The Challenges Of Educating, Teaching & Training New WordPress Users

Empowering new WordPress users to get results from their WordPress websites is challenging and requires an effective WordPress training and education system!

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Do You Sell WordPress Services?Do you build WordPress sites for clients or provide services that require you to educate and train people to use WordPress?

If so, you’ve probably experienced some of the challenges of educating and training new WordPress users.

Search online or visit forums and discussion groups frequented by WordPress service providers, web developers, web designers, etc. and you will see that the question of “how to train WordPress clients” frequently comes up …

How Do You Train Your WordPress Clients?

(“How Do You Train Your WordPress Clients?” Source: WordPress Experts – LinkedIn Groups)

Having spent well over a decade as a WordPress educator and trainer helping businesses of all sizes grow their digital presence, I am well aware of the challenges of educating and training new WordPress users.

In fact, I have spent many years systematically addressing these challenges and developing an effective training system to help create self-empowered WordPress users.

This article explores the challenges of empowering new WordPress users to get results from their WordPress websites.

Practical Tip

In addition to this article, we also recommend reading The WordPress Paradox and our comprehensive guide on how to effectively train and empower new WordPress users.

The Challenges Of Educating, Teaching & Training New WordPress Users

WordPress is easy to use but hard to explain.

WordPress is easy to use once you know how, but hard to explain to anyone who has never heard of WordPress before.

Like most technologies, learning WordPress requires going through a learning curve. The challenge with WordPress, however, is not learning how to use it, but learning how to become a self-empowered WordPress user.

As explained in The WordPress Paradox, WordPress allows anyone to control their own web presence and create the results they want without requiring technical skills or depending on technical experts.

A self-empowered WordPress user, then is someone who is in complete control of their web presence.

Helping new WordPress users become self-empowered, however is very challenging. It requires an effective training system that will:

  • Educate people about WordPress and the benefits and advantages of using the WordPress platform,
  • Show people how to use the unique and powerful features of WordPress to create the results they want, and
  • Empower users to be in complete control of their web presence.

Put into simpler words, an effective WordPress training system has to provide users with answers to the following questions:

  1. What Is WordPress?
  2. Why Do I Need WordPress?
  3. How Do I Use WordPress To Create The Results I Want? 

Most content written to educate people about WordPress focuses on the first two questions. The real challenge is how to create an effective training system that shows users how to create the results they want using WordPress.

To understand and address this challenge, we’ll break things down into the following sections:

  1. Challenges of identifying WordPress end users and their needs.
  2. Challenges of providing WordPress education and training services.
  3. Challenges of creating effective WordPress training resources.
  4. Challenges of implementing effective WordPress training methods.

Let’s go through these …

The Challenge Of Identifying WordPress End Users & Their Needs

The first step to addressing the challenges of educating, teaching, and training people about WordPress is to work out who needs to learn what about WordPress.

Who Needs WordPress Training & Education?

For simplicity’s sake, let’s divide our audience into two main groups:

  1. People who are technically inclined
  2. People who are technically declined

Are you technically inclined or technically declined?

(Are you technically inclined or technically declined?)

The WordPress Economy is made up of both technically ‘inclined’ and technically ‘declined’ users.

Technically inclined people typically don’t mind spending time learning how things work. They are often autodidactic (self-teaching) and can easily learn WordPress using free resources like the WordPress Codex, searching online for answers, going through tutorials posted by other WordPress users, and by participating in forums, user groups, online discussions, WordPress meets, etc.

Technically declined people, on the other hand, want websites they can manage themselves. but are averse to learning ‘technical’ stuff. They don’t want to learn how to edit code, install scripts, learn web programming languages, etc. They just want results from their websites.

As we explain in our guide on how to effectively train and empower new WordPress users, technically declined users don’t want to learn how a fishing rod works, they just want to “catch fish.”

As a general statement, then, we could say that technically inclined people like website developers provide web services to technically declined people like most typical end users and this creates an interdependency between the two.

Technically inclined and technically declined users

(Technically inclined and technically declined users … one of those “circle of life” things!)

Let’s divide technically declined users into two further categories:

  • Technically declined people who do not use WordPress (yet), and
  • Technically declined people who need to use WordPress

Technically declined users are your prospects and clients

(Technically declined users are your prospects and clients)

Let’s also divide technically inclined users into two categories:

  • DYIselfers who learn WordPress to build, manage, and grow their own web presence, and
  • Website developers, web designers, etc. who learn WordPress to help other people build, manage, and grow their web presence

Technically inclined WordPress DIY users and service sellers

(Technically inclined WordPress DIY users and service sellers)

We don’t need to be concerned about DIY WordPress users, as they can easily teach themselves everything they need to know about WordPress.

Technically inclined WordPress service sellers need technically declined people to sell their services to. Technically declined WordPress end users pay technically inclined people like website developers for services and ultimately keep the ‘WordPress Economy’ alive and growing.

Let’s define prospects, then, as technically declined people who are not using WordPress yet. These include business owners, people planning to start or take a business online, would-be bloggers, etc. who would really benefit from using WordPress if they only knew all the ways WordPress can help them achieve results online.

Using the same definition, clients are technically declined people who have a WordPress site or blog and who need to learn how to use WordPress to achieve the results they want.

So … prospects need WordPress education and clients need both WordPress education and training.

Technically declined users need WordPress education & training

(Technically declined users need WordPress education & training)

The main challenge with educating, teaching, and training new WordPress users, then, is found in the relationship between technically inclined people who sell WordPress services to technically declined prospects and clients …

Technically inclined users sell WordPress services to technically declined users!

(Technically inclined users sell WordPress services to technically declined users!)

Technically Declined WordPress Users Want Self-Empowerment, Not Dependency

The challenge of educating technically declined users about WordPress is that they don’t care about WordPress. They don’t want to become web developers and they are not interested in messing with code and scripts and web languages. That’s why they pay people like website developers to do all of the technical work for them.

Most website owners don't want to learn technical stuff, they just want results!

(Most website owners don’t want to learn technical stuff, they just want results!)

