Title: agencies-clients – Make WordPress.org Marketing

---

#  Tag Archives: agencies-clients

 [  ](https://profiles.wordpress.org/skarjune/) [skarjune](https://profiles.wordpress.org/skarjune/)
9:13 pm _on_ May 26, 2017     
Tags: agencies-clients   

# 󠀁[Marketing to Agencies & Clients – May 24, 2017 Notes](https://make.wordpress.org/marketing/2017/05/26/marketing-to-agencies-clients-may-24-2017-notes/)󠁿

The Marketing to Agencies & Clients (+enterprises) team met as we continue on two
survey projects and our overall goal to provide resources for WordPress adoption
though agencies and in enterprises.

Convened by [@skarjune](https://profiles.wordpress.org/skarjune/) at 17:00 UTC, 
2017-05-24
 Attended by [@vishalmukadam](https://profiles.wordpress.org/vishalmukadam/),
[@mcdwayne](https://profiles.wordpress.org/mcdwayne/) Comments by @gidgey, @pollyplummer,@
sararosso

**[Slack Backscroll](https://wordpress.slack.com/archives/C0GKJ7TFA/p1495645439383237)**
has details and links

### Agenda

 * Case Study Survey
 * WordPress Usage Matrix & Survey
 * Distribution of Surveys
 * 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 [https://make.wordpress.org/](https://make.wordpress.org/)
   There are many teams that people can participate in, each with a different focus.
   [https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/](https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/)
   Wishlist
 * Other interests?

### Case Studies

We reviewed the Case Study Survey form and determined the questions are fine in 
a simple open-ended format. We discussed the need and ways to screen out promotional
responses to the survey. The concern is to avoid overt plugging of commercial organizations,
premium solutions, and brand marketing. This will be handled in two ways:

 * Add a Guidelines preface to the form advising respondents.
 * Review and edit case responses to meet guidelines.

We discussed options for distribution of the survey and made an action list:

 * WordPress.orgWordPress.org 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. [https://wordpress.org/](https://wordpress.org/) Blog Announcement
   of Open Call for Surveys
    - Launch in time for 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](https://central.wordcamp.org/about/).
      Europe & Contributor Day
 * Add to agenda of Contributor Day Marketing Team
    -  [@mcdwayne](https://profiles.wordpress.org/mcdwayne/) will attend
 * List bloggers and social media influencers for promotion
    - WP Tavern will cover Open Call launch
 * _Do not make a list of targeted agencies_
    - (open call avoiding bias and favoritism)
 * Team members may individually contact associates at agencies

### WordPress Usage Survey

[@skarjune](https://profiles.wordpress.org/skarjune/) completed a review of the 
original Fact Sheet for the subteam from which to draw topics for the Usage survey,
added those to the matrix for the design of the survey, and revised the questions
in the form instrument to cover them.

We reviewed the WordPress Usage Survey matrix that prescribes the form design. Need
input on Guidelines to preface questions, and final review of the Benefits, Barriers,
and other factors for gathering information about the perception and use of WordPress
by agencies and in enterprises.

### Next Steps

We’ll keep in touch in the SlackSlack Slack is a Collaborative Group Chat Platform
[https://slack.com/](https://slack.com/). The WordPress community has its own Slack
Channel at [https://make.wordpress.org/chat/](https://make.wordpress.org/chat/) 
Marketing thread and via direct messages as needed to launch the Open Call for both
surveys over the next two weeks, so Survey forms and Announcement post are ready
on June 12 in preparation for WordCamp Europe.

Next regular meeting of Marketing to Agencies and Clients subteam is on Wednesday,
June 28, 17:00 UTC.

