Moxie for Fractionals

As a fractional leader, you bring expertise to every team you join. 

You’ve accumulated all that rich experience, and when you point it at a client’s situation, notice patterns, and share insights, they wonder what they ever did without you. And when you help them solve painful, expensive problems, your value is obvious.

So yeah, the leadership, advisory, and consulting work (and compensation) are satisfying. It’s running the business that becomes… trying. And tedious.

Since I started using Moxie, my professional life has become much smoother and more efficient. - Victor

Professional every step of the way

Fractionals need a business toolkit that keeps clients and projects straight and reinforces your authority and professionalism, too.

From questionnaires and meeting schedulers to contracts and invoices, there’s a lot to manage. Switching from app to app forces unnecessary context switching.

Why not simplify?

With Moxie you can keep everything for your client work in one place. 

Like you, we take a client-first approach. When you use Moxie's suite of tools, you'll find it easy to stay organized and focused.

You can zoom out and see key numbers (revenue, hours worked, true hourly rate). You can zoom in and see only what you must do today (tasks, sales opportunities, follow-ups).

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Look good at every turn

You’re really freaking good at what you do. Everyone knows it, and you can take that perceived authority further by giving your clients a terrific experience.

Moxie gives you a single portal where all your client-facing stuff can live: contracts, invoices, meeting schedulers, reports, decks, docs, you name it. 

You can customize the way the portal looks to match your brand, and clients can access it whenever they want with a magic link. No password or login credentials required.

All of Moxie’s tools work together as a single, cohesive unit. Everything’s right there, and with fewer things to keep track of, you spend more time closing new engagements, serving clients, and enjoying a bit more freedom.

Moxie also nurtures potential teams who are in need of your expertise. Use forms to qualify new leads, automations to stay in touch, and meeting schedulers to touch base with your new prospects.

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Time to spare

The best ideas and insights often present themselves when you’re away from your desk. Thinking time away from a computer screen is vital.

Moxie can't get you out of a meeting that could have been an email, but it does cut down on admin time in several ways:

• Use forms to qualify new leads and automations to schedule discovery calls with new prospects.
• Use the AI Assistant to summarize emails, create invoices, or summarize what has happened in your business. 
• Use the Communicator to keep emails, phone calls, and text messages from clients in one place and searchable, right alongside your actual project management.
• Use workflow automations in your pipeline to follow up with prospects, schedule check-ins with current clients, or send updates to teams.
• Use the ticketing feature to field requests, or better yet, turn it off to remind your client that they hired an expert that they can trust.

Processes simplified

There’s nothing corporations do better than overcomplicate processes. Moxie gives you enterprise-quality software that does the opposite.

Put your proposal, scope of work, agreement, esignatures, deposit invoice, payment processing, and kickoff call scheduling all in one document. Then, pass everything from that scope of work over to project management, automatically.

Send invoices at the cadence you choose, or go ahead and charge the client’s card so you’re not chasing payments.

In other words, streamline your fractional business so that it’s working for you, not the other way around.

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