Sometimes our impression is to complete the end of the woocommerce development project, but this is just the beginning. When you transfer the station, this is the beginning of the life cycle of the store. As a developer, you may no longer be the most important person in the store. The owner and their customers will meet.
At least, they should be Yes.
After talking to many developers, I quickly realized that the successful transfer project may be challenging. What does this mean?
Continue to read the prompts that successfully transfer the store to the customer.
1. The purpose is to avoid accidents. For you two.
You and your customers may encounter accidents in many things: costs in some aspects, expectations for maintenance, finished product status, and so on.
One of the best ways to avoid this situation is pre -clear. Set the expectations of the project and clarify the boundary . The areas that may be wrong may always be related to money and time.
For example, who paid for hosting and software? As a developer, buying everything for your customers is usually much easier, but this may also lock them. If you register through you, it will be difficult for them to use other people in the future, or they completely accept themselves.
When you need to update the software and you need to disturb your customers for it, it may also become you Trouble. They may think that the money they pay you cover all these.
You can prevent this by performing the following operations at least to a certain extent:
- Explain what costs are involved in addition to your time, as well as their monthly and every year and every year Expecting costs.
Make a thoughtful decision on the account involved. If you plan to continue to participate after the development stage is completed, you may want to buy everything through your account. In almost all other cases, let your customers buy them will be a more wise choice.
Explore your account sharing and subscription transfer options of your service provider.
For the project setting expectations and define boundaries.
If you buy a product from woocommerce.com, we have a name
collaborator Subscribe to access to shared features. You can let your customers buy the extension they need and add you as the collaborator, so that you can access , subscription and order. Read more information about the addition of collaborative authors here.
We also provide options to transfer woocommerce.com. This means that it is also possible -you can buy Woocommerce extensions for your customers, and then transfer the same subscription to them. In this way, you can easily become an owner during the development process, and after this stage, customers will receive the benefits of ownership.
AtFinally,
Define the scope of the project . Customers who have no prior knowledge may think that the setting contains maintenance. If you want to avoid misunderstanding, you need to clarify this for them from the beginning. Of course, it is your choice to sell extra maintenance contracts to them, but this may be a good plan because it will generate stable income. You can even build your own WoOOCOMMERCE store to allow your customers to pay the maintenance fee every month.
In particular, if you plan to sign a maintenance contract with the customer, it is best to install a plug -in (for example ), It allows you to quickly understand every different store you manage.
In the screenshot below, you can see that the self -hosted Woocommerce website needs to be updated. With Jetpack, you can easily view all websites on WordPress.com.
With each new version of Wooocommerce, our goal is to make the store management as simple as possible, but the fact is that e -commerce is very very good
Difficulty
. Even if we ignore the technical details of the store opening, there are still many practical aspects that are difficult. Payment, tax and transportation may be the most difficult part .
Start with product selection and creation; product is a custom post type, there are many additional functions, all additional functions, all of which These are necessary to successfully operate the Woocommerce store. For example, if you do not explain the importance of product description, your customers may complain about lack of SEO.
Payment is another difficult part. There are many payment gateways that have their own advantages and disadvantages. Help your customers choose to pay the gateway. I suggest at least two options you used to use and you are satisfied, but at the same time, you are open to their specific requirements.
The tax is closely related to payment. Every country and region have different rules. Although WooCommerce can import basic rules, you should encourage your client to consult with tax consultants. You are the same: you can provide help by setting these basic rules and help them start using some useful links, but at the end of the project, be sure to sign the tax configuration. You are a developer, not a tax expert -your client should take the final responsibility for this. I strongly recommend that you write it in a written form in a signing contract.
can also consider using third parties taxes, so that they can get according to the settings of your store Current fee rate. Visit the WooCommerce.com store to obtain tax services such as Taxamo, TAXJAR, and Avalarra.
