Client Brief
To enhance the website’s functionality, streamline member management, and integrate advanced tools for better user experience and sales processes.
Key Deliverables
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- Update plugins and review changelogs.
- Implement member/customer database for streamlined registration and account management, ensuring that users can log in for future purchases.
- Integrate WooCommerce to automatically create user accounts upon purchase and send login details.
- Set up and configure Funnelkit CRM for advanced customer relationship management.
- Review and update current Woo member emails and default setup.
- Implement annual membership renewals online, with a discussion to determine the best method, including recurring automatic billing options.
- Connect WooCommerce with MYOB for seamless invoicing and bank feed integration.
- Add new products (patches, badges, books) to the website, with an option for the client to manage product listings or receive assistance.
- Set up a members-only product area using WPfusion (light version).
Outcome
The updated website will provide a comprehensive, user-friendly platform for managing members and customers, integrating CRM tools, and facilitating seamless product sales and membership renewals.
