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@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
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Running Your Service Business on WordPress

  • 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?