Processes for Managing WordPress Support
(WITH WORDPRESS!)
Ongoing WordPress
Maintenance and Support
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
WHAT TOOLS DO WE NEED?
- Handling Leads
- Invoicing and Estimates
- Maintenance Agreements
- Support Management
SENDing Incoming LEADS FROM GRAVITY FORMS TO TRELLO
Incoming Leads
- Visitor fills Gravity Form from site
- Form submits data to Zapier
- Zapier sends data to Trello
- Trello Custom Fields displays data
Using Alfred PowerPack Snippets for Canned Emails
YouCanBook.Me for Scheduling Appointments
SPROUT INVOICES For Billing
- Create Invoices and Estimates
- Set Recurring Invoices/Payments
- Client Dashboard
- Integrates with other tools
WP E-Signature for Signing
- Standalone or Template Documents
- UETA/ESIGN/GDPR Compliant
- Automates Maintenance Agreements
- Integrates with other tools
Support Management
- Gravity Forms → Trello
- Trello Support
- Email Support
- Onsite Support Ticketing
Miscelanneous Tools
- Site Management with InfiniteWP
- Email Management with GSuite
- Newsletter Management with MailGun
- Hosting with SiteGround and WP Engine
