Marketing WordPress to Agencies & Clients – January 25 2017 Notes

We’ve just wrapped up the first Marketing WordPress to Agencies & Clients meeting since WordCampWordCamp WordCamps are casual, locally-organized conferences covering everything related to WordPress. They're one of the places where the WordPress community comes together to teach one another what they’ve learned throughout the year and share the joy. Learn more. US. We continue to iterate on what was started during Contributor DayContributor Day Contributor Days are standalone days, frequently held before or after WordCamps but they can also happen at any time. They are events where people get together to work on various areas of There are many teams that people can participate in, each with a different focus.

  • Gathering case studies & insights by surveying agencies.
  • Developing a comprehensive list of features & benefits that would eventually become a landing page.

If you’re interested in contributing, please have a read through our chat and the items listed below. Leave a comment about anything you’d like to help us with! You can read the whole meeting in Slack or the recap below.

Recap of Goals/Scope: Marketing WordPress to agencies and clients: the subgroup focuses on materials and supporting information useful for agencies to market WordPress to clients, as well as providing technical and business information to larger businesses and enterprises where the decision-making or platform choices may be happening inside the company. (Read about the other marketing subgroups in The Four Horsemen of Marketing.)

Projects in progress

The following topics were shared in the chat. As mentioned above, we’re iterating on the work that began during Contributor Day at WCUS. Consensus was to approach these projects in small phases.

If a particular suggestion strikes your interest and you have time to work on it, please raise your hand in the comments with a mention about which one so those interested can start coordinating in SlackSlack Slack is a Collaborative Group Chat Platform The WordPress community has its own Slack Channel at (in #marketing).

  • Case study survey for agencies
    • Gather information from agencies about successful WordPress projects that can be showcased on The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. These case studies would focus on the projects from a business perspective, i.e. “what were the challenges, how were they overcome with WordPress, and what impact did it have?”
    • Insights from the case studies would be added to a list of features & benefits that target specific use cases or agency personas. See below for more detail on this.
    • To promote: Join forces with the Make Community team to share the survey via Chapter Program meetups and WordCamps. Additionally, reach out to local agencies and agencies with a strong relationship to the WP community.
      Based on initial response rate, we’ll set an incremental goal (# or %) for gathering additional responses each month.
      • Action items
      • @skarjune and @nirmaldesai updating survey questions
      • Check-in after 15 days
      • Review & launch survey during next meeting
  • Feature & Benefits landing page: Info gathering
    • Philosophy = “Help agencies win their clients over to WordPress.”
    • This is an iteration from the FAQs/Fact Sheet concept that began at WCEU and continued during WCUS. We agreed that more value would come from a functional page on instead of printed collateral.
    • Features and benefits would be filterable based on use case (e.g. eCommerce, SaaS platform) and agency persona (e.g. designer, developer, account manager). Imagine: “What’s your role? What’s the project?” Display relevant features & benefits accordingly.
    • Initial audience: WordPress-friendly agencies that are looking for information to use in their sales & marketing process. Future audience: Agencies that are considering WordPress alongside other platforms.
    • Action Items
      • @andymci converting existing FAQs/fact sheet notes into a spreadsheet
      • Review during next meeting

Future projects

The following topics were shared as follow-ups to the above projects that are in progress. Other suggestions are welcome (please bring them to the next monthly chat).

  • Feature & Benefits landing page: Spec & build
    • Using information that we’ve gathered from the surveys + populated in the spreadsheet, identify requirements + create a brief for the new landing page.
    • Work with designers on the Marketing team to create mockups.
    • Work with developers on the MetaMeta Meta is a term that refers to the inside workings of a group. For us, this is the team that works on internal WordPress sites like WordCamp Central and Make WordPress. team to create the landing page.
  • Feature & Benefits landing page: Case studies
    • Using surveys that we’ve gathered, identify requirements + create a brief for how agency case studies should be presented on
    • Work with designers on the Marketing team to create mockups.
    • Work with developers on the Meta team to create the landing page.