Marketing to Agencies & Clients – October 25, 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.

SlackSlack Slack is a Collaborative Group Chat Platform The WordPress community has its own Slack Channel at Timestamp:

Notes compiled by @skarjune


  • WP Usage Survey Report update
  • Case Studies update
  • WordPress Marketing Handbook discussion (main topic)
  • Wish list


@skarjune, @sagarprajapati, @miker, @harryjackson1221, @vishalmukadam, @meher, @dhruvpandya, @mcdwayne, @gidgey


Group reminded that planning is organized in TrelloTrello Project management system using the concepts of boards and cards to organize tasks in a sane way. This is what the team uses for example:
Materials are organized in Google Drive:

WordPress Usage Survey Report

@skarjune gave an update on the WordPress Usage Survey Report. He had used LibreOffice locally to roll up the data from the survey and format, rather than use the Google default Responses layout. However, the ODT/ODS files didn’t look good when uploaded to Drive, so everything was reworked in Google Sheets & Docs to produce a PDF with the source files available.

The WordPress Usage Survey Report document was shared for discussion and comments:

@harryjackson1221: Who were the 88 people interviewed?
@skarjune: Not a BIG survey, but more a focus group of dedicated professional users. Demographics show almost half were contributors, mostly from agencies, some client companies, enterprises, and hosts.

@miker: What is the objective of the report? Are there specific plans for using it?
@skarjune: To help understand the needs and concerns of agency and related users. To provide agencies & enterprises information about why professionals choose WordPress. Mostly we wanted to see how they felt about Reasons vs Barriers with some background on where they are coming from.

Group agreed there was a lot of data to look over with interesting results. @skarjune will complete the formatting and publishing of the report for the Marketing Team.

Case Studies

Case Studies was raised, but no one working on that project was able to attend and update on it.


WordPress Marketing Handbook was discussed, which is a 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. project for Marketing, and has been previously discussed in some subgroups. We referred to the Marketing Team Handbook Project Doc that has an outline on this:

@Skarjune is working on the Marketing Handbook framework:

This is a live section of 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., but it’s not linked on our menu or pages yet.

@skarjune: Handbooks are a custom post typeCustom Post Type WordPress can hold and display many different types of content. A single item of such a content is generally called a post, although post is also a specific post type. Custom Post Types gives your site the ability to have templated posts, to simplify the concept. for WP Teams to publish their general information and resources.

@vishalmukadam: Handbook should be written in simple way which is understandable and easy for WordPress users to get the hands on what WP teams have created.

@miker: Add a section right below Who we are on Why somebody should want to get involved.

@harryjackson1221: Suggest the landing page have an outline of the handbook itself.

@miker suggested a number of sections for team processes: tools and resources for creating materials, description of personas, creating artifacts for customer journeyCustomer Journey The Customer Journey is the User Experience (UX) beginning with the onboarding process and continuing through all interactions with the WordPress platform, community, and ecosystem., interacting with other teams, project management examples. @mcdwayne is setting up sections for those with Google Docs.

@skarjune: We can have a lot on the Team in an About Section, but most users will be looking for Resources to take away.

@vishalmukadam suggested that the Handbook outline could be part of the upcoming Contributors Day 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. @mcdwayne can help coordinate and some mentioned they could only participate remotely. @gidgey said she will be leading the Marketing Team at WCUS unless Sara does. The plan is onboarding, momentum, and work.


Discussion of whether or not Personas should be developed for use throughout Marketing subgroups and perhaps with other teams. We’ve developed some, but not used them, and they haven’t been used in work with other teams requesting deliverables from Marketing. More discussion is needed at a Meta level regarding any work on personas.


@skarjune checked with Meta and @otto42 indicates that the Creative Commons CC0 1.0 Universal (CC0 1.0) Public Domain Dedication license is used for distribution of documents. That is what @sararosso used for WordPress Reasons, so CC0 will be used for the WordPress Usage Survey Report in PDF for distribution.