How to Deliver a WordPress Website to Client
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- Опубліковано 30 вер 2024
- In this video I'll show you the exact process that I use to to deliver a WordPress website to client.
If you're a freelance web designer working with clients and want to provide the best user experience then simply follow along with my complete guide to wow your next client.
Don't waste your time trying to compete with other web designers, take your client hand-off process to another level.
► Timestamps ◄
00:28 - Custom Login
02:30 - Remove the default WordPress Dashboard panels
04:41 - Add a custom WordPress dashboard for a client
08:44 - Setting your WordPRess user roles
11:07 - Setting Elementor user roles
14:16 - Custom website training videos for clients
18:43 - WordPress website maintenance tools
22:38 - Website Maintenance plan
Tools used in this tutorial:
WPVivid Backup Pro: jo.my/wpvividpro
WPReset: jo.my/wp_reset
Elementor Pro: jo.my/1s0t2s2
LoginPress: en-gb.wordpres...
Dashboard Welcome for Elementor: wordpress.org/...
MainWP: mainwp.com/
ManageWP: managewp.com
UptimeRobot: uptimerobot.com/
Video's referenced in this tutorial:
How to remove the WordPress Dashboard panels: • How To Remove WordPres...
My full maintenance tool kit: • My Website Site Manage...
How to build a custom WordPress Dashboard: • How To Create Custom F...
Download Elementor Dashboard Template: jo.my/5yggcy
Take your WordPress website and skills to the next level!
► THE TOOLS I LOVE ◄
If you like what we do and would like to support us, please consider using these affiliate links when purchasing any of the plugins covered in our tutorials. Thank you for your support.
► WORDPRESS VISUAL PAGE BUILDERS ◄
★ ELEMENTOR PRO: jo.my/1s0t2s2
★ Brizy Pro: bit.ly/2Ji97r8
★ WPBakery Page Builder (Formerly VISUAL COMPOSER): bit.ly/2NVbVNP
★ DIVI 3 Page Builder: bit.ly/2HiiDcE
► WORDPRESS THEMES ◄
★ GeneratePress Premium: bit.ly/2Ydn1SE
★ OCEANWP: bit.ly/2fRHBr0
★ DIVI Theme: bit.ly/2G8JMiA
★ Astra Pro: bit.ly/2zruoKn
► WORDPRESS TOOLS ◄
★ SMART SLIDER 3: bit.ly/2G0G1vB
★ CSSHERO: bit.ly/2qbrRl6
★ SLIDER REVOLUTION 6 - jo.my/sr6
► WORDPRESS PLUGINS ◄
★ SEOPress Pro: jo.my/seopress
► SUBSCRIBE ◄
bit.ly/2rX7rhu
► LETS CONNECT: ◄
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SUPPORT: Our website offers additional information and perks. Please check it out! wptuts.co.uk
Hi Paul, another great video from you! I would love to see a video dedicated to WP security and security plugins. Thank you!
Great video however the url of the template isn't working. Can you provide an updated URL? Thanks
Hello sir! Wordpress dashboard welocme tamplate link is expired, can you give us new link please?
I cant believe my setup is 100% the same as you suggest in the video... oh... maybe thats because I learnt everything from you lol
😂
How to Deliver a WordPress Website to Client USING ELEMENTOR
Only 2 of the stages include Elementor, and as I noted at the beginning of the video, this is how 'I' deliver a site to a client. If Elementor isn't part of your process, there are still ways to create a more customised dashboard if you want to do that and the stage on restricting access to Elementor wouldn't be applicable.
Love the tutorial but the json template link isn't working :(
Hello paul really I have no words what should I say. You provide really great knowledge about WordPress, I learn everytime from your videos. A true guides and a true teacher. 👍 A big thanks...
Thank you very much and it's great to hear that you're taking useful information and knowledge away from these guides. :0)
I have a general question. I created my own personal website but when it is fully built is the handing off process just by creating another user and providing the login? Also I got access to wordpress through hostgator so will that cause hang-ups?
Hi Paul. I enjoyed the video and will begin incorporating some of these suggestions into future onboarding events. I do have a question. In prior videos you mentioned using White Label CMS. Do you still recommend that plugin or do you now recommend LgoinPress? Thanks.
White Label CMS is a great plugin, but I felt it was a little overkill for what I was aiming to achieve, but is still a very viable option for many use cases and one I would still consider using depending on what I was trying to achieve. :)
Is this elementor dashboard applicable for DIVI?
would be great if you covered automated client reporting via MainWP
I'll have to take a look into it. :0)
Hi my client found a domain. Do i need to transfer wordpress files to her or just point the wordpress front end to her new domain
Paul what would we do without you...
Hi Paul, can't find the link to the dashboard template in the description, thanks for all the tutorials, I use them all the time.
Download Elementor Dashboard Template: jo.my/5yggcy 😀
Great content! But what if a tutorial turns out to be outdated in a couple of months? Which is the case quite frequently due to updates, free plugins going pro etc. Wouldn't that lead to a confused customer calling again and again? How can we avoid that?
