Calling all WordPress Agencies

The marketing team has put together a survey to gather case studies from agencies, clients, and enterprises using WordPress.

We want to understand how WordPress as a CMS is used, and we’d love your help to do it.

Why should you do it?

Putting case studies together is not easy work. It’s difficult to find the right words to explain a complex project and do it in a way that others find interesting to read.

The marketing team would like to help! And in turn, we’d love you to help us.

In our survey, we’ve created a format to help you tell your story, so you don’t have to worry about writing huge chunks of text. You can simply use this framework and get them done quickly and effectively, whilst still telling the project story in full. It’s also a great opportunity for you to showcase your most interesting projects and clients.

The survey is broken down into six key parts;

  • The Project
  • The Challenge
  • Why WordPress
  • The Obstacle
  • The Solution
  • The Results

Take a look at our Sample Case Study.

There are several reasons you should submit your case studies to our survey. It isn’t just a way of contributing towards; it’s helping all of us understand the way agencies are using WordPress, and moving towards a future that supports that.

It’s also a celebration of that use! And a way of putting together a portfolio of work to promote WordPress. You will also be free to reuse your case study write-up on your own website and/or company blog once they’ve been published on

We’re already over 28% of the web. Can you help us make small steps towards growing that number?

Agencies: We’d Love Your Case Studies

Do you have an amazing project you want to shout about? Did you, or your team, work on a cool new feature? If so, we want to know!

It doesn’t matter whether your project was big or small, or whether it was paid for or done pro bono; we want to know the various ways in which WordPress agencies are using WordPress. If you own or work in an agency, you’re just the people we want to hear from.

What should you do?

  • Select one person in your agency to be responsible for submitting case studies.You can submit as many case studies as you like! But we’d advise you to coordinate with your team so we don’t receive the same submission twice.
  • Submit the case studies via this survey.
  • There is no limit on the number of case studies you can submit! The more you can tell us, the more we will know.
  • We want to hear new stories; please don’t send us something you’ve previously published! It’s totally fine if you’ve already written about this project on your site or company blog before. What we’d like you to do is use the framework we’ve created in the form to help you provide this information, rather than copying and pasting chunks of text into the form! (We know this takes work and we’re super grateful for your time!)
  • Please make sure you have your client’s permission to submit this information. We’ll ask you this again when you submit the case study.

When should you do it by?

Originally we set a deadline against this. Then we realised it’d be more helpful if we kept submissions open until we received enough case studies.

What should you know?

Once you’ve submitted the case study, it’ll go through a process of review where it may be subject to further editing.

We’re really grateful to you for your time, but please bear with us if your case study isn’t published! We cannot publish all case studies, but we will carefully review each application and will be in touch to explain our decision.

Case studies that are accepted will be published on the blog and promoted through various channels to the community.

Who can I reach out to with questions?

Get in touch with us in the Make #marketing team on Slack. Alternatively, drop us a comment below and we’ll do our best to get back to you.

Thank you for your time! If you have any feedback or would like to get involved with the #marketing team at, please don’t hesitate to do so. We love new members and we’re eager to grow our team 🙂

Want to help?

Whether you participate in the survey or not, we’d still love your help promoting it! Help us spread the word. Share the survey and mention #WPAgencySurvey when you talk about us on Twitter.

Marketing to Agencies & Clients – July 26, 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.

Meeting Notes

Details are available in the Slack Marketing channel, including resource links. @anafransilva led the meeting.

Usage Survey

@skarjune gave an update on the WordPress Usage survey. 71 responses have come in, and the data is very preliminary as we need more responses and analysis. Still, we were able to review some trends.

We looked at the Source for hearing about the survey, though not all responses provided that. Blogs were the primary Source, primarily the WP Tavern post along with the original post, then some response via the Facebook Advanced User Group. We seem to be reaching a targeted audience that follows WordPress news, and we want to continue more outreach.

