running your service business on wordpress

@davidlaietta | orangeblossommedia.com | fixupfox.com

WordCamp US 2017Running Your Service Business on WP

Running Your Service Business on WordPress



Strategies for SuccesGetting into the Proper Mindset



• 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



• Backups

• Security

• Site Maintenance

• SEO

Become Familiar With Plugins

• Forms

• Custom Fields

• SSL

• Spam Prevention



• Projects

• Clients

• Products

• Paperwork

Manage All the Things



• 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



• 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



IFTTT For Automation



• Invoicing - Sprout Invoices, Harvest, Freshbooks

• Scheduling - Calendly, YouCanBookMe

• Support - HelpScout, ZenDesk

• Setup marketing channels for potential clients

Manage Clients



Manage Clients



• 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



• 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



• Contracts, Estimates, Invoices

• Don’t Repeat Yourself!

• Allow tools to manage these for you

Manage Paperwork



Questions?