Unfortunately, that's technology and none of us can predict with certainty that things won't change in 3, 6 or 12 months. If you're creating a website for a client and using any of the techniques mentioned in this tutorial then that is always a possibility. But, much the same as buying any form of technology, obsolescence is part of the whole thing and any client who thinks that what they pay for today won't change and evolve should be informed of these things as part of your onboarding process.
Offer them maintenance plans that include updates and possibly new training as and when changes occur. It's a great way to make additional income .
I'm sure that when a client buys a new car they are aware that there will be ongoing costs for updates, repairs, etc., and a website is no different. If they don't want to pay to be up to date, then they'll have to deal with any eventuality that may occur as things progress.
you can't run a car forever without servicing and expect it to be the same as when you drove it out of the showroom. ;0)
@@WPTuts very clear, thanks!
@@Bromoteknada my pleasure. I hope it helps. 👍
nice tut Paul...what about a custom welcome dashboard without using elementor? Using native Gutenberg?
To be honest, I haven't found anything like that yet. If you do come across something, let me know and I'll be happy to take a look at it.
This was quite informative, as usual. You did not make any mention of your choice of security....and your reasons for that choice....perhaps a mention of that would be insightful...
Hey Tim. I tend to use iThemes security for my sites. So far, apart from one site I had an issue using it on, it's been pretty solid. I can't say if it's the best option, but I've found it pretty good over the years. :0)
@@WPTuts thanks for your reply my friend
Do you use this for Bricks websites?
hey, paul AWESOME video. just like all of your others. I would love to see the template that you created for the custom dashboard but I don't seem to be able to see the link.
Download Elementor Dashboard Template: jo.my/5yggcy 😀
@@WPTuts thanks so much paul
how to handle hosting for client?
Another great public service video. Luckily none of my clients want to update their own sites ;-) I do offer it but they'd rather pay per hour for me to do it.
That's pretty much the same as my situation. I think it's always good to offer it as part of your service and then when they say no thanks, it feels like they are in control. A win win situation for all around. :)
Yet another great tutorial. Thanks Paul.
No worries my good man. :0)
Bro you all do the same video telling the same things
Without talking about how he should buy the hosting how to I can get his wordpress and start buulding the website
This is stupid
Yo bro, how about you stop bitchin and do some work for yourself and stop moaning.
Oh wait! It’s easier to be a keyboard warrior and bitch about other people while bringing nothing to the table yourself! 🤦♂️
This video is gold! I just want to make the best decision on Main wp vs Manage WP, I just made my account with Manage WP but I have backup buddy as the current solution for backups until I switch to vivid. MainWP looks great but isn't that another WP installation you need worry about securing? One mistepp and someone has access to all client sites?
With MainWP if you're concerned about security, you can install and configure it to run on your local computer instead of online. This would allow you to manage exactly when the application runs and reduce your risk of any security breaches.
If that isn't an option for you, then ManageWP would probably be a better option. You could still take advantage of WPVivid Backup to schedule regular updates directly inside the website it's installed on.
@@WPTuts I will look into the local by flywheel and it's cost I like both options Thanks!
Hi Paul, super video. Yes, I do a similar type of setup. I use the Elementor welcome dashboard and white label CMS and on the dashboard place a form to email me with a series of training videos - which I charge for within the build project, it makes for a nice value-added feature.
Sounds like a nice added benefit and income stream. :0)
Thank you so much for this info! really great stuff. So when you are developing a new website for a client do you sign them up for wordpress pro? That's the part I get confused by. If I did the free version I would not have access to templates and other features? Thanks again!
Thanks for sharing! Thinking about on-boarding a lot these days
It can certainly up the quality of your client's experience when done right. :00
Thanks for sharing. As I mentioned at another video there're tons of plugins out there you can use to change the ugly main wordpress login screen, BUT what I haven't seen so far is a solution when using the forget password function etc. without falling back to the ugly wordpress layout. I can't believe that none of the well known "big" plugin developer out there are taking care of that beside the main login widgets they provide. For me a workaround for that would be very important 😀What about you?
I agree, it seems to be one of those overlooked areas in the whole WordPress login/account process and doing a search online doesn't really yield much in the way of useful info.
@@WPTuts Following your thoughts about a perfect elementor, in my opinion that's a missing big thing. I found an elementor plugin that does that job using ajax, but I haven't tested it so far. But I really would prefer a plain, non ajax based solution for that. As I said before: elementor itself should provide a template based solution. The plugin I found: theplusaddons.com/elementor/widgets/login-signup-password/
@@formgarten funnily enough, I was looking at the same plugin yesterday after our comments. It seems like this is one area that hasn't really had any love from 3rd party devs. I do agree though that Elementor could really do with adding this into their tools.
Hi. What is required to actually pass the website over? I'm just starting out building a website for somebody, but I'm not sure how to pass about everything required to pass it over to them? I assume they need a hosting site and then I transfer it to that?
If we modified the code directly without plugins, would it be back to default after update?
