The Ultimate WordPress Freelancer & Agency Resource List

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Life as a WordPress freelancer or agency is highly competitive. There seem to be new entrants every day and anyone can call themselves a “WordPress Expert” and underprice you while promising the same result.

To compete, you need to stay at the top of your game with your skills, lead generation, business practices and more.

But there are thousands of new articles every day and you can't read all of them. Well, you're in luck, because we do and we've compiled the best ones below!

If you're also interested in selling plugins/themes or other recurring revenue products/services we have resource lists for those too.

We add new articles weekly, so remember to mark articles complete after reading them in order to track progress. You must be logged in to mark articles complete. If you don't have an account yet, get a free one here.


How to Use This Resource List

  • Below is an very brief excerpt of each article.
  • Clicking on an article will take you to an expanded overview of each article that we've manually created.
  • At the bottom of the article overview there's a link to the full article

Foundational Knowledge

10 Steps to Success as a WordPress ConsultantHere's a succinct summary on how to succeed as a WordPress consultant (or any type of consultant) in 10 steps. We all start at the bottom, but as you grow your skills, specialties and the value that you deliver to clients you can raise your rates and grow your team.
Should You Ever do WordPress Client Work for Free?"This project will be HUGE for your portfolio. And if this works out, it’ll lead to a bunch more work in the future." Have you ever had a client who’s tried to lure you into doing some free work for them? Here's how to handle it.
The WordPress Freelancer's Guide to Building Your Professional NetworkAs a web developer, building your network can seem overwhelming. Regardless of whether you're selling directly to customers, building a reseller network, or pitching to C-level executives - you need to establish a communication protocol by connecting and bonding with the right people. As Armstrong Williams once said: “Networking is an essential part of building wealth”. Here are our expert tips for growing your professional network, & why it matters.
How to Set Yourself Up for Success with New Clients: Expectations & OnboardingA lot of freelancers and agency owners struggle with onboarding new clients and setting expectations. Then we feel taken advantage of by the client and resentful. The reality is that we're the cause of the problem not our clients. But we don't have to be - we can set ourselves up for success.
How to Start Freelancing & Get Your First ClientFreelancing is a great way to make money online, and the best place to begin if you’re just starting out with your own online business. It doesn’t take much to get started, but passing that hurdle of getting your first client can be a real challenge.
15 Questions to Make Killer Client ProposalsUnderstanding your client is the biggest part of winning their business and exceeding their expectations to gain more business in the future. This starts with the client proposal. A great client proposal positions you as a reliable professionals and sets the tone for the project. Here are the 15 must-ask questions to deliver winning client proposals.
The WordPress Web Developer Honor CodeThe average small business has a poor experience having their business website built on WordPress. As WordPress professionals, this is a failure on our part. If, as a community of WordPress professionals, we can align on the kind of consistent, quality experience we want to give out clients (the one they deserve), we’ll raise the bar in the WordPress ecosystem and our rates will raise accordingly.
The Ultimate WordPress Web Design Client Project QuestionnaireIf you’ve been a WordPress freelancer for a while then you probably already know that how a client project begins is a pretty good indicator of how it will end up. A questionnaire is your secret weapon to ensure you ask the right question every time and your client gives you everything you need to exceed their expectations. Here's how to create the ultimate WordPress client project questionnaire.
How to Start & Grow a Freelance Business: The Ultimate GuideThis guide focuses on getting more leads, growing referrals and streamlining how you get new clients–which will be one of the most important parts of sustaining and growing your business. There’s plenty of WordPress work to go around, but the best jobs are competitive–this guide will give you the edge you need to make it rain!
8 Tips for Creating a Successful WordPress Web Design AgencyLooking to start an web design agency? It helps to learn from the experiences of those who have found success doing it. Here are 8 tips for starting your own agency to get you started right.
How to Start a WordPress Web Development BusinessWordPress Architect Mario Peshev shares his wisdom on starting a web development business. We cover everything from advice for those who want to start a web development company, to the tools, education, and experience needed to become a developer.
How to Build a Successful WordPress Consulting BusinessBeing a WordPress consultant can be very rewarding and have some major benefits. But there are a few traps you can easily fall into when you first start out. Here are some of the lessons I learned in the first 8 years of my WordPress business.
Lead Generation for Small Businesses (the Right Way!)Small businesses often struggle to find new people who are interested in their product or service. Other than paying to be seen by potential clients, such as with pay-per-click ads, how else can a small business compete? That's exactly where organic lead generation comes into play.
WordPress Pros vs. Website Builders: The Role of WordPress ProfessionalsThere was a recent article by Smashing Magazine that detailed how web agencies like mine need to step it up and offer more value than just building a website. It’s a misnomer that many of us find difficult to penetrate. The idea that our livelihood is going away because of websites like Squarespace, Weebly, WordPress.com or Wix, is not accurate.
The Ultimate Guide to Bookkeeping for FreelancersIf you’ve been in the game for a while, feel free to skip to the second post when it becomes available. No matter what stage your business is in, improved financial record-keeping and great habits can save you time and stress while opening the door for growth.
Make More Money by Automating Your WordPress BusinessAutomation can be a scary word for some, especially when a business relies on being able to make a personal connection with clients or customers. When it comes to working in WordPress, however, we understand that automation is a good thing (up to a certain point anyway). While we obviously don’t want a bot writing a bunch of gobbledygook for our blogs, we do want to streamline our workflows when it makes sense to do so.
Should WordPress Freelancers Show Rates & Pricing on Their Website?The decision of whether or not to use pricing pages on your freelance website is entirely personal. Here's how to decide if you should publically share pricing.
How to Pick a Domain Name for a Business WebsiteThis guide is for picking domain names for you own business website, a client's website or for any project that needs a domain name.
When is it Time to Revamp a Small Business Website? Here are 9 Ways to KnowThe most important thing about this question is knowing when to ask it. Most small businesses are masters of their craft, not website experts. That's why 95% of small businesses have outdated websites. That's also a big opportunity for WordPress professionals to help out.
Search Engine Optimization (SEO) for Business WebsitesSearch engine optimization (SEO) is what increases your chances of being found when customers search for a product or service like yours with Google, Bing, and other search engines. If a customer is using a search engine to find what they need and you don't show up, you don't exist.
Why 50% of Small Businesses Still Don't Have Websites (& How to Leverage This Opportunity)Half of small businesses still don't have websites. Why? 41% of these businesses without websites say their business “does not need a website.” This is a dismissal, not a reason. WordPress and WordPress professionals are the answer to make it cheaper and easier. As a WordPress professional it's our duty (and our opportunity) to bring more businesses online for the first time and help them thrive.

