CRM SETUP SERVICE
Let Moxie handle the admin so you can handle the magic
For service businesses with inquiries in DMs, follow-ups in memory, and pipeline notes hiding in five different tabs. In 4 weeks, we set up the CRM, automation, and handoff rhythm your team can actually keep using.

A calmer sales system for the weeks when your inbox is louder than your calendar.
4 support weeks included
If your ‘simple’ admin now needs nine apps and a silent prayer…
Slack pings, Insta DMs, and overdue invoices are hiding in three different tabs You dig for “Proposal_v3_FINAL‑final.pdf” because you’ve lost track of which draft went where. Clients ghost the payment link because it was buried ten emails deep. It’s not you, it’s the hacked-together admin monster you’ve been babysitting at 11 pm. Let’s retire the midnight multi-tab scramble and let Moxie do the heavy lifting.
Enter: The Pink Ocean Moxie Build
I take Moxie and customise every field, trigger, and email to mirror your brain.
Proposals, contracts, projects, and payments fire automatically, no coding, no head‑scratching, no “oops, forgot the invoice” moments.
Clean pipeline →
“Every lead accounted for—no sticky-note limbo.” Faster yes → “Clients sign in minutes, not in ‘I-forgot-again’ days.”
Faster yes →
“Clients sign in minutes, not in ‘I-forgot-again’ days.”
Billable hours back on the clock
Watch admin melt away while you focus on revenue, not reconciling tabs.
Skip the “I’ll-just-set-it-up-myself” detour…that’s 40+ hours you’ll never invoice.
Hi, I’m Mariana, Your Systems nerd
Certified Moxie Implementer, 10+ custom builds over the last three years, and a soft spot for creative service pros who’d rather design, write, or plan weddings than chase invoices. I translate your scribbled workflow into colour‑coded, cash‑collecting bliss.
Why choose me?
Honestly, I could show you shiny awards, testimonials or a wall of happy clients, but instead, I’ll say this: I get systems. I love creating them. And I can set up your Moxie CRM so you don’t have to think about it.
This isn’t a one-size-fits-all process. I get to know how your brain works, how your clients work, and what makes your service special—then I build your system around that.
This is as much about sustainability and simplicity as it is Moxie.
Because admin, emails, and tracking shouldn’t power your work.
If you’re ready, I seriously recommend it.

So, what does Moxie do for you?
Invoices land days faster
clients sign without the back-and-forth, and your to-do list shrinks while you sleep.
Leads drop straight into a visual pipeline
no manual entry, no lost prospects.
Meetings book themselves
in the built-in scheduler (goodbye email tennis).
Proposals → contracts → invoices
fire off in one click, so work kicks off sooner and cash rolls in quicker.
One branded client portal
keeps chats, files and task updates in a single spot.
Bottom line
Moxie is the engine; my build turns the key. Hand me the keys and get back to the part you’re actually paid for.
From "Yes" to "You've Got This" in Four Weeks
Here’s exactly how we’ll get your Moxie up and running
Includes
4 weeks of "Help, I broke it!" support
For 4 weeks after handover, you get: Email/client portal access for quick questions Troubleshooting if something’s not firing right Tweaks if you realize “actually, can we change X?”





