Marketing to Agencies & Clients – June 28, 2017 Notes

The Marketing to Agencies & Clients (+enterprises) team was convened and led by @skarjune.

Slack Backscroll has details and links

Meeting Agenda

  • Contributor Day Followup
  • Trello
  • Surveys Response Update
  • Surveys Promotion
  • Case Study Survey Issues
  • Other topics

Contributor Day / Trello

There were many in attendance for Make WordPress Marketing at the WordCamp Europe (WCEI) Contributor Day, with more people than had been expected, so existing and new contributors met, shared ideas, and worked together. The group went over current projects, reviewed assets in the Google Drive, and @mcdwayne started up a Trello Board for project management. Working remotely @skarjune launched the two surveys with an Open Call post.

Case Studies

There is much interest in gathering Agency Cases, though there is some concern and confusion about the survey process and its constraints. Some members want to use cases that already exist on Agency or other vendor websites, but they did not want to redo the cases in the survey format, and there was concern about having to get a client’s permission to use their name.

@skarjune explained that the team had already agreed upon a policy to use Opt-in mechanisms on the Case Studies survey for permission to use the Agency and Client names, to abide by the Privacy Policy of WordPress.org, and to be clear that we have the right to edit the material. The use of a client name and website URL would be problematic, if the client had not authorized nor expected that to be published, and we want to avoid any such issues. So, we have an explicit agency contact verify those permissions in the survey form.

Survey Promotion

Given the potential hurdles for Case Studies, we discussed the need to encourage agencies to submit cases and how to best do that. Rather than have the group create a list of targeted top agencies, members will individually contact agencies about the opportunity. There was much helpful discussion by team members about what kinds of cases to solicit, ways for getting agencies interested, and how to repurpose existing cases through our process. We need to highlight the incentive that sharing cases will promote WordPress and educate the community, along with highlighting the agency’s great work. We should create a new post to explain and promote the Case Studies project better.

We were reminded us to use the Agency Survey Tracker to record who has contacted which agencies. We don’t want to duplicate efforts, and we want to be transparent about how we assembled our cases, as some will come in organically while some will come via invitation from members. @andonette and @skarjune have client cases to use as sample cases to mock up as examples to demonstrate the format and how the cases will be used, and @gidgey is helping with the mockups.

@andonette volunteered to take the lead on the Case Studies project.

WordPress Usage Survey

We have received nearly 50 WordPress Usage survey responses starting with the launch at WCEU, with Facebook and Twitter sharing, and from a blog post by @pollyplummer on WP Tavern. Unfortunately we also saw some adverse comments about the Marketing Team from a cynical agency owner, and various Team members responded to that thread. This reminds us that as a WordPress.org team we want to follow ethical guidelines and use transparency in our work for the WordPress community, lest anyone suspect there’s some hidden agenda.

Other Topics

  • Members will continue to work on both Survey projects, updating information on the Trello board and in Google Drive.
  • The surveys will remain open for responses through July, and we’ll review progress at the end of the month.
  • Our next meeting for Marketing to Agencies and Clients will be on July 26, 2017 (see schedule to confirm date & time).