Get More Clients

How to Get Leads & Sales for Your Freelance Business with Online QuizzesTroy talks to Josh Haynam, who is the co-founder of Interact, an online quiz software company. They talk about how online quizzes are the ultimate interactive tool that you can use to increase your conversion rate. They also talk about not only the software behind it but more importantly- the psychology.
How to Start Outsourcing & Build a Team for Your AgencyOne of the biggest lessons I learned as an agency owner is that as you grow, eventually you get to a point where you simply can't do it all. At that point, it's time to start looking into getting started with outsourcing. I’m going to go over some of the challenges, and how you can avoid common mistakes.
How to Make Your WordPress Site Attract High Quality ClientsDo you know how to find the best clients for your WordPress business? In this article, we'll talk about what type of strategy you can use when designing your own WordPress site to attract this kind of high-quality clientele.
How to Attract Higher Paying Clients for Your WordPress Freelance BusinessEveryone wants to know how they can get better, high-paying clients for their web design business. So we wrote a practical guide to help you to attract those high paying website clients and establish a renowned consultancy that will organically bring in even more of those ideal clients.
How Company Blogs Can Earn You More Clients & ProjectsBlogs are a powerful, and often under-rated, tool for businesses of nearly any type. This, in turn, makes them a useful tool for web developers. If you deliver a well-designed blog to your client as part of their site, it will likely increase their traffic, revenue, and the overall effectiveness of their website: earning better testimonials and a better reputation for you.
A Guide to Finding Your Perfect ClientsClients are the lifeblood of many a business model. You need them to drive your work, pay your bills, and to really have a business running at all. So it might seem like the best thing to do is go out and call up as many potential clients as you can reach. But bad clients can ruin work you enjoy, and reaching out to clients that aren’t really suited for the exact services and approach of your business can both waste a lot of your time and hurt your growth.
How to Close More Leads With the Anti-Follow UpAre you having trouble closing leads? Changing how you follow-up with prospective clients could help. Many freelancers follow up in a way that seems desperate, which could be a turn-off to prospective clients. Instead, try following up in a way that builds authority, positions you as an expert and builds a relationship.
5 Ideas for Generating WordPress Web Design LeadsAs the WordPress freelance market continues to grow it also continues to get more competitive, so we’re always looking for new ways to consistently generate quality leads. From coworking spaces to Upwork and online classifieds, this post gives you 5 new ways to generate leads for your freelance WordPress web design business.
25 Ways for WordPress Freelancers to Get More LeadsThe hardest part about life as a WordPress freelancers is consistently generating quality leads. If you’re new to freelancing how do you first get that leads flywheel going over the first few years? Here are 25 ways to generate qualified leads that you can start doing today.
5 Ways to Create a Winning Marketing Strategy for Your WordPress AgencyWhy should prospective clients hire your WordPress agency? That question seems to be getting harder these days, but there are some things you can do to stand out and land more clients.
20 Ways to Find More WordPress ClientsI think we can all agree that one of the most stressful things about having your own business is bringing in new clients. Have you ever wondered how others are doing it and seem to be doing so well at it? We did too! So, we took a poll within our WP Elevation Facebook community to find out how our members are bringing in new business.
How to Sell Marketing as a ProductMarketing is a tough sell especially when some businesses don’t understand how important it actually is. So what happens when you sell marketing as a product?
How to Get More ClientsAs you grow in your career as a software developer, a natural next step is to jump into independent consulting. You have greater control of your time, can make more money , and have the freedom to pick and choose the projects that you work on.

