WordCamp phoenix 2014 training clients to love wordpress presentation

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Presentation about how to train clients to love wordpress and then you. Talks about strategy and nuts & bolts of doing this. Presented in the biz dev track at wordcamp Phoenix 2014

Presentation about how to train clients to love wordpress and then you. Talks about strategy and nuts & bolts of doing this. Presented in the biz dev track at wordcamp Phoenix 2014

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Transcript

  • 1. Training Clients to Love Wordpress and You
  • 2. What happened? Andy Christian was unable to make it to Phoenix ! @codyl asked me to fill in so thanks, I think? ! Also great work April and all the volunteers! ! Be nice to Roger - Roger’s Mom
  • 3. Who is this guy? Online Marketing Consultant rogerwilliamsmedia.com @rogermedia ! Phoenician desertstandard.com ! Triathlete in training
  • 4. Training Wordpress • Who should you train? • What needs to be taught? • When does training start? • Where should training happen? • Why should clients learn WP? • How do you train a client?
  • 5. Who should you train? • Think of User Roles • Admin • Editor • Writer
  • 6. Admin Nuclear option Total control and access ! ! Examples: IT Dept Marketing? Owner?
  • 7. Editor Update any content Review content ! ! Examples: Marketing Owner
  • 8. Writer New Content Update their existing content ! Example: Interns
  • 9. What needs to be taught? • Nuts and Bolts • Strategy/Planning
  • 10. When should training start? • Proposal • Kickoff • Buildout • Handoff
  • 11. Proposal Line Items: • Strategy • Training • Maintenance ! ! Get paid!
  • 12. Kickoff • • • • • • Define User Roles Define Content Types Interview stakeholders Interview customers Interview vendors Collect existing content: Copy Images Videos Etc
  • 13. Buildout Research Personas Develop Tone & Voice Create Crisis Strategy No Lorem Ipsum Use existing content or build it! Involve client in process
  • 14. Handoff Nuts & Bolts
  • 15. Where should training be done? • In-Person • Virtual
  • 16. In Person One on one ! Group
  • 17. Virtual Screen Share
  • 18. Why should we train clients? • The promise of Wordpress • It’s their company
  • 19. The promise of Wordpress “born out of a desire for an elegant, well-architectured personal publishing system” ! Its for building the web with “more better content”
  • 20. Its their company! Effective content comes from them Regular content engages their customers Its the whole point of having a website!
  • 21. How do you train WP? • Strategy • Login • Dashboard • Plugins • Publishing
  • 22. Strategy Personas Voice & Tone Types of Content Content Calendar ! Books: Everything at A Book Apart
  • 23. Login Password Education 1Password ! Create a bookmark
  • 24. Dashboard General Navigation Screen Options Customize with RSS and Training Videos Upgrades
  • 25. Plugins Yoast SEO Yoast SEO Videos
  • 26. Publishing Creating New Content Editing Existing Content ! Sites: http://www.grovo.com/ wordpress - h/t @troydean
  • 27. Creating New Content Page vs Post Visual vs Text Editors Title/URL Body Custom Fields Featured Image Scheduling Categories or Parent Page Tags Moz Beginner SEO - h/t @troydean
  • 28. Editing Existing Content Admin Toolbar Text Images Links
  • 29. Thank you! Questions?