Having a solid new customer onboarding process is paramount to success. Set expectations and keep your clients up to date throughout the onboarding stage by customising our onboarding email sequence.
You can copy / paste the following content into your own emails (and customise plan names), but we ask that you please not publish this content publicly online. We focus big time on SEO and we don’t want Google to hate us.
(We also protect our website with Copyscape Sentry so we will find it).
We really can't express how thrilled we are that you've decided to partner with us on your WordPress website. It means everything that you trust us with the well-being of your website.
WordPress is about to get a whole lot easier for you. Let's get started.
1. First things first - we need access to your website!
Here are the login credentials we need:
And here's how you can safely and securely get them to us. Please double check that they work before sending them over:
2. Please review our FAQ page. People ask us questions all the time that are answered right here, so let's get on the same page so we can be an even better technical partner for you.
3. Here are a few plugins we'll be adding to your website as part of your new plan. If you think any of these plugins might conflict with your current WordPress site or you've implemented any custom code at all, reply here and let us know ASAP!
4. Here's how website edits work (Protect Plan and Perform Plan only):
5. Here's how you get in touch with your new WordPress support team.
If you've opted for our Protect Plan or Perform Plan, we've added a few goodies to your site:
If you don't see them installed in your dashboard just this minute, they'll be added very soon.
[Email signature]We just wanted to let you know that once we have access to your site, we'll be implementing your new plan. If you've already given us all your login credentials, we've already been working on your website and should be nearly finished. You'll receive your first website report on Monday (if you haven't already). Here's a nice sample of what the report will look like.
If you'd like to change the frequency of your reports, just let us know!
[Email signature]
We're more than happy to help you make changes to your website anytime. 🔧
But can I be real with you?
This relationship really only makes sense if we're able to work well together.
That means while we take responsibility for keeping your website secure, backed up and well-maintained, you take responsibility for getting us the information we need to complete your WordPress tasks effectively. 💪
So we're here to help you do that.
1. Rate your tickets ⭐⭐⭐⭐⭐
When your tickets get solved, you'll be able to rate us. The more feedback we get, the more we can improve for you. I personally review every piece of feedback we get so it's all being used to improve your experience.
2. Use Loom 🎥
This Chrome extension allows you to take quick videos if a written email or screenshots just won't cut it.
3. Include screenshots 📷
This is super helpful for our technical team. When you send images of exactly what's wrong, we can nail down exactly what needs to be done.
UNHELPFUL: "I need the attached image added to my blog post!"
HELPFUL: "Please add the attached image to my blog post (wpbuffs.com/this-specific-blog-post/) and see the directions below to put it in the right place. Thanks!"
4. Add a descriptive subject line 👌
It's best to include high-level details in your subject field so that we'll know exactly where to go to make the changes you want.
UNHELPFUL: Subject - (No subject)
HELPFUL: About Us page needs realignment.
5. Be as specific as possible 📏
Include as many details as you can when you're giving us edits or tasks to complete. That way, we know exactly what needs to be done.
UNHELPFUL: "My website has some spelling mistakes. Please fix them all ASAP!"
HELPFUL: "My About Me page has the word "Wordpress" in it but it should be "WordPress" with a capital P. Please change that when you can!"
6. Include the browser or device you're using 💻
This will help us to troubleshoot the issue and fix it faster. If we're looking at your website on Chrome but your issue was on Firefox, that's something we need to know.
UNHELPFUL: "My website's header looks funny! Please fix it!"
HELPFUL: "The background color of my header looks a little off. I'm using Google Chrome on a tablet. Please fix this when you can!"
7. Include links to where changes need to be made 🔗
This way, we know exactly what page you're referring to and can go right there when making any necessary edits.
UNHELPFUL: "One of my blog posts needs a featured image. Please add one!"
HELPFUL: "This blog post needs a featured image. Please add the attached one: wpbuffs.com/this-specific-blog-post/"
8. Be nice 😁
This one is really underrated, but please remember that we are real people helping you, not just magic WordPress robots. We like to have fun running our business, and that means not dealing with intolerable customers. Being mean or overly-demanding probably won't get you very far.
UNHELPFUL: "Here are 50 edits I need done on my website within the next hour. If you don't get it done, I'm leaving you a 1-star review!"
HELPFUL: "Here are a few changes I need to my site. If you could get to them as quickly as possible, I'd really appreciate it. As always, appreciate you guys and thanks for kicking butt!"
Our goal is to be the very best technical support partner for any individual, business or organization with a WordPress website. But you can help us do that by making our job just a bit easier.
