Loading deck

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

  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

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