Kara

A Moxie Build (and Ongoing Backup) for an Ops Manager Who Pushes the Platform

A Moxie Build (and Ongoing Backup) for an Ops Manager Who Pushes the Platform

A Moxie Build (and Ongoing Backup) for an Ops Manager Who Pushes the Platform

Kara runs Outward in VA, specialising in operations management with a particular expertise in Everfit — a platform used by fitness and health professionals. She helps her clients streamline their businesses, which means she needs her own operations to be rock-solid.

Kara runs Outward in VA, specialising in operations management with a particular expertise in Everfit — a platform used by fitness and health professionals. She helps her clients streamline their businesses, which means she needs her own operations to be rock-solid.

Kara
Kara

It’s saved me a tonne of time on all the little backend tasks no one really talks about

Kara
Kara

It’s saved me a tonne of time on all the little backend tasks no one really talks about

Tools used:

Moxie

The client

Kara runs Outward in VA, specialising in operations management with a particular expertise in Everfit — a platform used by fitness and health professionals. She helps her clients streamline their businesses, which means she needs her own operations to be rock-solid.

The challenge

Kara didn’t have a centralised system for her own business. She needed a CRM that could handle client management, project tracking, and the operational backbone of running a service-based business — so she could focus on delivering for her own clients. As someone who works deeply in tech platforms, Kara also tends to push Moxie into custom territory, which means she occasionally runs into quirks and edge cases that need expert troubleshooting.

The system

We built the full Moxie CRM from scratch over four weeks: pipeline stages, automated workflows, client management, proposals, and project tracking, everything Kara needs to run Outward in VA from one system. After the build, Kara stays on for ongoing support. When she does custom things in Moxie and the platform throws a wobble (which it does), she has someone to call who can diagnose and fix it quickly — without having to figure out what went wrong on her own.

The results

Fully centralised CRM.

Kara’s entire business runs through Moxie, clients, projects, invoicing, all in one place.

Fully centralised CRM.

Kara’s entire business runs through Moxie, clients, projects, invoicing, all in one place.

Custom configurations that work.

Kara can push the platform to do what she needs, knowing there’s backup when things get finicky.

Custom configurations that work.

Kara can push the platform to do what she needs, knowing there’s backup when things get finicky.

Ongoing expert support.

When Moxie goes awry after a custom tweak, Kara doesn’t waste hours troubleshooting, she gets it fixed fast.

Ongoing expert support.

When Moxie goes awry after a custom tweak, Kara doesn’t waste hours troubleshooting, she gets it fixed fast.

Focus on client delivery.

With her own systems sorted, Kara can focus on what she does best: helping her Everfit clients streamline their operations.

Focus on client delivery.

With her own systems sorted, Kara can focus on what she does best: helping her Everfit clients streamline their operations.

Kara

“Mariana was amazing to work with! Super down to earth but professional and did an amazing job with my moxie set up! Thank you so much 💙 Honestly, I wish I’d done this sooner.

It’s saved me a tonne of time on all the little backend tasks no one really talks about like the back and forth emails, replying to enquiries, follow ups etc… my system now handles it automatically without me lifting a finger. Even better, everything sounds exactly like me. All the templates are in my voice, so clients feel supported while the experience stays professional and consistent. The portal and project timelines have completely levelled up my delivery. Every client has a clear roadmap, I know exactly what needs to happen and when, and I can track every stage of the pipeline in one place. It’s helped me stay organised, deliver faster, and create a much more premium experience for my clients. This system hasn’t just saved me time, it’s transformed how I run my business plus the added ongoing support has allowed me to stay focused on client delivery and not get caught up in the non revenue generating tasks.

Kara Outward in VA

let’s start working together

You’re only a click away from the systems of your dreams! Don’t wait, book a free 1:1 call now.

Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
A smiling person wearing a pink dress in front of a pink background with blooming flowers.
  • Let’s work together

let’s start working together

You’re only a click away from the systems of your dreams! Don’t wait, book a free 1:1 call now.

Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
A smiling person wearing a pink dress in front of a pink background with blooming flowers.
  • Let’s work together

let’s start working together

You’re only a click away from the systems of your dreams! Don’t wait, book a free 1:1 call now.

Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
Young woman with a fresh face and colorful skincare patches applied on her cheeks, looking softly at the camera.
A smiling person wearing a pink dress in front of a pink background with blooming flowers.
  • Let’s work together