Teach Your Clients How To Use WordPress

WordPress Training Presentation Guide – WPTrainMe.com
© WPTrainMe.com. All Rights Reserved. 1
Teach Your Clients How To
Use WordPress!
Learn How To Train Your Clients To Get
Results With WordPress!
By Martin Aranovitch – WPTrainMe.com

Table Of Contents
About The Author ................................................................................................................................ 5
Training Notes For WordPress Consultants......................................................................................... 6
How To Help Your Clients Get The Results They Want With WordPress And WPTrainMe .............. 9
How To Design An Effective WordPress Training Session For Your Clients................................. 9
Training Session – Opening Section ....................................................................................... 10
Training Session – Main Section............................................................................................. 10
Training Session – Closing Section......................................................................................... 12
Initial WordPress Client Training Session Duration..................................................................... 12
WordPress Client Training Presentation Script .................................................................................. 13
Part 1 – Opening............................................................................................................................ 13
Part 2 – How To Log Into Your Administration Area ....................................................................... 14
Part 3 – Accessing WordPress Tutorials With WPTrainMe............................................................. 17
Additional Tutorial Help Sections ................................................................................................ 24
Part 4 - Basic WordPress “How-To” Training.................................................................................. 29
Part 5 - How To Get Results And Grow Your Business Online With WordPress ............................ 31
Part 6 – Getting Help & Additional Services ................................................................................... 32
Part 7 – Q & A................................................................................................................................ 33
Part 8 – Scheduling The Next Appointment.................................................................................... 33
Training Notes – Additional Information & Resources........................................................................ 34

WPTrainMe.com
This WordPress Training Guide has been conceived, authored and published by Martin Aranovitch,
founder of WPTrainMe.com
First published in Australia in 2014 by Martin Aranovitch, PO Box 48, Round Corner, NSW 2158
Australia
Copyright © 2014 Martin Aranovitch, Sydney, Australia
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or
transmitted in any form or by any means, electronic, mechanical, photocopying, recording or
otherwise, without the prior written permission of the copyright owner.

DISCLAIMER AND LEGAL NOTICES:
The author and publisher of this book and the accompanying materials have used their best efforts in preparing this book. The author and
publisher make no representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the contents of this
book. The information contained in this book is strictly for informational purposes. Therefore, if you apply the ideas contained in this book,
you are accepting full responsibility for your actions.
EVERY EFFORT HAS BEEN MADE TO ACCURATELY REPRESENT THIS PRODUCT AND ITS POTENTIAL. THIS INDUSTRY IS ONE
WHERE NO ONE CAN PREDICT EVERY SINGLE FACTOR INVOLVED IN THE PROCESS OR OUTCOME OF EVERY INDIVIDUAL
SITUATION. THERE IS NO GUARANTEE THAT YOU WILL EXPERIENCE THE SAME RESULTS SHOWN IN THIS EBOOK USING THE
TECHNIQUES AND IDEAS IN THESE MATERIALS. EXAMPLES IN THESE MATERIALS ARE NOT TO BE INTERPRETED AS A
PROMISE OR GUARANTEE OF SUCCESS. ACHIEVING SUCCESS IN BUSINESS, WHETHER ONLINE OR OFFLINE IS ENTIRELY
DEPENDENT ON THE PERSON OR BUSINESS USING OUR IDEAS AND TECHNIQUES.
The author and publisher shall in no event be held liable to any party for any direct, indirect, punitive, special, incidental or other
consequential damages arising directly or indirectly from any use of this material, which is provided "as is", and without warranties.
The information presented herein represents the view of the author as of the date of publication. Because of the rate with which conditions
change, the author reserves the right to alter and update their opinion based on the new conditions.
While every attempt has been made to verify the information provided in this publication, neither the author nor their affiliates/partners
assume any responsibility for errors, inaccuracies or omissions. Any slights of people or organizations are unintentional.
If advice concerning legal, tax, accounting or other related matters is needed, the services of a fully qualified professional should be sought.
This publication is not intended as for use as a source of legal or accounting advice. You should be aware of any laws which govern
business transactions or other business practices in your country and state.
The author and publisher do not warrant the performance, effectiveness or applicability of any sites listed or linked to in this book or any
accompanying materials.
All links are for information purposes only and are not warranted for content, accuracy or any other implied or explicit purpose.
MATERIAL DISCLOSURE
While most of the products and solutions mentioned in this book have been personally tested and are used by the author, some have not.
The author may derive financial benefit from sales of some of the items advertised, reviewed or linked to from this publication.
COPYRIGHT NOTICE
This e-book is © copyrighted by Martin Aranovitch. No part of this book may be copied, altered, changed into any format, repackaged, sold,
or used in any way other than what is expressly outlined within the e-book.
CONTACT DETAILS
Website: http://www.wptrainme.com
Email: info@wptrainme.com

