The new way Wordpressers add value

So, you’re a freelance Wordpresser and with so many fellow Wordpress designers and developers, competition is tight.

New customers usually turn to you to set up a new Wordpress installation, install a ready-made theme, add the top 10 must-have plugins, post their ‘services’ and ‘about’ pages and delete their initial ‘Hello world!’ blog post. Job done!

But sometimes your customers want more from their website. And what they want requires custom design and development.

Maybe it’s a custom theme to differentiate them from a legion of other Wordpress sites that use their exact theme. Or maybe it is a custom plugin that is tied into their unique way of doing business.

If you’re a skilled designer and understand the inner-workings of Wordpress themes you’d take the PSD you’ve designed and turn it into a beautiful theme. And if you lean towards the development side of things then you’d be able to write the code for their custom plugin.

But there are times when you will need to call on specialist developers to do the job rather than face the possibility of losing your customer to a competitor.


More than ten years ago Campaign Monitor first made it possible for freelancers (and agencies) to ‘resell’ email marketing to their customers as if it was their own product offering. Freelancers, who knew nothing about developing a bulk email system or getting emails past anti-SPAM filters, could now provide value-added marketing services to their customers. Best of all, they could pay Campaign Monitor directly for the service and markup the prices they charged their customers.

But most probably the BIGGEST win for any Wordpress designer using Campaign Monitor is, that by offering additional value-added services the chance of retaining them as a customer, for longer, is increased. And if you can keep your customers for longer then it is likely that your Customer Lifetime Value (CLTV) will increase.


Maybe you already offer a mailing list service to your customers and the subscription widget is one of the first plugins you install and activate on their websites.

Even so, allow me to pose these 7 questions to you:

  1. What would be the value to your customers if more of their business functions were integrated with their website?
  2. How would they benefit if some of their most mundane workflows were now automated?
  3. How would their customers perceive them if many of their business functions were electronic, instantly available and produced quick results?
  4. What value will you get out of this - by being able to provide them with solutions to their business process challenges?
  5. Would the Customer LifeTime Value increase?
  6. Would this make your offering more competitive?
  7. Would this value-added service help your business thrive?

When we were freelancers, many of our discussions with our customers started with “I want a website…”

But these quickly progressed to something along the lines of “…but can you also add an online form to capture sales leads? It should ask the prospect 10 questions to determine their needs. If they indicate interest in our premium product and fit our ideal customer profile then our account executive should be emailed otherwise the sales team should be notified of the new lead.” Later, they might add “…and can you send this information to Salesforce, our CRM?”

You will notice that these are all individual tasks that do a specific action. We can string these tasks together in what we call a taskflow (a flow of tasks).

Tasks can be performed sequentially (e.g. a form is submitted, then an email is sent, then another form is filled-in, etc) or conditions may be added to determine which task is performed next (as in the case of the ‘premium product’ email sent to the account executive).

You can build and run these taskflows with Kotive.

It is easy to create a new taskflow: drag-and-drop your tasks in the flow, add fields to any form tasks and set conditions. Then embed this taskflow in your customer’s Wordpress website with a one-liner shortcode and you’re all set.

Additionally, you can give your customers access to view and manage all their business information related to this taskflow while you stay in control of the design of their taskflows.

Taskflows are inherent in human endeavors. Once you understand the extent to which taskflows are integrated in everyday life, you will be able to solve many such processes more effectively.

There are many other custom taskflows that can be built and integrated into your customers’ websites to compliment and further improve the running of their businesses. Some examples include event registrations, support requests, updating of customer details, making appointments, RSVP to invitations, ordering of products and services, insurance claim submissions, collecting payments, request for quotes and tenders and job applications.

Sounds good? Then sign up for free and design unlimited taskflows.

Or wait and see what taskflows your competition builds.

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