Freebie Library
Welcome to the
You know firsthand how overwhelming running a business can feel—especially when you’re juggling client work, admin tasks, and trying to keep up with all the backend stuff no one warned you about. That’s why I created this freebie library!
Here, you’ll find:
✨ My freebie library—templates & tools to help you organize and streamline your business.
✨ My favorite resources—so you don’t have to waste time figuring out what works.
✨ How I can help you—because sometimes, a little extra support makes all the difference.
Whether you’re mapping out your client experience, moving to Moxie, or just here for some automation tips and fun updates, there’s something here for you. Pick the freebie that fits your needs below!
You know firsthand how overwhelming running a business can feel—especially when you’re juggling client work, admin tasks, and trying to keep up with all the backend stuff no one warned you about. That’s why I created this freebie library!
Here, you’ll find:
✨ My templates & tools to help you organize and streamline your business.
✨ My favorite resources so you don’t have to waste time figuring out what works.
✨ How I can help you—because sometimes, a little extra support makes all the difference.
Whether you’re mapping out your client experience, moving to Moxie, or just here for some automation tips and fun updates, there’s something here for you. Pick the freebie that fits your needs below!
For new Moxie users moving from another CRM.
Moving CRMs is A LOT OF WORK. I know you’re feeling overwhelmed right now, because I’ve been there! When I left Dubsado for Moxie, I quickly realized how much I had to transfer—and no real system to do it.
This Notion template is your moving plan. It’s the place where you’ll dump, sort, and organize everything from your old CRM before transferring it into Moxie. Think of it like unloading the moving truck and setting up your new business home, one step at a time.
Moxie Transfer Notion Template
For freelancers & service providers who want a smoother client journey.
Your client experience isn’t just a process—it’s how your business feels to your clients. Right now, you might be juggling emails, follow-ups, and onboarding steps that feel all over the place. Trust me, I get it.
This Notion template helps you map out your entire client experience step by step so you can finally build a process that works for you—without the chaos. Plus, I’ll send you a 6-day email mini-course to guide you through filling it out!
Client Experience Planning
Notion Template
Moxie
Solo School
Show It
Notion
my favorite
Resources
I only recommend tools and resources I personally use and love. Some links are affiliate links, meaning I may earn a small commission at no extra cost to you. (Those are indicated by the heart eyes emoji) I appreciate your support, and if you ever have questions about a resource I’ve recommended, feel free to reach out!
Click the arrows to learn more about each resource!
A business school built exclusively for neurodivergent entrepreneurs—no cookie-cutter strategies, just real skills, support, and guidance.
The all-in-one CRM built for freelancers: proposals, contracts, invoicing, scheduling links, client communication, project management, time tracking, CRM, a customizable client portal, & the best customer support in existence.
The easiest website builder for creative, code-free design.
One of the only project management tools that actually works for my ND brain.
I only recommend tools and resources I personally use and love. Some links are affiliate links, meaning I may earn a small commission at no extra cost to you. (Those are indicated by the heart eyes emoji) I appreciate your support, and if you ever have questions about a resource I’ve recommended, feel free to reach out!
Click the arrows to learn more about each resource!
Learn More
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Learn More
Moxie
Moxie is a business management platform designed for freelancers—by freelancers. It combines client management, invoicing, contracts, time tracking, project planning, and admin tools into one seamless system—so you spend less time managing your business and more time actually running it.
Unlike traditional CRMs, Moxie is intuitive, freelancer-friendly, and doesn’t overcomplicate things.
Solo School
Solo School is a business school designed 100% for neurodivergent entrepreneurs. Through skills-based courses, weekly coaching, and a supportive community, it helps you navigate business in a way that actually makes sense for how you think and work.
With a structured path through the 4 stages of business, expert mentorship, and live coworking, Solo School gives you real strategies, real support, and a community that truly understands ND challenges. This is THE community to be a part of!
Showit
Showit is a drag-and-drop website builder that lets you create a fully custom, personality-packed website without touching code. Unlike other website platforms that box you into rigid templates, Showit gives you 100% creative freedom while still making it easy to integrate forms, email marketing, and CRM tools.
Whether you’re DIYing your site or hiring a designer, Showit makes the process simple, flexible, and actually fun.
