Paige Carter

From Hours of Copy-Pasting to One Integrated System

Paige Carter runs Pac Planning, a town planning consultancy. She’d been eyeing Moxie for a while after seeing it promoted on social media, and had been following Pink Ocean for months. When her business started getting busy while she was working part-time with a new baby, she knew it was time to get her systems sorted.

“Service agreements — SO MUCH EASIER."

2 spots available for Custom Builds

Tools used:

Moxie

The client

The challenge

Paige was spending hours on service agreements alone. copying and pasting content between documents. Nothing was integrated, project management was scattered, and admin tasks were eating into the limited hours she had available. She needed a system that would save her time so she could focus on the actual planning work her clients were paying for.

The system

We built a complete Moxie CRM from scratch, starting with mapping Paige’s client journey, which she loved as a process. The build brought everything into one integrated system: service agreements that generate automatically instead of being manually assembled, project management with clear workflows, and automations that handle the repetitive admin. Along the way, Paige discovered features she didn’t even know Moxie could do, which became unexpected wins on top of the core build.

The results

Service agreements transformed.

What used to take hours of copy-pasting now flows automatically through the system. No more badly-pasted documents.

Service agreements transformed.

What used to take hours of copy-pasting now flows automatically through the system. No more badly-pasted documents.

Everything in one place.

Project management, client communication, and automation all integrated into a single system.

Everything in one place.

Project management, client communication, and automation all integrated into a single system.

Focus shifted to deliverables.

With admin handled by the system, Paige can focus on the important planning work instead of getting bogged down.

Focus shifted to deliverables.

With admin handled by the system, Paige can focus on the important planning work instead of getting bogged down.

Sparked an automation mindset.

The project changed how Nur thinks about her entire business. She now actively looks for areas to automate and optimise, asking herself where efficiencies can happen so she spends more time delivering valuable work.

Sparked an automation mindset.

Paige Carter

“Service agreements — SO MUCH EASIER. Instead of spending hours copy and pasting, everything integrated into one system.”

“You’ve made running my small business so much easier, which has allowed me to focus on the important deliverables instead of bogging down in admin.”

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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.

book a free 1:1 call

contact me

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.

book a free 1:1 call

contact me

Let’s work together

From Hours of Copy-Pasting to One Integrated System

From Hours of Copy-Pasting to One Integrated System

From Hours of Copy-Pasting to One Integrated System

2 spots available for Custom Builds

Tools used:

The client

The challenge

The system

The results

Service agreements transformed.

Service agreements transformed.

Everything in one place.

Everything in one place.

Focus shifted to deliverables.

Focus shifted to deliverables.

Sparked an automation mindset.

Sparked an automation mindset.

“Service agreements — SO MUCH EASIER. Instead of spending hours copy and pasting, everything integrated into one system.”

let’s start working together

Let’s work together

let’s start working together

Let’s work together

let’s start working together

Let’s work together