About The Author
Martin Aranovitch has helped businesses of all sizes grow for over two decades as a
business educator and WordPress trainer.
Martin has also spent a number of years providing government and local council
sponsored business training seminars and workshops aimed at helping businesses
grow using WordPress …
Martin has also authored a number of comprehensive WordPress Training Guides …
After years spent training businesses how to use WordPress, Martin developed the WPTrainMe
WordPress Training System, which is described in more detail inside this guide, and the
WPTrainMe plugin, which provides WordPress users with instant access to hundreds of detailed
step-by-step WordPress tutorials inside their own WP dashboard.
This guide explains in more detail how to use the WPTrainMe plugin to train new WordPress users
effectively.
For more information about WPTrainMe, visit http://wptrainme.com.

Training Notes For WordPress Consultants
No doubt, you've probably heard the old adage "Give a man a fish and you feed him for a day; teach
him how to fish and you feed him for a lifetime".
How can we apply this concept when it comes to training clients how to use WordPress?
Let’s say, for example, that you build WordPress sites for businesses and that your services includes
training your clients how to use WordPress.
How do you teach your clients “how to fish” so they can “feed” themselves using WordPress?
We can start by looking at what businesses really want from their websites.
Businesses invest in websites because they want better results!
Teaching your clients how to use WordPress should be all about empowering them to get the results
they want from their website.
So … what kind of results do businesses want from their website?
If you do a little research (e.g. ask your clients, or visit online marketing forums), you will see that
businesses want their websites to deliver better results like:
 More targeted visitors
 Better search engine rankings
 Greater reach on social media sites
 Higher conversion rates - more leads, more sales and more opt-in subscribers
 More effective marketing strategies - better ROI from their marketing $$$
 Etc …
A WordPress website can deliver all of the above results and more to your clients!
Even better ... your clients can learn how to achieve all of the above results and more without
requiring technical knowledge, simply by learning how to configure various WordPress settings,
installing the right WordPress plugins, applying several marketing strategies and following specific
processes.
In other words, there is no reason why we cannot teach our clients “how to fish” for themselves.
Most methods used to train clients how to use WordPress, however, leave clients neither "fed for a
day", nor taught "how to fish for a lifetime". Clients are mostly given information about how to operate
a "fishing rod" and learn next to nothing about how to "catch fish".

Consider, for example, the outline of a typical 60-90 minute “1-on-1” training session used and
recommended by many website developers to train new clients how to use WordPress:
 Show client how to log into their WP admin area
 Give client a tour of the WordPress dashboard
 Explain what some of the basic features of WordPress are - posts vs pages, widgets, plugins,
themes, etc.
 Show client how to create a post and add content to it
 Show client how to use categories, tags, custom posts, etc.
 Show client how to install plugins
 Show client how to manage users, edit comments, perform updates, etc.
 End training with WordPress Q & A
 Leave client with a PDF guide and/or some training videos on how to use additional
WordPress features
If you study the above carefully, you will see that it is all about explaining how the “fishing rod” works
(i.e. talking about features) and none about “catching fish” (i.e. connecting users with the benefits of
using WordPress).
The problem with WordPress client training sessions that follow a structure similar to the example
above, is that the training doesn’t actually help a new WordPress user "connect all the dots" they
need to learn to understand how to get the results they want from their websites.
Now … you may be wondering how can we show a new WordPress user how to "connect all the dots"
in one 60-90 minute session without leaving them feeling completely overwhelmed and burned out
with information overload.
The answer is simple … you need an effective WordPress training system, not just a WordPress
training method.
An effective WordPress training system can employ one or more training methods (e.g. videos,
screenshots and live walkthroughs), but it is much more than that. It is a carefully structured and
orchestrated presentation designed to help both your client and your business achieve specific goals
by progressing through defined benchmarks using a presentation script and tools that ultimately aim
to empower users to learn “how to fish” for themselves.
WPTrainMe helps your clients get the results they want because it is a WordPress training
system, not just a WordPress training method.