Most WordPress end users, however, want results. They don’t care if their websites are built with techno poop as long as it brings them more customers, more leads, more sales, etc.

Technically declined users not only want results, they also want to feel that they are in control and can manage their own web presence.

Technically declined users, then, need WordPress education and training that will help them become self-empowered. This education begins with teaching prospects and clients about the benefits of using WordPress.

We have created an entire Introduction To WordPress training module devoted to explaining the benefits of using WordPress to non-technical users. We also emphasize training new clients by opening with the benefits of WordPress as described in our guide on how to effectively train and empower new WordPress users.

Some of the benefits of WordPress that you can educate your prospects and clients about are covered in these tutorials:

If you sell WordPress services, ask yourself the following:

  • How much effort am I putting into creating systems, tools, and resources to educate and train technically declined people about WordPress?
  • What kind of content am I writing to inform and educate technically declined prospects and clients about the benefits of using WordPress?

This brings up the next challenge …

Challenges Of Providing WordPress Education & Training Services

Technically declined users simply “don’t know what they don’t know” about websites, WordPress, and how any of this stuff really works. They depend and rely, therefore, on the advice of experts.

When technically declined users hire the services of a website developer, they expect to be trained and shown how to use their websites to get results. If you build websites for clients using WordPress, then you are also responsible for educating and training your new WordPress users.

Making website developers responsible for training clients, however, is very challenging because:

  • Training clients is not the core focus of their business, and
  • Many feel that empowering users is “bad” for business.

The Core Business Of Website Developers Is Not WordPress Training

The core business of website developers is selling web services and doing technical work for clients, not creating client training systems and providing training and education services.

Providing web services is full-time work ... so is creating training systems!

(Providing web services is full-time work … so is creating training systems!)

Building a web services business is full-time work. So is creating and maintaining effective client training systems.

As the main focus of most website developers’ businesses is selling web services, many will not invest the time, effort, or resources into planning, documenting, and creating effective client training systems.

For most website developers, ‘WordPress training and education’ is not an end in itself but an afterthought of their sales process. It’s often mostly a convenient way to hand over completed website projects to clients, rather than steering clients toward the beginning of their journey towards self-empowerment.

Because of this, most website developers end up only providing clients with very basic training on how to use their new sites.

This creates another challenge for both the user and the service provider …

More Cost For Users & Less Time For Servicing Clients

If all clients are going to get from their website developer is basic training, what happens when clients need to get things done that fall outside the training they’ve been given?

Are you going to remain continually available to service your client’s needs, answer their questions, and show them how to use all of the other features of their website? If so, are you going to continually charge them for this?

Clearly, most service providers can’t afford to provide 24/7 training and support for free. While charging clients for the time you spend answering their questions and training them makes complete business sense, this also impacts your business and theirs.

For example:

  • Higher ongoing costs for users can raise your client attrition rates,
  • Answering ‘quick questions’ from clients for free eats into your daily workload and costs you money
  • If you work alone or as part of a small agency, adding client support and training services requires implementing additional systems and processes and reduces the time your business has to find and service new and existing clients.

Self-Empowered WordPress Users Is “Bad” For Business

Suppose your business is building WordPress websites and that you have just finished building a new website for a client and now you have to train them to use WordPress.

What is the main objective of training your clients?

Is it to help them become self-empowered so they can learn how to be in control of their own web presence, or is it to keep them dependent on using your web services so you can stay in business?

As we explain in The WordPress Paradox, businesses that sell web services depend on clients that depend on using their services to stay in business. If they truly helped clients become self-empowered WordPress users, they could be out of business …

Businesses that sell web services need dependent clients to grow their business

(Businesses that sell web services need dependent clients to grow their business)

As we also explain in The WordPress Paradox, this creates a conflict of interest. Clients expect website developers to empower them and show them how to use WordPress to manage and grow their sites, but website developers need clients who are dependent on using their services to stay in business.

As a result of this and a number of other factors discussed further below, many website providers will ‘hold back’ on the information they give to clients and will only show them how to do basic stuff, like how to add and publish content on their site.

The thing about WordPress, is that even seemingly ‘basic’ tasks like showing users how to create a WordPress post can, in fact, be quite complex …

Even seemingly basic tasks like creating a new post in WordPress can be a complex task to teach others!

(Even seemingly basic tasks like creating a new post in WordPress can be a complex task to teach others!)

The way you teach users how to create a post in WordPress will be completely different depending on whether you plan to keep your clients dependent on using your services or help them become self-empowered WordPress users.

This difference is explained in the next section.

Challenges Of Creating Effective WordPress Training Resources

The previous diagram shows how doing something as seemingly basic as creating a new WordPress post requires knowing how to use many different interlinked processes, sections, features, functions, settings, options, and buttons. There are also many things users need to know and do before, during, and after completing this task.

Creating effective WordPress education and training resources that organize and put all of the information non-technical minded WordPress users need to know in logical step-by-step sequence and in the right context to help users become self-empowered takes many years of meticulous planning and detailed documentation.

Most WordPress training resources are not very effective, because they were not created by people whose goal is to help users become self-empowered. These include info products that have been quickly cobbled together by internet marketers and ‘Quick-Start’ PDF guides that contain incomplete, outdated, and confusing information.

If your aim is to keep clients dependent on using your services, why go through all of the time-consuming work of putting together detailed training resources where the end goal is to help them not need your services?

Even if your intention is to help clients become self-empowered, there are still many challenges associated with the current WordPress training resources being used to train technically declined users.

WordPress Training Created By Technically Inclined Users For Technically Inclined Users

Most of the tutorials and resources for WordPress users found online (including the official WordPress Codex) are created by technically inclined users to help other technically inclined users.

These tutorials are useful for web developers, but not really useful for technically declined WordPress users.

WordPress Training That Assumes To Know What Clients Need

Many website developers believe that building, configuring, and maintaining websites is best left to technically inclined experts.

Some will even argue that users would “stuff things up” if left to manage their own sites …

Many website developers believe clients will "stuff things up" if they manage their own sites!

(Many website developers believe clients will “stuff things up” if they manage their own sites!)

