I’m providing the link to the sample report cover here so it’s easy to find.
Category: Project Coordinators Toggle Comment Threads | Keyboard Shortcuts
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Becky DeGrossa
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Meagan Vitek
Standard Message for Contact Form & Mailpoet
Hey everyone,
In today’ PC meeting, we decided it would be best to add a task to the template, and just be more mindful, of the messaging that we put into the Contact Form plugin and Mailpoet. To make it easier, we came up with a standard message for each. Tweak as the client wishes.
Contact Form: “Thank you for contacting me. I will reply to you as soon as possible”
Optin Box on site: “Thank you for requesting my free report. Check your inbox now to confirm your subscription.”
Optin Email Confirmation:- Email Subject – Confirm Your Report Download
- Email Text:
“Hello!
Thanks for requesting my free report. In order to receive your report and to activate your subscription to the list, please click the link below:
Click here to confirm your subscription. (link)”
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Becky DeGrossa
for Email Subject for optin: Let’ say “Confirm Your Report Download”
and for the Email Text, let’s say:Thank you for requesting my free report. In order to receive the report and to activate your subscription to the list, please click the link below:
Click here to confirm your subscription. (link)”
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Becky DeGrossa
One more thing — the email automatically comes from “admin”
Let’s make it say the therapist’s name.
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Meagan Vitek
Hey Becky – I made the changes you requested 🙂
We recently added a step in the STWP template – http://screencast.com/t/b42MRQJj
Do you want me to still add another task specifically for mailpoet to change admin to client name?
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Becky DeGrossa
Yes. Clients won’t want their messages coming from Admin.
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Becky DeGrossa
Another addition to this convo re Mailpoet:
When the person confirms their optin, Mailpoet’s default page is this: http://screencast.com/t/d1Paz45wD9q
It says You’ve subscribed to: My first list
Yup, we’ve added you to our list. You’ll hear from us shortly.
This needs to be changed, obviously.
So, first the list needs to be changed to named appropriately.
Second, the messaging on this page need say: Thank you for confirming your report request. The report will be send to you shortly. Please check your email.Then, finally, the person should get one final email sending them the free report. This is currently not working on the site I’m testing, so I don’t know what the messaging says, but it should be cleaned up, I’m sure!
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Jane Klein
How to paste text into WordPress correctly
Writers and Project Coordinators, please see this quick Jing on the correct way to paste text into a WordPress page (or post). You need to click on the little “W” icon, paste, then hit “insert” in order to preserve the formatting:
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Meagan Vitek
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Juliette Cook
Events – Paypal or Event Brite
hi there
anyone have any experience with how to best sell an event/create a transaction on a therapy site. i have a client that wants to incorporate either eventbrite or paypal on the events page?
any advice is great and thanks. also who know about events widgets and can point me in the right direction about widgets with ‘live’ events??
thanks
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Meagan Vitek
Sites We Have Created
Hey all,
Below is a list of sites we have created. Becky wants us to have this list in case you want examples of how we’ve done things for other clients, and you can, as needed, send a couple of sample sites to your client, to show them how they can do their banner, put their picture on their site, create their footer, do their home page layout, etc.
Sites Created by Counselingwise
http://www.orensteinsolutions.com
http://www.klarabrowncounseling.com
http://www.theanxietydocseattle.com
http://www.bethspatterson.com
http://www.boulderpsychologicalservices.com
http://www.coloradocouples.com
http://www.fortcollinsfamilycounseling.com
http://www.drsarahallen.com – design was customized
http://www.drshannondubach.com
http://www.eganenergy.com
http://www.enhancingintimacy.com
http://www.janerubinphd.com
http://www.johnson-hunter.com
http://www.thecouplesdoc.com
http://www.therelationshipdoc.com
http://www.lindakagey.com
http://www.maggiebakerphd.com
http://www.moneyandempowerment.com
http://www.petergrantphd.com
http://www.proudfamilyservices.com
http://www.schoolbullyingexpert.com
http://www.robertsonandash.com
http://www.shopaholicnomore.com
http://www.thecouplesexpertscottsdale.com
http://therelationshiptherapistmarin.com/
http://nevillecounseling.com/
http://www.mindfultherapistportland.com/-
Becky DeGrossa
Hi all – I wouldn’t necessarily send this list to clients. We already have our /template-options page for clients to see what we can do, and we’ll add other sites to that list as we go.
