word camp birmingham wp as a business
TRANSCRIPT
Planning Finances Strategy Customer
Discovery
Customer
Analysis
WordPress As A Business
Independent Contractor
ACCORDING TO THE IRS:“payer has the right to control or direct only the result
of the work and not what will be done and how it
will be done”
Sole ProprietorS CorporationC CorporationLLC
Forming Your Business
Even if you are an Independent Contractor, you need to consider your options:
Business License
Fictitious Business Name
Employer ID Number
Local Permits
More …Copyright
Trademarkyours & others
Don’t Forget
Finances
Business income and personal income are like oil & water – they don’t mix!
Applications to help with accounting
Mileage Tracking
Meals &Entertain
Meetings,Dues and Events
Business Tools
Office Supplies
Don’t Forget
Strategy
Leverage technology to increase productivity
CRM POA LOCK
CRM
Use a CRM for lead capture, project management, collaboration and more.
Customer relationship management (CRM) is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.
POA
Have a plan of action from business development to marketing to execution, and check it regularly. Are you on track?
LOCK
Secure your documents and control access. Monitor and update access regularly.
Secure documents
Password and access control
Customer Discovery
Who are your customers?Where are they?What can you offer them?Why should they choose you?How do you reach them?How are you engaging them?
Customer Hypothesis
Problem Hypothesis
Core Assumption
Methodology Solution Hypothesis
Validation
http://leanstartupmachine.com/validationboard/
Customer Analysis & Management
Create personal accountabilitiesMonitor your online reputationMaintain a schedule and track timeSet business hoursRespect your customer’s timeRequest feedback
Use a time tracker
Measure your own performance
Stick to a schedule –use tools for email managing
Schedule client prospect time
Follow-up Follow-upFollow-up
Do’s
Ignore your clients, follow-up regardless
Work in PJs – be prepared for calls
Act “dumb” on social media –mind your opinion
Outsource what you can’t control
Accept more than you are qualified to deliver
& Don’ts
GOALS & OBJECTIVE
SCOPE TIME BUDGET TERMS
Contracts