[#agencies-clients](https://make.wordpress.org/marketing/tag/agencies-clients/)

 * [To-do](https://make.wordpress.org/marketing/tag/agencies-clients/?output_format=md#)

 [  ](https://profiles.wordpress.org/skarjune/) [skarjune](https://profiles.wordpress.org/skarjune/)
7:41 pm _on_ April 27, 2017     
Tags: agencies-clients   

# 󠀁[Marketing WordPress to Agencies & Clients – April 26 2017 Notes](https://make.wordpress.org/marketing/2017/04/27/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](https://profiles.wordpress.org/skarjune/) convened the meeting.
 **[Slack Backscroll](https://wordpress.slack.com/archives/C0GKJ7TFA/p1493226032649320)**

## Case Study Survey

The **WordPress for Agencies and Clients – Case Study Survey** draft completed by
[@andymci](https://profiles.wordpress.org/andymci/) was reviewed. [@anafransilva](https://profiles.wordpress.org/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](https://profiles.wordpress.org/marcuscouch/) asked “how is it channeled
to the target recipients? How do we plan on getting it to the agencies and creators?”
[@skarjune](https://profiles.wordpress.org/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 WordPress.orgWordPress.org 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. [https://wordpress.org/](https://wordpress.org/)
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](https://profiles.wordpress.org/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](https://profiles.wordpress.org/skarjune/) suggested that we
mask all client names, and [@nagpai](https://profiles.wordpress.org/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](https://profiles.wordpress.org/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](https://central.wordcamp.org/about/).
US in December, 2016. [@andymci](https://profiles.wordpress.org/andymci/) had started
a **WordPress for Agencies & Clients: Big Questions** doc, and [@skarjune](https://profiles.wordpress.org/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.

### Goal

Evaluate WordPress adoption factors & barriers for upscale markets

### Objectives

 * 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](https://profiles.wordpress.org/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](https://profiles.wordpress.org/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](https://profiles.wordpress.org/skarjune/) in SlackSlack 
Slack is a Collaborative Group Chat Platform [https://slack.com/](https://slack.com/).
The WordPress community has its own Slack Channel at [https://make.wordpress.org/chat/](https://make.wordpress.org/chat/)
with ideas or comment on this post.

**Distro List** contacts will be added by [@marcuscouch](https://profiles.wordpress.org/marcuscouch/)
and [@skarjune](https://profiles.wordpress.org/skarjune/), along with other team
members as available.

[@skarjune](https://profiles.wordpress.org/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

Documents mentioned above are in the [Marketing to Agencies & Clients folder in GDrive](https://drive.google.com/drive/u/1/folders/0B9wRJsOfSKgzQ3NmRGVEVlNSN0U).

_Contact the Marketing Channel in Slack if you need permission._

[#agencies-clients](https://make.wordpress.org/marketing/tag/agencies-clients/)

 * [To-do](https://make.wordpress.org/marketing/tag/agencies-clients/?output_format=md#)

 [  ](https://profiles.wordpress.org/skarjune/) [skarjune](https://profiles.wordpress.org/skarjune/)
3:20 pm _on_ March 27, 2017     
Tags: agencies-clients, [marketing ( 91 )](https://make.wordpress.org/marketing/tag/marketing/)

# 󠀁[Marketing WordPress to Agencies & Clients – March 22 2017 Notes](https://make.wordpress.org/marketing/2017/03/27/marketing-wordpress-to-agencies-clients-march-22-2017-notes/)󠁿

We convened a Marketing WordPress to Agencies & Clients meeting, although most members
could not attend due to schedule conflicts. Some updates were shared on work tasks
from the last meeting.

 * [@Andymci](https://profiles.wordpress.org/andymci/) has tweaked the **WordPress
   for Agencies and Clients – Case Study Survey,** so he’ll update the subgroup 
   on next steps towards rollout.
 * [@Skarjune](https://profiles.wordpress.org/skarjune/) is working on a **WordPress
   Usage Survey Matrix** to clarify the objectives, topics, and methods for designing
   an industry survey about current WordPress usage by agencies and enterprises;
   and our FAQ sheets guide that.
 * We agree that the Usage survey should not ask about any revealing information,
   such as financials, although we need to validate respondent companies.
 * No input has happened on “What big questions about WordPress usage and perceptions
   should we answer in a broad survey?” in the **Big Questions** doc, but we’re 
   still looking for ideas.
 * As Marketing WordPress is a new team initiative, some growth is needed. We noted
   that the Users subgroup is very active and the Developers subgroup is hardly 
   active. It was suggested that “Perhaps some more visibility/promotion is needed?
   There are just around 300 folks in this channel.”

