WordPress
Educating your client about
@shadow4611
https://slides.com/shadow4611/client-education/
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"I want a WordPress Site..."
Client:
Why?
You:
- You have content that you want to be able to easily update
- You have content that you're going to have someone else update
Client:
- “It has great SEO. It’ll put my site on the first page of Google”.
- "I'll have full editing capabilities"
- "There a ton of options for themes, so if I want to ever update the look of my site, I can just install a new theme."
Knowledge transfer
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2541582/Baby.Computer.Confused.png)
- Talk on their level and avoid industry buzz words.
- Make sure they understand what WordPress is and what it's not.
- Debunk any myths and talk to them about their concerns.
Site Tour
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530694/Screenshot_2016-04-25_19.56.58.png)
Site Tour
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530713/YOA-logo-RGB_horizontal.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530717/banner-772x250.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530723/woocommerce-logo.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2550750/gravityforms_logo_500_2.png)
Site Tour
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530755/Screenshot_2016-04-25_20.11.26.png)
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Support
![](https://s3.amazonaws.com/media-p.slid.es/uploads/shadow4611/images/603187/WPBeginner.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/shadow4611/images/603094/wordpress-logo-stacked-rgb.png)
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![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530776/tutsplus_02.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530784/Official-company-logo-for-lynda.com_400x400px.png)
Maintenance
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530801/Dashboard___Knower_Academics___WordPress.jpg)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530827/giphy__1_.gif)
reddit.com
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530849/blindssuck.gif)
Make the Admin Area as intuitive as possible
http://animatedmeme.blogspot.com/2013/06/peter-griffin-vs-blinds.html
How?
Avoid dumping custom HTML and CSS in the body field
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530879/Screenshot_2016-04-25_21.08.12.png)
How?
Avoid over categorization of posts and use Custom Post Types instead
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How?
Use plugins that have good documentation and support.
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530928/splash1.jpg)
https://www.smashingmagazine.com/2012/07/writing-effective-wordpress-documentation/
How?
Use ACF to add additional fields
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530938/Screenshot_2016-04-25_21.37.20.png)
How?
Manage your image sizes so the client doesn't have to.
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530952/Screenshot_2016-04-25_21.43.02.png)
add_theme_support('post-thumbnails'); add_image_size('bfc_thumb_big', 683, 582, true); add_image_size('article_thumb_small', 300, 200, true);
How?
Give them access to only what they need.
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<?php get_role( $role ); ?> <?php add_role( $role, $display_name, $capabilities ); ?>
How?
Install plugins that will help them backup and update
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530805/backupbuddy-logo.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2531015/download.png)
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How?
Have them add content into the WordPress Admin on the staging site
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2531045/wordpress-crm.jpg)
https://www.elegantthemes.com/blog/tips-tricks/how-to-use-wordpress-as-a-crm
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http://themetapicture.com/the-little-guy-scores-a-win/
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Schedule a walk through as soon as possible
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Make sure to cover key items such as:
- Updating/backing up their site
- How to use specific plugins
- The content editor
- Upload media
Create a reference guide
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Cover your butt
Make sure you have some sort of support time baked into the contract
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2531094/cover-that-butt.jpg)
https://katiethebloglady.wordpress.com/2010/11/10/office-supplies-can-save-your-life/
![](https://s3.amazonaws.com/media-p.slid.es/uploads/shadow4611/images/603187/WPBeginner.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/shadow4611/images/603094/wordpress-logo-stacked-rgb.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/shadow4611/images/603196/1Smashing_Magazine_Logo_by_TrabzonSport.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530776/tutsplus_02.png)
![](https://s3.amazonaws.com/media-p.slid.es/uploads/1738/images/2530784/Official-company-logo-for-lynda.com_400x400px.png)
Finally...
Reassure them that they're not going to break the site*
*Just as long as you developed it correctly
client education
By shadow4611
client education
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