From One To Many: How To Scale Your WordPress Consulting Business - WordCamp Brisbane 2017

From One To Many:
How To Scale Your WordPress Consulting Business

FROM ONE TO MANY: HOW TO SCALE YOUR WORDPRESS CONSULTING BUSINESS

$750

What you will learn:
1. The power of process: How to reclaim your time with effective procedure
creation, delegation and ongoing management
2. Building your A-Team: How to plug your skills gaps by finding, recruiting
and retaining top talent
3. Scaling your profits: Lead acquisition and sales process that WordPress
consultants can use to go from having to do all the work to being able to
afford a team.

THREE POINTS
TO SCALING YOUR
WORDPRESS
BUSINESS
1. POWER OF PROCESS
2. BUILDING YOUR A-TEAM3. SCALING YOUR PROFITS

One of the most important core pillars to building a
sustainable, scaleable and saleable business is well
documented business procedures.

Sounds great!
But how….?

DO THE DOCAS!

Delegate
Outsource
Continue
Automate
Stop

web3.com.au/wordcamp-brisbane-2017

A good SOP (standard operating procedure) answers the following:
1. What it is
2. Why it is important
3. When does it need to be done
4. Who is responsible to do it
5. How to successfully complete the task

1.
Figure out what tasks
that you are doing
which can be
delegated, outsourced
or stopped altogether
2.
Automate as many of those
tasks as logically possible
using software [CRM, EDM
Zapier, IFTTT etc]
3.
For tasks that can’t be
automated, figure out how
much it will cost and how
much you need to make to
operate profitably.

1. Schedule a yearly or half-yearly DOCAS audit in your calendar and
make it a recurring event.
2. Use tools like RescueTime for a month before you do your DOCAS
audit so you can see where all your time is being spent
3. Don’t just do it for yourself, have your team members complete their
own version so you can identify and eliminate bottlenecks
4. Create a procedure and train your team on how to update the
procedures assigned to them as the tasks evolve over time
5. Review your business on a weekly or monthly interval to identify areas
that require procedures and schedule in time to create them

So you’ve identified what tasks you need to
delegate/outsource and you can do so while
remaining profitable...

It’s time to hire!

1.
Group the tasks you
need to delegate or
outsource by skill type to
create a role
2.
Create a position
description for that role
3.
Source and begin trailing
candidates for that role

+ NETWORKING
- Virtual Assistants
- Virtual Developers
- Virtual Designers
- SEM Consultants
- Copywriters
- Project Managers

Have a plan to grow your team!
Get “An Illustrated Guide to
Organizational Structures [Free Ebook]”
by Hubspot
Link to download is at

1. If you can’t afford to hire yet, map out your future team structure [org
chart]. Create monthly sales goals based on this growth pathway.
2. Market your job positions like you would market your own business
3. Test new contractors with small, non-critical projects first before
coming to a long term relationship
4. Same goes for full-time or part-time hires - conduct a paid trial before
committing to a long term relationship
5. When you find the right person, make sure you celebrate your wins
together and have a clear pathway for progress and promotion.

Probably the biggest thing I’ve noticed between
the WordPress businesses that are growing and
the ones that are not is the lack of a well-defined
sales process.

1. Adopt profit-first accounting principles to figure out how much you
should charge [Your desired profit + expenses = how much to charge]
2. Record your meetings in the sales process (with the prospects
permission) so you can audit yourself and make improvements
3. Use a CRM like Hubspot or Zoho to track your sales process and
measure your lead to sale conversion rate.
4. Aim for around a 66% conversion rate - if your conversion rate is much
higher then you are not charging enough/need to raise prices!

THANK YOU!
LinkedIn: linkedin.com/in/jamesbanksweb3
Facebook: facebook.com/jamesbanksweb3
Twitter: twitter.com/jamesbanksweb3
james@web3.com.au

From One To Many: How To Scale Your WordPress Consulting Business - WordCamp Brisbane 2017

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