/PREPARE to build your SELF-SERVICE FLOW

The components of a successful self-service solution

Before we talk about who you’ll need on your team, let’s first talk about the what:

What are the components that make up a successful self-service (DIY) solution? 

Below, we’ve listed the functional components that your team will need to build, as well as some operational/go-to-market components your team will want to plan for.

Functional components of your self-service flow

Most DIY flows include most of the following components:

API-powered site creation automation

This represents the fundamental API calls that your team will use to dynamically create sites, push data, generate user accounts, set permissions, and grant access

Templates

You’ll want to have pre-designed site templates (and section templates) for your clients to choose from

Template chooser

You can customize the interface your clients will use to select their site templates

White-labeled editor

You’ll want to add your business’s logo and colors to whitelabel Duda's editor to match your branding

SSO integration

You’ll want to connect your existing SSO solution to your Duda account so your clients have a seamless experience accessing the editor

Intake form*

If you’re going to have a step that collects additional information from your clients, you’ll want to build an intake form for your clients to fill out

Custom widgets*

Custom widgets can be developed to embed your flagship technology into the sites you sell. These widgets can be added to templates so your technically is automatically included with each site.

*Optional; these are not required but strongly reommended.

Go-to-Market considerations

In addition to the technical components you'll need to build, you'll also want to think through these GTM/Ops topics:

Product plan (including pricing & packaging)

You’ll want to think about how much you’re going to charge clients for basic websites, decide whether you want to offer different plans that unlock more advanced capabilities, and identify other upsell opportunities you’d like to offer down the road

Sales & Marketing plan

Your new website offering will likely need support from your marketing and sales resources to grow

Customer training & support plan

You’ll need a plan for how to train & support your website clients.

(Good news: Duda has white-labeled educational resource to help you!)

Security

You’re new to selling sites or your business has been selling sites for years, it’s never a bad idea to do a quick audit of your security practices (especially when you’re dealing with client data!)

Note

It’s normal to have lots of questions at this stage. Don’t worry! We’ll run through each of these in more detail and provide you with questions you’ll want to consider with your team along the way.

Although this list may seem like a lot, know that many of these tasks can be worked on at the same time by different members of your team so you can launch your flow and start generating revenue as quickly as possible.

Next, we’ll talk through who you’ll want on your team in order to work on the components mentioned above.