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WP Care Market Training

The most complete and actionable training for crafting, selling & executing WordPress website care plans.

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WP Care Market training is broken down into 5 distinct courses (that can be purchased separately or as a bundle).

Crafting the Care Plan Product

This course reviews the structure of profitable care plans so you are selling what works. Lessons review margins, pricing, sales pages, services offered and tools needed to provide this product to clients.

  • Building the Core Offer
  • Avoiding Profit Suckers & Wrong Clients
  • Pricing with Profitable Margins
  • Constructing the Sales Page and Proposal
  • Setting Up Recurring Payment Environments
  • Building a Care Plan Dashboard
  • Recap and Action Items

Outcome: Leave this course with well-structured Care Plans optimized for better profit. Walk away with our sales page template crafted to fit your business.

Agency Processes for Care Plans

In this course, we’ll walk you through our proven client onboarding, website maintenance, and client support processes. All lessons show real tools in action along with tips, tricks, and lessons learned so you don’t repeat them.

  • The Rules of Forming Agency Processes
  • Onboarding Care Plan Clients
  • Website Maintenance Workflow
  • Website Support Desk Workflow
  • Creating a Client Database with Airtable
  • Offboarding Care Plan Clients
  • Recap and Action Items

Outcome: Leave this course with a complete task list for client onboarding, site updates, support and report processes to copy and paste into your business

Automation for Care Plans

This course walks through how to leverage project management SaaS with Airtable and Slack to elevate your processes for maximum profit and minimal mistakes. Tools reviewed include Teamwork, Teamwork Desk, Airtable, Slack, and Zapier.

  • Website Care Automation Fundamentals
  • Project SaaS Setup with Slack
  • Support Task Workflow With Automation
  • Zapier Zaps for Website Care Plans
  • Airtable Formulas for Website Care Plans
  • Sending Alerts and Notices from Airtable
  • Recap and Action Items

Outcome: Complete this course to implement an automation system you can copy and paste into your own business that supports your human staff to provide timely quality support to your clients.

Hiring Your Support Team

This course will teach you how to find, qualify, train and work with a virtual assistant and developer in your business. We will also review the strategies to use care plan revenue to pay your staff’s salary and remove website care and client support from your to-do list.

  • Support Team Investment Fundamentals
  • Support Team Job Descriptions
  • The Hiring Process
  • Onboarding Staff and Contractors
  • Training Staff and Contractors
  • White-Labeled Staff Training Videos
  • Recap and Action Items

Outcome: Walk away from this course with our job posting and screening templates so you can hire your team effectively the first time. Use our onboarding procedure to provide training task lists so you start out on the right foot.

Selling the Website Care Plan

In this course let’s tackle how to sell website care plans to past clients, new incoming project clients and new leads with existing websites. We’ll lay it all out from how to run a website evaluation for new leads, email copy, phone scripts, and follow-up email sequences.

  • Framing the Care Plan Sales Conversation
  • Care Plan Lead Sources
  • Past Client Outreach Process
  • Raising Prices on Existing Clients
  • Converting Sites You Didn’t Build (Website Evaluation)
  • 30 Day Lead Conversion Sequence
  • Recap and Action Items

Outcome: Leave this course ready to generate recurring revenue by implementing our sales outreach strategy to convert your clients and warm leads on to care plans.

Why We Love WP Care Market Training

Kristina pulls back the curtain on every aspect of how she structures and executes care plans for her customers— and this is a well-oiled machine. I take a lot of courses, and I don’t know if there is a more in-depth and comprehensive course on any given topic.

At the same time, it’s all completely realistic and applicable to the real world (which is something not always found in online courses).

The entire course is done in a series of talking head videos (which are very nicely produced) and include all kinds of downloads, resources, tools, and even copy and scripts you can use for yourself.

If I had to come up with one word to describe the entire set of courses, I’d choose “actionable”. Each and every video paints a clear and complete picture of the material. This isn’t just theory.

If you want to learn a little more, you can check out our interview with Kristina where we discuss why care plans are more about relationship building than anything else, whether or not you should require care plans, if you should charge monthly or annually, and how you can implement some easy client touchpoints to improve relationships with your customers.

Additional Information

Watch Planning, Selling, & Executing Website Care Plans with Kristina Romero

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