@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
Running Your Service
Business on WordPress

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
Strategies for Succes
Getting into the Proper Mindset

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Ensure a repeatable process
• Consistency of code & communications
• Tasks will be less likely to slip by
• Become an expert with your tools
• Dependability is a desirable client trait
Routines, Routines, Routines

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Backups
• Security
• Site Maintenance
• SEO
Become Familiar With Plugins
• Forms
• Custom Fields
• SSL
• Spam Prevention

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Projects
• Clients
• Products
• Paperwork
Manage All the Things

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Start with a project management tool
(Trello, Asana, Basecamp, Podio, etc)
• Track time (Toggle, Harvest, RescueTime)
• Select and manage reporting tools
• Use forms to get and submit information
• Integrate tools with IFTTT and Zapier
Manage Projects

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Take notes for everything
• Every phone call, email, conversation
• Store dated notes with client info
• Allow your CRM to help if applicable
• Evernote, Simplenote, Boostnote, etc.
Manage Projects

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
IFTTT For Automation

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Invoicing - Sprout Invoices, Harvest, Freshbooks
• Scheduling - Calendly, YouCanBookMe
• Support - HelpScout, ZenDesk
• Setup marketing channels for potential clients
Manage Clients

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
Manage Clients

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Blog About Processes and Case Studies
• Build a Brand for your Business
• Create Campaign Specific Landing Pages
• Build Up an Email List
• Place Opt-In Forms on Posts and Sidebars
Market to Potential Clients

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Digital Products for Your Audience
• Ebooks, Memberships, Plugins, Themes
• Tool - Easy Digital Downloads, WooCommerce
• Services as a Product
• Maintenance Retainers, Marketing Retainers, Audits
• Tool - Sprout Invoices, EDD
Manage Products

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
• Contracts, Estimates, Invoices
• Don’t Repeat Yourself!
• Allow tools to manage these for you
Manage Paperwork

@davidlaietta | orangeblossommedia.com | fixupfox.com
WordCamp US 2017Running Your Service Business on WP
Questions?