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.

She was so great to work with!

I hired Mariana to do a complete Moxie setup for me for my graphic and web design business, Media Avenue. She was so great to work with! She's very knowledgable about a lot of things and if she didn't have the answer, she'd find out for you. I'd recommend Pink Ocean VS to anyone looking for short project work or ongoing virtual support for their business.

Testimonial Image

Beth

Media Avenue

She was so great to work with!

I hired Mariana to do a complete Moxie setup for me for my graphic and web design business, Media Avenue. She was so great to work with! She's very knowledgable about a lot of things and if she didn't have the answer, she'd find out for you. I'd recommend Pink Ocean VS to anyone looking for short project work or ongoing virtual support for their business.

Testimonial Image

Beth

Media Avenue

...professional and did an amazing job with my Moxie set up!

Mariana was amazing to work with! Super down to earth and professional and did an amazing job with my Moxie set up!

Testimonial Image

Kara

Outward In VA

...professional and did an amazing job with my Moxie set up!

Mariana was amazing to work with! Super down to earth and professional and did an amazing job with my Moxie set up!

Testimonial Image

Kara

Outward In VA

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?

The outcomes you’ll actually experience

The outcomes you’ll actually experience

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

week 1

week 2

week 3

week 4

week 1

Mapping & Logistics

Once you sign and pay your first instalment, you’ll get: Welcome email with your onboarding form (this is the big one—budget an hour with a cuppa) 5 days to complete it before our Kick-Off Call You’ll map out your current client journey, services, pain points, and dream workflow Kick-Off Call (60 min): We review your form together, clarify what’s in/out of scope, and I ask all the annoying questions now so nothing’s missed later.

week 1

week 2

week 3

week 4

week 1

Mapping & Logistics

Once you sign and pay your first instalment, you’ll get: Welcome email with your onboarding form (this is the big one—budget an hour with a cuppa) 5 days to complete it before our Kick-Off Call You’ll map out your current client journey, services, pain points, and dream workflow Kick-Off Call (60 min): We review your form together, clarify what’s in/out of scope, and I ask all the annoying questions now so nothing’s missed later.

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?”

What others say

She was so great to work with!

I hired Mariana to do a complete Moxie setup for me for my graphic and web design business, Media Avenue. She was so great to work with! She's very knowledgable about a lot of things and if she didn't have the answer, she'd find out for you. I'd recommend Pink Ocean VS to anyone looking for short project work or ongoing virtual support for their business.

Testimonial Image

Beth

Media Avenue

She was so great to work with!

I hired Mariana to do a complete Moxie setup for me for my graphic and web design business, Media Avenue. She was so great to work with! She's very knowledgable about a lot of things and if she didn't have the answer, she'd find out for you. I'd recommend Pink Ocean VS to anyone looking for short project work or ongoing virtual support for their business.

Testimonial Image

Beth

Media Avenue

...professional and did an amazing job with my Moxie set up!

Mariana was amazing to work with! Super down to earth and professional and did an amazing job with my Moxie set up!

Testimonial Image

Kara

Outward In VA

...professional and did an amazing job with my Moxie set up!

Mariana was amazing to work with! Super down to earth and professional and did an amazing job with my Moxie set up!

Testimonial Image

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