WPTrainMe is a comprehensive and effective WordPress training system that teaches your clients
“how to fish” so they can continue learning how to "feed" themselves.
It does this by combining an effective step-by-step WordPress training method that is easy for users
to follow, an effective training tool that gives your clients instant access to all the information they
need, and an effective training presentation script that helps both you and your client achieve specific
goals and reach desired benchmarks.
WordPress Training Method
WPTrainMe provides users with a complete “A-Z” library that includes hundreds of detailed step-by-
step screenshot tutorials organized in logical sequence. The comprehensive tutorials in WPTrainMe
are easy to follow, include downloadable resources like checklists, templates and accompanying
videos and help your clients "connect all the dots” they need to understand in order to use WordPress
to get the results they want from their websites.
WordPress Training Tool
WPTrainMe delivers all tutorials via a simple-to-use plugin that helps non-technical users instantly find
all the answers and information they need from their own WP dashboard.
WordPress Presentation Script
This component of the system is fully explained in the remaining sections of this guide.
As you will see shortly, you can create a “win-win” outcome for your clients and your business that is
completely sustainable. You will do this by helping your clients save a great deal of money and time,
and in return, earn your clients’ loyalty and trust, allowing you to sell them ongoing and/or additional
services.

How To Help Your Clients Get The Results They Want With
WordPress And WPTrainMe
All you need to effectively train your clients to get the results they want from their website using
WordPress with the WPTrainMe system is to do the following:
1. Install the WPTrainMe plugin on your client sites,
2. Schedule an initial training session with your clients (i.e. a one-on-one or group training on-
site, or over the telephone, skype, etc.) and follow the WordPress training presentation
script provided in this document.
3. Schedule regular follow-up meetings with your clients (e.g. every 90 days) to touch base
with them and see if they need your support, assistance or additional services.
You can use any of the WPTrainMe plugin editions for training your clients, including the FREE
edition. We recommend installing the BASIC or BUSINESS editions of the plugin, however, as the
tutorials contained in these will cover most of your clients’ training needs.
How To Design An Effective WordPress Training Session For Your Clients
Using the WPTrainMe plugin to train your clients with the presentation script provided in the next
section will allow you to effectively train clients and achieve all of the benchmarks listed below … all
within a 60-90 minute one-on-one or group training session, using either a face-to-face or remote
presentation method (e.g. phone, web conference, voip, etc.),:
 Teach your clients how to use WordPress without overwhelming them with information overload.
 Show your clients how they can achieve the results they want from their websites and grow their
business online using WordPress.
 Empower your clients to learn “how to fish” for themselves.
 Presell additional services by showing clients what they can achieve with WordPress and offering
to help them if they require your assistance implementing the strategies discussed.
 Develop an ongoing relationship with your client that helps them grow their business while freeing
you up to continue growing your own business.
Let’s take a look, then, at how to structure an effective WordPress training session that not only
focuses on teaching new website owners to get the results they want using WordPress , but that also
helps you and your client achieve all of the benchmarks listed above:

Training Session – Opening Section
After greeting your client, ask them to open their new website on their web browser. Briefly point out
the site’s external features, including any sections your client specifically requested for their site, and
then explain to your client that their website was built using WordPress, a powerful application that
can help them do just about anything they can imagine doing online with a website.
Let your client know that you will not only show them how to use their new website during their initial
training session, but that you will also show them how they can achieve results like automatically
driving more targeted visitors to their site, higher search engine rankings, greater visibility online on
social media sites, more leads, more sales, more opt-in subscribers, higher conversion rates, more
profitable outcomes from their online marketing strategies, etc ...
After explaining what they can expect to learn during their 60-90 minute training session, you then
provide an overview of how you will structure the session and reassure your client that you will not
overwhelm them with information, because you are going to show them a smart way to get all the
answers and help they need whenever they need it, all from within their own site’s administration area
… with just a click of their mouse button.
Training Session – Main Section
After outlining the structure of your training session, you then begin the hands-on part of the training
by showing your clients how to log into their WP admin area.
Once you have shown your client how to log into their admin area, this is where we depart
from the way that most WordPress training methods are conducted.
Rather than overwhelming new WordPress users with information about all the WordPress features
found inside their dashboard, we will focus instead on creating the right context for helping users learn
“how to fish” for themselves.
This is done by first showing clients how to access and use the WPTrainMe tutorials inside their
own dashboard.
This way, we help them begin their learning process by empowering our clients to “learn how to learn”
– i.e. to learn how to find the answers they need whenever they need help figuring out what to do
next, instead of overloading them with information that they can easily get from the detailed step-by-
step screenshot tutorials the WPTrainMe plugin makes available to them inside their dashboard.
You don’t need to do anything more than click on a few links and spend a few minutes showing your
clients around the tutorials, so they can see how comprehensive, organized and detailed the training
content is, and how the information can be quickly and easily accessed.
After showing clients how to access the tutorials from their dashboard and giving them a brief tour and
overview of how the plugin works, we then walk the client through some very basic WordPress “how

