Recurring Revenue

Care Plan Sales Outreach and Conversion – SOPs

Care Plan Sales Outreach and Conversion - 2 Courses with SOPs

<< CARE PLAN TRAINING

$199

BUY NOW

$199

BUY NOW

COLD AND WARM LEADS
15 video lessons, over 14+ resources, 2 Airtable base templates, and full task lists

PAST AND CURRENT CLIENTS
15 video lessons, over 14+ resources, 2 Airtable base templates, and full task lists

DESCRIPTION

Who wants more care plans?! In these two courses, we’ve compiled the four most common scenarios for outreach to secure more care plans or more revenue by raising prices. Everything in this course is step-by-step with video, task lists, templates, and email copy making it foolproof to start your outreach immediately.

Everything you need:

Full email copy for every sequence
Video training for each major step of the process
Task lists for all steps in the sequences
Airtable base templates for organization

STEP BY STEP ACTION PLANS

Website and Products Set Up - 6 Video Lessons
New Client Outreach, Warm Referrals - 4 Video Lessons
New Client Outreach, Cold Contacts - 4 Video Lessons
Past Client Outreach, Convert to Care Plan - 3 Video Lessons
Current Client Outreach, Raising Prices - 3 Video Lessons

ALL LESSONS: MATERIALS & DOWNLOADS

Raising Prices on Clients - Email Sequence
Re-Connecting with Old Clients - Email Sequence
Warming Cold Leads - Email Sequence
Convert to Care Plan - Email Sequence
Website Evaluation - Email Sequence
Connecting With A Referral - Email Sequence
Cold Lead Download Options
WordPress Evaluation - SOW
WordPress Boost - SOW
Referral Sales Page
Reason for the Change - Blog Post
Importance of Care Plans - Blog Post
Outreach and Conversion - Task Lists Google Sheet
Importance of Care Plans - Blog Post
Airtable Base – Leads and Referrals
Airtable Base – Raising Prices

COURSES INCLUDE

Website and Products Set Up
New Client Outreach - Warm Referrals
New Client Outreach - Cold Contacts
Past Client Outreach - Convert to Care Plan
Current Client Outreach - Raising Prices
All downloads and resources
Access, anywhere, anytime
Streaming access on desktop and mobile
100% satisfaction guarantee (View our 7-day money-back policy)

Kristina Romero

Instructor

WP Care Market’s Kristina Romero has trained over 2,000 web professionals, with training featured across the web. Kristina spent over 2 years as a coach in WP Elevation, spoken at numerous WordCamps, and has run webinars for GoDaddy’s Pro program. In all these instances, she’s continued to perfect her training for website professionals on how to deliver the best website care plans for them and their clients.

REVIEWS

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Paul Battaglia Digital Junction

I would like to thank Kristina for helping me totally systemise the website care component of my business. The courses outlined in great detail all aspects of processes, systems, setup, team hire, and selling WP care plans. She removed the guess work and in my view defined best practice for managing care plans for WordPress clients. It is definitely worth the investment. I have already hired my first VA to start managing the customer experience allowing me more time to work on the business.

Frederic Sune WordPress Expert - Web Design Agency

WP Care Market training was amazing. The content, support files - everything was beyond and above my expectations. I highly recommend Kristina's training to anymore who is serious with their WordPress care plans. The best part of the training: Automation! Following the setup, you can save hours per month meaning more time with your family or friends. A+

Mike Ruman Ruman Web Design

I signed up $500 a month of new website care plans during the actual training. The training was useful and practical and easy to implement. So many web pros are leaving money on the table by not offering website care plans. Take these courses and you'll reap the benefits ... quickly.

Annette Welsford Commonsense Marketing

If you’re running a professional website development business, you need to put yourself through Kristina’s Care Plan Training. She reveals everything she has done to develop the website maintenance side of her business – a wonderful value add for your clients, and a very profitable source of recurring revenue. She’s very organised and systemised, and generous with sharing her knowledge, processes, systems and templates. You’ll end up with everything you need to setup and sell your own website care service, which is exactly what I’ve done.

ALL CARE PLAN TRAINING COURSES

Crafting the Care Plan Product

Agency Processes for Care Plans

Automation for Care Plans

Hiring Your Support Team

Selling the Care Plan

Agency CORE Club – Coaching

Buying or Selling A Small Web Agency

<< ALL TRAINING

One-Time Fee: $995 $499

BUY NOW!

DESCRIPTION

A series of 5 pre-recorded workshops (run this January 2021) detailing everything involved in buying or selling a small website agency. Why both? Because understanding both sides of the transaction gives you the best insight into making the best decision for your business.

