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?