tos” to help them get started (e.g. how to create a post, add simple content and publish), and any
custom features that they have specifically requested. You can structure this part of the training
session to suit your needs.
Once again, it’s important to keep in mind that there is no need to overload the client with information
about how to use WordPress features during this part of the training. You have just shown them how
to access many detailed step-by-step tutorials in their own time that will help them learn everything
they need to know to use WordPress, so doing anything more than showing your client how simple
creating a new post and publishing content on their site is, is unnecessary and can even be counter-
productive.
Once the client has been shown the basic steps of creating and publishing a new post, we then
remind them of the promise we made earlier to show them how they can achieve all of the results they
want using their new WordPress site, and we give them a brief tour of the other training modules in
the WPTrainMe plugin (note: the modules you will show your clients depend on the plugin edition
installed on their site).
This is where we teach clients "how to fish” so they can feed themselves, and it’s as simple as
pointing them to a few tutorials that will teach them how to get the results they want … e.g. traffic
generation, SEO, how to integrate WordPress with social media, how to increase sales, leads and
opt-in conversions, etc.
After this, preselling clients additional services is easy.
All we need to do is present them with the choice of saving money vs saving time:
Save Money - Point out to your client that if they want to save money doing everything themselves,
they can. All they need to do is follow the step-by-step tutorials inside their own WP dashboard.
Vs - Then …
Save Time – Get your client to acknowledge that the tutorials are indeed quite comprehensive, and
then offer to help them if they find that they are simply too busy to implement or manage any of the
strategies that you have just shown them, or if they would like to use your expertize and assistance to
get results faster online.
By highlighting the choice between saving money doing things themselves, or saving time using your
services, you create a ‘win-win’ situation that helps you build trust with your clients as an ethical
service provider who has their best interest in mind.
This also creates long-term loyalty and new opportunities for your business, especially since most
clients will generally find that they are just “too busy” to take on the additional responsibilities of
managing technical aspects of their website and/or implementing web marketing strategies.
The more you show clients what WordPress can help them achieve and the more you
empower and encourage them to do things themselves, the more work they will realize they

have to do to get things done, and so … the more your clients will probably need your help
and your services to get the results they want!
Training Session – Closing Section
At the end of the client training session, we then answer any questions they have and schedule a
follow-up meeting. The purpose of the follow-up meeting is to see how your client is progressing with
their site, and to build an ongoing relationship that will allow you to regularly “touch base” with your
client (e.g. every 90 days) and see if there are any opportunities to provide them with additional
services, e.g. help, support or expert assistance.
Now that you know how to structure an effective WordPress training session for your clients, let’s take
a look at a training presentation script you can use to effectively communicate all of the above to your
client during a 60-90 minute training session, and achieve all of the benchmarks and outcomes
described earlier.
Initial WordPress Client Training Session Duration
Below are recommended times for structuring and completing each section of your initial WordPress
client training session:
Training Section Training Presentation Benchmarks Suggested Time
Part 1 Opening 3 - 5 mins
Part 2 How To Log Into The WP Admin 2 - 3 mins
Part 3 Accessing The WPTrainMe Tutorials 5 - 10 mins
Part 4 Basic WordPress “How Tos” 25 - 35 mins
Part 5
How To Get Results Using WordPress &
Grow Your Business Online
10 - 15 mins
Part 6 Getting Help - Additional Services 5 - 10 mins
Part 7 Q & A 5 - 10 mins
Part 8
Scheduling The Next Appointment &
Close
2 - 3 mins
Total Duration 60 - 90 mins

