Client Engagement Platform for Wordpress

Why build a digital marketing client platform?

We need a platform to better manage our clients. Our growth is limited by human capital (i.e. time). We also need to have a portal so that clients can feel part of our community – but we need to think about what would keep them logging back in…

Why should we build a platform?

Here are the primary reasons for building a platform:

- Reminder of deliverables

- Ability to purchase extras

- Ability to acquire clients in an online-only purchase journey.

- Automate reporting via logging in.

- Schedule comms / book comms meetings and calls.

- Automate reminders / deadlines.

- Track deliverables.

- Request information from clients.

- Central resource as proof-of-work.

- Allows for clients to refer us to another company easily – with a tracked commission.

- Allows us to mass message

- Creates another USP.

- Adds tangible value.

MVP Plan

In order to rollout an Client platform, we should aim to start by displaying the following info:

• Account Manager

• Comms Schedule

• Your services

• Purchase order services

• Cancel (hidden away)

• Direct Debit link

• Reports download (pdf link)

• Strategy download (pdf link)

• Client Journey diagram

• List of deliverables

• Questionnaire links

• Questionnaire answers

• Messaging

• Links to our software

• Links to our whitepapers

• Links to our ticketing system

• Invite others (for 10% discount on services)

Other considerations:

• What will we call the platform? Potentially "ADapt" for now.

• Can [login to view URL] hook in to WordPress?

• Can [login to view URL] hook in to WordPress?

• Can Xero hook in to WordPress?

Habilidades: HTML, PHP, Arquitectura de software, Diseño de sitios web, WordPress

Ver más: wordpress crm plugin, crm para wordpress, woocommerce crm extension, woocommerce customer portal, wordpress client management plugin, wordpress customer database, wordpress client portal plugin, wordpress plugins, web design client log area wordpress, sample client proposal build wordpress website doc, client file plugin wordpress, client login area wordpress, client download area wordpress, client upload area wordpress, client file download wordpress, client login page wordpress, client login integration wordpress, client tracking system wordpress, client content login wordpress, write articles and earn money in your perfect money account

Información del empleador:
( 6 comentarios ) Lancaster, United Kingdom

Nº del proyecto: #19186406

Adjudicado a:


Hi, I am an expert website designer and developer with more than six years of experience in website development. I will develop your platform for your WordPress website as per your given detail and we need some more Más

£1800 GBP en 30 días
(46 comentarios)

61 freelancers están ofertando el promedio de £1363 para este trabajo


Hi, == Questions: 1) How many user type will use this application? will Admin create their account or they can sign-up as well? 2) Can your clients also login to the system to check the commission earn? 3) What Más

£2000 GBP en 45 días
(277 comentarios)

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£2500 GBP en 30 días
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£1029 GBP en 10 días
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£3000 GBP en 60 días
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£2500 GBP en 35 días
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