If you've signed up for our Perform Plan, we're already assessing and improving your website's speed. We'll be emailing you with the results very soon.
If you want to upgrade from a Maintain Plan and have us speed up your website, just reply to us here and we'll make it happen.
To do performance enhancements, it usually takes about a week for us to get everything working properly.
Because every website has a unique theme, plugins and core files, we have to make sure we speed up your website taking all those into account. We don't want to make any changes that will crash your site, so we make updates slowly but surely to help you score better here.
Thanks for your patience!
But we did want to touch on one thing that's really important. Unfortunately, page speed is not very well correlated with scoring well on tests like Google PageSpeed Insights or GTMetrix.
The simple truth is this.
Your Google PageSpeed score does not matter.
That's right. You read that correctly.
We understand that this is a bit counter-intuitive to most people, so let us explain.
Speed, i.e the loading time of your site is the most important metric. This is what counts for user experience and for SEO. When the Google bot crawls your site, it cannot see your “grade”, only your speed.
But Google PageSpeed doesn’t even measure the loading time of your site.
Here are 3 websites all with similar load times, but with vastly differing PageSpeed scores.
Between these 3 sites, the loading time ranges from 465 ms – 596ms but the PageSpeed scores range from 58 – 91.
And this site has a really good PageSpeed score but is slower than all 3 above.
So you can see from these examples that the Google PageSpeed grade is not an indicator of speed.
This is why we focus on decreasing your page load time (what really matters) as much as possible and not on improving vanity metrics that won't really improve your website's performance.
That being said, we understand you probably want to score well on these tests regardless. We do our best to improve your Google PageSpeed score and our team will let you know if there are any big changes we need your permission to make.
Reply here if you have any questions at all. We're here to handle your website needs and hopefully teach you a thing or two along the way.
[Email signature]
Let's be real here for a second. Whoever thinks their website is never going to go down is just being unrealistic.
At some point in the future, your server will have downtime, a plugin update will crash your website or a theme conflict will cause issues. 😱
But with our support and thorough testing before every update, you're significantly better off. But the fact remains that at some point, something out of our control will cause your website to go down. 👍
Here's the good news.
This is exactly what happens when your website experiences downtime.
This happens 24/7/365, which means you can go about your day and sleep soundly every night knowing your website is in good hands.
[Email signature]
If you ever think about doing anything risky with your website, it's possible there are a few more precautions you can take to avoid the infamous white-screen-of-death.
These are the most common ways people crash their websites and where you should be extra careful:
These are all easy ways to cause a fatal error. If you have any questions, why not ask your support team before making major changes so we can give you the green light?
But remember - if anything does go wrong, we're here to handle it.
[Email signature]
Wow. We just wanted to give you a round of applause.
This is a big moment for you.
This marks the point in time when you said, "I want to really grow this thing and I know my time isn't best spent worrying about technical WordPress issues. Yes, this is one more subscription I'll be paying for every month, but this one will give me the time and resources I need to dream big about my website and make the moves necessary to keep growing it."
And it's true. Partnering with us puts you lightyears ahead of your competition. While they're dealing with a hacked website and scratching their heads trying to make simple changes, you'll be marketing, getting more traffic and building relationships that will lead to the growth you want to see while we take care of the technical stuff.
Instead of rambling on and on, we'll leave you with a huge congratulations for thinking big and investing in a partnership that will pay for itself 10x over.
[Email signature]
Keeping your website secure is a team effort.
We're doing everything we can on our end, but you can help us out. If you're adding new plugins to your website, you need to make sure they're not going to put your site at risk.
Here's a quick checklist of things to check before you add a plugin:
If you take these three steps before adding any plugin, your chances of maintaining a secure and high-performing website are significantly higher.
But remember - if anything does go wrong, we're here to handle it.
[Email signature]
You've been working with us for a while now.
You've become a loyal partner to us.
So, we wanted to ask you something...
It's pretty clear you care a lot about your WordPress site. And it's even more obvious that partnering with us means less technical WordPress headaches and faster growth.
The thing is...we want to help as many WordPressers as possible.
And that's where you come in.
Here are a few ways you can help us out:
Thanks in advance for your incredible support. We will be forever in your debt. Plus, you'll be happy to have a friend you can chat about our company with.
[Email signature]Thanks for reaching out to us at [insert company name] recently! Looks like you’re after some WordPress help and support. Well, you’re in the right place!
We fully manage WordPress websites. We want to be the very best technical support partner for any individual or business with a WordPress website.
We work with entrepreneurs and business owners around the world. We secure, speed up and maintain their websites so they can focus on bigger things.
And we'd like to do the same for you.