WordPress Client Training Presentation
Script
Below is a suggested presentation script you can use to effectively train your clients how to use
WordPress using the WPTrainMe system described earlier. Edit and customize the script to suit your
own needs.
Part 1 – Opening
[Ask client to bring up website in their browser]
Ok then … let’s take a look at your new website!
[Briefly show client the main features of their site. Point out any custom or important features your
client requested and explain that you will cover these in more detail later]
Now … before I show you how to use your new website, let me tell you a little bit about the software
that we used to build your site with and why this is important.
Your website is built using a very powerful software application called WordPress …
WordPress is not just great for building websites and helping you easily manage your web content …
WordPress also lets you do just about anything you can imagine online with little to no
technical skills required!
You can do a lot with WordPress … In this training I’m not only going to show you how to use your
new website, but also how to save a ton of money and time with WordPress, how to get better results
for your business with your new site, and how to grow your business online to whatever level you
want.
Does that sound good to you? Would you like to learn how to do all of this?
Ok then, we’ve got a lot of ground to cover so let’s get started …

Part 2 – How To Log Into Your Administration Area
[provide your client with the login URL, username and password for their site]
Ok … the first thing we need to do is learn how to log into the site’s administration area.
1. To access your website’s admin area, go to the Admin Login screen, located at
http://yoursite.com/wp-login.php or http://yoursite.com/wp-admin (if WordPress is installed in a
subdirectory of the domain, the login screen should be located at
http://yoursite.com/subdirectory/wp-login.php).
2. Enter your username and password
3. Click the Login button
You are now logged into your site’s administration area.
This area is called the WordPress dashboard, or the WP dashboard for short …

You can manage every aspect of your website from your administration dashboard.
Now … as I said earlier, WordPress is really powerful and there are so many possibilities to what you
can do with WordPress, that it’s quite easy to get information overload.
So … instead of overwhelming you with loads of information about all the features of your new site,
I’m going to take a different approach in this training session and focus on showing you how to get the
results you want.
Here’s what we are going to do, then:
 First, I’m going to show you how you can easily find all the help and answers you need right here
inside your own dashboard by yourself and in your own time. This will save you a lot of time if you
need help, or if you have any questions about using your site, or if you get stuck while trying to do
something and don’t know what to do next.
 Next, we’re going to do some “hands-on” training together where I’ll take you through some of the
basic things you need to know to help you get started, like publishing content on your site [and go
over the features you specifically requested.]
 [Business & PRO Edition Only] After going over the basics to help you get started, I’m then going
to show you how you can learn to implement a number of strategies that will help you get better

results from your website and grow your business online. We’ll cover things like:
 How to easily add all kinds of functionality to your site using things called plugins.
 how to make simple customizations to your site that will help you save money on web design
costs [PRO Edition]
 how to manage and keep your site up-to-date and free of errors and problems [PRO Edition]
 how to optimize your site to give our site visitors a better experience [PRO Edition]
 how to keep your site secure and protected from attacks by hackers and malicious software
[PRO Edition]
 how to identify new opportunities in your niche market to grow your business online … we can
even discuss using strategies like creating new information products you can sell to your target
audience to generate additional sources of revenue if you are interested.
 how to get your site’s pages ranking higher in search engines like Google, Bing, etc …
 how to automatically drive more visitors to your site from a number of other “traffic-getting”
websites, including social media sites like Facebook, Twitter, YouTube, LinkedIn, etc. and
many other online directories.
 how to improve your site’s conversions to get more leads, sales and subscribers from your site
visitors.
 how to generate additional revenue from your site using different marketing and monetization
strategies
 how to add e-commerce, private membership areas, and …
 I’ll even show you how you can learn to outsource areas of your website operations smartly
and cost-effectively.
Are you interested in learning how you can do all of this from your website easily and with no
technical skills required?
Great! I’ll talk more about this later in the training session.
 After showing you how to publish content on your site and how to get results using the strategies
I’ve just outlined, I’ll then talk a little bit about how we can help you implement any of these
strategies if you find that you’re too busy to do it yourself and need some assistance.
 Towards the end of our training session I’ll then go over any questions you have, and we’ll then
schedule a time to touch base in a few weeks and see how you’re going with your new site.
 Does all of this sound ok to you? Great! Then let’s move on …

