Moxie services
Your Moxie docs deserve to look as good as your business
You’ve got the CRM sorted. The clients are coming in. So why are your proposals still giving off “I cobbled this together at midnight” energy?
If you’re already using Moxie but going cross-eyed every time you open the agreements tab, feel like you need a lie down after attempting to rebrand your invoices, or you haven’t ventured that far yet but you’re dreaming of on-brand docs that actually impress, you’re in exactly the right place.
Moxie template customisation is my jam. Let’s get you sorted.
what I can customise for you
Hand these over and I’ll take it from here:
Agreements and proposals
Invoices
Forms (including conditional logic)
What's included
The template customisation service starts with a custom design (yes, you get to weigh in with feedback before anything gets built). Once you’re happy, I’ll build it straight into your Moxie account, ready to use from day one.
You’ll also receive a short walkthrough video so you know exactly how to use your shiny new template, and what settings to keep an eye on.
Simple. Sorted. Stunning.
Kind words from happy clients
“Very thorough in the work that she did”
“Incredibly well designed and customisable”
Ready to hand them over?
Fill in the form below and I’ll be in touch with all the details.
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Note: I only provide custom-designed templates for Moxie. If you’re after a full Moxie setup, check out their official partners directory.
But wait, what even is Moxie?
Put simply, Moxie is the CRM tool I wish I’d had when I started my business. It’s built specifically for freelancers, and it has genuinely changed how I run mine from head to toe.
The best bit? It’s not just seamless on my end. My clients regularly tell me how easy the experience is for them, too.
Moxie CRM: ridiculously good tools for freelancers
Moxie is one of those tools where, once you see everything it can do, your jaw hits the floor. Here’s what I use it for every single day:
Proposals and agreements
Invoicing
(synced with Xero)
Project management
Customisable client portal
Meeting schedulers
Client comms
(including a helpdesk-style ticketing system, which is genuinely freakin' cool)
Time tracking
Automations and workflows
How many different programs are you currently running from that list? Because I’m sitting at a very comfortable “one,” thankyouverymuch.
Better question: how much could you save on subscriptions if you cancelled all your existing platforms and just had one tool doing it all? 🤑
(A case could also be made for saving my sanity, but that ship sailed long ago.)
On the fence? Grab yourself a free trial
I’m genuinely obsessed with Moxie, and I’ll pretty much tell anyone who will listen. The reaction people have when they realise how much it can handle for their business is on par with the mind-exploding emoji.
I’ve got a referral code that’ll score you a 30-day free trial, instead of the standard 14 days you’d get signing up without it.
Or head to: https://www.withmoxie.com?_get=sarah50
Affiliates note: Some links on this page are affiliate links, which means I may receive a small commission if you click through and purchase, at no extra cost to you. Full transparency though: I was already telling everyone about Moxie long before I even remembered I had a referral code. That’s genuinely how good it is.