While many website developers will cite many years of experience working with clients to back up their belief, as we discuss in The WordPress Paradox, these are ‘assumptions’ that lead to decisions being made by people who ultimately have no vested interest in their clients’ success (i.e. their income doesn’t depend on whether their clients success or fail) and which affect the businesses of users who are not being given real choices.

WordPress Training Resource Is Hard To Keep Updated

WordPress and many of its features, plugins, themes, etc. are continually being improved and constantly being updated. This makes it very hard to keep the information up-to-date.

Many online tutorials contain outdated or obsolete information about WordPress because there are no systems for managing the information. Without effective document management systems, it’s almost impossible to keep track of what has changed, what needs to be updated, who has which version of what training resource, etc.

Also, many WordPress training resources are created, delivered, and distributed in formats that are difficult to keep constantly updated. These include eBooks, PDF guides, videos, etc.

WordPress Step-By-Step Training Is Not Step-By-Step

The World Wide Web has been described as being like an endlessly vast chaotic library with books scattered everywhere. All of the information is out there but finding what you need is incredibly difficult and time-consuming.

Technically declined users typically don’t know what they are looking for until they need to do something or run into a problem and get stuck.

Many training resources that claim to be ‘step-by-step’ are in fact overviews of processes containing lots of missing steps and these often lead users to various confusing ‘dead-ends’ with nowhere else to go.

Challenges Of Implementing Effective WordPress Training Methods.

The last challenge of educating, teaching, and training new WordPress users is implementing effective WordPress training methods.

The main issue here, is that helping people to become self-empowered WordPress users requires more than just ‘methods’, it requires an effective WordPress training system.

If we go back to the opening screenshot at the top of the page where WordPress service providers are asked “how to train WordPress clients,” we can see that most people use one or a combination of the following methods and resources to train new WordPress users:

  • PDF guides (or ebooks) – ‘Quick Start’ guides or ‘How To’ ebooks
  • Video tutorials – ‘Over the shoulder’ screen capture videos
  • Personal training – ‘1-on-1’ sessions or group meetings, workshops, phone calls, etc.
  • No training – Give users link to support forums and let people figure things out on their own.

Without an effective WordPress education and training system, the above are just a collection of ineffective methods and resources given by service providers to keep clients dependent on using their services.

As we’ve already mentioned, PDF guides, e-books and video tutorials are hard to keep information about WordPress up-to-date and most are not ‘step-by-step’ even if their creators claim they are.

Giving users no training is … well … giving users no training!

Personal training and group training can be effective if users are shown a path towards self-empowerment. Otherwise, this is just another strategy used by service providers to sell users additional services e.g. ongoing training and support) and keep them dependent.

The Missing Element Of An Effective WordPress Training System For Empowering Users

The missing element of an effective system designed to help educate, teach, and train new WordPress users, then, is having a comprehensive repository of detailed step-by-step tutorials delivered in a format that allows the information to be kept up-to-date, that service providers can direct their clients to, and that non-technical users can access anytime they need help with WordPress or using their sites.

Creating a comprehensive repository of WordPress tutorials for technically declined users is a huge challenge in itself, even for members of the WordPress Community tasked with managing this aspect of the official WordPress site.

At WPCompendium.org, our mission is to help create self-empowered WordPress users who can learn to be in complete control of their digital presence and create the results they want online using WordPress.

To achieve this goal, we have spent years building a comprehensive WordPress training system that includes hundreds of detailed step-by-step tutorials organized in logical sequence. These tutorials show users how to build, manage, and grow a digital presence using WordPress at minimal cost and with no coding skills required.

It is still a work in progress and far from complete or perfect, but it’s probably better than anything else out there. It is also available to all WordPress users for FREE and anyone is welcome to use our tutorials to train their clients, staff, etc.

Tip

If you need a WordPress Training 1-1 presentation script for training your own clients, go here: How To Effectively Train And Empower Clients To Use WordPress.

We hope you have found this article useful.

The Challenges Of Educating, Teaching & Training New WordPress Users

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How To Effectively Train And Empower New WordPress Users

Learn how to train new WordPress users to get more effective results using our WordPress training system and 1-on-1 training script!

How To Effectively Train And Empower New WordPress Users*** Download Our FREE WordPress User Training Guide At The Bottom Of The Page! ***

No doubt, you’ve probably heard the old business adage “Give clients a fish and you feed them for a day; teach them how to fish and you feed them for a lifetime.”

Empowering new WordPress users to learn “how to fish” for themselves is not a simple task. There are challenges to overcome, as explained in The Challenges Of Educating, Teaching & Training New WordPress Users and an inherent conflict of interest as explained in The WordPress Paradox.

How To Effectively Train And Empower New WordPress Users

One of the main challenges with training new clients to use WordPress is that most of them will tend to be technically declined. These are users who want to be in control of their digital presence and get results from their websites but are averse to learning technical stuff like editing code, web languages, etc.

Using our fishing analogy, most technically declined users don’t want to learn how a “fishing rod works,” they just want to “catch fish.”

This requires a well thought out WordPress training system that will teach and empower new WordPress users to get the results they want without overwhelming them with technical information.

Teach your clients how to fish and get loyal clients for life!

Teach your clients how to fish and get loyal clients for life!

If you need to train clients how to use WordPress, the section below will take you through the WordPress training system and 1-on-1 training script we have developed and used successfully for years to train and empower new WordPress users.

WordPress User Training Method: 1-On-1 & Group Training

Use our detailed step-by-step tutorials to train new WordPress users!

(Use our detailed step-by-step tutorials to train new WordPress users!)

WordPress User Training Format

The training can be performed as a ‘1-on-1’ or group training session and delivered onsite, offsite, over Skype, etc.

WordPress User Training Resources

We recommend the following resources to effectively train new WordPress users:

For more information on the above, see the “WordPress Training Resources” section at the end of this tutorial.

WordPress User Training Outline

Below is our suggested outline for a 60-90 minutes WordPress user training session:

WordPress Training Outline

(WordPress Training Outline)

We’ll use WPCompendium.org’s step-by-step WordPress tutorials to deliver an effective training session without overwhelming the user.

