WooCommerce Website Implementation for Digital Consulting Agency

arrow_outward https://storyiq.com

Website offering on-premise and digital courses in 6 regions, syncing orders with pipedrive. Invoices automatically generated in xero with help of zapier.

Website selling in-person and virtual classes in data visualization. Services offered in 6 regions and 6 currencies. WooCommerce handling signups, availability and payments. Orders sync with pipedrive and invoices are automatically created in Xero thru zapier.

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Designs by the Matterhorn Digital agency.

Challenges

  • courses have limited seats that require tracking
  • different courses in different languages and currencies
  • manual invoices are tedious and result in human error or missed opportunities
  • manual tracking of free seats is erroneous

Goals

  • create a website showcasing the full offering and team
  • create an ecommerce solution to enable online signups and payments
  • track free seats
  • sync orders with pipedrive CRM
  • trigger invoicing in Xero

Results

  • new woocommerce website covering all 6 regions
  • zapier based automation to sync orders with pipedrive
  • zapier based automation to generate invoices based on approved signups in pipedrive
  • sales reports for each region and currency