate big, messy visions into clear operational infrastructure. The kind that holds revenue, protects your time, and removes the constant mental juggling.
Because your business deserves more than “making it work.”
© 0000 Cait Potter Creative, LLC
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