Part 3 – Accessing WordPress Tutorials With WPTrainMe
As I promised earlier, even though there’s a lot of ground to cover during our initial training session, I
want to avoid overloading you with too information. So … as part of our client training and support
system, I’ve installed a powerful training tool on your website that will give you all the answers you
need whenever you need help.
This tool is called WPTrainMe, and it gives you instant access to detailed step-by-step tutorials right
inside your own dashboard. These tutorials are very easy to follow and cover everything you need to
know. Let me show you …
If you look down the menu in your WordPress dashboard, you will see a menu entry called
“WPTrainMe” …

Click on WPTrainMe > View Tutorials to access detailed WordPress step-by-step tutorials …
This brings up the Tutorials screen with all of the main WordPress training modules …
Based on your needs, we have installed the [FREE|BASIC|BUSINESS|PRO] edition of the plugin on
your site. This gives you access to [dozens/hundreds of tutorials/all the tutorials we think you will
need].
Click on a module title to expand the tutorial list. For this example, go ahead and click on the “How To
Use WordPress” link …

This displays all of the tutorials listed for that training module …
The tutorials are listed in logical order and are organized to take you through every step of any
process you want to learn more about.
Large tutorials are broken down into smaller sections, and displayed as nested entries.
So for example, in the “How To Use WordPress” training module, you can see that the “How To Never
Be Stuck For Great Content Ideas” tutorials has been broken down into a number of smaller sections
(i.e. Content Writing Tips, Guidelines For Writing Effective WordPress Posts, Content Creation Ideas,
etc.) …

Depending on the plugin edition we’ve installed, some of the tutorials are “greyed out” and unavailable
[note: if PRO edition is installed, then your client will have access to all of the tutorials] …
If you decide you’d like to upgrade your training level to access the “greyed out” tutorials just let us
know [and we’ll organize it for you/we’ll discuss options to upgrade your training level].
To view any tutorial, just click on the tutorial link …

This will instantly open up the tutorial in a separate browser window, allowing you to continue working
on your site while you go through the training information …

You can see that these tutorials are really quite detailed. Let me show you how you can quickly and
easily find all the information you need whenever you need it:
 The training modules and tutorials are logically structured so you can complete each process
before moving onto the next step.
 The tutorials include detailed screenshots and step-by-step instructions that help to ensure
that no steps are missed in any of the processes.
 Many tutorials contain additional information or resources like downloadable guides,
checklists, templates, accompanying videos, etc.
 The content links to other topic-related tutorials, so you can keep learning more about a
specific process even if the information ends up branching out to other topics.
Once you’re inside the tutorials section, you can access other tutorials either by clicking on a link
inside the tutorial itself …
Or by clicking on a link in the “Tutorials” tab inside your dashboard …

As new tutorials get added to the plugin, the tutorial list automatically updates inside your dashboard.
[If you find that any of the tutorials contain outdated information, let us know and we’ll get the plugin
developer to update the information.]
Additional Tutorial Help Sections
As well as accessing the tutorials from the main menu or the tabs section, the WPTrainMe plugin also
provides a built-in context-based “Help” section, giving you access to tutorials that relate specifically to
the section you are working on inside your admin area.
For example, WPTrainMe displays a list of suggested tutorials in the main Dashboard …

You can also access context-sensitive tutorials wherever you are in your administration area by
clicking on the “Help” tab …

This will display a list of WordPress tutorials related to the section you are currently working on …
Different tutorials will display in the ‘Help’ tab, depending on where you are inside your WP admin
area …

You can also get help with WordPress when adding or editing content in your posts and pages section
via a built-in sidebar widget …

As you can see, we’ve given you access to a very comprehensive training resource that can give you
all the answers you need whenever you need help, or whenever you feel stuck and need to know
what to do next.
This is great, if, for example, you’re working on your website late at night and you need help getting
something done. You don’t have to waste any time searching online or wait around for someone to
get back to you the next day and help you. Just go to the tutorials and you will probably find the
answer you need.
I recommend that after our training session, just start going through the tutorials. Also, whenever you
feel stuck, or have questions, or need help, this is the first place you should come to for answers.
If you can’t find a solution in these tutorials, then contact us and we’ll help you.
[if the answers are in the tutorials, simply direct the client back to the tutorials, or get them to bring up
the tutorials on their screen and walk them through the process – ALWAYS TRY TO REFER
CLIENTS BACK TO THE TUTORIALS!)