Let me take a quick opportunity to give you a bit more information about who we are and what we do.
😎 Here, you can see details about each of our WordPress care plans. [Insert link to your plans page]
💰 Some of them come with $1,000+ of premium plugins free. [Link to your marketing material to match the plans that come with iThemes, WP Rocket etc]
👋 We even have a team page where you can see exactly who the Buffs are. [Insert link to team page]
🔐 Here's how we'll help you handle WordPress security. [Link to your security page]
⚡ And here's how we'll speed up your website. [Link to your speed page]
📈 Check out the sample report you would receive every Monday morning. [Link to a sample report]
🎯 And then there's who we are and our company's mission and values. [Add links to your website]
💖 Then there's what our customers say about us on [Google/Facebook/etc - add links to your testimonials & reviews]
🙋 Finally, here's our FAQ page. Check that out if you have any questions. [Link to FAQ]
P.S. [Always add an actionable P.S such a link to a case study or a push to contact you again easily]
[Insert personal sign off signature]
Having any hesitations about our WordPress care plans? No worries - that's completely understandable.
Go ahead and schedule a call. [Edit to match your process - how do you want your lead to contact you?] 📱
We’re always happy to have a no-pressure call to make sure we're a good fit to work together. We can discuss our unlimited edits, speed & security optimisation or anything else you have questions about. 😄
I have some availability coming up on my calendar so let's do this.[Edit to match your process - how do you want your lead to contact you?] ☎️
Or you can always answer your own questions on our FAQ page. [Add link to your FAQ page]
P.S. [Add a P.S here letting leads know how they can get started, or provide a tempting e-book!]
[Insert personal sign off signature]
The real question is - what's stopping you from partnering with us?
For most people, it's not the price. Trading a few bucks every month to have their website in good hands is exactly what they're looking for. 💰
The real reason some people don't sign up is because giving away full access to your website is a big deal. You have to trust the people handling your website 100% - there's no doubt about it. And whether you've been burned by a previous developer or just aren't used to giving up so much control, this can be an intimidating step. 😧
Well... we totally get that. 👍
So let me take the opportunity to tell you a bit more about how we securely onboard every website we manage.
[Customise the below to show your lead your own processes and build enough trust to have them contact you - the below is an example:]
We take security and building trust with our customers seriously. If trust is important to you, we're probably a good fit to work together. 👌
P.S. [Add a P.S here letting leads know how they can get started, or provide a tempting e-book!]
[Insert personal sign off signature]
[This email should show your lead a few of your current customer reviews - go ahead and list them in quotes here!]
Want to join a group of very happy customers? Let us fully manage your WordPress website so you can keep things moving.
P.S. [Add a P.S here letting leads know how they can get started, or provide a tempting e-book!]
[Insert personal sign off signature]
If we haven't hopped on the phone yet, there's still time to schedule that call! [Insert your booking/scheduling link or contact details to make it easy for your lead to contact you]
we’re always happy to have a no-pressure call to make sure we're a good fit to work together. We can discuss our unlimited edits, speed & security optimisation or anything else you have questions about. 😄
I have some availability coming up on my calendar so let's do this. ☎️ [Insert your booking/scheduling link or contact details to make it easy for your lead to contact you]
Or you can always answer your own questions on our FAQ page. [Insert your FAQ page link]
P.S. [Add a P.S here letting leads know how they can get started, or provide a tempting e-book!]
[Insert personal sign off signature]
We've been sending you a few emails now about working with us. We wanted to give you all the information you needed to make an informed decision, but we don't want to bombard your inbox.
Whether or not you decided to let us manage your website, we'd like to thank you.
Thanks for reading. Thanks for listening. Thanks for not unsubscribing 😉
But we’d love to know...why did you decide not to work with us?
Are our plans too expensive?
Did you not trust us with your login information?
Did we send you one too many emails?
Whatever the reason is, would you mind shooting us a 1-2 sentence reply here? We're always working to improve so your feedback would really support us in that. 🙏
P.S. [Add a P.S here letting leads know how they can get started, or provide a tempting e-book!]
[Insert personal sign off signature]
Here at WP Buffs, we hate to see clients leave us! Clients leave a care plan for a variety of reasons and you should have a solid grasp on your churn and the reason for it, to be able to tackle it effectively.
One of the small things we do for some clients is add them to a nice email sequence that asks for some feedback and offers a discount if the client returns.
Use the following sequence of 4 emails and adjust it so that it makes sense for you and your agency. You can send this sequence to clients that leave your care plans.
The goal is to get your churned customer back on to a call so that you can re-discuss their needs and win them back over