After their initial training session, users can refer to the additional training resources and go through the tutorials in their own time and at their own pace for a more detailed understanding on how to use all of the WordPress features covered in the training.

WordPress User Training – Opening

The section below explains the mindset used when approaching the training session before the opening script.

Training Overview – WordPress Benefits Vs WordPress Features

Consider this …

What kind of results do businesses want from their websites?

How about:

  • More targeted visitors, more leads, more sales, more subscribers, etc.
  • Higher search engine rankings
  • Greater visibility on social media
  • Better conversion rates
  • More effective marketing strategies – better ROI from their marketing $$$
  • Save time, save money.
  • Etc …

Compare the above to the structure of the ‘1-on-1’ WordPress training session below:

  • How to log into their WP admin area
  • Tour of the WordPress dashboard
  • Overview of basic features of WordPress – posts vs pages, menus, widgets, plugins, themes, etc.
  • How to create a post and add content
  • How to use categories, tags, excerpts, etc.
  • How to edit and publish content
  • How to manage users, edit comments, etc.

Comparing what clients want vs. the training structure outlined above, how are these two connected?

Clients want to learn how to get the benefits of using WordPress (i.e. how to “catch more fish”) but most end up spending an hour or two learning all about the features of WordPress instead (i.e. how the fishing rod works).

The first thing to do in our training session, then, is make sure that users understand the benefits of using WordPress and how WordPress can help them get the results they want.

Info

If training a new client, ask them to open their web browser and give them a tour and overview of their new website before commencing the training session. When you are ready to begin, open WPCompendium.org’s WordPress Tutorial Index page in a separate browser tab.

WordPress User Training – Opening Script

The opening script of your training session should communicate to users:

  1. The benefits of using WordPress to get results online
  2. How the focus of the training session will be on getting these benefits by learning how to use some basic WordPress features
  3. Where to go to learn more about the features in order to learn how to get more benefits.

For additional information and help with this area, see our Introduction To WordPress  tutorials.

Feel free to modify the script below to suit your needs.

[Client Name],

Before I show you how to log in and use your new website, let me tell you a little bit about the technology being used to run your website. Once you understand what it can do, how it works and how it can benefit you, then you will see how everything we cover today and everything you learn after this training session is designed to help you get the results you want.

Now, as I mentioned earlier, the technology used to run your website is called WordPress. WordPress is used by millions of websites around the world to run all kinds of websites.

WordPress is not just great for building websites, it’s also great for managing your web content … you can do just about everything you need to use, run, and grow your website without touching code or learning technical stuff.

In your training guide, you’ll find links to a site called WPCompendium.org. This site has hundreds of step-by-step tutorials that will show you how to use WordPress. It also has this section called WordPress Overview (click on link to ‘WordPress Overview’ tutorials), which I recommend you go through. It explains all of the benefits of using WordPress: (read the post titles)

I’ve added links to all of these sections in your training notes.

The great thing about using WordPress is that you can start with a really simple site and add new things only when you need to, like e-commerce, membership levels, newsletters, etc. You can do this using things like apps called ‘plugins‘ … you can change the look and feel of your site anytime you want using web design templates called ‘themes‘ … you can completely rearrange the layout of your site in your theme settings and by using things called ‘widgets‘ … and you can easily add pretty much any type of content you like to your site … not just text, but images, videos, downloadable files, etc.

In fact, you can do most things in WordPress just by clicking buttons, selecting different options, and using drag and drop. You can also automate a lot of stuff.

Now … I’m not going to overwhelm you with a lot of information, so today we’re going to keep things really simple and just cover some of the basics you need to know to add your content and start getting results. All you need to remember about WordPress is that it’s a very powerful and easy to use tool, and that you can do and build pretty much anything you can imagine with it.

Today’s training is about 1 -1.5 hrs long and at the end of the session I’m going to leave you with a training guide with links to all of the tutorials you need to learn how to use your website. You can go through the tutorials in your own time and at your own pace … they’ll show you exactly what to do step-by-step. I’ve also installed a plugin with links to written and video tutorials inside your site, so if you ever have any questions about using any feature or section of your website, all the help and tutorials you need are just a couple of clicks away.

Before we leave today, I’ll also install a little menu button on your web browser that you can click anytime you need help with WordPress and it will bring up the tutorial site in your browser. 

I recommend that you (or your staff) go through as many tutorials as you can and learn to do as much as you can yourself. This will save you thousands of dollars and you won’t have to wait or depend on other people when you need to get things done on your website.

If you find that you’re too busy or don’t want to do things yourself and you would rather have us manage things for you instead, then we can discuss this later.

Just one more thing before we get started … we have set up your site to automatically drive traffic whenever you publish new content. All you need to do is publish content, which I’ll show you how to do today, and WordPress will then automatically index your pages in Google and post links to your content on social sites like Facebook, Twitter, LinkedIn and a bunch of other sites. 

If you get in the habit of posting great content to your site on a regular basis, say once or twice a week, your site will get more exposure online, your search engine rankings will go up, more people will find you and come visit your site and you’ll start getting better results onlineYour training guide has a link to a course on how to never run out of great content ideas worth hundreds of dollars that you can sign up for FREE.

So … today I’m going to show you how to log into your administration area, give you a quick tour of admin dashboard, and show you how to create and publish a new page with text, images, and videos. We’ll then go through some of the tutorials so you can learn how to use them when you need help, and then we’ll finish with a Q & A in case you have any questions.

The next time we get together, we’ll look at how you’re going, see if you need any help, and discuss different ways and strategies to help you get better results.

Ok, then, let’s get started … are you ready? 

[Begin Training]

WordPress User Training – Opening Section Rationale

The opening script helps you achieve the following objectives:

  • Leads with benefits, not features. Talks about the results users are going to get with their new website.
  • Assures users that they have made the right decision choosing your services and trusting your expertise.
  • Assures users that you are committed to empowering them and helping them succeed online.
  • Assures users that the training session will not focus on technical stuff and that they can get results without having technical skills or depending on technical people.
  • Assures user that the training will cover everything they need to know without overwhelming or confusing them, because everything they need to know is documented in detailed step-by-step tutorials they can refer to anytime they need help.
  • Reminds users that you want to help them save money by giving them a choice – they can easily learn how to use and run their own websites, or they can outsource some of these areas and responsibilities to you.
  • Assures users that you are truly committed to building a long-term relationship with them, that you are available to support, assist, and advise them, and that you will champion their success.

