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The WP Minute brings you news about WordPress in under 5 minutes -- every week! Follow The WP Minute for the WordPress headlines before you get lost in the headlines. Hosted by Matt Medeiros, host of The Matt Report podcast.
Eric Karkovack (00:00)
Hi everyone, and welcome to The WP Minute! I’m Eric Karkovack.
Today’s episode features a segment from Matt’s interview with LaunchBay co-founder Sam Chlebowski. Sam stopped by to discuss the challenges of client onboarding and provide a live demo of LaunchBay’s platform.
Be sure to check out the entire interview over on our WP Minute+ channel. Visit thewpminute.com for all the details.
Matt Medeiros (00:28)
I see the Launch Bay dashboard. ⁓ I see a bunch of bar graphs and progress graphs and score graphs. ⁓ Walk us through how Launch Bay can help with this onboarding stuff.
Sam Chlebowski (00:40)
Sweet, so first of all, this is what you'll see when you log in.
to LaunchBay as a agency. ⁓ This is your project's dashboard, which is gonna show you some really cool stuff. So this is a test account I have with a bunch of in-flight projects. Some of the really cool things that you can do from here though. So it's gonna show you all of your projects, who is the owner. ⁓ Then it's also gonna give you a health score. So like, hey, how is this project progressing? ⁓ Where is it in the process? How many tasks have been completed out of the tasks that have been assigned? You'll also get
information about new activity here. Another cool thing is our message center, which I think is good to call out on a short demo. One of the problems that we had a lot with ⁓ just collaborating with clients, whether that was onboarding or delivery, was clients would always be pinging.
us via email with like a change they wanted or something they wanted to do differently in the project. What we've done with LaunchBay is we now take any comment a client leaves, any email reply, basically anywhere they could message you within the LaunchBay ecosystem, we bring all of that into here, ⁓ into our message center. So one of the cool things you can do, for example, with a feedback request,
is you'll see that this person sent us a comment on a file that we sent them for approval. If I wanted to, I could very quickly go ahead, click here, create a task within their project and assign it to one of my team members with the context of what that change was about. So a really good way to manage ⁓ those like ad hoc requests that come up, those comments that clients leave. But ⁓ outside of this, and I think,
probably the most important pieces within the dashboard. You know, you have various tabs for for forms, for setting up your contracts, for invoices. I think that Matt, your audience is pretty tech savvy, so they'll know what this means. ⁓ But one of the really great pieces about the product is you can see a really great overview of all of your projects that you're running. So this is an example of just HubSpot implementation projects I'm running. If I was running, ⁓ I could also pull up a view that was just like,
⁓ WordPress websites for example anything that's created from the same template I can get this really streamlined view to see hey are they on track? What tasks are completed and are there any tasks that are holding this up? And if there was anything holding this up, it would have a red X, but I'm doing pretty good here in this view So that's a little bit about sorry. Go ahead
Matt Medeiros (03:18)
So before you leave that,
yeah, before you leave that screen, on those templates, so ⁓ in the podcast interview, we talked about the product I serviced ⁓ and finding these efficiencies. Can you have multiple templates for multiple different types of projects? that if you have a small project that's always built a certain way or a bespoke project that's being built a different way, can you mix and match that stuff?
Sam Chlebowski (03:47)
⁓ One of the cool things that you can do in addition to having multiple templates is you can actually set up workflow automations to import services from one template into that project. So for example, let's say you are a WordPress design shop and you also offer ⁓ SEO services.
You could set up a workflow automation. Let me just even go in here to show you how to do this.
I could set up a workflow automation where if a client answered a form a specific way. So for example,
If somebody said yes to a specific answer on a form, this isn't like an exact example, but I could even import an entire set of tasks that are grouped into a stage from another one of my templates for SEO services. And then even be able to activate those tasks ⁓ right then and there if I wanted to. So this is a good example of like what you can do with sort of workflow automations.
Matt Medeiros (04:31)
Hmm. ⁓
Sam Chlebowski (04:44)
And this is something I did want to talk about before showing you the client facing view. Another great automation that you could do, I we talked about this earlier on the episode. So let's say you will always want to send a ⁓ invoice as soon as a contract is complete. I could set up a quick automation where if task signed contract is completed, then we could activate another task for them to pay an invoice.
Matt Medeiros (05:11)
Yeah. You know what I really like about this? Because one of the, another hot topic in, I guess any agency life, it's not just, ⁓ it's not just WordPress, is the paid discovery process. Because so many times, you know, if you're, the big thing is a lot of the advice, and I agree, because I used to do it too, I just never found a great process for it, is paid discovery. And I think using a platform like this allows you, it adds sort of like that value.
to what paid discovery looks like. Because paid discovery, think from the client's perspective, sometimes might feel like, ⁓ we're gonna pay you to talk to us? We just wanna talk to you about the project. And I remember being on the other side going, yeah, yeah, we'll have a free 30 minute hour long call, that's cool, but I'm not going to scope the whole project for you for free. And...
Having something like launch bay in place it could make that value feel it could just increase that value because the customer feels okay This is a process you're gonna run me through this isn't you just Spitballing on like how you're gonna build my process and then like you showed with that automation stuff is You invoice you have the timeline you have the meetings laid out then you can initiate another step that says okay, do you want to buy into the full project now and then you buy into the full project and
Boom, like LaunchBay just has that whole template ready to go for the full process.