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Client Engagement Platform for Wordpress

Why build a digital marketing client platform?

We need a platform to better manage our clients. Our growth is limited by human capital (i.e. time). We also need to have a portal so that clients can feel part of our community – but we need to think about what would keep them logging back in…

Why should we build a platform?

Here are the primary reasons for building a platform:

- Reminder of deliverables

- Ability to purchase extras

- Ability to acquire clients in an online-only purchase journey.

- Automate reporting via logging in.

- Schedule comms / book comms meetings and calls.

- Automate reminders / deadlines.

- Track deliverables.

- Request information from clients.

- Central resource as proof-of-work.

- Allows for clients to refer us to another company easily – with a tracked commission.

- Allows us to mass message

- Creates another USP.

- Adds tangible value.

MVP Plan

In order to rollout an Client platform, we should aim to start by displaying the following info:

• Account Manager

• Comms Schedule

• Your services

• Purchase order services

• Cancel (hidden away)

• Direct Debit link

• Reports download (pdf link)

• Strategy download (pdf link)

• Client Journey diagram

• List of deliverables

• Questionnaire links

• Questionnaire answers

• Messaging

• Links to our software

• Links to our whitepapers

• Links to our ticketing system

• Invite others (for 10% discount on services)

Other considerations:

• What will we call the platform? Potentially "ADapt" for now.

• Can [login to view URL] hook in to WordPress?

• Can [login to view URL] hook in to WordPress?

• Can Xero hook in to WordPress?

Kĩ năng: HTML, PHP, Kiến trúc phần mềm, Thiết kế trang web, WordPress

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Về Bên Thuê:
( 5 nhận xét ) Lancaster, United Kingdom

ID dự án: #19186406

64 freelancer đang chào giá trung bình £1345 cho công việc này

manager2015

Hi, == Questions: 1) How many user type will use this application? will Admin create their account or they can sign-up as well? 2) Can your clients also login to the system to check the commission earn? 3) What Thêm

£2000 GBP trong 45 ngày
(258 Nhận xét)
9.5
codeguru786

Hi, I've read the project description and definitely can develop the client portal. I'll provide you with the highly skilled & professional UI/HTML/CSS, PHP/WordPress, JavaScript, MySQL, front & back-end web developmen Thêm

£2500 GBP trong 30 ngày
(721 Nhận xét)
9.5
leadconcept

Hi there, Your project recruiter "Loreley" invited to place a bid on your project. I have read initial high level requirements & understood the scope of this project but before finalising this project, may I requ Thêm

£1029 GBP trong 10 ngày
(110 Nhận xét)
9.1
SRajpurohit

Hello Aarona C., Thanks for sharing a Brief, I have read your project description carefully and I come to know that you wanted to design and developed Web Application for Client Engagement & buying and sell wi Thêm

£2941 GBP trong 30 ngày
(307 Nhận xét)
9.0
cr8tivewebexpert

Hi, Reviewed your requirement for building the platform for client engagement and providing all those features you have listed along with integration with third party. We have experience building CRM & ERP soluti Thêm

£3529 GBP trong 55 ngày
(282 Nhận xét)
8.9
arhamsoftltd

Hi, I can develop a digital marketing platform's mvp with you. similar work: [login to view URL] I can develop it for you, with appealing UI and catchy interface of landing page. My 9 years of develo Thêm

£2500 GBP trong 35 ngày
(184 Nhận xét)
9.1
graphicaa

Hello, Please check the attached document which contains details of web application we recently completed [login to view URL] Please chat with me, we d Thêm

£3000 GBP trong 60 ngày
(708 Nhận xét)
9.1
ukroficer

Hi, I'm Anna from WebCapitan. Our team has a great experience with Wordpress development and customization. We will build a platform with high usability and modern, eye-pleasing design Let's chat to discuss the deta Thêm

£1000 GBP trong 10 ngày
(258 Nhận xét)
8.5
Softmania

Hi there, Thank you for reading our message. I checked the project description carefully, it would be great if I could chat with you as I have a few questions. Please know Wordpress is our main area of experti Thêm

£988 GBP trong 30 ngày
(480 Nhận xét)
9.1
£1647 GBP trong 30 ngày
(263 Nhận xét)
8.7
webbookstudio

Hello, we are the team of highly-qualified professionals, who have a lot of experience in creating and designing websites using CMS Wordpress. Our devs are able to create a platform for clients and also a digital mark Thêm

£1176 GBP trong 10 ngày
(239 Nhận xét)
8.5
PhpYouth

Hi sir, my name is Vikas. I am an experienced WordPress developer. I have read the project requirements and I am very much interested in designing this Website for you. I'll implement all the mentioned things in the p Thêm

£1000 GBP trong 7 ngày
(278 Nhận xét)
8.2
xtremewebtech

hy! Dear how are you? hope you will be fine. i read your project description and ready to work for you so please come in chat without wasting time so that we can start working quickly. i have good command in php, m Thêm

£1000 GBP trong 15 ngày
(310 Nhận xét)
8.3
bdsiddhi

Hi, Greetings !! Wordpress expert here ! • We can surely develop a client platform for you, that can helpful towards Digital marketing platform & would work as direct interacting point for your clients. I careful Thêm

£1500 GBP trong 30 ngày
(247 Nhận xét)
8.6
r4rony

WEB DESIGNING & WEB DEVELOPMENT EXPERTS HERE! Hello greetings! SIMILAR WORK: == [login to view URL] (CRM) == [login to view URL] (Containing Thêm

£2000 GBP trong 30 ngày
(202 Nhận xét)
8.5
wpoppo

Hello, As per need, you need Client Engagement Platform for WordPress, we have shared our work portfolio and also we are recently working on marketplace website please go through the link below: https://sweetness. Thêm

£1000 GBP trong 10 ngày
(232 Nhận xét)
8.5
gkws

Dear Employer, Greetings from Risensys!! We are giving quality services from past 8 years. Can you come over to chat to discuss further in this regards as I would love to hear more about the idea/ concept? *WE Thêm

£1029 GBP trong 30 ngày
(391 Nhận xét)
8.4
dinotech

Hello There, After study of your project, I am confident in understanding the important requirements. I am experts with developing customized applications and have received rave reviews for developing precise Thêm

£1000 GBP trong 30 ngày
(299 Nhận xét)
8.3
njain0131

GRAB AN ADVANCED PLATFORM FOR CLIENT ENGAGEMENT WITH VARIOUS HI-TECH FEATURES! PLEASE READ THE PROPOSAL, REVIEW OUR EXISTING WORKS & CONTACT US FOR MORE DETAILS! Hi, After thoroughly reading your requirement we fou Thêm

£1411 GBP trong 40 ngày
(124 Nhận xét)
7.7
riteshjain009

//**100% QUALITY WORK TILL YOUR SATISFACTION **// Hello Employer ! Hope you doing great. With the reference of your description We would like to inform you that we are the most eligible team here with whom you c Thêm

£1058 GBP trong 30 ngày
(383 Nhận xét)
7.9