Your Guide to Self-Management Training for Website Clients

One of the crucial aspects of your job is not just building stunning websites for your clients but also ensuring they can manage their websites effectively once they’re live. Many clients don’t opt for maintenance services, and you should try to ensure they can use the site after the design is complete. 

In this guide, our outsource digital marketing packages team explores the significance of client training and offers practical steps for how to train your clients for effective self-management of their websites.

Why is Client Training Necessary?

Client training is usually necessary for smaller clients who cannot afford monthly maintenance fees. However, many clients will be prepared to pay an upfront fee for a short course that teaches them how to use their finished site. Ultimately, effective client training contributes to long-term client satisfaction and strengthens your agency-client relationship.

Start With a Backend Tour

Begin your client training by providing them with a comprehensive tour of the website’s backend. Familiarize them with the content management system (CMS) you’ve utilized, whether it’s WordPress, Drupal, or another platform. Highlight key sections such as the dashboard, pages, posts, media library, and plugins.

During the backend tour, emphasize the importance of maintaining website security by regularly updating plugins, themes, and the CMS itself. Encourage clients to set up strong passwords and enable two-factor authentication to prevent unauthorized access.

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Teach Clients How to Update Text and Images

The ability to update text and images is one of the fundamental skills your clients need to master. Walk them through the process of editing existing pages and creating new ones. Show them how to add, delete, or modify text content using the built-in editor.

When it comes to images, demonstrate how to upload new images, replace existing ones, and optimize them for web display. Emphasize the importance of using high-quality images that align with their brand identity. 

Train Clients on Uploading Blogs

Blogging is a powerful tool for driving traffic to a website and establishing authority in a particular niche. If your client plans to regularly publish blog posts, it’s essential to teach them how to do so efficiently.

Guide them through the process of creating and formatting blog posts, including adding headings, bullet points, and hyperlinks. Show them how to optimize blog posts for search engines by incorporating relevant keywords and meta tags. Encourage them to maintain a consistent posting schedule to engage their audience and improve their website’s visibility.

Educate Them on SEO Essentials

While you may handle the initial SEO setup during website development, it’s vital to educate your clients on ongoing SEO best practices.

Explain the importance of keyword research and how to integrate target keywords naturally into website content. Teach them how to create descriptive meta titles and meta descriptions for each page to improve click-through rates. 

Additionally, introduce them to basic concepts such as internal linking, image optimization, and mobile responsiveness, all of which contribute to better SEO performance.

If you’re not sure about how to use the website’s backend yourself, our white label experts can help. Take a look at our white label website design services here.

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