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Standardizing WordPress Workflow by Tony Zeoli WordPress Coach, Trainer & Consultant

Standardizing WordPress Workflow

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Page 1: Standardizing WordPress Workflow

Standardizing

WordPress Workflowby Tony Zeoli

WordPress Coach, Trainer & Consultant

Page 2: Standardizing WordPress Workflow

@tonyzeoli

linkedin.com/in/tonyzeoli

facebook.com/tonyzeoliwp

https://tonyzeoli.com

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Background• 23-year digital media career

• Web 1.0 - read only

• Web 2.0 - read, write, publish

• Web 3.0 - semantic

• Web 4.0 - mobile

• Web 5.0 - AI

• Lived through innovation and the evolution of software products

• We didn’t have the connective tissue with APIs we have today

• Slack is really just an AOL Chatroom on steroids

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Innovation• Evolution causes Innovation

• Innovation fueled by problem

solving

• Problem solving spawns ideation

• Ideation creates solutions

• Solutions adopted by tribes

• Tribes coalesce around solutions

to solve problems

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Tribes• Tribe, in anthropology, a notional form of human social organization

based on a set of smaller groups (known as bands), having

temporary or permanent political integration, and defined by

traditions of common descent, language, culture, and ideology. -

Encyclopedia Britannica

Source: https://www.britannica.com/topic/tribe-anthropology

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Today’s Tribes• “…despite the years of evolution and technology that have created

the foundation we currently stand on, there is one common

denominator that has remained unchanged, even after centuries of

growth: The inherent desire to form tribes.”

• “Historically speaking, a tribe was a community of families that

bonded over one goal – to survive and raise their next generations.

Today, however, we can define tribes as something less critical, like

individuals who are linked by their social interests.”

Source: https://blog.hubspot.com/insiders/what-are-marketing-tribes

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WordPress Tribes• WordPress

• Plugin Developers

• Theme Developers

• SEO Experts

• Social Media Managers

• Bloggers

• Form Builders

• Analytics Analysts

• Digital Marketers

• Podcasters

• Videographers

• Photographers

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Common Traits• Leadership

• Trust

• Community

• Economic

• Shared Knowledge

• Accountability

• Support

• Security

• Context

• Popularity

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Competing Tribes

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Organizational Behavior

• Your perception is your reality.

• Storming, norming, and

performing

• Joharis Window

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Overload

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Competition for Attention

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Even more competition

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WP Elevation

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Workflow

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Build Your Own Toolbox

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Avoidance1. But I always use this one…

2. But my friend said…

3. You’re going to use this one…

4. This one seems okay…

5. Oh, I use Theme “Black

Forest…

6. Let’s just install it…

7. Conflicts

8. Going down that road…

9. Let’s use email or just text me,

okay?

10. Do what you want!

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Lead Your Tribe• Be the leader of your of your

tribe

• Exude confidence

• Explain why your method(s)

works for your business and

their brand

• Potential Cost (+/-)

• Ease of use

• Simplicity

• Duplication

• Hard conversations

• Education

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Their toolbox

• But we already use…

• Sometimes you’re stuck, and that’s okay. You’re joining their tribe.

• Be flexible, but firm in your convictions.

• Other times, remove and replace, as long as it works and doesn’t

increase costs or client (internal/external agrees to pay costs

(time/labor/deadlines) if necessary.

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`• Basecamp for simple project

collaboration with clients with tasks

and timelines. Store project assets.

• Trello for agile sprints with card’s for

product backlog items

• HarvestApp for project time tracking

• Evernote for note taking

• Slack for team communication

• Team Viewer, appear.in, join.me,

Skype, GoToTraining for,

FreeConferenceCall.com

• Google Calendar for online meetings

• Drop Box for sharing large files

• Cloudup, Cloudapp for screenshots,

screen records

• Camtasia for screen records

• Email (the last resort!)

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My Toolbox: Invoicing

• Generate and send invoices from Harvest

• Take payments through Stripe

• Deposits sent to bank

• QuickBooks connected to bank and Stripe for reconciliation

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My Toolbox: Themes

• Bet the farm on Make by The Theme Foundry

• Make Plus companion plugin

• Page builder functionality

• Developed great rapport with support team who are responsive and

help with code snippets and suggestions to solve problems

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My Toolbox: Plugins• JetPack

• Akismet

• All in One SEO Pack

• Gravity Forms

• WooCommerce,

Cart66

• The Event Calendar

• OptinMonster

• WP Smush

• Cloudflare (free SSL)

• Adsanity

• Edit Flow

• Co-Authors Plus

• Blubrry Powerpress

• Google Analytics

Dashboard

• Video Background

Plus

• Featured Video Plus

• WP Charitable

• Open Menu

(restaurants)

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My Toolbox: Hosting

• Got off of cheap shared hosting plans with CPanel

• Moved to WordPress managed hosting with WP Engine

• Daily Backups, Staging, Git connectivity, SFTP, 24-hour chat

support, multisite, free SSL, push storage to Amazon, and more…

• Bill clients monthly for hosting, or get referral fees through affiliate

program

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GSuite

• Moved email to Google GSuite

• Better Spam protection

• Other integrated services, like Hangout

• Email, Docs, Calendar, Drive, Sheets, Groups

• Better team collaboration

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Agreements

• Adobe Sign

• DocuSign

• Or, I just set up terms in Harvest App, client accepts estimate and

accepts the terms.

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Use Cases - Client 1

• Removed Ninja Forms in favor of Gravity Forms

• Client didn’t even know how they got Ninja Forms, nor did they know

where their license key was

• Rebuilt and launched new forms in Gravity Forms

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Use Cases - Client 2

• Client using unsupported theme from Theme Forest

• Switched to Make theme framework by Theme Foundry

• Now client has support for theme and a page builder

• Easier for me to manage

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Use Case: Client 3

• Client using Yoast SEO

• Was not using to full extent

• Switched to All in One SEO Pack Pro

• Export/Import Data

• No cost to client; hour of my time to work in tool I know

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Questions

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Links• Slides:

• https://slideshare.net/tonyzeoli

• https://tonyzeoli.com

• Sites:

• https://tonyzeoli.com

• https://digitalstrategyworks.com