Part 4 - Basic WordPress “How-To” Training
Now that you know how to access the tutorials inside your dashboard, let’s go over some basic steps
together to help get you started.
Let me show you:
1. How to navigate inside your WordPress site’s Administration area
2. How to access different sections of your site
3. How to create, edit, and publish content on your site
4. [insert additional topic you want to cover during initial client training session]
5. [insert additional topic you want to cover during initial client training session]
Okay, then, let’s begin …
Click on WPTrainMe > View Tutorials …
Click on the “How To Use WordPress” link …
Click on “Your WordPress Site Administration Area” link ……

As you can see, this tutorial covers everything you need to know about your WordPress dashboard. I
suggest you go through this tutorial in more detail after our training to really understand how
everything works inside your dashboard …
For now, let me just point out some of the main features of the dashboard to get you started:

[Use the tutorial as reference when explaining the Administration area to client.]
Repeat the same process to explain to your client how to access the main features of their site, how
to create, edit and publish content, and anything else you’d like to cover in your initial training session.
Don’t overwhelm your client by trying to cover too many things in your training session, and always
refer to the tutorials when explaining things to your clients. This teaches your clients how to find the
information they need on their own and helps keep your training session simple and concise.]
Part 5 - How To Get Results And Grow Your Business Online
With WordPress
Now that we’ve covered some of the basics and that you know how to find all the information you
need, let me take you through a very simple plan that will help you get better results in your business
and help you take your business online to whatever level you want.
First, I recommend that you go through all of the tutorials in the “How To Use WordPress” training
module. Start at the top and work your way down the list and you will learn exactly how to use all of
the main features of your new site.
As you work through the tutorials, write down any questions you have. If you can’t find the answers in
the tutorials themselves, then we’ll go over your questions next time we get together [email these to
me and we’ll schedule a time to work through your questions together].
Once you have gone through the “How To Use WordPress” tutorials and mastered the basics of using
WordPress, I then recommend that you start going through the tutorials in the other training modules,
as these will then show you how to start getting the results you want using WordPress.
For example, you can add almost any new type of functionality you can imagine to your site using
WordPress “plugins”. Plugins are add-ons that easily install on your site to give you any kind of
functionality you want. The great thing about WordPress plugins is that you don’t need technical skills
to install and use most plugins.
There are thousands of plugins available for WordPress, and these will easily let you add things to
your site like polls, forms, surveys and other interactive features, advertising banners, e-commerce
features, membership sites, seo reports, social media sharing buttons, make your pages printable and
so much more.
[Optional - pick a simple plugin and show your client how to install it using the tutorials]
Let’s bring up the tutorial on how to install a plugin, and learn how to quickly install a plugin. You can
then just follow the step-by-step tutorial on how to install and use plugins whenever you want to add
something new to your site.
[Install a plugin]

Now … if you go back to the WPTrainMe tutorials on your dashboard menu and click on “WordPress
Plugins” [Business and PRO edition only], you will find loads of tutorials on how to add almost any
kind of function or feature you want to your WordPress site using plugins.
The tutorials in this section show you how to install, configure and use dozens of really useful plugins
covering everything from ways to engage better with your visitors, manage aspects of your site,
improve your site’s visibility on search engines and social media sites, monetize your site, and so
much more! You will also find that new tutorials are continually being added to this section.
[Repeat the above process for giving clients a tour of other training modules – e.g. WordPress
Customization, WordPress Management, etc …]
Once you are ready to grow your business online, go to the “WordPress Strategies” training module
[Business and PRO edition only]. This section contains detailed, step-by-step tutorials that show you
how to do things like:
 How to drive more new targeted visitors to your website automatically
 How to get better search engines results
 How to get more visibility on social media sites
 How to get more leads, more sales, and/or more opt-in subscribers,
 How to increase your conversion rates
 How to generate additional revenue from your site
 How to create and/or sell products online
 How to start a membership site
 And much, much more …
[Find 2-3 areas that your client is interested in getting better results in, then briefly show them some of
the tutorials in the “WordPress Strategies” and/or other training modules that they can refer to for help
with those areas]
Part 6 – Getting Help & Additional Services
Now … as you can see these tutorials are quite comprehensive and will show you how to do
everything you want or need to get better results and grow your business online.
I recommend that you learn how to do as much as you can by yourself, expecially if you want to save
money, or if you just want to learn how to get things done on your site using WordPress.
If you find that you are just too busy to learn how to implement these strategies yourself, however, or

