The High-Leverage Assets Most Agencies Forget

GUEST AUTHORED BY:
Alke Healey
Alke Healey
Alke Healey
Alke Healey

I started working with WP when we set up Code Clinic in 2014. I mostly look at it from a client / functionality point of view to ensure that our clients’ needs are translated into working solutions on their website. I spend a lot of time communicating about what is possible and how things could work before helping clients decide on the best options. I also provide in-depth user and admin-user training, either in person or virtually to help our clients and outside organisations improve their on-boarding successes.

I also like to help groups get the most out of their websites and so I run a regular WordPress meetup event to help spread the word on how great a platform it is, and to help members get the most from it. It’s a free community event and is open to all, regardless of experience.

Improve Client Satisfaction & Your Success

I’ve noticed a recurring pattern. Web agencies often overload themselves trying to add “value” by packing a project with extra features, plugins, or complex integrations. But the real value —the stuff that actually justifies a premium price tag and keeps a client from bothering you three months later— is often much more simple.

We’re so focused on the build that we forget the bits that actually make a business run. If you want to move away from being a “pair of hands” and toward being a knowledgeable partner, you need to start delivering these often underrated assets.

1. Plain Language Documentation

We love our jargon, don't we? But handing over a site with a technical manual -or no manual at all- is a one-way ticket to a “how do I change this photo?” email at 9 PM on a Friday. A truly underrated asset is a simple relevant guide written for a human, not a developer. I’m talking about “The Admin Guide for People Who Have Better Things to Do”. When you document the specific workflows for your clients' website, you aren't just giving them a new tool; you're giving them independence. It makes you look like a consultant, not just a service provider.

Beyond this, it also helps ensure that all the hard work you put into the amazing design and great usability stays that was months & years later. In fact, good documentation can actually be a great tool to get clients to have you maintain and update their site.

2. Strategic Pre-Project Questionnaires

Most people send a “Contact Us” form and call it a day. But if you want to avoid the dreaded “I'll know it when I see it” feedback loop, you need a deep-dive questionnaire. I’m talking about questions that force the client to think about their business goals, not just their favourite colours. What is the one thing a visitor must do? If the site was a person, how would it speak? Getting these answers on paper before a single pixel is moved is an asset that saves dozens of hours in revisions and meetings.

3. Professional Asset & Document Libraries

We’ve all been there: digging through a Dropbox folder named “Final_v2_USE_THIS_ONE.” It’s messy and frankly, and very amateurish. One of the best things you can do for a client is to provide a clean, organised Brand Kit. High-res logos in every format they’ll actually need (SVG, PNG, white-out versions), a simple PDF of their brand colours, and links to their font licences. It’s a small deliverable that makes you look incredibly polished and saves them from ever having to ask you for “the logo with the transparent background” again.

You could just deliver this as a zip file attached to an email. But, it makes you look significantly better and makes things easier for the client if you have some sort of client / project portal. This allow clients to log-in to the portal whenever they need and easily find everything related to the project, even long after the project ended. A nice side benefit of this is that it keeps a connection between you are the client months and years later. It's this sense of ease and familiarity that means they'll come back to you for future projects.

4. Accurate Content Templates

For most of us in the web industry getting content from the client is guaranteed to hold a project up. An underrated part of the process is providing clients with “Content Blueprints.” These are simple Google Docs or Notion pages that mirror the site’s layout, showing them exactly where their headlines, body copy, and CTAs need to go. It stops the “content bottleneck” from ruining your launch dates and ensures the design actually fits the message.

We find that even a simple wireframe of the site printed out or available as digital formats, goes a long way towards getting the client to start thinking and creating. However, the more specific and detailed you can be, the more you can steer the client to deliver the righ kind of messages and even ensure the content they provide actually fits the available space.

At Code Clinic (aff) we add this to the client portal with a deliverable date ensuring that clients don't keep putting it off and delay the project.

5. A Custom “Exit Interview” or Handover Call

The project shouldn't just fizzle out. A structured handover—where you walk clients through the site, show them the ROI potential, and explain how to maintain it—is a massive asset for building long-term trust. It can be as simple or as complex as you want, the primary goal is not leaving the client like they just handover a large sum of cash and got kicked out on their own. They need to know that they can still contact you for assistance and guidance if needed, that you'll answer their questions and help them work out solutions to any issues that pop-up as they begin using the site, etc.

Beyond this, the handover is a great place to show them the documentation or hand over the Website Managers Handbook and help them fill out the relevant information. It's also a great opportunity to sk them for feedback on how they feel the project went. This is the best tool to help you improve your services and gain client trust. It's also a great opportunity to let them know about your other services and casually encourage them to leave a review on Google or your reviews platform of choice.

 

All of these are effective tools that take little time to setup but can be the difference between being a freelancer the client hired once, and being a knowledgeable partner they’ll recommend to everyone in their network. They’re just smart, human-centric ways to work. If you start treating these “boring” assets with the same respect you give your code & designs, you’ll find that your projects become much more profitable and enjoyable.

Got Thoughts on This?

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Alke Healey

Alke Healey


I started working with WP when we set up Code Clinic in 2014. I mostly look at it from a client / functionality point of view to ensure that our clients’ needs are translated into working solutions on their website. I spend a lot of time communicating about what is possible and how things could work before helping clients decide on the best options. I also provide in-depth user and admin-user training, either in person or virtually to help our clients and outside organisations improve their on-boarding successes.

I also like to help groups get the most out of their websites and so I run a regular WordPress meetup event to help spread the word on how great a platform it is, and to help members get the most from it. It’s a free community event and is open to all, regardless of experience.

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