Speakers: Paul Tobey

  • Paul Tobey: 4 case studies: Making self-hosted CRM work for your client portfolio

    WordCamp Europe 2021Speaker: Paul Tobey

    June 30, 2021 — WordPress has advanced to the point you can drop your SaaS CRM and use WordPress plugins as your CRM. We’ve saved clients thousands of dollars a year adopting WordPress plugins into their marketing tech stacks.

    In this training we’ll share with you 4 real client scenarios (GDPR compliant) who have adopted self-hosted CRM solutions to run their business.

    Takeaway: You will learn 4 funnels you could use and deploy right away with free plugins found in the repo.

    This training is suitable for freelancers, front end developers, agencies and professionals who offer WordPress as a Service.

    Case Study #1:
    Dr. Rouzati offering Botox training
    Lead to Phone Call funnel
    Case Study #2:
    Brain Therapy Clinic offering concusion treatments
    Online Quiz to Consult funnel
    Case Study #3:
    McGuire Financial offering financial services
    Lead to a Webinar funnel
    Case Study #4:
    Dermatology clinic that requires a systems & process funnel (pre-screening)