Managing WordPress Agency Projects

In this episode of The WP Minute+ Podcast, Kurt and Toby look at the practical and emotional challenges of managing WordPress agency projects. From sales pitfalls to client relationship dynamics and infrastructure transitions, the conversation is packed with firsthand lessons and agency wisdom.

Toby kicks off the discussion with a cautionary tale about losing a major deal due to poor energy and overexposure to meetings, a common struggle in client-driven work. Kurt emphasizes the importance of emotional readiness and shares his go-to mantra: focus on the relationship, and the transaction will follow. They discuss strategies for rescheduling meetings professionally when you’re not at your best and the dangers of showing up unprepared.

They also reflect on project management as the core skill of running a successful agency, noting that it often matters more than technical skills. They explore “the messy middle” of projects, sharing techniques for refocusing clients during chaotic phases. Kurt values minimal viable products and clear deliverables, while Toby relates these lessons to both web work and personal projects.

Finally, they discuss when to let go of problematic clients or outdated tech stacks. Whether it’s walking away from HostGator or reconsidering tools like Divi or ManageWP, both hosts agree: trust your gut, set boundaries, and don’t let short-term financial needs sabotage long-term growth.

Takeaways:

• Rescheduling a meeting when unprepared is better than pushing through and blowing the opportunity.
• Project management is often the most valuable agency skill, especially in larger contracts.
• In big projects, refocus clients by reiterating core business goals and pushing toward MVPs.
• Listen to your instincts when deciding whether to keep a client or tool, and don’t ignore red flags.
• Website migrations and infrastructure shifts should be carefully planned, ideally with internal expertise.
• Clients rarely care about minor aesthetic tweaks; they want results and functionality.

Important Links:

• Kurt’s Agency: Mañana No Mas
• Toby’s Agency: The Mighty Mo!
• Follow Kurt & Toby:
  LinkedIn: Kurt | Toby
• The WP Minute+ Podcast: thewpminute.com/subscribe