You work hard to provide quality products and services to your WordPress clients. Unfortunately, they may not always recognize that. Unless your clients are able to clearly understand what you bring to the table, they may consider cutting your services our of their budgets.
Creating regular monthly reports helps showcase your value. It’s an organized and effective method of highlighting exactly how your business benefits your clients’. Plus, having concrete proof of the results you’re capable of achieving may even help you land new leads.
In this post, we’ll discuss why it’s important to showcase your value to your clients and the benefits of using monthly reports to do so. Then, we’ll walk you through three tips to make creating and distributing monthly reports easier. Let’s get started!
Why it’s important to showcase your value to clients
As a WordPress professional, you know the value of regular updates and backups as well as investing in solid security and Search Engine Optimization (SEO) tools. However, your clients may be less experienced when it comes to website maintenance essentials.
Businesses are constantly looking for opportunities to cut costs. If your clients don’t understand how your services provide value to them, they won’t have any incentive to continue paying for them. Demonstrating how you help their bottom line rather than putting a drain on it increases the likelihood they’ll keep you on board.
In this way, communicating your value can help increase your retention rates. Additionally, it may even lead to new clients. If your existing customers are pleased with your services, they’ll be more likely to recommend you to friends and contacts in their fields.
The benefits of using monthly reports to communicate with your clients
Client reports are essentially summaries of the work you’ve done on the sites in your care. They might include lists of updates and backups you’ve conducted, security scan findings, search engine rankings, performance scores, and more.
Such reports are an effective method of communicating because you can organize and deliver a large volume of information in a manner that’s easy to digest. This can help you justify the importance of your WordPress services by clearly demonstrating how you’re improving your clients’ sites.
Regular reports also present an opportunity to check-in with clients on a regular basis. Each month, the data you deliver serve as touchpoints to discuss the work you’ve done as well as additional services you may want to recommend. This can help facilitate healthy ongoing communication.
You might also use reports to educate and inform site owners about both current and future services. For example, say you manage a site that has experienced a significant uptick in traffic. You can include these results in your client report and explain the benefits of upgrading their hosting plan.
This is why monthly reports can also be powerful tools for upselling.
This article was written by Will Morris and originally published on ManageWP.