Marketing WordPress to Agencies & Clients – February 22 2017 Notes

We continued with our second Marketing WordPress to Agencies & Clients meeting following up on the 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 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. If you’re interested in contributing to the Marketing WordPress to Agencies & Clients subgroup, 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.


Documents mentioned below are in the Marketing to Agencies & Clients folder in GDrive.

  • @andymci made progress on organizing the Marketing to Agencies & Clients – FAQs Factsheet, and we have a few dozen Features as Selling Points with notations for Stakeholders and Use Cases.
  • No changes were suggested for the WordPress for Agencies and Clients – Case Study Survey, so that will just get a final copyedit review and then be ready for distribution.
  • @skarjune started to draft a WordPress for Agencies, Clients, and Enterprises Survey as a separate questionnaire to gather perceptions and trends about WordPress.


The WordPress for Agencies and Clients – Case Study will 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. The survey will be posted on, and then Marketing team members and others in the greater WordPress community can do outreach to associates, bloggers, and meetups to engage good response. We plan to gather a wide range of cases, and we especially want to see representation from sizable agencies and clients as possible, but we will not create a list of targeted companies. We will use an open call for the survey, and then we’ll review the results and determine how we can best present a range of cases across attributes for size, scope, global, etc.

The WordPress for Agencies, Clients, and Enterprises Survey was brainstormed between meetings as a separate supplemental instrument to gather information about WordPress usage, attitudes, and trends in addition to the Case Study. As our philosophy is to “Help agencies win their clients over to WordPress,” this could help us understand how agencies, clients, and enterprises view and deployDeploy Launching code from a local development environment to the production web server, so that it's available to visitors. WordPress. We have a startup draft, but we need to outline our objectives and outcomes for this. So, we’re listing questions about WordPress usage by agencies, clients, and enterprises; and we’re creating a matrix of how those dimensions apply to the three use types.

The subteam will do some more work by cross-checking the FAQ items, survey objectives, questions, and expected outcomes for these surveys. We want to ensure our design for gathering information will serve to generate good marketing assets.

Additional Comments

  • We should consider participating in small business forums, like the National Entrepreneurship Week  (now past).
  • The “page builder” for “prototype” seems a winner for Agencies as UXUX UX is an acronym for User Experience - the way the user uses the UI. Think ‘what they are doing’ and less about how they do it. is a top sales service in digital ad agencies these day.
  • Torque/WPEngine & Pantheon have published WordPress industry surveys in the past year showing how ease of use and expansive marketplace are key drivers, while security and scalability are cited as objections.

Action Items

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.)