Run by Kristina Romero and John Falke who give great transparency into the selling of Kristina's small web agency to John, and subsequently, John's acquisition of her business. This transparency includes a modified template of the actual contract used, transition task lists used, and the key points that made this a fair deal for both parties.

All the workshops have been recorded and available for you NOW in the WP Care Market training platform!

Outcome – Have everything you need to sell your small web agency or acquire a small web agency through these 5 one-hour workshop sessions.

LESSONS

Lesson 1: Preparation - Organization, expectations, cleanup
Lesson 2: Numbers - Finding the value, sale structures
Lesson 3: Finding a Buyer/Seller - Evaluating, warning signs
Lesson 4: Legal - Contracts, negotiations and timetables
Lesson 5: Handoff - Task lists, team transitions and client transitions

COURSE MATERIALS

**Contract Template for Acquisition ($2500 value)
Acquisition Airtable Base (10 hours saved)
Full Task List for Handoff (10 hours saved)
Buyer and Seller Interview Questions
Client Transition Emails
Acquisition Announcement Emails
Buyer/Seller Student Database (Connect with others from the course)
Buyer: Company Overview Template
Seller: Initial Offer Template

**The Acquisition Contract is for an "asset purchase" specific to a small web agency with remote team members and not physical assets. This contract was prepared by a professional lawyer, however, we must be clear that should still consult a lawyer for legal transactions and to review all legal documents.

5 one-hour live pre-recorded workshops
Lifetime access to recordings
Grandfathered into future iterations of this course content
Streaming access on desktop and mobile
Includes: **Acquisition contract template ($2500 value)
Includes: Acquisition Airtable Base (10 hours saved)
Includes: Full Handoff Task List (10 hours saved)

**The Acquisition Contract is for an "asset purchase" specific to a small web agency with remote team members and not physical assets. This contract was prepared by a professional lawyer, however, we must be clear that you should still consult a lawyer for all legal transactions and to review all legal documents.

TOPICS COVERED IN THIS WORKSHOP

Positioning
Process
Organization

Project Management
Client Management

Kristina Romero

Instructor

Found of WP Care Market, former-owner of KR Media & Designs LLC (small web agency)

John Falke

Instructor

Owner and Creative Director of Johnny Flash Productions (small web agency)

Who is this training right for?

This course/workshop is perfect for small web agencies with remote teams who do not own a physical office or physical assets.

Small web agencies are best defined as a team of 5 or less, with a client size of 100 or less. A small web agency can even apply to an owner that is only a team of one.

Buying and selling a mid-size or large web/marketing agency would be a different process and this isn't the right course for that size business.

Is this a live workshop or a course?

We initially ran this training as a 5-day, one hour a day, series of workshops with each day tackling a different topic. The recordings have been posted into a course format inside WP Care Market.

There is a probability that this training will then be fleshed out even further into a more formal pre-recorded course of more than 5 lessons. If this happens, all existing students will be grandfathered into all future iterations of this workshop/course.

I'm looking to find a buyer or a seller, will this workshop help me find someone?

It's fully expected that this course/workshop will attract agency owners looking to buy and sell. We are more than happy to make available a private Airtable database for those that want to list their interest, and individuals can reach out to each other with this contact information.

Please note, WP Care Market will not be vetting those enrolling in this course which will have access to the Airtable base. If you decide to submit your information to a private Airtable, this is your decision, to which you can modify, delete or remove your info.

REVIEWS OF WP CARE MARKET TRAINING

John Bendever - Local Marketing Pros

Leslie Surel - Surelutions

Robert Simmons - Hatmen Marketing

Paul Battaglia Digital Junction

Frederic Sune WordPress Expert - Web Design Agency

Mike Ruman Ruman Web Design

Annette Welsford Commonsense Marketing

OUR CARE PLAN TRAINING COURSES

Crafting the Care Plan Product

Agency Processes for Care Plans

Automation for Care Plans

Hiring Your Support Team

Selling the Care Plan

Agency CORE Club – Coaching

Agency CORE Club Membership (Group Coaching + Perks)

<< CARE PLAN TRAINING

$149

for 90 days access, then $49/month

*The Agency CORE Club is currently closed to new members.*

DESCRIPTION

The Agency CORE Club Membership includes 1) a live monthly Coaching Call, 2) a live Training Workshop with special guest, and 3) special perks for your WP Care Market directory listing every month!

The CORE Club operates on our The Web Agency CORE Agency Framework™ to motivate for real-time implementation with continual inspiration and opportunities for growth. We achieve this through monthly coaching calls, workshops, and additional perks for our members

An active monthly subscription will receive a link to all the live CORE Coaching calls and “Bolt-On” Workshops, as well as access to the recorded library of past content. **If you cancel your membership you will lose access to all recordings.

