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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:

javedaasim

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)
6.1

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

manager2015

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)
9.7
codeguru786

Hi, I've read the project description and definitely can develop the client portal. I'll provide you with the highly skilled & professional UI/HTML/CSS, PHP/WordPress, JavaScript, MySQL, front & back-end web developmen Más

£2500 GBP en 30 días
(737 comentarios)
9.5
leadconcept

Hi there, Your project recruiter "Loreley" invited to place a bid on your project. I have read initial high level requirements & understood the scope of this project but before finalising this project, may I requ Más

£1029 GBP en 10 días
(114 comentarios)
9.1
ukroficer

Hi, I'm Anna from WebCapitan. Our team has a great experience with Wordpress development and customization. We will build a platform with high usability and modern, eye-pleasing design Let's chat to discuss the deta Más

£1000 GBP en 10 días
(309 comentarios)
8.8
graphicaa

Hello, Please check the attached document which contains details of web application we recently completed [login to view URL] Please chat with me, we d Más

£3000 GBP en 60 días
(744 comentarios)
9.2
cr8tivewebexpert

Hi, Reviewed your requirement for building the platform for client engagement and providing all those features you have listed along with integration with third party. We have experience building CRM & ERP soluti Más

£3529 GBP en 55 días
(297 comentarios)
9.0
arhamsoftltd

Hi, I can develop a digital marketing platform's mvp with you. similar work: [login to view URL] I can develop it for you, with appealing UI and catchy interface of landing page. My 9 years of develo Más

£2500 GBP en 35 días
(192 comentarios)
9.2
Softmania

Hi there, Thank you for reading our message. I checked the project description carefully, it would be great if I could chat with you as I have a few questions. Please know Wordpress is our main area of experti Más

£988 GBP en 30 días
(489 comentarios)
9.1
SRajpurohit

Hello Aarona C., Thanks for sharing a Brief, I have read your project description carefully and I come to know that you wanted to design and developed Web Application for Client Engagement & buying and sell wi Más

£2941 GBP en 30 días
(313 comentarios)
9.0
£1647 GBP en 30 días
(305 comentarios)
8.9
webbookstudio

Hello, we are the team of highly-qualified professionals, who have a lot of experience in creating and designing websites using CMS Wordpress. Our devs are able to create a platform for clients and also a digital mark Más

£1176 GBP en 10 días
(291 comentarios)
8.6
PhpYouth

Hi sir, my name is Vikas. I am an experienced WordPress developer. I have read the project requirements and I am very much interested in designing this Website for you. I'll implement all the mentioned things in the p Más

£1000 GBP en 7 días
(280 comentarios)
8.3
xtremewebtech

hy! Dear how are you? hope you will be fine. i read your project description and ready to work for you so please come in chat without wasting time so that we can start working quickly. i have good command in php, m Más

£1000 GBP en 15 días
(338 comentarios)
8.4
bdsiddhi

Hi, Greetings !! Wordpress expert here ! • We can surely develop a client platform for you, that can helpful towards Digital marketing platform & would work as direct interacting point for your clients. I careful Más

£1500 GBP en 30 días
(260 comentarios)
8.7
dinotech

Hello There, After study of your project, I am confident in understanding the important requirements. I am experts with developing customized applications and have received rave reviews for developing precise Más

£1000 GBP en 30 días
(322 comentarios)
8.5
r4rony

WEB DESIGNING & WEB DEVELOPMENT EXPERTS HERE! Hello greetings! SIMILAR WORK: == [login to view URL] (CRM) == [login to view URL] (Containing Más

£2000 GBP en 30 días
(213 comentarios)
8.6
wpoppo

Hello, As per need, you need Client Engagement Platform for WordPress, we have shared our work portfolio and also we are recently working on marketplace website please go through the link below: https://sweetness. Más

£1000 GBP en 10 días
(240 comentarios)
8.6
gkws

Dear Employer, Greetings from Risensys!! We are giving quality services from past 8 years. Can you come over to chat to discuss further in this regards as I would love to hear more about the idea/ concept? *WE Más

£1029 GBP en 30 días
(400 comentarios)
8.5
ravinder246

Hi, I have great experience in web development and designing . Yes, I Read your project description . Yes, I understand your project requirements . I Want to discuss over the chat . Skills : wo Más

£3000 GBP en 100 días
(480 comentarios)
8.1
riteshjain009

//**100% QUALITY WORK TILL YOUR SATISFACTION **// Hello Employer ! Hope you doing great. With the reference of your description We would like to inform you that we are the most eligible team here with whom you c Más

£1058 GBP en 30 días
(438 comentarios)
8.1