October 7, 2016 — Creating an effective training manual for your clients isn’t an easy task. When you’ve gotten your project to the final stretch and it’s almost time to hand the keys over to your client you want to rest assured that your client has the proper training to successfully take the lead.
This workshop is meant to give you the know how and the tools you need to create a training manual for your clients at any technical skill level.
August 22, 2016 — Exploring the different ways we can keep our clients happy, what tools are available to us to enable this, and some basic ideas to make it simple to have happy customers. Plus what to do with the unhappy customers (other than run away, of course). It is all stuff that we know already but perhaps need reminding of, and putting a system in place so we can get the work done.
A happy client manual, if you will…
August 14, 2016 — Spend time talking with a group of freelancers and the conversation will inevitably include someone’s unfortunate experience with a terrible client. Most freelancers have a story or two (or eight). While bad clients can’t be completely avoided, there are strategic steps any freelancer can take to contain the impact of a bad client. In this session, Nathan will explain the how to create a system that preserves workflow and keeps problem clients in check.
Four strategies that will keep problem clients in check.
Five monsters you should know and how to contain them.
The payoff of building good fences.
August 9, 2016 — As WordPress has evolved from a blogging tool to a full-fledged CMS and even application framework, the need for intuitive workflows for clients to manage their website’s have never been greater. As bigger organizations with more editorial staff starts using WordPress, we get a whole new set of challenges.
In this session, we will explore how we can create workflows that clients and non-technical staff find intuitive and easy to work with. Additionally, we look at common pitfalls, and find the way forward through behavioral knowledge and case studies.
August 3, 2016 — One of the biggest challenges any business owner, freelancer, project manager or customer support expert comes across is gaining trust of their potential and current clients.
Within this session I will be sharing insights into clearly establishing project plans for yourself and clients; with the over arching goal to stay organized and hold each other accountable. I will be speaking about pitfalls of going too far out of your comfort zone or taking on projects that aren’t “”quite right””. I’ll touch on jumping into Higher Education, E-Commerce, Online Publications and simply taking on your first big project.
Lastly I’ll provide examples of scenarios that have and have not worked for myself and my team in relation to educating our clients to get the most out of WordPress by getting into the WordPress dashboard and feel comfortable to take ownership of their content and their website because you’ve got their back!
July 4, 2016 — Whether you’re creating a small site for one stake holder or re-designing a large site with many players, understanding how to manage the project is the key to getting anything done. We’ll look at a couple of case studies and learn about methods and strategies that keep a project on track and get the site launched.
July 4, 2016 — Whether it’s differences between European and American business cultures, or the age-old battle for budget allocation between marketing and IT departments, how do you optimize your interaction with clients that have different personalities and business practices than your own?
June 24, 2016 — When in the early stages of offering WordPress related services for clients there are a lot of unknowns. Questions like: – How do I price a project? – Where do I host the client’s site? – What do I do when the scope begins to creep? – Where do I go when I get in over my head? – How do I find clients? These and many more are difficult questions to answer for those who are new to client work but they are incredibly important. This session will be a Q&A and will focus on everything one needs to know and do to make their first projects successful.
May 30, 2016 — Tom and Vineeta Greenwood founded Wholegrain Digital in 2007 and developed it into one of Europe’s top specialist WordPress agencies, with clients such as M&S, Rightmove, Lenovo, UNICEF and Ecover. The question that we are most commonly asked by other agency owners and freelancers is “How do you get those big name clients?” In this presentation, I will reveal the key secrets, tips and techniques that Wholegrain Digital have used to attract big name clients over the years, often defying conventional business wisdom and sales practices and instead following a process centred on love.
April 7, 2016 — We all want to keep our clients having the best possible experience, that starts with project management basics. In this session, whether you’re a freelancer, a small agency, or an established enterprise grade agency, we will cover the 10 best practices I have seen and learned through 20 years of mistakes while learning from Some of the best professional service companies in the world. We will cover tactical examples and best-of-breed tools available today.