if you want to save time and get things done faster, then just let us know and we will be happy to help
you. We can help you set up and manage any of the strategies you want.
[Briefly discuss your services, support and fees]
Part 7 – Q & A
[Client Name], so far, we’ve covered the following:
 How To Log Into Your Site’s Administration Area
 How To Access The Training Tutorials
 Some Basic WordPress How-Tos – Please review the tutorials for detailed step-by-step
instructions on how to use all of the features on your site.
 How To Get The Results You Want And Grow Your Business Online
 How We Can Help You If You Need Assistance Or Additional Support
Are there any questions you have about anything we have or haven’t covered today?
[Answer client questions – refer your client to tutorials as much as possible, especially if they relate to
using WordPress or marketing their business online using the plugins or strategies listed in the
tutorials]
Part 8 – Scheduling The Next Appointment
Great … we’ve covered a lot of information today! The last thing I’d like to do before we end our
training session today is to leave you with a summary of everything we’ve covered today and this
checklist I’ve prepared for you so you can review what the information and know what to do next
[leave Training Summary PDF and checklist – see additional notes section below] and schedule
another [live 1-on-1, phone, skype, etc …] meeting in [30/60/90] days from now to touch base and
see how you’re going with your site, and if you have any questions or need any help.
[schedule next meeting]
Great! I hope you found today’s training session enjoyable and valuable. My goal was to teach you
how to get the information you need to create better results for your business with your new site
instead of filling your head with information overload! 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]

Training Notes – Additional Information & Resources
The above presentation script allows you to deliver a complete 60-90 minute training session.
Customize the training script and presentation to suit your needs.
Note: We provide training documentation about using the WPTrainMe plugin that you can modify (e.g.
add your own logo and details) and leave with your clients after your initial training session. This
documentation is provided at no cost to all of our multiple-user license holders.
For more information about the WPTrainMe plugin, go here:
http://wptrainme.com/download-the-wptrainme-plugin
For details about multiple-user licensing options and pricing go here:
http://wptrainme.com/wordpress-service-providers
You may also want to consider becoming an affiliate partner and adding your affiliate ID to the plugin
settings section when installing the plugin on your client sites. This allows you to earn affiliate
commissions if your clients decide to upgrade their plugin edition later.
For details about our affiliate program go here:
http://wptrainme.com/affiliate-program
Benefits Of Using The WPTrainMe Training System
We strongly recommend not overwhelming clients by focusing your training on how to use WordPress
features. Instead, continually refer your clients to the tutorials in the WPTrainMe plugin.
Below are just some of the benefits of using the system described in this document:
 WPTrainMe gives you an effective training system that you can easily duplicate with all new
clients.
 Your clients are empowered to learn how to find the answers themselves, reducing your
support costs.
 It keeps the time you invest into training new and existing clients to an absolute minimum,
allowing to focus on other areas of your business.
 It allows you to provide a consistently high quality level of training.
 It allows you to cover more ground in 60-90 minutes than any other WordPress training
method.

 It ensures you achieve all of the benchmarks specified in this document.
 It keeps clients engaging with you, builds trust and loyalty for your business and helps you sell
additional services.
 It helps prevent clients from looking elsewhere for answers or buying similar services than the
ones you can provide.
To read more about the benefits of using WPTrainMe to train your clients, go here:
http://wptrainme.com/wordpress-training/wptrainme-easiest-way-train-clients-use-wordpress
If you have any questions about WPTrainMe and would like to contact us, please go here:
http://wptrainme.com/contact-us
I hope you have found this guide on how to structure an effective WordPress client training session
useful and I wish you the very best of success training your clients how to get results and grow their
business online using WordPress.
Martin Aranovitch - WPTrainMe.com
To learn more about WPTrainMe go here:
http://wptrainme.com
http://wptrainme.com/about-us
http://wptrainme.com/philosophy
Connect With Us
Facebook: https://www.facebook.com/wptraining
Twitter: https://twitter.com/wptrain
Google+: https://plus.google.com/b/106660654963597835332
LinkedIn: http://www.linkedin.com/in/wptraining

Teach Your Clients How To Use WordPress

Recomendados

Recomendados

Mais conteúdo relacionado

Destaque

Destaque (7)

Último

Último (20)

Teach Your Clients How To Use WordPress