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How To Survive As A New WordPress Service Provider

1900530e376425a9b5decd5c245a5442?s=47 CJ Andrew
July 22, 2017

How To Survive As A New WordPress Service Provider

My talk at WordCamp Edinburgh 2017 [Day 1] [Track 1]

WordPress has allowed many of us an opportunity to turn our interests and hobbies into a service. The relatively low barrier to entry offers great benefit for service providers, but it also comes with challenges that may not be obvious in the beginning.

For example: how does a new WordPress service provider survive and thrive in the face of increasing competition?

This talk offers a perspective and an approach uniquely tailored to independent practitioners. It is based on lessons learned in the field over the past 3 years, and will focus on the soft-skills, strategies, and mind-set, which a new WordPress service provider might wish to adopt in order to ensure longevity, stability, and satisfaction in their role.

Topical areas specific to WordPress service delivery, such as technical competency, pricing, project co-ordination, and more will be covered; all from the viewpoint of an independent WordPress practitioner.


CJ Andrew

July 22, 2017

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  1. How to Survive as a New WordPress Service Provider 7

    Lessons from the field CJ Andrew: @cjwebstudio
  2. First cut is the deepest

  3. Howdy!

  4. Getting started isn’t easy!

  5. How to Survive as a New WordPress Service Provider •7

    key lessons I learnt •A survival toolkit • A survival roadmap The Journey
  6. *A.B.C. Always Be Competent

  7. A.B.C. Aptitude assessment Knowledge gap analysis Problem solving skills Competency

    assessment Periodic review
  8. The FIFO Competency Bucket WP REST API Reactjs Json JavaScript

  9. *Margin Matters You Need Room

  10. *Feed the Pipeline Pool of Possible Work

  11. *Target Self Actualization What is your true purpose?

  12. The Hierarchy of Self for a WordPress service provider Practice

    Self Improvement
  13. *Separate Yourself You are more than your expertise

  14. “If we have no identity apart from our jobs, we

    are truly vulnerable” - Dan Miller
  15. *Identify with your nature What type of service provider are

  16. WordPress Service Provider Types •Consultant • Contractor • Broker •

    Agency Who am I?
  17. *Prioritize the ideal job Do work that you love to

  18. The Ideal Job • Low risk • Acceptable reward •

    Sufficiently difficult • Clear path to competency • Offers personal & professional development • Multiple opportunities for “flow” scenarios How to assess job suitability
  19. Survival Toolkit for a new WordPress Service Provider

  20. Survival Toolkit •Client relationships •Healthy pipeline •Reduce impulses •Get support

    Strategies, and tactics
  21. Pipeline Prospecting • Shake hands • Classifieds Automation • RFP

    Exercises • Technology prospecting • Outsourced lead-gen** Where to source pipeline leads
  22. What is SLEP? Social Legal Ethical Professional Self-governance for WordPress

    service providers
  23. Get support Family Trusted friends Online communities Build a support

  24. “Do you have the patience to wait until your mud

    settles and the water is clear?” -Lao Tzu, Tao Te Ching
  25. Roadmap for a new WordPress Service Provider

  26. Roadmap 1. Start with a vision 2. Competency assessment (A.B.C.)

    3. Take ownership of your pipeline 4. Develop a sales approach 5. Simplify service delivery 6. Create project journal for a new WordPress service provider
  27. “Of all the virtues we can learn no trait is

    more useful, more essential for survival, …than the ability to transform adversity into an enjoyable challenge.” -Mihaly Csikszentmihalyi, Flow: The Psychology of Happiness
  28. How to Survive as a new WordPress service provider •

    Always be competent • Give yourself margin • Build a healthy pipeline • Focus on self-actualization • Separate yourself from your work • Identify your nature • Prioritize the “ideal job” 7 lessons from the field CJ Andrew: @cjwebstudio
  29. Survival Resources • Stop Thinking Like a Freelancer - Liam

    Veitch • Honest Selling – Gill E. Wagner • Get Clients Now - C.J. Hayden • Delivering Happiness - Tony Hsieh • How to Write Short - Roy Peter Clark • The Year Without Pants - Scott Berkun • Flow: The Psychology of Happiness - Mihaly Csikszentmihalyi • Twitter collections - @cjwebstudio CJ Andrew: @cjwebstudio