A few years ago, I was inundated by customer call, email, and web inquiries on a daily basis. Most inquiries centered around solving a number of technical challenges and dreams pertaining to WordPress.
From dynamic sidebars to popups and modals to integrating with MailChimp and many more, I often found myself in search of sent emails and previous digital notes I shared with customers containing solutions or possible avenues of functionality to consider.
This approach works well when you’re a one-man shop with a handful of inquiries in a given week. Not so much when you go with 2 or more employees and a growing customer base. This type of hunt-and-find-an-answer approach simply doesn’t scale.
Operating multiple WordPress sites for a variety of different businesses and disciplines, I finally hit my limit and was forced to address the inefficiency of fielding a snowballing number of inquiries.