Hi! I'm Brenda. I'm the founder and designer of Sisu Site Shop a boutique brand, web, and course design studio where we help build calm and mission driven entrepreneurs start and grow their businesses. I'm a homeschooling mom of 4 with a passion for reading and hospitality. I'm also wife to an amazing executive chef and reliant on Jesus for grace along the way. Follow our journey with our sometimes daily email where I share business, homeschool, and life insights plus quick tech tips.
✨ New year, new month, new CRM, what I'm testing this week
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Hi Reader Hello lovely people! Welcome to the new year!! Today is my first day back at school and at work after the holiday break. I am starting with my beginning of the month planning. If you are looking for a new planning routine, I wrote all about what I’m doing right now in this blog: 1st of the Month Routine for Homeschooling Solopreneur in 2024. What I'm Working On This Week: For work this week, I am focusing on completing my VIP Day Certification requirements. As a part of this I’ve been testing a new CRM (Customer Relationship Management) called Moxie. Previously, I’ve used Dubsado as my CRM. I’ve always liked Dubsado because it is so customizable but disliked it because everything just seems built backward to how I think it should be. So I am always on the lookout for a CRM that is more intuitive to me and significantly easier to set up for my clients. Enter Moxie. So far I’m really liking how intuitive it is to set up. I’ve got my meeting schedulers set up and in testing on my website. I also have created a few email templates, all of my invoice templates, a few project templates, and started building out my new client portal. The only sticking points I had so far were kind of my own fault. When testing the scheduler, I made a test page on my website. I added a code block to embed the Moxie scheduler and it didn’t show up when I saved and exited the editor. The fix: delete the Dubsado scheduler above it that was conflicting with the Moxie code. Voila! It’s there now and so far working perfectly. The other problem I had was my custom webpage not showing up in the client portal. I finally figured out it was because I was still logged into the Squarespace editor. As soon as I logged off, my client portal integration worked. Today, I will be working on all the finishing touches to my client portal and getting the remaining email templates in place to do a test run VIP Day. Wish me luck! I’d love to know if you have used Moxie and any thoughts or tips you may have. Hit reply and let me know! Cheers, When you are ready here’s three ways we can help:
Brenda Thorpe *This email may contain affiliate links by which I may receive a small amount of compensation at no extra cost to you. Hopefully you will find them to be a great benefit. We only recommend products and programs we use and love!* |
Sisu Site Shop
Hi! I'm Brenda. I'm the founder and designer of Sisu Site Shop a boutique brand, web, and course design studio where we help build calm and mission driven entrepreneurs start and grow their businesses. I'm a homeschooling mom of 4 with a passion for reading and hospitality. I'm also wife to an amazing executive chef and reliant on Jesus for grace along the way. Follow our journey with our sometimes daily email where I share business, homeschool, and life insights plus quick tech tips.
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