WordPress User Training – Main Presentation

After outlining the structure of your training session in the opening section, the next step is a hands-on session where you take clients through the following steps:

Tip

As stated earlier, there is no need to overwhelm clients with too much information, as you will be mostly referring them to step-by-step tutorials that cover everything they need to know about WordPress in great detail.

Below are some useful tips for presenting this section of the training.

How To Log Into The WordPress Administration Area

  • You should have provided your client with details like the login URL, username and password for their site.
  • If you need help with this section, refer to this tutorial.

Overview Of The WordPress Dashboard

  • If you need help with this section, refer to this tutorial.
  • If you plan to install the WPTrainMe plugin for your clients, make sure to show them where to access the WordPress tutorials and videos.

WPTrainMe - WordPress Tutorials Plugin

(WPTrainMe – WordPress Tutorials Plugin)

How To Create A New WordPress Post

How To Add & Edit Content In WordPress

  • Clients should bring content items they would like to add to their site to the training. This includes articles in .doc or text-format, images, photos, etc. This makes their learning more effective, as they will be working with their own content. If you need help, see our initial content checklist.
  • Show clients how to use the WordPress Visual Editor, basic HTML tags, how to add hyperlinks to text, how to add images, videos, etc. to their content.
  • If you need help with this section, see tutorials related to adding and using content in WordPress in the How To Use WordPress tutorials section.

How To Publish Content In WordPress

Additional WordPress Features

Depending on the purpose of your training and your client’s needs, there are so many other areas and features of WordPress you may want to cover or discuss, like installing plugins, changing themes, using widgets, customizing menus, etc.

If your clients have questions about how their site has been installed or configured, you can refer them to the WordPress Installation and WordPress Configuration tutorial modules.

Once again, we recommend not overloading users with information, but simply showing them how to access the tutorials that will explain everything they need to know in detail.

WordPress User Training – Main Section Rationale

You can structure this part of the training session to suit your own needs.

The difference between the training system presented here and other training methods is that the focus is on giving new WordPress users context, not content.

As we explain in great detail in The Challenges Of Educating, Teaching & Training New WordPress Users, WordPress is easy to use but complex to explain.

New WordPress users can become quickly overwhelmed with content (i.e. information overload), especially if you start trying to explain what all of the sections, features, functions, buttons, settings, and options they see once they have logged into their WordPress dashboard do and how to use these.

Instead, our approach focuses on ’empowering’ users with the right context to help them learn “how to fish” for themselves.

Showing users how to access and use the tutorials when they need help or have questions not only teaches them how to find the answers by themselves, it also leverages your resources, reduces support costs, and frees up your time allowing you to focus on more profitable and productive activities (like finding new clients).

WordPress User Training – Help, Support, And Additional Services

After showing users how to navigate inside the WordPress dashboard and how to create, edit and publish a post, the next step is to show them how to get help and additional support.

Getting Help & Support

You can let users know that help and support is available by saying something as simple as this:

“If you have any questions or need help with any aspect of using, managing, or growing your website, I recommend going to the tutorials first and if you can’t find the answers there, then just contact or email us”.

Practical Tip

At this point of the training, we also recommend the following action steps:

  • Install the FREE WordPress Tutorials Chrome Browser Extension on your client’s browser. This will allow them to access all of the tutorials from their browser toolbar menu with just one click.
  • Ask users to subscribe to our FREE Content Creation email training course to learn how to plan an effective content marketing strategy and create quality content that will attract and engage more visitors on their site.

Additional Services

Empowering new WordPress users to be in control of their own digital presence actually makes it easier to upsell them additional services like ongoing support and maintenance.

All you need to do is present users with the choice of saving money vs saving time:

  • Save Money – If your clients want to save money doing everything themselves, they can. All they need to do is follow the tutorials.
  • Save Time – Once your clients start going through the detailed tutorials and see how much information they have to learn in order to get things done, they will most likely want to consider using your help and outsourcing your services.
Additional Services & Upsell Script

As you explore some of the tutorials and resources with your clients, say this …

“As you can see these tutorials and resources are very comprehensive and will show you how to do everything you need to learn to get better results online and grow your business. I recommend investing the time to learn how to do as much as you can yourself. It will help you save money and put you in complete control of your web presence. If, however, you find that you are just too busy, or that you want to save time and fast track your results … or that you just don’t want to do these things yourself, let me know and I’ll explain to you some of the services we offer to help you manage or promote your site.”

It’s a fact that most businesses are too busy to do things themselves. The more you empower users to learn about WordPress and the more you show them what WordPress can do to help them achieve the results they want, the more possibilities they will become aware of and the more WordPress services and products they will want to use …

The more you empower people to use WordPress, the more WordPress products & services they will want to use!

(The more you empower people to use WordPress, the more WordPress products & services they will want to use!)

When you put your client’s needs and interests first and give them the choice of saving money by showing them that they can learn how to do things themselves or saving time using your services, you build enormous trust and loyalty with clients, resulting in‘win-win’ outcomes and clients for life.

WordPress User Training – Closing Section

At the end of your client training session, we recommend spending 10 -15 minutes answering questions and then scheduling the next follow-up meeting.

Q & A

The purpose of running a 10-15 minute Q & A session after the training is not only to help answer your client’s questions, but to help identify their concerns and note down any opportunities to provide additional services in the future.

Q & A Script

Don’t get caught up explaining how to use more features. This will only lead to information overload. If the training has already gone on for some period of time and users are still full of questions, just say this …

“[NAME], as I have explained before, all of this is covered in the tutorials. I suggest going through these tutorials first whenever you need help or have any questions. This will save you a lot of money on the cost of providing you support. As you work through the tutorials, write down any questions you have. If you can’t find the answers you need in the tutorials themselves, then email me your questions and I’ll either send through links to the information you are looking for or get back to you with the help and answers you need.”

