Welcome to part 5 of 5 of our Divi mini series Creating Client Documentation to Empower your Clients and Save You Time. In this series, we’re branching out from a typical module or Divi design tutorial and will show you 5 ways you can create Client Documentation with the primary purposes of educating and empowering your clients and in the process, saving you time.


Once a website is live and a project is complete, it can be very easy to let a client slip away potentially stopping a client from purchasing more of your products or services. One way to keep your clientele engaged is to offer them a “Client Resources” page with free information, training and resources on ways they can market or grow their web presence.

In my previous post I covered the information and resources I send to my clients who are updating their sites but I didn’t want to leave my others to dry, so I now offer this to all of my clients once their site goes live. Most of this information are general and basic strategies that can be utilized by any client in any industry.

My client resources page is a brand new experiment for my business but I’ve already started seeing the benefits for me and my clients. Let’s get into it!

Creating a Client Resources Page for Your Clients

Here’s what my client resources page looks like:

I’ve arranged my page using blurb modules with icons for each section to give my clients a visual along with a brief intro to the training videos.

Most clients came to me wanting to know how to read and understand their Google Analytics, how to create Facebook ads and how they can drive people to their site, how to utilize basic SEO principles and more. So I decided to make tutorial videos and answer the top questions that were asked by my clients over the last year or so. Now, I send this link to the client and they have a resource that they can always refer back to and check in for recent updates/new tutorials.

How This Can Benefit You

Creating a resources page that your clients can refer back to has numerous benefits, here are a few:

• You save time by creating a one-time video or article instead of answering questions over and over.
• Your client will view you as an expert in your field making you more valuable than you know.
• You’ll gain trust from clients by offering them free tactics, strategies and information that benefits their business.
• You have a centralized place that you can update and put all most relevant strategies and tactics to help your clients.

How This Can Benefit Your Client

With a resources page that gets updated and added on to frequently, the client can have a source to always refer back to for timely, accurate tutorials and information. Instead of having to look for a new provider or consultant to find out some basics on growing their web presence, they can find that information in with you, someone they just worked with and more importantly, already trust.

Implementing This Into Your Website

My resources page is rather new and currently only has 6 videos that, as mentioned above, stem from the most frequent questions I got from clients. But eventually I’ll be adding more videos and links to blogs, tips and tricks that’ll benefit my clients even more.

I encourage you as we go through this to think about what you can offer your clients and what resources they may already be asking you about.

I try to make my site as personalized and engaging as possible for all my clients. One way I’ve achieved this is to put pictures of me if possible next to information I’m giving in hopes to make it feel more personal since, after all, it is coming from me.

Side note: you may not like seeing yourself on your website and you may take it as being vain, but clients love it. I don’t meet all of my clients in person so I’ve found this has been a great way for clients to feel more comfortable when they “see” who they’re working with.

Let’s go over what was commonly asked from my clients and what I currently cover in my page:

1. Google Analytics

Most all clients want to know how much traffic their site is getting, what people are doing on their site, where they’re coming from, etc. Now there are numerous Google Analytics tools, plugins and generic reporting platforms but there’s nothing like just being able to look at your site stats in detail through Google Analytics.

I put together a quick video that highlights the main areas that clients want to see. Those include Page Views, User Behavior, Audience Location, Site Referrals, etc. I took the most popular questions that my clients wanted to know and addressed them all in a generic tutorial video that they can follow and refer back to.

2. Posting A Blog

I cover this information specifically and in more detail as mentioned in my previous post with a custom dashboard, but I’ve found that some of clients (technically inclined ones) began to start blogging and creating posts on their own. So I felt a basic walk through video very useful.

In the video I cover posting a blog using the WordPress text editor, using a featured image along with some other basic details. The featured image is an important area for clients to understand as some were putting in very vertically long images and not understanding why they were so big. Basic training on posting blogs that a client can refer back to will be very useful for you in not only helping your client, but saving you time.

3. SEO

I’m sure I’m not alone in the fact that most clients automatically think that I’m an expert in SEO. Well I’m certainly not, but I’ve learned some good practices that can be applied to any site in virtually any industry. And that’s what I go over in my SEO basics tutorial video.

I utilize SEO YOAST and provide my client the basics on optimizing their posts for organic SEO.

4. Facebook Ads

I’ve recently experienced more clients asking about marketing strategies to help grow their sites via social media. More specifically, how to create and use Facebook Ads. I’m no expert in digital marketing but it doesn’t take a rocket scientist to figure out how to launch an ad campaign. So I go over the basics for my clients 🙂

Though creating an ad will vary with each client on budget, industry, reach, etc – the general practices and strategies are similar.

5. Moving Forward

Incase I have any clients who didn’t take the time to review my “Moving Forward” page which is covered in Part 3 of this series, I give them the option here. This is a win win for me as I’m able to update both of these pages and clients can constantly refer back to them without having to reach out to me directly.

6. Building A Successful Web Presence

Lastly, I currently give them a link to a video that’s based off a presentation I did about building a successful web presence. This is all basic, general information that again can be used by clients at any size and in any industry.

So, what resources do you think your clients could benefit from after their site goes live? I’d encourage you to give them a resource page that they can refer back to which will not only help them, but will do wonders for you.

Series Conclusion

Well I hope our series Creating Client Documentation to Empower your Clients and Save You Time has benefitted and inspired you to create your own! Again, client documentation is all about empowering and educating your client and in turn saving you time!

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