The same is true of transportation. The more you know the process and advantages and disadvantages of your customers, the easier it is to choose a transportation company and complete the order. Of course, this is impossible for all customers, but if you can choose to set a uniform rate (even free delivery) for them, this will make life easier. In any way, it is best to explain how most other services define transportation based on weight and/or size, and configure these products on the product is very important for the correct rate.
One of the golden rules of all this is less or more
. The more you activate the more, the more ingredients you add to the combination, which may lead to conflict. Help your customers understand that in the long run, specific functional requests may not be worth it.
Due to the challenges of e -commerce technology and business, it is challenging, so it sets up for your customers Standard is a good idea. Make sure you backup you are hosting or external backup services.If your client is wrong or updated, the backup provides recovery options. Although we are discussing this theme, I ideal should not have an update error, because you should set up a on -stage server for your customers to teach them to update this environment before updating the real -time version of their website. We recommend at least free plug -ins such as WP Staging.
Make sure you backup you are hosting or external backup services. If your client is wrong or updated, the backup provides recovery options.
3. Prepare to be a teacher and use the test site
If your client never uses Woocommerce (even WordPress), they will look forward to your help. Ready to introduce the basic knowledge of the software to them, while conducting Internet security education for them. For example, let them know clearly that if they use the wrong password, they are the greatest security threat to their website.
When it comes to woocommerce, they should at least learn: How to create creation Product Configure coupon
Management order.
- In many cases, your role as a trainer is to indicate the right direction for them and provide them with a tool for self -education. You can install the WP101 plug -in on their website and buy an account for them so that they can learn, or you can use one of our other educational partners.
- Another good choice is to point them to the help tabs in WordPress. As long as they enter any WOOCOMMERCE part of WP Admin, they can access the WooCommerce tutorial video from this tab.
If you click \”Help\” in the WOOCOMMERCE part of WP Admin, you will see a video tutorial, and each part will change.
You can also point them directly to the video or document of the WooCommerce tour guide. We have ensured that everyone can use our tools, so why not use them for your customers?
You need to understand, once you explain how difficult e -commerce is, and your customers know how to use and use WorkerDPress and Woocommerce also need some training, they may feel at a loss -they may even be a little scared. In terms of training, my best suggestion is to establish a test website. This will not cost you too much, but it means the world for your customers. Establishing some suggestions for the establishment of a test website and cooperation with customers:
Create a WOOCOMMERCE store and fill it in preset
Once you start working on the customer’s website, you start working on the customer’s website. Create an account for them and let them destroy them
You can even give them a list of test tasks to be executed, such as creating a product or the next new order and view wp admin
If you if you If there is a backup, you can recover at the end of the day.
Your client may have destroyed everything; it doesn’t matter. When they need to start their on -site Woocommerce store, they will be more confident to manage it themselves.
1. Write learning experience for future customers and scenes
I believe You have experienced at least some challenges mentioned above. When you are busy with a project, it is difficult to take out time to take notes or write down some general ideas, but it is important to make time. For each new e -commerce project, you are likely to encounter the same challenges; of course, their shapes may be slightly different, but the basic principles are the same. Write down your learning and record that you find that your repeated process will save you valuable time in the future, and it is worth it. Don’t rely on your memory, record things and take notes, take time to review and write down your learning. Create a folder (preferably in Dropbox or Google Drive) so that you can easily share your learning results with new customers. Including brief descriptions in different aspects, and useful links to tutorials and guidelines. Ideally, it can also help them browse this resource, and do not take them away after the contract is completed; the educated customers are more likely to return to you.
Finally, you must create a contract.
Make sure you cover various situations (for example, the customer claims to have the ownership of what you buy, adding a job in the original task, accusing your wrong tax allocation that causes them to tax out) to ensure that you will not be burned. Essence
For customersSetting boundaries and educating them are part of any project.You may not like that part, but it will always exist.Try to find ways to improve efficiency and find more ways to enjoy it.Let customers create their first product and proud to share their joy with you, it is all worth it. – Do you have any other secrets to successfully transfer the store to customers?We want to hear their news in the comments.