If you haven’t already done this in the main training section, open up the WordPress Tutorials Index or the Site Map page and click on a few tutorial sections or individual tutorial links.

Scroll through the content and as you do, point out how comprehensive and well organized the information is and how they can quickly and easily access the step-by-step tutorials by:

Once again, it’s important to keep in mind that there is no need to overwhelm clients with information. Just shown them how to access the hundreds of detailed step-by-step tutorials we have created (and are continually adding to), as these will help them learn everything they need to know and empower them to get better results from their website.

Follow-Up

Great service providers follow up with clients on a regular basis. The purpose of scheduling a follow-up meeting is to build an ongoing relationship that will allow you to “touch base” with your client on a regular basis (e.g. every 90 days) and see how your client is progressing with their site and if there are any opportunities to provide them with additional services such as site maintenance, additional plugins or customizations, site speed optimizations, improvements to security, digital marketing services, etc.

Follow-Up Script

At the end of the training session, say the following to your client:

“I hope you found this training session useful. We’ve covered a lot of information today! Obviously, there’s a lot more information to cover, and the more you learn about what WordPress can do, the more questions you’re going to have. Like I said at the beginning, my goal was not to fill your head with information overload, but to teach you how to get the results you want with your new site! That’s why I focused a lot more on showing you how to get answers from the tutorials than overwhelming you with details about what all of these buttons and features do. The last couple of things I’d like to do before we end today’s training session is to leave you with a reference guide that includes links to tutorials covering all of the things we talked about today and more, and to schedule another meeting in [30/60/90] days to touch base, see how you’re going with your site, review your results, and discuss your next step to success. [give clients training resources & schedule next meeting].  I appreciate any feedback you have on how you think today’s training session went.

I wish you great success and I’ll be in touch with you again in [30/60/90] days for a [live 1-on-1, phone, skype, etc …] meeting to see how you are doing. In the meantime, if you have any questions, or need help with anything at all, just let me know.

[End Of Training]

WordPress Client Training Resources

This section contains information and links about the resources we recommend using to train new WordPress users.

WordPress User Guide For Beginners – FREE Download

Download a printable copy of The Ultimate WordPress User Guide For Beginners below for your clients to use as reference after your training session:

Free Content Creation Course

Infinite Web Content Creation Email Training Series

Infinite Web Content Creation – Free web content creation course!

Infinite Web Content Creation is an in-depth 120-part FREE email training course we created to teach WordPress users how to create great content for their websites and blogs and how to market and promote their business online using content.

Areas Covered In The “Infinite Web Content Creation” Course

  • Why Create Content?
  • Content Writing Tips
  • Copywriting Principles
  • Guidelines For Writing Effective Blog Posts
  • Content Writing Action Plan: The 5-Step Formula
  • The Simplest Way To Get Started With Content
  • What To Write About – How To Never Run Out Of New Content Ideas
  • Developing An Effective Content Plan And Content Marketing Strategy
  • Outsourcing Your Content Writing … The Right Way!
  • & Other Time-Saving Content Strategies

Users will learn easy methods for generating endless new content ideas to keep their readers interested, engaged, and coming back to their site. In addition to providing lots of great content ideas, this course also shows users how to write high-quality content, how to develop an effective content plan and content marketing strategy, and how to outsource their content writing.

help To learn more about our FREE Content Creation course, go here:

redarrow Infinite Content Creation Course

WordPress Tutorials Free Chrome Extension

Access our WordPress tutorials from your web browser

(Access our WordPress tutorials from your web browser)

help To download our FREE Chrome browser extension, go here:

redarrow WordPress Tutorials Chrome Browser Extension

WPTrainMe – WordPress Tutorials Plugin

WPTrainMe - WordPress Tutorials Plugin

(WPTrainMe – WordPress Tutorials Plugin)

The WPTrainMe plugin allows WordPress users to access WPCompendium.org’s detailed WordPress step-by-step tutorials and hundreds of WordPress video tutorials instantly from their own WordPress dashboard.

help Learn more about the WPTrainMe plugin here:

redarrow WPTrainMe WordPress Tutorials Plugin

Customizable WordPress Tutorials

What makes the above training method possible is having a comprehensive, well-organized, and fully interlinked step-by-step WordPress training system available at the end of the training session to refer new users to.

It would take many years of planning, research, and documentation to duplicate the effort to recreate the hundreds of detailed step-by-step tutorials that we have already created.

If you don’t want to use WPCompendium.org’s tutorials to train your new clients, you can purchase unique, customizable and rebrandable versions of some of our WordPress user tutorials from WPContentStore.com.

In Summary …

Giving users too much information during the training session will overwhelm them, is completely unnecessary and can even be counter-productive. Not leaving users with all the information they need after the training will do them a great disservice. This is why we have spent years creating our step-by-step WordPress tutorials.

The benefits of using our training system to educate, train, and teach new WordPress users are as follows:

  • The training focuses on helping users understand the benefits of using WordPress to achieve the results they want.
  • Users are not overwhelmed by detailed explanations of technical features.
  • Referring clients to the tutorials provides an effective training system that you can easily duplicate with all new clients and users.
  • Users are empowered to learn how to find answers for themselves, reducing your support costs.
  • The time you invest into training new and existing clients is kept to an absolute minimum, allowing you to focus on other priorities and other important areas of your business.
  • It allows you to provide users with a consistently high-quality level of training and helps you set and achieve training benchmarks.
  • It allows you to cover more ground in 60-90 minutes than any other WordPress training method.
  • It helps you build trust and loyalty with clients, keeps them engaged with your business, and, as they refer to the tutorials and discover or become aware of new possibilities, this helps you sell additional services.

WordPress User Training – Final Thoughts

As explained in great detail in The WordPress Paradox, many web services providers try to retain clients by holding back on the information they share with clients in order to keep them dependent on using their services.

We call this holding clients “hostage.”

