8 steps to deliver a WordPress website to a Client

by | Apr 19, 2021 | Featured Posts, Tech Tips | 0 comments

When you start a digital marketing freelancing, you might have gone to a point where you’re stuck with the question- How to deliver a WordPress website to the client? It’s important that you serve them with a professional-looking dashboard as it’ll show the client how much quality work you’ve done for them.

These 8 steps will allow you to give a professional look to your dashboard making it easy to use and extremely non-technical to your clients. This, in turn, will allow them to easily edit the posts and web pages of the website without them getting into the technicalities of WordPress, and also they won’t be able to use the core functions so the chances of getting into some trouble would be really low.

How to deliver WordPress website to clients?

Time needed: 5 minutes

Here are the 8 steps to deliver a WordPress website to a client in a much more professional manner –

  1. Create a custom login experience

    For this step, you need to download a plugin to your WordPress named White Label CMS. This plugin allows you to add a custom logo to your WordPress login screen as well as a dashboard. It also allows you to add other things such as add a background image to your login screen.

    white label cms search result

    To use this plugin you need to activate the plugin first.
    Then go to the WordPress setting where you’ll find White Label CMS’s settings. Click on that.

    You can skip through the quick setup wizard.
    Then go to log in > login logo and upload the desired logo in png format.

    If you’re adding a background image then prefer a white logo. It makes the logo more visible.
    The background picture needs to be darker. You can darken any image easily using Photoshop tools.

    Now, for adding a background image, scroll down on the Login and you’ll find an option to upload a background image. Simply upload the desired image.

    Now for adding a logo to your dashboard (interface), head over to Branding > Side menu branding > Side menu image.
    Note that for adding this logo you need to have a white logo image in png format and also proper spacing should be done towards the right side of the logo so that it doesn’t look clunky.

  2. Install Google Analytics on Dashboard

    Go to Google Analytics and create an account and claim your property. Learn more about Google Analytics here.

    Now you have created fully functional google analytics for your website.

    ExactMetrix for google analysis

    Now in the WordPress panel, you need to install a plugin called ExactMetrics. It has got a low rating but is actually one of the best plugins for Google Analytics. It is also lightweight.

    Now go to its launch wizard and login through the same Google account which was used to set up Google Analytics.

    Allow for permissions and select websites.

    Click all website data.

    Select the role of Editor (for the client).

    Save and continue.

    Now go to the dashboard and bring ExactMetrics to the top.

    You can also invite the client to the Google Analytics dashboard.
    For that, you need to go to Google Analytics -u003e Admin -u003e Account User Management.

  3. Setup a Site Icon/Favicon

    It is that little icon that you see at the top of the tab of your browser.

    favicon example

    To set this icon, go to Customize Your Site > Site Identity > Site Logo. The option might slightly differ depending upon the theme being used.

    A white logo is not recommended as it might not be visible in most browsers. Maintain enough spacing on the left and right while cropping so that the position is right.

    Now, select Change and then Publish. You’ll immediately notice that the WordPress site logo is also replaced by your site logo after publishing.

  4. Add Users for Your Clients

    It is an important part of the procedure as the user role must be selected by the client before handing him control of his website.

    Go to WordPress > User Roles > Add New and add username, email, and the role of the client.

    add user as editor

    The email address must be right as WordPress send a confirmation mail to that.

    Also, the role should be an editor as giving full control to the client is not recommended and the editor’s role is the highest after the admin role. Only make them admin if they ask for it.

  5. Elementor User Roles

    Elementor does not automatically detect user roles as it cannot read everything on WordPress.

    Unfortunately, it is only available on the Elementor Pro. Elementor Pro is recommended as it unlocks much control over the Elementor.

    add user roles in elementor

    Go to Elementor pro > User Roles > Editor and mark on access on edit content only. Click on save changes.

    After that, it’ll automatically be refreshed with the editor role.
    It’ll then have limited access to options such as :

    a) edit for Elementor

    b) not a lot of options to drag

    c) can edit a few simple things

    d) can change icons, text

    e) no options for margin, padding, or adding new elements.

  6. WP Admin UI Customize

    WP Admin UI Customize is a plugin that allows you to limit options visible to the client. Maybe you don’t want him to view comments or media or certain plugin sidebar options, this plugin can help you with that.

    You can also remove Templates options to not allow access to the Theme Builder if you don’t want him to change the menu- for example. It also makes the editing experience as easy as possible, especially for clients with less technical knowledge. In addition, you can also customize the top admin bar.

    WP Admin UI Customize

    WP Admin UI Customize is an old version plugin, maybe because the developer started working on other plugins, but this plugin is clunky, but much better than the other newer plugins available, with a 4.5-star rating and many active users.

    To use this plugin, go to Plugin > Select Role > Editor > Save.
    Go to the sidebar of the same plugin, and go to edit the sidebar. Open any Dropdown Menu > Remove > Save.

  7. Make an Explainer Video on Youtube Specifically for Your Clients

    You can put an explainer video specifically for your clients on YouTube. It can have an explanation and step-by-step guide to customize the website content according to their need. It is a great way to maintain a good customer relationship.

    You can easily upload a YouTube video that is only available to the people who have the link, by simply selecting the category of the video as Unlisted.

    youtube unlisted video for client

    To make a video for the customers, it is best practice to make a video with a recording screen and microphone at the same time.

    There are several tools like ScreenFlow, QuickTime for Mac, and Loom for Windows to help in accomplishing the task.

  8. Manage WP

    Manage WP is a great platform to update all the plugins on your client’s website in one place. You can even charge your clients for this!

    You’ll need to Manage WP Plugin for that.

    Go to Plugin > Connections Management > Connection Key. Copy the connection key value.

    Now go to Manage WP site and click on Add new website (+).

    Type the client’s website URL and click use connection key instead. Paste the connection key value there.

Head over to How To-s to learn more how-to’s about technology.

If you need help with Digital Marketing, you can contact me for Digital Marketing services:

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