Blog (WP Tavern, Nuzzel) 19 36% 16 30%
Facebook 8 15%
Personal Associate 4 8%
News Website 2 4%
WordCamp 2 4%
Twitter 1 2%
Podcast 1 2%

Agencies is at the top of the list for the Industry type in responses, so this is a good sign that we will be able to collect Case Studies from our outreach efforts.

Agency 20
Internet 10
Small Business 10
Software 5
Business Services 5
Education 3
Web Host 2
Media 2
Nonprofit 1
Retail 1

High points for Reasons to use WordPress are expected, as it’s highly regarded for Ease of Use, Extensibility, and Availability of themes and plugins.

REASONS 1-high, 5-Not at all RANK
Extensibility 1.8
Ease of Use 1.8
Open Source 1.9
Themes & Plugins Availability 2.1
Community 2.2
Integrations Availability 2.2
Cost 2.2
Documentation 2.3
Search Engine Optimization 2.4
Scalability 2.6
Accessibility 2.6
Multilingual 2.9

WordPress users have some moderate concerns, and @skarjune speculated that debate on the Gutenberg editor project could be an example of why Road Map is the highest barrier. However, concerns about Security and Performance could be false myths, as there are many ways to remedy those.

BARRIERS 1-High, 5-minor RANK
Road map 3.3
Security 3.4
Performance 3.4
Maintenance 3.5
Scalability 3.6
Ecommerce 3.6
Missing features 3.7
Architecture 3.7
Support 3.7
Workflow 3.7
PHP code base 4.0
Licensing 4.2

As we get more data and do some analysis, the Usage survey should provide some guidance for all the subgroups in determining what kind of White Papers are needed in our Marketing resources.

Marketing Message

@anafransilva finalised the Marketing Message and the group found it ready to publish. We want to add a sample Case Study as an example of how the survey responses will be used. @bridgetwillard started one in the Drive, @skarjune needs to revise that as it was only a test entry by him, and he’ll produce a pretty PDF document to go with the message. @anafransilva and @skarjune will work on this for next week to be published on August 2.

Promotional Message Template

@mcdwayne shared the Marketing Message for Agencies being used to promote the call for Case Studies, which can be used by anyone soliciting agencies to respond. Already several members are performing outreach to contacts in their networks and using the Agency Survey Tracker to record their work.

We discussed if we need to make a list of agencies that we know of or that should be contacted. We felt that this would be a very big project that could be difficult to complete. Also, it would create a target list of agencies, and we had previously discussed this and determined that we did NOT want to appear to be selecting specific agencies that would be promoted by publishing their case studies. Even if we did a thorough job of contacting a wide range of agencies, just one complaint of why a particular agency wasn’t contacted might appear problematic.

Instead of creating a list, we will continue to pursue outreach with our own P2P networks, via Community, and through influencers in the ecosystem, and we’ll track our contacts. We do want to reach as many agencies as possible, we want to attract quality cases, and we want to be transparent about the process of finding and selecting Case Studies to publish.

Influencers Message Template

We reviewed the Email Template to Twitter Influencers to promote the Case Studies survey. We liked the nice tone, clear message, and single call to action with a hashtag and sample Tweet:

Agencies, the marketing team at needs you! Submit your case studies here: #WPAgencySurvey

The message to influencers focuses on just the Case Studies survey, which is a current need, although the template can be easily tweeked for a version to use for the Usage survey.

There was interest in developing some kind of Tweet Now button to automate the follow-through, and @vishalmukadam will follow up on how to do that.

Community Outreach

We considered reaching out to individual WordCamps that are coming up soon, but we’ll check with some Community leaders to ask if they could do a broad outreach to both WordCamps and Meetups to promote the surveys. @bridgetwillard and @skarjune will check with @andreamiddleton and @chanthaboune about that.


Team members are updating the Trello cards for tasks management as work continues. We’ll publish new posts on the surveys next week, and we’ll continue with outreach to promote the surveys.

To get involved with the Marketing to Agencies and Clients subgroup, or any other subgroup of the Marketing team, see the post on Welcome to the Marketing Team — Here’s What You Need to Know.

Our next meeting is scheduled for Wednesday, August 23.