The document outlines strategies for successfully running a service business on WordPress, emphasizing the importance of consistency, organization, and the use of appropriate tools. Key areas include project management, client management, marketing strategies, and digital product offerings. It highlights the use of automation and various tools to streamline processes for better efficiency.

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

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

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

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

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

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

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

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