Preso F.A.Q.
         amanda blum
         @howlingzoe                                                        •Slides will be available 7 minutes after I’m
         amanda@howlingzoe.com                                              done speaking. Yes, really.
         areyousociallyacceptable.com                                       www.slideshare.net/hzp
                                                                            •I really do try not to curse. If you are easily
                                                                            offended… well, this is Portland.
                                                                            •Current user track: Michael Fields: New and
                                                                            Exciting Ways to Organize Your WordPress
                                                                            Powered Website. Sounded interesting and
                                                                            he has bigger hair than me.
                                                                            •No, I have no idea why they continue to
                                                                            allow me to speak at these things. I think it’s
                                                                            a title X thing.
                                                                            •Of course its mine. WHY would anyone do
                                                                            this to their hair on purpose?




#omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
WPClients: How to Plug Your
                     Clients Into Their WordPress
                                  Sites

                Or… How to Keep Clients from fucking up the sites you build them

                                                       Cause they always will.

                                                          Every freaking time.




#omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
Wpclients
you're dreaming.
 no really, dude.
  i'm imaginary
Also?: Delicious!
client negligentus
    Also known as: The dunce, the delegater,
    the bargainer, Realtor, underwriter of your
    future vacation home and children’s
    college education.
Don’t teach
    “WordPress”.

Make it goal oriented.
Handling Tips for Care & Feeding
•   How to accomplish specific tasks.
•   How to reach certain areas of site
•   No theme options
•   Hardwire widgets into theme
•   Utilize Custom Post Types
•   Hack admin
•   Hide Admin Panels
•   Screen Options
Handling Tips for Care & Feeding
• Offer path to support
• Create a videocast or “help” section
• Keep in contact
• Consider processes in house &
  sustainability of site..can client
  “reasonably” use site
• Managed hosting environment
• Be ethical. Be, be, be ethical.
client
conundrus
Also: The note taker, type “A”,
“most likely to succeed”, excellent
credit rating
Teach Broad Concepts

   Utilize analogies.
Also: pictures and hand
         gestures.
Handling Tips for Care & Feeding
• Posts v pages (clients LOVE pages)
• Categories v tags
• Widgets v plugins
• Sidebars
• Add additional help info to admin
• “Recommended reading” – forums, books,
  twitter, google, wpbeginner, etc.
• Hide Admin Panels, screen options – release
  over time.
• DCG- create folders
• User roles
client hemmoroidus
          Also known as: The self
          starter, the know-it-all and
           “that guy”.
client hemmoroidus
Handling Tips for Care & Feeding
•   Give 2 accounts- admin & “admin”
•   Budget for training
•   Budget for maintenance
•   Managed hosting
•   Referral (“you should ask @andrea_r or
    @nacin, they love helping people”)
Everything in life really
    boils down to:

     Expectations
         &
      Signage
Wpclients
Wpclients
Wpclients
“People always
    tell you
   who they
   are. You
   just have
  to believe
     them.”
  -Oprah (more or less)
“You create the
parameters of every
 relationship in the
   first 5 minutes.
     One you set
  them, its almost
    impossible to
      reset them.”
        -Nana
Generally Speaking

• Set good expectations: write good contracts.
  – specify deliverables
  – flexible timelines
  – client requirements (copy,images, hosting, ecomm
    gateways)
  – Go through your contract and remove all adjectives
    and subjectives.


• Avoid spec
Generally Speaking

• Cover Your Ass (and theirs)
  – specify deliverables
  – flexible timelines
  – client requirements (copy,images, hosting,
    ecomm gateways)
Generally Speaking

• Cover your ass (and theirs)
  – utilize project management software.
    Basecamp/freshbooks/skydeck
  – Never send emails after 9pm


• Money- get paid via benchmarks.
• Back that blog up
Generally Speaking

• Man up
  – Don’t disappear
  – Educate the client
  – Participate in community
    education/community
  – Create documentation for turnover
  – Admit failure, accept personal responsibility,
    avoid excuses
  – Blame frontpage.
Generally Speaking

• Be a partner
  – Never send emails after 9pm
  – Clients are not friends. They are people you
    are friendly with.
  – Remember…. People have been burned. And
    again. And again.
  – Be reasonable about ROI.
“You create
 your value.

