Presentation about how to train clients to love wordpress and then you. Talks about strategy and nuts & bolts of doing this. Presented in the biz dev track at wordcamp Phoenix 2014

1. Training Clients to
Love Wordpress
and You

2. What
happened?
Andy Christian was unable
to make it to Phoenix
!
@codyl asked me to fill in so
thanks, I think?
!
Also great work April and all
the volunteers!
!
Be nice to Roger
- Roger’s Mom

3. Who is this
guy?
Online Marketing Consultant
rogerwilliamsmedia.com
@rogermedia
!
Phoenician
desertstandard.com
!
Triathlete in training

4. Training Wordpress
•
Who should you train?
•
What needs to be taught?
•
When does training start?
•
Where should training
happen?
•
Why should clients learn
WP?
•
How do you train a client?

5. Who should you train?
•
Think of User Roles
•
Admin
•
Editor
•
Writer

6. Admin
Nuclear option
Total control and access
!
!
Examples:
IT Dept
Marketing?
Owner?

7. Editor
Update any content
Review content
!
!
Examples:
Marketing
Owner

8. Writer
New Content
Update their existing
content
!
Example:
Interns

9. What needs to be taught?
•
Nuts and Bolts
•
Strategy/Planning

10. When should training start?
•
Proposal
•
Kickoff
•
Buildout
•
Handoff

11. Proposal
Line Items:
• Strategy
• Training
• Maintenance
!
!
Get paid!

12. Kickoff
•
•
•
•
•
•
Define User Roles
Define Content Types
Interview stakeholders
Interview customers
Interview vendors
Collect existing content:
Copy
Images
Videos
Etc

13. Buildout
Research Personas
Develop Tone & Voice
Create Crisis Strategy
No Lorem Ipsum
Use existing content or build
it!
Involve client in process

14. Handoff
Nuts & Bolts

15. Where should training be
done?
•
In-Person
•
Virtual

16. In Person
One on one
!
Group

17. Virtual
Screen Share

18. Why should we train clients?
•
The promise of Wordpress
•
It’s their company

19. The promise of
Wordpress
“born out of a desire for an
elegant, well-architectured
personal publishing system”
!
Its for building the web with
“more better content”

20. Its their
company!
Effective content comes
from them
Regular content engages
their customers
Its the whole point of having
a website!

21. How do you train WP?
•
Strategy
•
Login
•
Dashboard
•
Plugins
•
Publishing

22. Strategy
Personas
Voice & Tone
Types of Content
Content Calendar
!
Books:
Everything at A Book Apart

23. Login
Password Education
1Password
!
Create a bookmark

24. Dashboard
General Navigation
Screen Options
Customize with RSS and
Training Videos
Upgrades

25. Plugins
Yoast SEO
Yoast SEO Videos

26. Publishing
Creating New Content
Editing Existing Content
!
Sites:
http://www.grovo.com/
wordpress - h/t @troydean

27. Creating New
Content
Page vs Post
Visual vs Text Editors
Title/URL
Body
Custom Fields
Featured Image
Scheduling
Categories or Parent Page
Tags
Moz Beginner SEO - h/t
@troydean

28. Editing Existing
Content
Admin Toolbar
Text
Images
Links

29. Thank you!
Questions?