Processes for Managing WordPress Support

(WITH WORDPRESS!)

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

Ongoing WordPress

Maintenance and Support

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

RECOMMENDATION Caveats

• There are multiple ways to do these tasks
• I use these tools, but I'm always testing
• Some of the links to tools are affiliate links

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

WHAT TOOLS DO WE NEED?

• Handling Leads
• Invoicing and Estimates
• Maintenance Agreements
• Support Management

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

SENDing Incoming LEADS FROM GRAVITY FORMS TO TRELLO

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

Incoming Leads

1. Visitor fills Gravity Form from site
2. Form submits data to Zapier
3. Zapier sends data to Trello
4. Trello Custom Fields displays data

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

Using Alfred PowerPack Snippets for Canned Emails

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

YouCanBook.Me for Scheduling Appointments

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

SPROUT INVOICES For Billing

• Create Invoices and Estimates
• Set Recurring Invoices/Payments
• Client Dashboard
• Integrates with other tools

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

WP E-Signature for Signing

• Standalone or Template Documents
• UETA/ESIGN/GDPR Compliant
• Automates Maintenance Agreements
• Integrates with other tools

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

Support Management

• Gravity Forms → Trello
• Trello Support
• Email Support
• Onsite Support Ticketing

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

Miscelanneous Tools

• Site Management with InfiniteWP
• Email Management with GSuite
• Newsletter Management with MailGun
• Hosting with SiteGround and WP Engine

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019

@DavidWolfpaw / @FixUpFox / obm.io/wporl-jan2019