Unless it’s
ridiculous.”
     -me
On behalf of myself & Lucy the
                                            Wonderdoberman, we thank you and
                                                   #unicornsalute you




                                                           www.phxwordcamp
                                     Not as good as portland, but still better than
                                                    birmingham




#omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
amanda blum
         @howlingzoe
         amanda@howlingzoe.com
         areyousociallyacceptable.com
         speakerrate.com >amandablum




#omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com

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Wpclients

  • 1. Preso F.A.Q. amanda blum @howlingzoe •Slides will be available 7 minutes after I’m amanda@howlingzoe.com done speaking. Yes, really. areyousociallyacceptable.com www.slideshare.net/hzp •I really do try not to curse. If you are easily offended… well, this is Portland. •Current user track: Michael Fields: New and Exciting Ways to Organize Your WordPress Powered Website. Sounded interesting and he has bigger hair than me. •No, I have no idea why they continue to allow me to speak at these things. I think it’s a title X thing. •Of course its mine. WHY would anyone do this to their hair on purpose? #omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
  • 2. WPClients: How to Plug Your Clients Into Their WordPress Sites Or… How to Keep Clients from fucking up the sites you build them Cause they always will. Every freaking time. #omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
  • 4. you're dreaming. no really, dude. i'm imaginary Also?: Delicious!
  • 5. client negligentus Also known as: The dunce, the delegater, the bargainer, Realtor, underwriter of your future vacation home and children’s college education.
  • 6. Don’t teach “WordPress”. Make it goal oriented.
  • 7. Handling Tips for Care & Feeding • How to accomplish specific tasks. • How to reach certain areas of site • No theme options • Hardwire widgets into theme • Utilize Custom Post Types • Hack admin • Hide Admin Panels • Screen Options
  • 8. Handling Tips for Care & Feeding • Offer path to support • Create a videocast or “help” section • Keep in contact • Consider processes in house & sustainability of site..can client “reasonably” use site • Managed hosting environment • Be ethical. Be, be, be ethical.
  • 9. client conundrus Also: The note taker, type “A”, “most likely to succeed”, excellent credit rating
  • 10. Teach Broad Concepts Utilize analogies. Also: pictures and hand gestures.
  • 11. Handling Tips for Care & Feeding • Posts v pages (clients LOVE pages) • Categories v tags • Widgets v plugins • Sidebars • Add additional help info to admin • “Recommended reading” – forums, books, twitter, google, wpbeginner, etc. • Hide Admin Panels, screen options – release over time. • DCG- create folders • User roles
  • 12. client hemmoroidus Also known as: The self starter, the know-it-all and “that guy”.
  • 14. Handling Tips for Care & Feeding • Give 2 accounts- admin & “admin” • Budget for training • Budget for maintenance • Managed hosting • Referral (“you should ask @andrea_r or @nacin, they love helping people”)
  • 15. Everything in life really boils down to: Expectations & Signage
  • 19. “People always tell you who they are. You just have to believe them.” -Oprah (more or less)
  • 20. “You create the parameters of every relationship in the first 5 minutes. One you set them, its almost impossible to reset them.” -Nana
  • 21. Generally Speaking • Set good expectations: write good contracts. – specify deliverables – flexible timelines – client requirements (copy,images, hosting, ecomm gateways) – Go through your contract and remove all adjectives and subjectives. • Avoid spec
  • 22. Generally Speaking • Cover Your Ass (and theirs) – specify deliverables – flexible timelines – client requirements (copy,images, hosting, ecomm gateways)
  • 23. Generally Speaking • Cover your ass (and theirs) – utilize project management software. Basecamp/freshbooks/skydeck – Never send emails after 9pm • Money- get paid via benchmarks. • Back that blog up
  • 24. Generally Speaking • Man up – Don’t disappear – Educate the client – Participate in community education/community – Create documentation for turnover – Admit failure, accept personal responsibility, avoid excuses – Blame frontpage.
  • 25. Generally Speaking • Be a partner – Never send emails after 9pm – Clients are not friends. They are people you are friendly with. – Remember…. People have been burned. And again. And again. – Be reasonable about ROI.
  • 26. “You create your value. Unless it’s ridiculous.” -me
  • 27. On behalf of myself & Lucy the Wonderdoberman, we thank you and #unicornsalute you www.phxwordcamp Not as good as portland, but still better than birmingham #omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com
  • 28. amanda blum @howlingzoe amanda@howlingzoe.com areyousociallyacceptable.com speakerrate.com >amandablum #omfgihatepowerpoint Amanda Blum @howlingzoe areyousociallyacceptable.com