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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
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Training Clients to Love Wordpress
and You
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
Who is this guy?
Online Marketing Consultant rogerwilliamsmedia.com
@rogermedia !
Phoenician desertstandard.com
!Triathlete in training
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?
Who should you train?
• Think of User Roles
• Admin
• Editor
• Writer
Admin
Nuclear option Total control and access
!!
Examples: IT Dept
Marketing? Owner?
Editor
Update any content Review content
!!
Examples: Marketing
Owner
Writer
New Content Update their existing
content !
Example: Interns
What needs to be taught?
• Nuts and Bolts
• Strategy/Planning
When should training start?
• Proposal • Kickoff • Buildout • Handoff
Proposal
Line Items: • Strategy • Training • Maintenance
!!
Get paid!
Kickoff• Define User Roles • Define Content Types • Interview stakeholders • Interview customers • Interview vendors • Collect existing content:
Copy Images Videos
Etc
Buildout
Research Personas Develop Tone & Voice Create Crisis Strategy
No Lorem Ipsum Use existing content or build
it! Involve client in process
HandoffNuts & Bolts
Where should training be done?
• In-Person • Virtual
In PersonOne on one
!
Group
Virtual
Screen Share
Why should we train clients?• The promise of Wordpress • It’s their company
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”
Its their company!
Effective content comes from them
Regular content engages their customers
Its the whole point of having a website!
How do you train WP?
• Strategy • Login • Dashboard • Plugins • Publishing
StrategyPersonas
Voice & Tone Types of Content Content Calendar
!Books:
Everything at A Book Apart
Login
Password Education 1Password
!Create a bookmark
Dashboard
General Navigation Screen Options
Customize with RSS and Training Videos
Upgrades
Plugins
Yoast SEO Yoast SEO Videos
Publishing
Creating New Content Editing Existing Content
!Sites:
http://www.grovo.com/wordpress - h/t @troydean
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
Editing Existing Content
Admin Toolbar Text
Images Links
Thank you!Questions?