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WordPress & Working With Clients
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WordPress & Working With Clients


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  • 1. WordPress & Working with Clients Covering all of the major stops when using WordPress to build websites for your clients: Sales Pitch, Design & Function, Content, and Walkthrough
  • 2. Who is Tammy Hart?
    • I am a self-taught, freelance designer who has leveraged trial, error, and observation to become a WordPress expert. I specialize in deep customization of WordPress content and templates. I also do all levels of Web Design and XHTML/CSS Coding. You can find out more or contact me through one of these means:
    • Website:
    • Email:
    • Twitter: @tammyhart
  • 3. Sales Pitch How do I sell WordPress to my clients?
  • 4. Sales Pitch
    • What do they need?
    • Low cost
    • Content Management
    • Good support
    • Room for Growth
    • Customizability
    • Do it yourself maintenance
    • Media Tools
    • Keep in touch with the audience
    • Scalability
    • What Would WordPress Do?
    • It’s free!
    • Easy to use admin interface
    • Unmatched community
    • Add content now & later
    • Thousands of themes & plugins
    • Easy as writing an email
    • Built in tools and plugins
    • Multiple subscription options
    • Caching helps!
  • 5. An Awesome Resume
  • 6. Design & Function How do we decide what their website will look like and do?
  • 7. Design and Function
    • Where do you start?
    • Ask questions
      • Budget
      • Timeline
      • Examples and Models
      • Current Design Resources
    • Start them with a list of functions
      • Don’t be afraid to suggest a better way
      • Make sure they will have all the essentials
    • What Can WordPress Do?
    • Customize a ready theme
    • Start from scratch
    • All your essentials
      • Static content
      • Blog/News
      • Thousands of Widgets
      • Contact Forms
      • Social Media Integration
      • Subscription Integration
  • 8. Above and Beyond the Call of Duty
    • Portfolio Entries
    • Paid Content Subscriptions
    • Event Information and Calendars
    • Custom Author Information Pages
    • Integrated Image Slideshows
    • Multiple Languages
  • 9. Content How do I get content from my clients and properly deploy it through WordPress?
  • 10. Content
    • Get started off right
      • Develop a site map first
      • Set and enforce deadlines
      • When you’re designing, they should be writing
    • Use the right tools
      • Set up their WordPress site before designing
      • Jumpchart
      • Use plugins to manage pages
        • pageMash > Page Management
        • My Page Order
  • 11. Walkthrough How do I hand over the reigns and keep their learning curve to a minimum?
  • 12. Walkthrough
    • A few steps:
    • De-clutter the dashboard
    • Set up their multiple user accounts for them
    • Install the essential plugins for them
    • Do a live walkthrough
    • Advise them of upgrades
    • Offer a list of resources
    • Remember:
    • WordPress is easy!
    • Give support after launch
  • 13. Resources for Clients
    • How to Videos
    • WordChalk Classes
    • Fresh Workshops Live Training
    • As their developer, you are your client’s best resource!
  • 14. Thank You Website: Email: Twitter: @tammyhart WordChalk: Learn More About WordPress with Live Classes, In Person and via the Web Next Class: Saturday, January 23rd Website: Twitter: @wordchalk Ask me for your 15% off discount code for WordCamp attendees only!