I want to be careful of what sites we send out. We recently had a prospect call one of our clients (who shall remain unnamed), because they saw his site on our site, and he bad-mouthed us to the prospect. Said that we charged him to answer the gazillion emails he sent each week (gasp!). Those of you who have interacted with this client has used the word “mean” to describe him 🙂 So, you can guess who it is.
I want you to have this list in case you want examples of how we’ve done things for other clients, and you can, as needed, send a couple of sample sites to your client, to show them how they can do their banner, put their picture on their site, create their footer, do their home page layout, etc.
Let me know if any questions.
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Davina van Buren
Good to know! Thanks for this list; it is super helpful!
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Meagan Vitek
STWP Process Template – Word Doc
Hello PCs!
I put together a word version of the STWP Process Template from LGED. I figured it would be a great resource for new and old PCs to have in a hard copy, rather than only accessible in LGED.
Here it is: STWP Template – 4.10.14
Any feedback is welcomed 🙂
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Juliette Cook
blog writing guidelines
Hi all,
becky sent this helpful guide to encourage our clients to write write write!
here are ways to create a useful blog post that will add pages to sites and quality content:
Guidelines:- Should be 600 words, minimum
- Have a curiosity-provoking title
- Should be categories is 1 category (2 at the most)
10 Types of Blog Posts for a Therapy Website• Instructional – Instructional posts tell people how to do something. Tips posts are generally the ones that are among the popular both in the short term, but also in the longer term (ie one of the reasons people search the web is to find out how to do things and if you can rank highly with your tips post you can have traffic over a length of time).· 5 Steps to Solving Your Child’s Sleep Problems· 3 Ways to Decrease Your Anxiety at Night• Informational – This is one of the more common blog post types where you simply give information on a topic. It could be a definition post or a longer explanation of some aspect of the niche that you’re writing on. This is the crux of successful sites like wikipedia· This form is great for handling FAQs· What is ADHD, exactly· Can ADHD be Treated in Psychotherapy Without Medication?• Reviews – Another highly searched for term on the web is ‘review’ – I know every time I’m considering buying a new product that I head to Google and search for a review on it first. Reviews come in all shapes and sizes and on virtually every product or service you can think of. Give your fair and insightful opinion and ask readers for their opinion – reviews can be highly powerful posts that have a great longevity.· Reviews of Books (i.e. new books on parenting, managing mood, etc.)· Reviews of Movies – and why you think potential clients should see them or not• Lists – One of the easiest ways to write a post is to make a list. Posts with content like ‘The Top Ten ways to….’, ’7 Reasons why….’ ‘ 5 Favorite ….’, ’3 mistakes that parents make when….’ are not only easy to write but are usually very popular with readers and with getting links from other bloggers. If you start with a brief list (each point as a phrase or sentence) and then develop each one into a paragraph or two you might just end up with a series of posts that lasts you a few days.• Interviews – Sometimes when you’ve run out of insightful things to say it might be a good idea to let someone else do the talking in an interview. This is a great way to not only give your readers a relevant expert’s opinion but to perhaps even learn something about the topic you’re writing yourself. One tip if you’re approaching people for an interview– don’t overwhelm them with questions. One of two good questions are more likely to get you a response than a long list of poorly thought through ones.• Case Studies – You can’t use real client stories, of course, but you can illustrate, via a case-study-like post, how a couple resolved and issue, or how a client can transition from problem to solution. Here are some examples of this type of writing from a psychologist. He gets a lot of traffic from these types of posts:• Profiles – Profile posts are similar to case studies but focus in on a particular person. Pick an interesting personality – perhaps someone how suffered from bipolar or depression — and do a little research on them to present to your readers. Point out how they’ve reached a functional place in their lives. This can illustrate the working with issues is possible.• Link Posts – The good old ‘link post’ is a favorite of many bloggers and is simply a matter of finding a quality post on another site or blog and linking up to it either with an explanation of why you’re linking up, a comment on your take on the topic and/or a quote from the post. Of course adding your own comments makes these posts more original and useful to your readers. The more original content the better but don’t be afraid to bounce off others in this way.• ‘Problem’ Posts – I can’t remember where I picked this statistic up but another term that is often searched for in Google in conjunction with product names is the word ‘problems’. This is similar to a review post (above) but focusses more upon the negatives of something. For our purposes, this could include· The Problem with Seeing a Life Coach When You Really Need a Therapist· The Problem with Grounding Your Kids Every Time They Violate Your RulesDon’t write these pieces just for the sake of them – but if you find a genuine problem with something problem posts can work for you.• Contrasting two options – Life is full of decisions between two or more options. Write a post contrasting two approaches that outlines the positives and negatives of each choice. In a sense these are review posts but are a little wider in focus.· The Differences Between EMDR and Brainspotting· The Differences Between Supporting and Enabling
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Davina van Buren
Very informative! I will be using these tips on my own blogs:-) Thanks!
