Marketing WordPress to Agencies & Clients – April 26 2017 Notes

The Marketing WordPress to Agencies & Clients team met with new members joining, while some existing members could not attend, and some prospective members who’ve expressed interest in the Marketing channel for this subteam are yet in the wings. Helpful comments and ideas came from new members on our two survey projects and the overall goal to provide materials and supporting information for WordPress adoption though agencies and in enterprises.

@skarjune convened the meeting.
Slack Backscroll

Case Study Survey

The WordPress for Agencies and Clients – Case Study Survey draft completed by @andymci was reviewed. @anafransilva offered some copyediting suggestions on the survey language, made the changes, and suggested “It *may* be helpful to add very short examples of what we mean at each question.” WIth those additions the Survey should be  complete. Next, we need to determine the steps for announcement, distribution, and collation.

@marcuscouch asked “how is it channeled to the target recipients? How do we plan on getting it to the agencies and creators?” @skarjune remembered that we decided not to formally distribute the open survey to a target list, even though we want to reach a range of respondents for their cases, especially recognizable WordPress agencies in the ecosystem. To avoid any favoritism in targeting specific companies or sectors, we will employ both 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. channels and organic outreach via team member networks. The group agreed that WordCamps and Meetups can help announce the survey, and we can individually reach out through the WordPress Community to influencers and disseminate down the chain to get information out about the survey.

@marcuscouch started a Marketing Survey Distro List for bloggers and other outreach contacts for the survey. This is a key component for promotion of the surveys and the results.

We discussed anonymity for respondents and case curation by the team. The survey currently has an opt-in question: “Can we publish your company name with your case?” We don’t want to appear to be making any endorsements, and we may need to eliminate cases that we determine to be promotional in nature. We should be able to feature named company cases that show initiative and provide good examples for the Community and for the broader ecosystem.

The names of clients with cases are problematic as testimonials that can act as endorsements, and some agencies may not respond to protect their clients from being trolled. @skarjune suggested that we mask all client names, and @nagpai wondered if we might contact clients for permission, but he also cautioned: “however other legal aspects need to be taken into consideration too.”

WordPress for Agencies and Clients Survey

@skarjune reported that he did work on the WordPress Usage Survey Matrix to better outline the goal, objectives, topics, and outcomes of a general survey about WordPress adoption and usage by Agencies, Clients, and Enterprises. The matrix outline referenced ideas collected in the WordPress Marketing – Agency FAQs Sheet generated at 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 in December, 2016. @andymci had started a WordPress for Agencies & Clients: Big Questions doc, and @skarjune had solicited input from prospective team members, but no input has been provided. The outline sourced an industry list from SurveyMonkey and considered topics from existing WordPress surveys by WPEngine, Pantheon, and others.


Evaluate WordPress adoption factors & barriers for upscale markets


  • Reasons to adopt WordPress
  • Objections to adopting WordPress
  • Key benefits of WordPress
  • Key barriers of WordPress
  • Usage of WordPress
  • Scale of WordPress
  • Engagement with WordPress Community
  • Role of third-party marketplace

No discussion was had on this survey, and @skarjune invited team members to provide input on the Big Questions doc on: What big questions about WordPress usage and perceptions should we answer in a broad survey? Or, you might contribute questions where case examples could help provide answers.

Next Steps

@anafransilva will review the Case Survey for any additional copyediting and for adding examples where helpful to respondents.

Any team members can input Big Questions, and Marketing channel participants can contact @skarjune in SlackSlack Slack is a Collaborative Group Chat Platform The WordPress community has its own Slack Channel at with ideas or comment on this post.

Distro List contacts will be added by @marcuscouch and @skarjune, along with other team members as available.

@skarjune will continue tweaking the Usage Survey matrix and will add and edit questions to the Survey instrument, so that can be reviewed at the next meeting.

All team members should consider how to pursue Next Steps for distributing surveys, collating results, creating reports, and distributing materials; so we can discuss at our next meeting and delegate work.


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

Contact the Marketing Channel in Slack if you need permission.