{"id":23343,"date":"2021-05-31T10:42:50","date_gmt":"2021-05-31T10:42:50","guid":{"rendered":"https:\/\/europe.wordcamp.org\/2021\/?post_type=wcb_session&#038;p=23343"},"modified":"2021-05-31T17:52:57","modified_gmt":"2021-05-31T15:52:57","slug":"4-case-studies-making-self-hosted-crm-work-for-your-client-portfolio","status":"publish","type":"wcb_session","link":"https:\/\/europe.wordcamp.org\/2021\/session\/4-case-studies-making-self-hosted-crm-work-for-your-client-portfolio\/","title":{"rendered":"4 case studies: Making self-hosted CRM work for your client portfolio"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">WordPress has advanced to the point you can drop your SaaS CRM and use WordPress plugins as your CRM. We&#8217;ve saved clients thousands of dollars a year adopting WordPress plugins into their marketing tech stacks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this training we&#8217;ll share with you 4 real client scenarios (GDPR compliant) who have adopted self-hosted CRM solutions to run their business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Takeaway: You will learn 4 funnels you could use and deploy right away with free plugins found in the repo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This training is suitable for freelancers, front end developers, agencies and professionals who offer WordPress as a Service.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Case Study #1:<\/strong><br>Dr. Rouzati offering Botox training<br>Lead to Phone Call funnel<\/li><li><strong>Case Study #2:<\/strong><br>Brain Therapy Clinic offering concusion treatments<br>Online Quiz to Consult funnel<\/li><li><strong>Case Study #3:<\/strong><br>McGuire Financial offering financial services<br>Lead to a Webinar funnel<\/li><li><strong>Case Study #4:<br><\/strong>Dermatology clinic that requires a systems &amp; process funnel (pre-screening)<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>WordPress has advanced to the point you can drop your SaaS CRM and use WordPress plugins as your CRM. We&#8217;ve saved clients thousands of dollars a year adopting WordPress plugins into their marketing tech stacks. In this training we&#8217;ll share with you 4 real client scenarios (GDPR compliant) who have adopted self-hosted CRM solutions to &hellip; <a href=\"https:\/\/europe.wordcamp.org\/2021\/session\/4-case-studies-making-self-hosted-crm-work-for-your-client-portfolio\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;4 case studies: Making self-hosted CRM work for your client portfolio&#8221;<\/span><\/a><\/p>\n","protected":false},"author":15025730,"featured_media":0,"template":"","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_wcpt_session_time":1623163320,"_wcpt_session_duration":1920,"_wcpt_session_type":"session","_wcpt_session_slides":"","_wcpt_session_video":"","_wcpt_speaker_id":[22575],"footnotes":""},"session_track":[40],"session_category":[42],"class_list":["post-23343","wcb_session","type-wcb_session","status-publish","hentry","wcb_track-track-1","wcb_session_category-talk"],"jetpack_sharing_enabled":true,"session_date_time":{"date":"June 8, 2021","time":"16:42"},"session_speakers":[{"id":"22575","slug":"paul-tobey","name":"Paul Tobey","link":"https:\/\/europe.wordcamp.org\/2021\/speaker\/paul-tobey\/"}],"session_cats_rendered":"Talk","_links":{"self":[{"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/sessions\/23343","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/sessions"}],"about":[{"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/types\/wcb_session"}],"author":[{"embeddable":true,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/users\/15025730"}],"version-history":[{"count":6,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/sessions\/23343\/revisions"}],"predecessor-version":[{"id":24424,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/sessions\/23343\/revisions\/24424"}],"speakers":[{"embeddable":true,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/speakers\/22575"}],"wp:attachment":[{"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/media?parent=23343"}],"wp:term":[{"taxonomy":"wcb_track","embeddable":true,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/session_track?post=23343"},{"taxonomy":"wcb_session_category","embeddable":true,"href":"https:\/\/europe.wordcamp.org\/2021\/wp-json\/wp\/v2\/session_category?post=23343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}