WordPress: Managing Clients, On-Boarding, and Backups

Presentation talking about managing clients - and their websites, including a discussion about on-boarding new clients and creating backups.

Transcript

1. Managing Clients, Onboarding, & Backups WordPress Meetup Southwest Florida Downtown Fort Myers Presented by Guy Cicinelli
2. Project Management Expectation Management ==
3. Manage (To handle or direct someone or something, with a degree of skill) Expectation (A strong belief that something specific will happen in the future)
4. Manage expectations through: • Organization • Communication • Collaboration
5. Get organized and stay on task: • Project Mgmt Tools ◦ Trello < trello.com > ◦ Airtable < airtable.com > ◦ Asana < asana.com > ◦ TeamGantt < teamgantt.com > • Content Storage - Google Drive, Dropbox
6. Communicate to avoid assumptions: • Contracts, Terms of Service, Policies • Scope of Work, Deliverables, Payment • Preferred contact method ◦ Email/text/phone/web form ◦ Frequency, response time, charges
7. Collaborate for success: • Take time to understand your client • Add client to your project site ◦ Requirements, constraints, deadlines, milestones, progress updates • Wireframes & Mockups
8. Onboarding for a happier client: • Account access • Training & documentation • Handing over the keys?
9. Get access to necessary accounts: • Domain Registration • Web Hosting • WordPress.com ◦ Jetpack & WooCommerce services
10. Create training & documentation: • Provide a Quick Start Guide ◦ WordPress basics ◦ Post/page creation process • Document accounts, emails, & procedures • Create YouTube videos, WP101 plugin
11. Project is complete - now what? • Handing over the keys (documentation) • Testimonials & referrals • Monthly maintenance plan options ◦ New contract! Discuss SLA’s ◦ White label (wpbuffs, manageWP)
12. Backups are essential • Manual - SFTP, cPanel • Plugins - UpDraftPlus & more • Test it!
13. A Few Backup Plugin Options • Backup Guard • UpDraftPlus • All-in-One WP Migration • Duplicator • BoldGrid Backup • WPBackItUp
14. Thank You for Attending! Guy Cicinelli @GuyCicinelli