At WPCompendium.org, we believe in the opposite approach. We believe that by empowering users to learn and do as much as they can by themselves and providing them with the tools and information that will allow them to do this (e.g. our comprehensive WordPress tutorials), you will only gain the trust and loyalty of users, sell more services and build clients for life.

We hope that you have found the information on how to structure an effective WordPress client training session useful, that it will help you train your clients to learn “how to fish” for themselves, and empower new WordPress users to take control of their digital presence and get better results online with their websites!

How To Effectively Train And Empower New WordPress Users

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"Wow! I never knew there's so much to learn about WordPress! I bought one of the WordPress for Dummies three years ago, such authors need to be on this course!" - Rich Law, Create A Blog Now

Disclaimer: This site has no direct association with WordPress, Automattic, or any WordPress products written about on this website. We may receive affiliate commissions or financial benefits from purchases of third-party services and products advertised on our website. All product images remain the copyright of their respective owners and comply with all license terms and agreements of use to the best of our knowledge.

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Small Business Blogging Ideas – Using WordPress To Better Engage Visitors

Here are some great ideas on using a WordPress blog to help you better communicate and fully engage with your visitors, prospects, and customers.

Landing Pages for WordPress

Small Business Blogging Ideas - Using WordPress To Better Engage VisitorsA blog is a powerful marketing tool for small business owners. A good blog engages its visitors and encourages them to get actively involved.

Unlike regular traditional static websites, a WordPress blog allows you to communicate with your visitors, prospects, and customers in the form of a dialog. By fully engaging with users online, your blog can help your business boost trust and loyalty and keep people coming back to your site for more.

Small Business Blogging Ideas – Using WordPress To Better Engage Visitors

If you are a small business owner, you need to engage your prospective customers. Here are some great ideas to get this interaction going using a WordPress blog:

Contests & Giveaways

Contests are an effective way to build social influence and generate email leads where visitors provide you with their real name and email address. Because the incentive of winning is very strong, running contests can also get visitors engaging with you who haven’t done so before, and sharing your contest with their social network.

Why not hold a contest through your blog where the winner (or winners) get a prize? This could be a prize like an Amazon gift voucher, or something directly related to using your products or services, like a free service, product sample, or download access to information that others would normally have to purchase in order to get access, or even a blend of tangible goods coupled with something that is specific to your business or industry.

You don’t need to have a big budget to run your first contest. For example, you can offer a $25 Amazon gift card and a 30-minute free consultation call with you for help, if you provide any kind of coaching or consulting services, or a free session, e-book or product sample.

You can also make the contest involve getting other people to sign up to your newsletter or opt-in list, or promote your video or blog on their social networks, etc.

With a WordPress-powered blog, for example, you can integrate a contest management plugin like Contest Domination to help you build a list of subscribers by running contests and giveaways.

Contest Domination

WordPress Plugin - Contest Domination(Contest Domination – WordPress Contest Plugin)

Contest Domination is a simple and easy to set up plugin that lets you quickly set up, manage and track unlimited contests on your blog. You can sign up for a free version, or upgrade to the paid versions, which gives you access to features like integration with your autoresponder, custom fields, detailed analytics, domain mapping, and more.

help To learn more about this plugin, visit the site below:

redarrow Contest Domination

Wishpond

Run Contests & Promos With Wishpond(Run Contests & Promos With Wishpond)

Wishpond provides a suite of tools that lets you run contests and promos, including sweepstakes, photo contests, Instagram promotions, and more, as well as create and split-test mobile-responsive landing pages, generate leads with powerful and customizable popups, overlays and sidebar forms, and even set up marketing automation processes.

help To learn more about setting up social contests and sweepstakes using Wishpond, visit the website below:

redarrow Wishpond

Important

If you plan to run brand promotions, competitions, Facebook promotions, or any other type of sweepstake or contest that includes an element of chance (or even skill, e.g. “Tell us in 25 words or less …”), make sure that you are not breaking any laws. Some countries require you to have a permit to run competitions, and your competition must comply with certain conditions to be legally acceptable.

If everything is okay and you’re good to go with your marketing strategy, then post the rules online and make sure that people clearly understand what they are required to do to participate and qualify for the prize(s) you’re offering.

Also, make sure to promote your contest or giveaway on all of your marketing channels including social media, your website and your offline materials. Remember that the objective of this exercise is to drive as much traffic to your blog as possible.

Case Studies

Using case studies on your blog not only helps to engage your customers, they also help you accomplish many great things at once.

Case studies attract new readers, showcase your clients, educate customers and highlight many of the benefits of using your business. A case study gives customers practical information they can use and provides them with concrete proof that your business gets results.

help If you don’t know where to begin when it comes to creating case studies, search online for “how to create a case study”, or see the articles below:

redarrow 8 Tips For Creating A Great Case Study

redarrow 150+ Case Study Examples

Tip

Adding a written or video testimonial to a case study helps to increase engagement with your blog readers and gives your case study greater authority and authenticity!

You can also offer to send readers a free case study in exchange for signing up to your newsletter or opt-in form …

Add an opt-in form to your WordPress blog

(Add an opt-in form to your WordPress blog)

Adding an opt-in form to WordPress is easy.

help To learn more about adding an opt-in form to WordPress, see the tutorial below:

redarrow How To Add An Opt-In Form To WordPress

Customer Success Stories

Customer success stories are similar to case studies in that they can serve as testimonials and “social proof” for your business.

Whenever a customer thanks you or lets you know how your business has helped them, contact them immediately and ask them if they would mind being featured on your blog. You can offer to keep their testimonial anonymous if they prefer, or promote them on your blog with a live link pointing back to their website.

Tip

If you receive great feedback via email or via the telephone that you would like to use as a testimonial, you can make it easier for your customers to provide you with a testimonial by creating the testimonial yourself using the words of their email or quoting the feedback they’ve given you, and then simply emailing them the finished testimonial and asking them to give you permission to use it, or to add any modifications they would like to see made before it gets published when they reply with their permission. This also lets you control the way the testimonial will appear when published.

