Tag: CRMisaMindset

  • How I Built the Simplest WordPress Membership Plugin (and Why I Had To)

    How I Built the Simplest WordPress Membership Plugin (and Why I Had To)

    🌙 How a Quiet Night in Ericeira Led Me to Build My Own WordPress Membership Plugin

    Ericeira, Portugal. A Tuesday night in June 2025.

    The house was finally quiet.

    Dishes done, son asleep, dog curled up by the door. My wife had just turned in for the night. I was still at my desk — lights dimmed, ocean breeze drifting in through the cracked window, the last sips of lukewarm tea within reach.

    On the screen: my CRM knowledge base.

    A structured vault of insight — systems I’d built, frameworks I’d tested, vendor stacks I’d mapped out over months of deep work. I was proud of it. It wasn’t pretty, but it was useful. And it had quietly become one of the most valuable things I owned.

    “I should share this,” I thought.
    “But not with everyone.”

    I didn’t want it on LinkedIn. Not in a newsletter blast. I wanted it for my circle — my clients, peers, and the curious few who think the way I do. The ones who’d actually use it.

    That’s when I said the fateful words:

    “I just need a membership plugin. A simple one.”

    Ha. Yeah.


    “WordPress will handle this, right?”

    Naturally, I turned to WordPress. I’ve used it since forever. It’s home turf. I figured I’d just enable registrations, protect a few pages, maybe style a form or two. Done by midnight.

    But the reality?

    The registration feature is disabled by default. Fair enough — security. But even when enabled, the out-of-the-box experience is clunky at best and cursed at worst. The styling was a disaster. The flows were unintuitive. Even after some CSS and duct tape, it still felt like I was building an onboarding experience in 2009.

    “Okay. Plugins. Let’s find one that just… works.”

    I went plugin diving.

    There were plenty. In fact, too many. Most were impressive. But they all seemed to want one thing: control. They came bundled with Stripe integration, multi-tier access levels, dashboards, analytics, invoices, maybe a smoothie machine.

    They promised simplicity — but to me, they felt bloated, sales-driven, and way over-engineered for what I needed.

    I didn’t want a membership platform.

    I wanted a gate.


    So I built it. The hard way — but the right way.

    If something doesn’t exist, and you can’t duct tape it together… well, you build it.

    Problem: I’m not a full-time coder anymore. I started that way, years ago. But my JavaScript is rusty, my PHP gets second-guessed, and my time — between running projects and being a dad — is scarce.

    But then there’s AI.

    I started prototyping with ChatGPT and Claude. The first versions were… entertaining. And frustrating. If you get the prompt wrong, you get a weird Frankenstein plugin that doesn’t even activate. Fixing those dead-end outputs takes more time than starting over.

    Still, I kept going.

    I wanted something elegant, and clean, and conversion-focused. Something I’d actually be happy to run on my own site.

    So I went old-school. Opened up VS Code. Fired up Local. Sketched out the logic. Prompted GPT like a boss. And line by line, I started building.


    Introducing: Surfstyk Simplest Membership

    It’s exactly what the name says.

    A lightweight, native WordPress plugin that lets you protect content, blur what’s behind it, and give users a seamless way to sign up and get in — using a magic link.

    🛠️ The core features:

    • Teaser content: Show the first section of a protected post or page.
    • Blurring effect: Visually block the rest with a stylish transparent overlay and gradient fade.
    • Simple sign-up form: Just nickname, email, and a checkbox.
    • Magic link login: No passwords. Just one secure click from an email.
    • Instant unlock: They’re verified, logged in, and redirected — all in one clean flow.

    It’s secure. It’s clean. And it works with everything:

    • Pages, posts, custom post types
    • Custom fields
    • Pages rendered in React, Elementor, anything

    Even better: the overlay is completely isolated from the content. No DOM collisions. No style interference. Your content stays yours. My plugin just floats above it like a well-behaved guest.


    Why This Matters to Me

    I wasn’t trying to build the next “membership empire” plugin. I wasn’t optimizing for scale. I just wanted something that worked — for me, and people like me.

    I needed:

    • A gate that doesn’t kill the user experience
    • A sign-up that doesn’t require a new password
    • A flow that feels like it belongs in 2025, not 2012

    The end result is something I’m genuinely proud of. It’s minimal. It’s frictionless. It feels good to use. And it respects the principles I care about:

    • Simplicity
    • Data ownership
    • Clean onboarding
    • Zero distractions

    What’s Next?

    Right now, I’m running Surfstyk Simplest Membership on my own site to protect CRM content — and it works beautifully.