Grow & Diversify Income

The #1 Way to Get More Sales From Existing ClientsThe website worksheet is a staple for my business; the process is so smooth and the strategy works to qualify the right leads. What I was failing at, however, was properly executing project requests from existing clients who already had their website built by us and were looking for new features or redesign elements. The website worksheet is great – for new clients – but many of the questions were irrelevant to an existing website client.
Tired of Freelancing? 3 Ways Stop Freelancing & Make More MoneyLiving one freelance project to the next. Feeling dependent on trading my time for billable hours. Having to chase down unpaid invoices. Putting out one client fire just to see another flare up. When this happens, it usually means means my subconscious mind is nudging me toward some sort of next chapter. I knew I needed to grow beyond freelancing and build a more scalable business.
5 Ways WordPress Freelancers Can Diversify IncomeLet’s face it, freelancing isn’t so great when it comes to having control over one’s income. Luckily, through diversifying your income, you can work yourself out of such situations. In this post, we’ll explore five diverse income stream ideas that you can start putting in place right away as a kind of insurance to support your financial goals.
How to Grow Your WordPress Business with FiverrWhen it comes to platforms for finding clients and trying to grow your WordPress business, Fiverr probably isn’t the first place that comes to mind. However, despite its low base price point, if used correctly it can be a very powerful tool and can be a very helpful addition as part of your overall strategy.
10 Ways to Make More Money as a WordPress FreelancerFreelancing is great because you’re in control, work your own hours and can work from wherever you want. But to be financially successful as a WordPress freelancer you have to charge rates that support your financial goals.Here are 10 tops for increasing your rates as a WordPress freelancer.
Why & How WordPress Freelancers Should Diversify IncomeLife as a freelancer has ups and downs with income. You may be used to it, but it poses risks to the long-term health of your WordPress business. Level out your income by diversifying the ways you generate revenue–it's easier than you think.
24 Ways WordPress Web Professionals Can Diversify IncomeSometimes life as a WordPress freelancer can be feast or famine. Adding different revenue streams to diversify your income not only helps level out your cashflow, but it also give you more options to reduce burnout. Here are 24 ways to do it.
50+ Tools to Make Your WordPress Freelance Business ScaleFreelancing is great, but it’s a lot of work. Using the right tools will simplify your workflow and automate redundant processes to help scale your business. This list of tools for WordPress freelancers includes everything from scheduling to storage tools to help your WordPress business scale.
How (& Why) You Can Make More Money by Retaining ClientsSearching for new clients is a big part of business, but retaining clients can often drive higher long-term revenue which is what makes businesses last. Learn how to make your WordPress business more profitable and increase referrals by retaining clients.

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