Notion
Notion is a ridiculously flexible all-in-one workspace for planning, organizing, and managing everything in your business (and life). Unlike traditional project management tools that force you into their system, Notion lets you build a system that actually fits your brain.
Use it for task management, client tracking, content planning, or even just a place to brain-dump ideas or keep up with family things —Notion adapts to whatever you need.
Are you looking for additional support?
Build a Business That Feels Effortless
How I Can Help You
You started your business to do what you love—not to spend hours juggling admin work, messy processes, and tech headaches. But when traditional systems don’t fit the way your brain works, staying organized feels impossible. You deserve tools and workflows that support you, not ones that add to the chaos.
That’s where I come in. Whether you need help mapping out your client experience, setting up Moxie, designing a website, or getting ongoing business support, I’m here to make running your business feel easier, clearer, and more sustainable.
Explore my services
Build Your biz with moxie
Moxie is supposed to make business easier—but setting it up is not as fun as you thought it'd be. If workflows, automations, and settings feel overwhelming, I’ve got you.
With Build Your Biz with Moxie, I’ll set everything up to fit your business—so you can stay organized without the stress.
✅ Custom Moxie setup tailored to how you work
✅ No limitations on number of templates created for you
✅ Workflows + automations that actually save you time
✅ 30 days of support to help you feel confident using it
✨ This is for you if:
✔ You want / already have Moxie but have no clue how to set it up
✔ Workflows feel overwhelming (but you know they’d help!)
✔ You want a system that saves you hours every week
Book a call
Starting at $3,000
Client experience blueprint
You know your client process could be smoother, but where do you even start? With the Client Experience Blueprint, we’ll map out your entire client journey—so you finally have a clear, step-by-step plan for everything from onboarding to offboarding.
You'll get:
✅ A flowchart outlining your entire client experience
✅ A complete content list (you’ll know exactly what you need to build)
✅ Clarity on your workflows so you can create automations that save time
✨ This is for you if:
✔ You constantly reinvent your client process every time someone books
✔ You’re missing emails, follow-ups, or onboarding steps
✔ You want to automate but don’t know what should be automated
Book now
Starting at $2,000
moxie minutes
Quick fixes, troubleshooting, and expert advice—on demand.
Stuck on something in Moxie? Need help with automations, workflows, or just making it all work better? We’ll tackle your Moxie challenges in a 60 minute session—so you can stop guessing and start getting things done.
You get:
✅ Live 1:1 call to fix or optimize your Moxie setup
✅ Personalized troubleshooting & guidance
✅ Ask me anything Moxie related
✨ This is for you if:
✔ You’re stuck on one specific part of Moxie and need expert help
✔ You need troubleshooting, but a full setup isn’t necessary
✔ You want real-time guidance to get things working ASAP
Book now
$150 per hour
"Exactly what my business needed."
- Dorothy Villeneuve
Sales & Marketing Consultant
"Working with Megan was fantastic. Her patience, design skills, and troubleshooting were exactly what my business needed.
She brought consistency, created a collaborative hub that kept me accountable, and delivered great results. I highly recommend her to any neurodivergent entrepreneur seeking support."
"You never have to worry."
"Megan is a virtual ninja! Her diverse skills, quick learning, and excellent communication make her a reliable partner. You never have to worry—everything gets done with top quality. I'm thrilled to have her on my team as my business grows!"
- Nichole Weaver
Financial Coach
"Easy to trust her."
"Megan made it easy to trust her with my business, and her amazing support gave me the confidence I needed—I only wish I could have worked with her longer!"
- Brittany Nicole
Three Day Saturday
Online Business Manager
"I refer everyone to Megan."
"I refer everyone who asks me for competent help directly to Megan. She is my one and only recommendation for support. When people ask me why, I give them the example of my course and training materials. I recorded a rambling Loom video explaining badly what I wanted, and Megan turned it into a usable slideshow. Several I could just hit record and run with—no edits required.
She doesn’t need constant handholding. Every single thing she touches is made better, and it’s actually easier than doing it yourself. If you want a positive hiring experience where the work exceeds your expectations every time, hire Megan. Don’t hesitate—just do it. Before I convince her to raise her rates. Again."
- Cheryl Woodhouse
Tactile Design Co &
Founder of Solo School