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Jane Klein
New Protocols and Responsibilities for PCs, Writers, etc.
PCs and Writers, here is the protocol for how knowledge is transferred and who is responsible for what aspects of a project. Please review this carefully!
- STWP Purchase
- Meagan creates new project in LGED (or check to see if one already exists & rename it)
- Magical Overview Form – Becky fills out
- Becky uploads Magical Form to Files folder in LGED (and notifies PC via LGED)
- When Pre Kickoff form is submitted, Meagan will add to LGED & notify the PC via LGED
- If Mktg Analysis, Meagan emails Jane MA form.
- If Mktg Analysis, Jane uploads Word doc + video link, subsequent versions to LGED / Files
- If CSM, PC will confirm availability then invite Jane and client via Google Calendar.
- If CSM, Jane uploads mindmap + subsequent versions to LGED / Files
- If CSM, PC uploads meeting notes to LGED / Files
- Before Kickoff or CSM, PC skims Mktg Analysis if there was one.
- Before Kickoff PC consults Master Keyword document.
- After kickoff meeting, the PC knows the page names.
- Established STWP procedures kick in here, whether writer needed or not.
- If MM will be written, PC emails Jessie, using following convention in email title: ASSIGN WRITER: Client Name
- Jessie assigns writer and emails writer and PC to inform that they are working together.
- Jessie inputs info into the Writer Status Google Doc
- PC creates Task for writer in LGED for each individual MM. In the Task, PC provides Page Names, and focus keyword for each page.
- Writer spends 10-15 minutes skimming Mktg Analysis and/or Mindmap if they exists. If not please review client’s current/old website for 10 minutes. Writers skims Magical Overview Form.
- Writer is directly in touch with client.
- Writer sends MM to Jessie for edits, utilizing this convention EDIT: Client Name, Page Name.
- Writer gets final version from client sign off.
- Writer goes to Site Access doc, finds page in cwdevel site or practicebook, pastes in text, does SEO
- Writer completes Task in LGED, PC is informed
- PC formats web page to match + adds links
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Becky DeGrossa
Jane – can you edit item #4, to add UNLESS PROJECT ALREADY EXISTS?
We have a problem now where we have double projects created in LGED for same client, and I want to prevent that.
Move #8 up after modified #4 to say, If project already exists in LGED, Meagan will….
Thanks.
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Becky DeGrossa
Also, Jane, there are no tags in this.
Please include several:
Magical overview form, assigning writers, file storage, master keyword document, MA, CSM, mindmap, MM
We need these posts to be findable or they won’t be usable when needed! Tag, tag, tag…
Thanks.
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Juliette Cook
thanks for doing this Jane. for #23, formatting text, we will need to have a workshop on the formatting standards and show everyone how to add links to text and how to format text on the dashboard.
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Deborah Kelly
I got this by email, but this seems like it’s been updated a bit. Thank you for clarifying processes. I’m looking forward to getting even more clarity in the meeting next week.
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Juliette Cook
How do I tell a client to set up Outlook on their desktop when switching hosts?
hi all,
i have a client that uses outlook for their email client. they are going live and need to switch email hosting servers. how do i tell the client to re-configure their outlook so that they seamlessly receive their email on their desktop and mobile devices?
how do i also tell the client to back up all their outlook files before the transfer of email servers begins?
i have a ton of support links but don’t know which one is the best/most simple to send to a client with very little tech knowledge.
can someone help please.
thanks.
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Juan Villegas
Usually the user has to update his account in outlook: update mail and pop server, email address and password, and thats it. Godaddy has very hood tutorials: http://support.godaddy.com/help/article/4715/setting-up-your-email-address-with-pop?pc_split_value=2
To backup use the export feature http://office.microsoft.com/en-us/outlook-help/export-outlook-items-to-an-outlook-data-file-pst-HA102534110.aspx
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Becky DeGrossa and 
Meagan Vitek are discussing. 
Davina van Buren and 
Juliette Cook, and 
Juan Villegas is discussing. 
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