LIVE CORE COACHING CALLS

Live Coaching Calls will be focused on ways to strengthen the CORE revenue of your business, current changes in the web pro space, and how this applies to us and our clients. After 15-30 min discussion, the coaching call will address Q&A for feedback and implementation of our training content. The key is for these calls to motivate you and keep you implementing and growing care plan in your business.

Coaching Calls will typically be on the second Wednesday of every month at 1PM EST. All Coaching Calls will be recorded and available to members with an active subscription.

LIVE OPTIMIZATION WORKSHOPS

“Bolt-On” Workshops are actionable live training centered around services, products and deliverables you can “bolt-on” to your Website Care Plans to increase value and/or add revenue. Workshops will feature a special guest who specializes in that topic.

Workshops will typically be on the third Wednesday of every month, at 1PM EST. All Workshops will be recorded and available to members with an active subscription.

SCHEDULE

*All past recordings are immediately available when you join to CORE Club. You retain access to the replays for as long as you have an active subscription.
Please note topics of planned workshops are subject to change.

IMMEDIATE RECORDINGS AVAILABLE

ALL PAST COACHING CALLS
“CONTENT PLANS FOR CLIENTS” WORKSHOP
“MARKETING FUNNEL PLANS FOR CLIENTS” WORKSHOP
“GRAPHIC DESIGN PLANS FOR CLIENTS” WORKSHOP
“QUARTERLY WEBSITE REVIEWS” WORKSHOP
“PERFORMANCE & SECURITY VALUE ADDS” WORKSHOP
“SOCIAL MEDIA MANAGEMENT” WORKSHOP
“STRATEGY SESSIONS AND ANALYSIS” WORKSHOP
“WEBSITE BUILD SUBSCRIPTIONS” WORKSHOP
“SEO PLANS” WORKSHOP
“GOOGLE PPC PLANS” WORKSHOP
“KPI DASHBOARDS VALUE ADD” WORKSHOP
"E-COMMERCE GROWTH PLANS" WORKSHOP
"WEBSITE ACCESSIBILITY" WORKSHOP
"WEBSITE HOSTING ADD ON" WORKSHOP
"CARE PLAN REPORTING" WORKSHOP
"SMALL PRICED ADD ONS" WORKSHOP
"EMAIL CAMPAIGNS" WORKSHOP
"GOOGLE MY BUSINESS MANAGEMENT" WORKSHOP
"24/7 SUPPORT" WORKSHOP
"OFF PLATFORM E-STORES" WORKSHOP
"PROACTIVE PROJECT MANAGEMENT" WORKSHOP
"INCREASE ONLINE PRESENCE" WORKSHOP
AND MANY MORE!

INCLUDED IN THE PURCHASE

90 days access to Monthly Coaching Calls and "Bolt-On" Workshop with Special Guest
90 days access to all PAST recordings of previous coaching calls and workshops
Listing in Web Pro Directory for care plan leads with "promoted" status for as long as the subscription is active
Approx 2h of new content every month
All calls recorded for access anywhere, anytime
Streaming access on desktop and mobile
Membership will convert to $49/m after 90 days, however, you can cancel anytime

WHAT HAPPENS AFTER 90 DAYS?

A monthly subscription of $49/m will begin unless canceled (We'll send you 3 emails before your subscription activates - 1 month before, 1 week before, 1 day before)
If you cancel your membership at any time you will immediately lose access to all coaching calls and workshops (as well as future calls and recordings)
If you cancel your membership and have a listing in the Web Pro Directory, the listing will simply be downgraded from "promoted" to a regular listing. (your listing will still be active - this is not affected by your CORE membership status.)
If you cancel, you can always re-subscribe.

TOPICS COVERED IN COACHING

Pricing and Budget
Positioning
Latest WP News

Sales and Conversion
Recurring Revenue
Q&A

Kristina Romero

Instructor

REVIEWS

Play Video

Paul Battaglia Digital Junction

Frederic Sune WordPress Expert - Web Design Agency

Mike Ruman Ruman Web Design

Annette Welsford Commonsense Marketing

Crafting the Care Plan Product

Agency Processes for Care Plans

Automation for Care Plans

Hiring Your Support Team

Selling the Care Plan

Agency CORE Club – Coaching

Care Plan Series - All Access Bundle (7 Courses)

<< CARE PLAN TRAINING

$1300 $995

GET ALL ACCESS

DESCRIPTION

Purchase the bundle and get our most popular 5 courses chock full of the copy, task lists, and templates you need for successful care plans!

The Care Plan Intensive Bundle also includes 3 months of Group Coaching so you can take and tweak our full proven system from our agency to improve your existing setup.

