Moxie for Solopreneurs

You did it. You set out on your own and started your own business. And you’ve kept it going. Let’s not ignore the giant accomplishment that is being a solopreneur. 

Alas, that accomplishment brings responsibilities. They multiply like rabbits and bills.

Before you were the person doing the work. Now, you’re the person doing the work and making everything… work.

Accounting? Yep. That’s you. Yay.
Marketing? Also you.
Product manager? You.
Implementation? Still you.
Operations? [...]

If you’re anything like the other solopreneurs who use Moxie, you need a solution for wrangling all the things you need to do in your business. 

And that solution had better deliver on its promises and simplify things because the last thing you need is more complexity. 

The business toolkit you’ve been looking for.

The need for tools is obvious, but what if they could work together seamlessly? 

Like, what if…

• A form embedded on your website could qualify leads and feed them directly to your CRM.
• An email with your scheduling link for the discovery call got sent automatically.
• A potential client could use a single link to access a single page with your proposed work, payment plan, deposit invoice, agreement, and other onboarding goodies.
• That single plan, once the client signs and pays, automatically created the projects and tasks in your project management system. 
• Your project management system could give that new client access to everything from agreements to invoices to project files in a dedicated portal with a single magic link.

Enough what ifs, Moxie can do all of that for you and take a lot off your plate with very little effort required on your part.

It’s not magic. It’s Moxie.

I was a master at creating my "tech stack" but wasn't getting sales. Now I am getting great leads and Moxie will help me deliver. I have my phone #, text messages, proposals, and client portal all in one place. No more "stringing together" disparate apps.
- Karim, Marketing and communications strategist

Inside insights

But wait… there’s more! 

When your business is you, everything feels personal and you like it that way. But bespoke offers and reinventing your task list isn’t sustainable. You’ve known that for a while. 

With Moxie’s business insights, you can take a look at your clients from a data point of view. 

Which projects are taking the most time but not earning the most money? 
Which clients aren’t paying on time? 
What should you focus on today?

When you’re busy with running your business, taking time to invest in your business tends to fall to the end of your ever growing to-do list. 

With Moxie, these insights are built in and ready to access any time you have questions.

I'm able to streamline my processes to offer an excellent and professional customer experience, automate my workflow, send invoices, get paid and monitor it all from one place.
- Sandra, Web Designer

Systematize and simplify.

You know the value of a great system. It helps you bring the same excellent service to your clients every time. And it saves you time and mental energy wondering how to charge and what to do whenever you bring on a new client.

Build that system into Moxie with an onboarding experience that delights new clients. (Then, turn that experience into a template you can duplicate in 2 seconds.)

And once your new clients are loyal clients, they won’t have to ask you for their stuff. 

Moxie’s client portal doesn’t require them to create credentials, remember a password, or learn a complex new system. 

They can see what documents or answers you need from them using that one bookmark-able link. Magic links, people, magic links. 

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‍Powerful tools built for a business of one

Moxie is designed with a business of one in mind and is flexible enough to grow with you. 

This is enterprise-quality software without enterprise-level complexity. Or micromanaging supervisors, clueless sales executives, or aloof VPs. Score.

Projects managed

Project management can support your business when it’s just you grinding away and is flexible enough for you to bring on collaborators when you hire contractors. 

When it does come time for you to grow your team, Moxie’s project management keeps all the conversations and files associated with a project together.

You can set different levels of permissions to give clients or staff the right access.

Wow new clients

Do you really have time to chase down a proposal signature… and then send a contract and wait for ANOTHER signature and then track down the client ANOTHER time for an invoice? 

Not to mention the meetings and information you require just to get started on the project…

Why not put it all together?

With Moxie, you can add the scope of work, agreement, meeting schedulers, and integrated payment in one place. Use that same page to collect any project details you need to get started, and save yourself all the back and forth over email. 

Your level of organization will impress the socks right off of your clients.

Money insights at a glance

Accounting apps are a necessary evil. They make your accountant happy, not to mention your friendly local and federal tax authorities. 

But a 4-hour course just to understand your dashboard?! Ain’t nobody got time for that.

With Moxie’s accounting tool, you get a quick P&L with a filter to show whatever time period you want to see. 

Track expenses and vendors alongside your invoices. 
Gain insight into where all your money has gone.
See how much profit you’ve made.

No accounting degree, certification, or happiness-eating exams required. ‍

With Moxie, I realized that I had been jumping through a lot of hoops with my previous system and much of the data I was painstakingly logging simply wasn't relevant. Moxie cuts out the unnecessary stuff to get to the core of what's important: getting paid. - Kay, Email Marketer

Solo, but not alone

You’ll keep crushing it for your clients regardless, but if you use Moxie’s business toolkit, working solo gets a lot more streamlined. 

Want to spend more time doing the work you actually enjoy? Let Moxie take turn your admin day into an admin break with everything from first contact to invoicing to review managed in one, easy-to-understand place.

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