Marketing to Agencies & Clients – September 27, 2017 Meeting Notes

The Marketing WordPress to Agencies and Clients subgroup focuses on materials and resources for agencies to market WordPress to clients, as well as providing technical and business information to larger businesses and enterprises.

Slack Timestamp

Notes compiled by @vishalmukadam & @skarjune

No one has been assigned to the “WordPress White Papers – Candidates for Public Domain” To Do item in Trello, and @maedahbatool volunteered to work on that, since she has worked on writing on such topics, and will start up a list in Drive. @mcdwayne reminded the group that we are partnering with Core on an initiative to promote PHP updates.


We discussed the ongoing need for a means of publishing resources, as people are asking about how to get our materials, and we’re being encouraged to make them available. We noted that various teams use handbooks, Drive, or github for materials, and a wiki was also suggested. @vishalmukadam said that a standard Handbook is the best option, since beginners would be able to easily find and access Marketing materials in one place from our home page.

Team decided it’s time to Create a Handbook for Marketing.

@skarjune volunteered to work on getting a standard O2 Handbook structure in place for Marketing, as he’s created content for other Team handbooks.

We also talked about plans to promote future survey drives through the WP Dashboard as a way for outreach.

Case Studies was discussed, we now have 13 submissions, and there are also external case studies that might be suitable for use. Main concern is how to distribute Case Studies, especially in what format, and HTML pages or PDF documents were compared. Both are common standards supported by most browsers and devices. While HTML would be better for mobile devices, PDF would allow for wider distribution apart from HTML would be easy to edit, but we might want to lock the content to respect the sources for cases to prevent any abuse of our materials.

General consensus is that we could summarize cases with HTML posts in the Handbook, but the best format for distribution of Case Studies would be PDF, to provide for a generic rich content format that can be widely shared and retain Marketing as the source with a proper license for sharing. The analogy of how Infographics travel across the web as PDFs or graphics was given as an example.

More discussion of acquisition, formatting, and distribution of Case Studies is needed.

@skarjune reported that the WordPress Usage Survey has closed and shared some bits of it:

  • 84 Responses were recorded between June 15 and August 28, 2017.
  • 2/3 were from Agency staff
  • 21% had used WP for 10 or more years!
  • 18% are managing over 100 WP sites!
  • 74% said WP was Highly important to their business.
  • 75% were Highly or Very Satisfied with WP
  • Ease of Use was the most important Reason
  • RoadMap was the worst Barrier, but only Somewhat of a barrier.
  • 1/2 the Respondents were at companies with Contributors.
  • The respondents were dedicated WordPress users at high levels with good insights.

He’ll complete formatting the results and share a document in Drive very soon for all Marketing members to review, and we hope to publish the results in the near future.

Meeting attended by: @skarjune @gidgey @maedahbatool @parth @mcdwayne @afshanadiya @zakkath @tokyobiyori @harryjackson1221 @vishalmukadam @anafransilva