Outcome - Leave these courses ready to generate recurring revenue by implementing our full proven agency system from the product, processes, and automation to hiring a team and sales.

GET ACCESS TO ALL COURSES + COACHING

Tools Setup (Available for all students)
Crafting the Care Plan (Product) - 8 Lessons
Agency Processes for Care Plans (Process) - 8 Lessons
Automation for Care Plans (Automation) - 8 Lessons
Hiring Your Support Team (Hiring) - 8 Lessons
Selling the Care Plan (Sales) - 8 Lessons
Outreach and Conversion - Cold and Warm Leads - 15 Lessons
Outreach and Conversion - Past and Current Clients - 15 Lessons

Also Includes:

White Labeled Training Videos for Staff
Partner Discounts

THE BUNDLE INCLUDES

7 Care Plan Training courses
All downloads and resources
Approx 7h of total course content
Lifetime access, anywhere, anytime
Streaming access on desktop and mobile
100% satisfaction guarantee (View our 7-day money-back policy)

TOPICS COVERED IN ALL COURSES

Pricing and Budget
Positioning
Sales and Conversion

Process
Client Management
Project Management

Organization
Coaching Calls
Bolt-On Workshops

Kristina Romero

Instructor

ALL 7 COURSES: MATERIALS & DOWNLOADS

Care Plan Proposal
Care Plan Sales Page
Beaver Builder: Sale Page Export Template
Sample Terms
Care Plan Dashboard Templates (Beaver Builder)
Task List Templates
Offboarding Project Email
Onboarding Monthly Client Email
Monthly Maintenance Diagram
Developer Job Description
Developer Screener Questions and Sample Test
Virtual Assistant Job Description

Support Workflow Diagram
Care Plan Airtable Base
"Pre" Offboard Email
Full Monthly Client Offboarding Email
Advanced Airtable Formulas
5 Zapier Zaps and Automation Steps
Email Lists (for vulnerability notices)
Canned Replies and Help Docs
Team Onboarding: Slack Procedures
Staff Offer Letter
Team Onboarding: Training Document
Team Onboarding: Best Practices

Past Client Outreach Email
Care Plan Blog Post
Client Touchpoint Emails
Raising Prices Email
Website Evaluation Scope of Work
Gravity Forms Form – Website Maintenance Inquiry
Task List: Website Evaluation
Website Evaluation Email Sequence
30 Day Lead Follow Up Sequence
Team Onboarding: Expectations
White Labeled Training Videos

REVIEWS

John Falke - Johnny Flash Productions

John Bendever - Local Marketing Pros

Leslie Surel - Surelutions

Robert Simmons - Hatmen Marketing

Paul Battaglia Digital Junction

Frederic Sune WordPress Expert - Web Design Agency

Mike Ruman Ruman Web Design

Annette Welsford Commonsense Marketing

Recurring Revenue

Care Plan Sales Outreach and Conversion - 2 Courses with SOPs

$199

$199

DESCRIPTION

STEP BY STEP ACTION PLANS

ALL LESSONS: MATERIALS & DOWNLOADS

COURSES INCLUDE

Kristina Romero

REVIEWS

ALL CARE PLAN TRAINING COURSES

Buying or Selling A Small Web Agency

One-Time Fee: $995 $499

DESCRIPTION

LESSONS

COURSE MATERIALS

TOPICS COVERED IN THIS WORKSHOP

Positioning

Process

Organization

Project Management

Client Management

Kristina Romero

John Falke

REVIEWS OF WP CARE MARKET TRAINING

OUR CARE PLAN TRAINING COURSES

Agency CORE Club Membership (Group Coaching + Perks)

$149

DESCRIPTION

The Agency CORE Club Membership includes 1) a live monthly Coaching Call, 2) a live Training Workshop with special guest, and 3) special perks for your WP Care Market directory listing every month!

LIVE CORE COACHING CALLS

LIVE OPTIMIZATION WORKSHOPS

SCHEDULE

IMMEDIATE RECORDINGS AVAILABLE

TOPICS COVERED IN COACHING

Pricing and Budget

Positioning

Latest WP News

Sales and Conversion

Recurring Revenue

Q&A

Kristina Romero

REVIEWS

Care Plan Series - All Access Bundle (7 Courses)

$1300 $995

DESCRIPTION

GET ACCESS TO ALL COURSES + COACHING

THE BUNDLE INCLUDES

TOPICS COVERED IN ALL COURSES

Pricing and Budget

Positioning

Sales and Conversion

Process

Client Management

Project Management

Organization

Coaching Calls

Bolt-On Workshops

Kristina Romero

ALL 7 COURSES: MATERIALS & DOWNLOADS

REVIEWS

ALL CARE PLAN TRAINING COURSES