If you’re interested in contributing to the Marketing WordPress to Agencies & Clients
subgroup, feel free to visit the [#Marketing](https://make.wordpress.org/marketing/tag/marketing/)
channel at any time or message either [@Andymci](https://profiles.wordpress.org/andymci/)
or [@Skarjune](https://profiles.wordpress.org/skarjune/) on SlackSlack Slack is 
a Collaborative Group Chat Platform [https://slack.com/](https://slack.com/). The
WordPress community has its own Slack Channel at [https://make.wordpress.org/chat/](https://make.wordpress.org/chat/).

_Documents mentioned above are in the [Marketing to Agencies & Clients folder in GDrive](https://drive.google.com/drive/u/1/folders/0B9wRJsOfSKgzQ3NmRGVEVlNSN0U)._

**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 WordPress.org Marketing._](https://make.wordpress.org/marketing/2016/07/06/the-four-horsemen-of-wordpress-org-marketing/))

Our next meeting will be April 26 — 4th Wednesday — at 17:00 UTC

[#agencies-clients](https://make.wordpress.org/marketing/tag/agencies-clients/)

 * [To-do](https://make.wordpress.org/marketing/tag/agencies-clients/?output_format=md#)

 [  ](https://profiles.wordpress.org/skarjune/) [skarjune](https://profiles.wordpress.org/skarjune/)
4:09 pm _on_ March 1, 2017     
Tags: agencies-clients   

# 󠀁[Marketing WordPress to Agencies & Clients – February 22 2017 Notes](https://make.wordpress.org/marketing/2017/03/01/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](https://central.wordcamp.org/about/). 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 [https://make.wordpress.org/](https://make.wordpress.org/)
There are many teams that people can participate in, each with a different focus.
[https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/](https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/).
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](https://wordpress.slack.com/archives/marketing/p1487782858002442)
or the recap below.

### Updates

_Documents mentioned below are in the [Marketing to Agencies & Clients folder in GDrive](https://drive.google.com/drive/u/1/folders/0B9wRJsOfSKgzQ3NmRGVEVlNSN0U)._

 * [@andymci](https://profiles.wordpress.org/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](https://profiles.wordpress.org/skarjune/) started to draft a **WordPress
   for Agencies, Clients, and Enterprises Survey** as a separate questionnaire to
   gather perceptions and trends about WordPress.

### Discussion

The **WordPress for Agencies and Clients – Case Study** will gather information 
from agencies about successful WordPress projects that can be showcased on WordPress.
orgWordPress.org 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.
[https://wordpress.org/](https://wordpress.org/). The survey will be posted on WordPress.
org, 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](https://www.wininbizweek.com/)(
   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

 * [@andymci](https://profiles.wordpress.org/andymci/) will tidy up the Case Survey
 * [@skarjune](https://profiles.wordpress.org/skarjune/) will work on cross-checking
   FAQ and questionnaire matrix
 * Any subteam members can add to the shared document:
    [WordPress for Agencies & Clients: Big Questions](https://docs.google.com/document/d/1y-V4B39gtMsYjglHFWWDiIogO8DTt2YxceDusH-fjLo/edit?usp=sharing)
   _What big questions about WordPress usage and perceptions should we answer in
   a broad survey?_

**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 WordPress.org Marketing._](https://make.wordpress.org/marketing/2016/07/06/the-four-horsemen-of-wordpress-org-marketing/))

[#agencies-clients](https://make.wordpress.org/marketing/tag/agencies-clients/)

 * [To-do](https://make.wordpress.org/marketing/tag/agencies-clients/?output_format=md#)