Great topic! I did not thought of setting up the dashboard individually at all. Thank you!
Very valuable video, Paul. Great tips to improve my business too.
I hope you found them useful and can put some or all of them to work in your business. :0)
Hi Paul. For new people like me who are just starting to take on clients, it would be really useful to have a video on how to structure the pricing of an ad hoc or more ongoing maintenance plan.
I'm looking in to ways of creating some content on this type of thing, so make sure you're subscribed to get notifications of when new content comes out and keep an eye out for it. :)
Hi Paul, do you not sell the sites to the clients then? How does this work. Sorry very new.
Amazing.
Excellent Tut once again Paul. This is timely! Just deciding which software to use for client website training videos. Even bought a new microphone! HaHa....
I'll expect your first UA-cam video by next week? ;0)
@@WPTuts Na! A couple of weeks maybe 👍
@@WPTuts I also purchased the 'Website Owners Manual' a while ago from theadminbar. Could be good for upselling CarePlans to clients... I think Dave Foy has promoted it in the past...
@@StevanOvich61 I've been meaning to take a look at it but never seem to get around to it.
What's your thoughts on it?
@@WPTuts I think it's very well written. It comes as a Google Sheet. I've just edited it for my use, logo, web address ect. Got it cheap on offer a while ago. Think I paid around £15 for it. I think its around $38 usually. I can send you a PDF copy if you like. Obviously, you can't use it because of their copyright! Also comes with 3 scripts - Pre-sale - Care Plan Acceptance and Care Plan Rejection...
Paul!!! Not a day goes by that I do not Learn something new(I literally watch a video of yours everyday) . You're my WP hero 😁... Thank you for all the knowledge you so wonderfully share all the time.
My pleasure Edgar and great to hear you're finding the videos valuable. :0)
@@WPTuts Do you offer one on one services? I have a question on some of the things you have shown but afraid that the question will just get lost in all the comments.
Its about Jet Engine and taxonomies
@@edgarmatthee2668 the best way is to get involved in the WPTuts Facebook group. Lots of really helpful, like-minded people with a ton of knowledge and a willingness to help and share. facebook.com/groups/wpcrue/
Come be part of the WP Crue. :0)
@@WPTuts Awesome. I'll be doing that
Thank you for these well-presented and excellent tips, !
My pleasure. I hope you found it useful?
@@WPTuts very much so! Right before we had some work to deliver, your video gave good insight, especially the welcome screen/page tip!
@@authentickenyan6284 Awesome to hear that :0)
Hi Paul, this video was awesome. I stumbled into it while researching about how to create websites for clients, which is something I'm just starting to do.
However I do still have a question unanswered: My client gets his/her own hosting, and then adds ME as an administrator of their WP site? Or is it the other way around? I'm very confused about how to make sure I create a website for a client, but he/she remains the owner.
If the client has their own hosting, they only really need to supply you with access during the build or deployment stages. You'd have to decide with the client as to whether you want to manage the site or hosting moving forward and agree on fees moving forward.
To be honest, there's no hard and fast rules. It's up to you to agree with the client what works best for all involved.
Great content as usual, Paul. Thanks!
Thank you Enrico. :0)
Hi Paul - You mentioned in other videos about you being with the same hosting Company for many years? Is that siteground? thanks!
No, it's a UK company called Clook. www.clook.net/
Invaluable information! Can you do a video on Security too?
Great and important video Paul! do you let the client pay for domain and webhosting or do you collect all the clients and their websites on your own webhosting?
Are you using multisite or can you connect with all other sites?
No, no multi-site being used here at all. Site management is handled on a per-site basis through MainWP, etc.
Hey Paul, great video, could you tell me what "booking" plugin you uses in your video tutorial about the custom dashboard? And do you have a tutorial about that plugin?
Thanks
Also, is this booking plugin editable from gmail calendar or inside the dashboard? thank you
Booking plugin?
All the Elementor CSS is not loading on Dashboard Welcome..
I'd start by checking your browser developers console to see if you are getting errors.
Hi Manuel, not sure if you're still pursuing this, but I've just had similar problems. I uploaded Paul's template, but if I tried to change any button colours then they would be blank in the dashboard! I figured out that I was selecting these from my global colours for the site I was adding this to. If I adjusted them in the colour picker then all was well. Looks like a bit of a bug, but a simple workaround after a bit of head scratching. Hope this helps.
Great video, Paul! Didn't know that you can set an Elementor design as WordPress dashboard page.. Loved that!
BTW, do you directly design in Elementor on client's domain or migrate it from a local/staging setup?
It all depends on the site that I'm working on. If it's a new site, then I'll develop it directly on the clients domain (with a maintenance page to avoid nosey people) and if it's to replace an existing site, then I'll usually develop on a separate spare domain I have then migrate the site over to the live server/domain once finished and approved.
@@WPTuts thankss for your answerr, been finding answer on how to deliver my frst wordpress website, if a should use a localhost..
Ill do it directly on the clients website! Thnksss