If your business blog is built using the WordPress platform, you can easily add testimonial add-ons (called plugins) to your site that lets you display customer testimonials on your site. Here are a few testimonial plugins you can check out for your WordPress site:

  • WP Customer Reviews – This free plugin allows you to setup a specific page on your blog to receive customer testimonials for your business/service or to write reviews about multiple products (using multiple pages).
  • WP Elegant Testimonial – This is an easy to use free WordPress Testimonial Plugin that lets you insert professional-looking testimonials into any post or page. There is no limit to the number of testimonials you can use on a specific page. You can insert as many testimonials as you want using shortcodes.
  • Testimonials Widget – This plugin allows you to display random or selected portfolio, quotes, reviews, showcases, or text with images on your WordPress blog. You can insert Testimonials Widget content via shortcode, theme functions, or widgets with category and tag selections and having multiple display options such as random or specific ordering.

Testimonials are a great way to engage with your readers and show them proof and examples of what your business can do to help them.

help For more great information about using testimonials and other WordPress testimonial plugins, see the tutorial below:

redarrow Building Reputation With Testimonials And User Reviews

Lists And Checklists

Blog readers love lists and checklists. Lists are not only easy to read and to digest, but useful checklists can be shared socially around the web, driving more visitors to your blog.

Useful Tip

Some of the most popular articles to write lists for are “Top Ten” lists and “Biggest Mistakes To Avoid” lists. Start a “Topic Diary” and write your ideas for list topics down, then continue adding to this list whenever you come across a new topic idea. If you need some inspiration, check out Listverse – a website dedicated to “Top 10 Lists”.

Listverse

(Listverse)

You can engage your blog visitors and attract a lot of reader comments simply by asking them at the end of your list post what some of their ideas are, which item on the list was their favorite, was there anything they felt was left off the list, any new lists about your industry that they would like to see, etc.

help To learn more about adding user-generated content to WordPress, see the tutorial below:

redarrow How To Add User-Generated Content To WordPress

Creative Ideas For Your Products

A great strategy for engaging readers on your small business blog is to write blog posts that show people how to use your products in creative ways. This not only informs and educates your potential customers about new ideas and practical ways to use your products or services, it also shows off the benefits and versatility of what you offer and gives them new options for engaging with your business.

Think about all the different types of customers your business can cater to, all of the problems and challenges it can help them solve and begin to write about all of the different ways your products and services can be put to use.

Create a customer survey and ask your existing customers what kind of problems your products helped to solve, or if they have used your products in any unusual or unconventional way and what results did they get.

At the end of your blog posts where you share creative product ideas, uses and applications ask your readers if they can see any additional uses for what your business has to offer.

help To learn more about adding surveys and polls to WordPress, see the tutorial below:

redarrow How To Add Surveys And Polls To WordPress

Videos

You don’t have to only write blog posts. You can also create videos and add these to your blog.

Videos are a great way to engage readers on your blog, because they show you rather than just tell you what to do.

You can purchase screen capture and video editing software like Camtasia that lets you create narrated “how to” videos as you navigate your computer and browsers, or just record videos on a smartphone, then upload these to YouTube and embed them on your blog.

Camtasia - Screen Capture Software(Camtasia – Screen Capture Software)

If you organize events or social functions, or do any kind of external work for clients (e.g. home building, interior decorating, landscaping, flower arranging, etc…), you can create a ‘before and after” video with a commentary of the processes involved.

Make “how to” videos that teach your customers about you and your business expertise. Even better, make it fun and you’ll increase the chances of your video being shared with others and going viral online.

help To learn more about marketing your business with videos, see the tutorial below:

redarrow How To Market Your Business With WordPress – Video Marketing

Infographics

Infographics are visual representations of information. They give your readers a visually exciting way to access and digest the information you are offering.

Basically, you take the information you want to convey and then make something visually creative with it, using graphs, images, statistical reports, etc …

Here’s an example of what an infographic looks like…

How To Calculate Customer Lifetime Value++ Click Image to Enlarge ++

(Source: How To Calculate Lifetime Value)

help You can make your own infographic using free online programs – just search for “how to create infographics free” online, or see the tutorial below:

redarrow How To Market Your Business With WordPress – Using Infographics

Useful Tip

After creating and posting an infographic on your blog, make sure to share it on Pinterest. Pinterest is a content sharing service that allows members to “pin” images, videos and other objects to their pinboard, and this can help drive new visitors and prospects to your blog …

Share your images on Pinterest for added exposure, traffic, and engagement

(Share your images on Pinterest for added exposure, traffic, and engagement)

Hopefully, this post has given you a number of great ideas on ways to use a WordPress blog to better engage your site visitors.

A final tip is to make sure that you continually mix things up on your blog. Plan to add content with embedded infographics, videos, etc. Talk about your new products in one post and offer a list of simple tips, or customer experiences in another post. Test different blog post formats and ideas as much as possible and study your traffic analytics regularly. Use statistical reports, survey results, polls etc. to not only engage your visitors, but also to learn what is and isn’t working in your online marketing approach.

Keep trying out new ideas and see what sticks with your blog readers (make sure that you can measure the results of your tests and the implementation of new ideas, however, otherwise you won’t know what is working and what needs to be improved!)

When it comes to using your blog to engage readers, remember that if you’re only adding ‘filler’ content to your blog for the sake of adding content, people will quickly become disinterest and disengaged. Some may even see your blog as spammy. So … keep your content real, informative, educational, and useful and you will be well on your way to attracting more visitors to your blog and keeping them engaged and eager to return.

Small Business Blogging Ideas - Using WordPress To Better Engage Visitors

(Source: Pixabay)

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"Wow! I never knew there's so much to learn about WordPress! I bought one of the WordPress for Dummies three years ago, such authors need to be on this course!" - Rich Law, Create A Blog Now

Disclaimer: WordPress and its related trademarks are registered trademarks of Automattic, Inc. This site and the services and products offered on this site are not associated, affiliated, endorsed, or sponsored by WordPress, nor have they been tested, certified, or reviewed by WordPress. The owner, contributors and/or advertisers may derive financial benefit from sales of items advertised, linked to, or reviewed on this site.

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