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Running Your Service Business on WordPress

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Sorry for the lack of animation here, but these are some of my thoughts on running my own service business using WordPress.

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Running Your Service Business on WordPress

  1. 1. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP Running Your Service Business on WordPress
  2. 2. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP Strategies for Succes Getting into the Proper Mindset
  3. 3. @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
  4. 4. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP
  5. 5. @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
  6. 6. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP • Projects • Clients • Products • Paperwork Manage All the Things
  7. 7. @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
  8. 8. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP
  9. 9. @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
  10. 10. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP IFTTT For Automation
  11. 11. @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
  12. 12. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP Manage Clients
  13. 13. @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
  14. 14. @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
  15. 15. @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
  16. 16. @davidlaietta | orangeblossommedia.com | fixupfox.com WordCamp US 2017Running Your Service Business on WP Questions?

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