WordPress Digital Strategy: Plan Your Next Move With Confidence
You’ve got a membership site, course platform, or a content-heavy WordPress site, and now you’re ready to grow, restructure, or scale.
But things are getting complex. Multiple user types, overlapping access, content visibility headaches, or automation that’s more tangled than helpful?
This is where a 2-hour WordPress Digital Strategy session brings clarity.
Feeling stuck with your WordPress setup?
Watch this short video to learn how a strategy session can provide clarity, direction, and a smarter way forward. 👇
Ready to map out a clear path forward?
Book your strategy session now. I generally hold strategy sessions on Wednesdays and Thursdays between 10 a.m. and 1:30 p.m. I’ll text or call you to confirm a time.
What This Session Is For
This isn’t a quick fix. It’s a deep dive to get strategic clarity and map out a smarter path forward.
Common goals for this session include:
- Planning or reworking a value ladder (e.g. lead magnet → workshop → course → membership)
- Designing gated content journeys using LearnDash, WooCommerce or membership sites
- Mapping user journeys, roles and membership tiers
- Creating user-specific dashboards or custom navigation based on product access
- Structuring your CRM tagging + automations to support growth (e.g. WP Fusion, Uncanny Automator and Zapier)
- Deciding which tools, plugins, or architecture you need to support your business model
- Mapping a rebuild or redesign based on your evolving digital goals
What You Get
- A two-hour strategy session with me over Zoom (can be split into 2 x 1-hour if preferred)
- A visual strategy roadmap outlining key recommendations
- Session recording (on request)
- Clear, actionable next steps, whether you’re DIY-ing or working with a dev team
Who This Is For
This session is ideal if you’re:
- Running a WordPress-based membership, course, or program site
- Looking to transition from fixed programs to evergreen or tiered offers
- Preparing for a website overhaul and want to avoid rework later
- Feeling stuck in a maze of tech options and automation
Not quite ready for this? You may prefer the 1-hour WordPress Consultancy for targeted help on a specific issue.
🗓️ What Happens After You Book?
- You’ll receive an email confirmation with optional prep tips
- I’ll personally call or text you within one business day to confirm the session time
- You’ll get a private Zoom link for our strategy session
✅ You’ll Walk Away With
- Clarity on your next steps, backed by 18+ years of WordPress experience
- A strategy roadmap tailored to your goals, structure, and toolset
- Confidence in what to prioritise, and what to ignore
- Support to avoid the cost of wrong tech choices and rework
Still unsure what this is all about?
📘What Is a Digital Strategy?
A digital strategy is your plan for how all the pieces of your online presence work together to attract, engage, and convert your ideal audience.
For WordPress site owners, that means aligning your:
- Website structure
- Content
- Automations
- Courses, memberships or programs
- Email marketing
- User journey
The goal? To grow your business in a scalable, sustainable way and not rely on guesswork.
🌐 Where Does a WordPress Website Fit Into a Digital Strategy?
Your WordPress site isn’t just a brochure; it’s your digital HQ.
Whether you’re selling programs, running a membership, or delivering online events, your website needs to:
- Guide users through their journey (from signup to success)
- Show the right content to the right people
- Automate actions like tagging, follow-up emails, or lesson releases
- Support your marketing efforts, not slow them down
This session helps you ensure your WordPress setup strategically supports your goals.
🧩 What Are the Core Components of a Smart WordPress Digital Strategy?
Every strategy is different, but here are the typical building blocks:
- Clear user journeys (based on different product or membership types)
- Content access logic (LearnDash Groups, BuddyBoss Groups, Woo rules)
- CRM tagging + automations (Uncanny Automator, Zapier)
- Onboarding and upselling flows
- Marketing integrations (lead magnets, funnels, email campaigns)
- Content planning (for blogs, events, workshops, or gated resources)
- Tech stack recommendations (so your tools work well together)
Who This Is NOT For
🚫 Not a Good Fit If…
- You’re looking for someone to implement changes for you right away
- You’re just after a quick fix (you might prefer the 1-Hour WordPress Consultancy)
- You don’t yet have a business idea or WordPress site to work from
