How to create a WordPress training process for clients

See me if this sounds familiar.

You get to the office and log in to your ticket portal and find half a dozen support requests.

One by one you begin to go through each request and find them to be basic WordPress information. You get requests such as, “How do I add an image to my blog post?”

“How do I link to my favorite blog?”

“How do I update the biography in my profile information?”

“How do I create a new category on my blog? Where does my blog show that category?”

Very few of your requests have to do with an actual technical support. They are just questions that could be solved with a training session. Or, they could be solved with some videos in the WordPress dashboard.

Then it hits you, it is time to be more efficient with client training. After all, you have dozens or hundreds of clients and you can’t spend all your time answering these kinds of questions. You have websites to build!

Support is a part of our jobs as WordPress professionals. However, we can streamline an make it more efficient by providing WordPress training for your clients. Today we are going to take a look at three ways you can provide that training.

WordPress Training

Training Sessions

Another option is to have a client training session. There are important things to remember when hosting a session.

First, make sure you are prepared. This will mean finding a way to deliver your session face to face or in person. Next, create an agenda. Plot out the direction of your session so there is no wasted time.

Third, get help. There are so many training materials available already created. No need to reinvent the wheel.

During your training session make sure you provide them with your training document, share your screen so that can see you doing the task, answer questions, show them how to create a blog post, and give them follow up resources they can use later.

Read our article How you can offer introductory WordPress client training that actually helps to learn more.

Client Training Videos

Determine what your client needs to know. Things like the dashboard, how to write a post, how to write a page, how to add an image, how to add a Youtube video, using categories, managing comments, and basic maintenance might make your list.

How do you want to deliver these training videos? Services such as WP101, WPMU, and WPBeginner have a good library of videos you can use. Some are free, some you have to pay a license to use. None are very expensive.

Adding documentation that you make for your clients can be helpful as well as a client walk through.

Learn more about WordPress training videos for clients

Add Training Videos to the dashboard

Once you are done with your training session, you are going to want to leave you client ongoing resources. One of the ways you can do this is by adding videos to your client’s dashboard.

You can create your own videos using a screencasting software. Then, with the help of a plugin, you can embed them in your client’s WordPress dashboard. Or, if you prefer, you can use WP101’s video library plugin.

Learn how to add videos to your client dashboard 

Client Reports

It is important to provide reports for clients who are on a care plan. Client reports help to document results, remind your client of goals, justifies your service, and delights your clients. Client reports support your WordPress training.

When providing reports, make sure to include marketing reports and MainWP Client reports.

Learn how you can keep clients engaged for the long haul with client reports.

Providing MainWP client reports will keep your customers up to date with all of the important tasks you complete for them every single month.

It takes a little work to set up your reporting system, but we break it all down for you with the help of Joshua Vandercar in an article at the MainWP blog.

Getting started with MainWP client reports

Wrapping it Up

If you feel like you need to start a WordPress training program for your clients, taking advantage of these articles can help.

Sometimes it just takes a little time to plan and then execute. If you have a team you can utilize them to help. If you are solo, there are many great products and services in the WordPress ecosystem in which you can take advantage.

How do you execute training for your WordPress clients? Let us know in the comments below.