A polished online presence is critical for professional services businesses. Learn why WordPress is an ideal tool to build your brand, establish credibility and win more clients. Learn about the must-have’s for your site and how to make an impression on prospective clients, setting your business apart. Whether you’re a solopreneur or part of a growing firm, this presentation is built for anyone providing professional services, including Consultants, CPAs, Attorneys, Financial Planners, and Freelance service providers.

1. Powering Professional Services Growth
Win More Clients with WordPress
Presented by: Joellyn ‘Joey’ Sargent
@JoellynSargent

2.  Often intangible
 It’s about relationships
 You must differentiate
Why?
Is Professional Services Different?
@JoellynSargent

3.  Flexible & Affordable
 Simple & Easy
 Wealth of Resources
Why?
Is WordPress Ideal?
 Security
 SEO
 Integration
@JoellynSargent

4. trepanierlaw.com

5. CaptainCreative.com.au

6. T
I
C
Trust
Interest
Credibility
@JoellynSargent

7. HOW?
TRUST INTEREST CREDIBILITY
Examples (Case
Studies, Articles)
Endorsements &
Testimonials
Social Proof
I have a need.
Tell me more.
I’ll be better off
with you.
Are you qualified?
Do you work for
people like me?
You’ve done this
before?

8. Setili.com

9. T
A
C
Thought Leader
Accessible
Connection
You’re a
You’re
We have a
@JoellynSargent

10. Thought Leader
Highly
Visible
Challenge
Convention
Exceptional
Quality
 Are you constantly creating new IP?
 Do you deliver outstanding content?
 Are you visible in leadership roles?
 What about public speaking? Writing?
Publishing? Media coverage?

11. Accessible
ENGAGING OPEN GENEROUS
Do you readily
share your talent?
Do you invite
conversation?
Are you friendly
and polite?

12. I LIKE
YOU
Connection
I
RESPECT
YOU
IT’S
MUTUAL
 Create opportunities to connect
 Demonstrate how you treat clients
 Reinforce the connection by staying in touch

13. danweedin.com

14. T
O
E
Teach what you know
Open the door
Engage consistently
@JoellynSargent

15. TEACH what you know
Resource Center
 Share your knowledge
 Educate prospects
 Reinforce your expertise
 Free stuff
VIDEO:
• YouTube
• Vimeo
PRESENTATIONS:
• SlideShare
• Prezi, HaikuDeck
PODCAST
• BluBrry
TESTIMONIALS
• Testimonial Widget
• Quote Rotator
• Video Testimonials

16. OPEN the door
Invite them in…
 Minimal commitment
 Start small and grow
 Affirm their choice
 Provide lots of options
 Make it easy to connect
NEWSLETTER:
• MailChimp
• Contact Form 7
DOWNLOADS:
• Download Monitor
• Email Before
Download
CONNECT:
• vCITA
• Chat
• HelloBar

17.  Mindset: List building vs. lead generation
• Capture contact and cultivate
• Only ask for what you need (email, maybe name)
• Value relationship over transactions
 Open Access – a quick (PAID) consult
• Judi Knight: “talk it out session”
• Others “Quick Fix,” “Fast Access,” etc.
 Being responsive / mobile friendly is a mandate
EASY
OPEN

18. ENGAGE consistently
Create a community
 Blog regularly (1-2x/wk)
 Email – newsletter, articles,
blog recap
 Social Media
 Provide special offers
COMMUNITY:
• S2 Member
• BuddyPress
SOCIAL:
• Sharing plugins
• Buttons / Icons
• ShareThis, etc.
CONVERSATION:
• Gravatar
• Disqus
• CATCHPA

19.  Site Speed: Google hates S...L…O…W… sites
 Compress images; delete unused plugins
 Security (please don’t use “Admin”)
 Updates and DB backups (automate)
 Kill comment spam
 Respect copyright (use Dreamstime, iStock, etc.)
Watch
Out

20. T I C
T CA
T O E
@JoellynSargent
TRUST INTEREST CREDIBILITY
LEADER ACCESSIBLE CONNECTION
THOUGHT
TEACH OPEN ENGAGE

21. take it home,
put it to work
One
Thing
@JoellynSargent
Get the Checklist

22. email: jsargent@claravon.com
twitter: @JoellynSargent
linkedIn: linkedin.com/in/jsargent
blog: JoeySargent.com
book: Beyond the Launch (out soon)
Questions
?