There are a lot of things that go into running a service business beyond finding clients and building things for them. You’ve got to manage contracts, invoices, estimates, proposals, and more. You need to keep clients informed on progress, collect payments, and follow up on those payments invariably missed. On top of all of that, you need to have some sort of repeatable process to make projects run smoothly and keep getting in new work.

We’re going to look at a few ways that you can use WordPress to manage your WordPress business. This includes managing all of that paperwork from the backend of your site, allowing clients to make payments, and setting up a progress and ticketing system. We’ll also take a look at some ways to use your site to gain and manage leads.

From there you’ll be able to manage your business with ease and focus on the most important part: keeping your clients happy and successful!

Presentation Slides »