    I’m thinking about releasing it publicly. If I find the time (and maybe a few plugin veterans who’ve done this before), I’d love to get it into the WordPress Plugin Directory.

    If that’s your world — ping me.
    If you want to use it — let’s talk.
    If you just want to peek — go check it out here.


    Final Thoughts

    There’s something special about building for yourself.

    You make better decisions. You’re not distracted by trends. You care more about what it feels like at 11pm when your brain’s tired but the idea is still burning.

    This plugin wasn’t built with VC funding or a launch strategy.
    It was built with the door slightly open, the ocean air rolling in, and the quiet conviction that something simple can still be powerful.

    Thanks for reading.

  • WordPress Business is Not WordPress.com: Three Sessions That Revealed the Real Story

    WordPress Business is Not WordPress.com: Three Sessions That Revealed the Real Story

    I must have attended roughly 10+ sessions over the two days in Basel, and to be honest, my focus as a CRM nerd gravitates toward the business side of WordPress. While the technical sessions were impressive (Ryan Welcher is a legend), I found myself drawn to conversations about customer relationships, business models, and strategic positioning—areas where
    “CRM is a mindset”
    becomes essential for understanding WordPress’s evolution.

    Before diving into my analysis, I want to mention two sessions that were emotional in their own ways. The first was WordPress without Borders — The Fight for Digital Freedom by Noel Tock. The experiences he shared from the front line in Ukraine put everything we do in tech into perspective and made everyone more reflective.

    In quite the contrast, there was the session by Marieke van de Rakt, Jono Alderson, and Amber Hinds where they live-critiqued three websites—super insightful and genuinely entertaining to watch (Schadenfreude is real, sorry). They highlighted crucial technical details like excluding staging sites from search engine indexing (something many agencies miss) and demonstrated how to prepare websites for the European Accessibility Act (EAA) coming into effect on June 28, 2025—practical insights with immediate legal and SEO implications.

    But three sessions stood out for their strategic implications, revealing patterns that only became fully clear after hearing the leadership perspective during the fireside chat. A dedicated blog coming soon – Follow on X to be the fist to know.

    Session 1: Building Support as Core of Product

    Anna Hurko – Crocoblock

    Key Insight: Customer-centric businesses should let support lead the strategy

    Anna Hurko’s journey from Senior Technical Support Specialist to CEO at Crocoblock isn’t just an inspiring career story—it’s a masterclass in understanding that customer support is fundamentally a CRM function. Her presentation challenged the traditional support hierarchy with three rule-breaking principles:

    🔄 Support = Customers (not a cost center)
    🎯 No tiers = Everyone gives top-level support
    👥 Whole team ownership = Everyone is part of the support team

    What struck me wasn’t just the philosophy but the implementation. Crocoblock involves QAs, developers, project managers, product managers, community managers, copywriters, and video content creators in support. This isn’t about efficiency—it’s about relationship intelligence.

    From a CRM perspective, this approach creates unprecedented customer data flow throughout the organization. When your entire team interacts with customers across live chat, tickets, Zoom calls, GitHub issues, refunds, interviews, community platforms, and WordCamps, you’re not just providing support—you’re building a comprehensive customer relationship ecosystem.

    The audience questions revealed a common pain point: agencies struggling to scale personalized service. Anna’s model suggests the solution isn’t automation—it’s systematic human engagement.

    Let’s stop calling it “Support” and start recognizing it as what it really is: distributed customer relationship management, or better CRM is a Mindset.

    Session 2: WaaS for Agencies: Opportunities, Challenges & Pricing

    Sandra Kurze – GREYD

    Key Insight: Scale through systems thinking, not just resources

    Sandra Kurze presented Website as a Service (WaaS) as more than recurring revenue—it’s a fundamental business model shift toward standardization, scalability, and automation. But what initially appeared to be an agency-focused session revealed something much larger.

    The Reality Check: Traditional agency scaling means hiring more people for each project. WaaS means building systems that handle hundreds or thousands of sites with the same core team.

    The technical demonstrations showed how GREYD handles systems of hundreds of connected sites, but the real insight came through examples:

    • Mrs. Sporty franchise: 250 locations across Europe
    • Enterprise partner programs: Partners pay “marketing fees” for branded landing pages
    • Centralized control: Global updates with local customization capabilities

    The community reaction was telling. Questions focused heavily on pricing models and client retention, but missed the strategic implication: WaaS isn’t about selling websites—it’s about selling business systems.

    With a CRM mindset, WaaS represents a shift from project-based transactions to relationship-based subscriptions. The customer data, behavioral patterns, and business intelligence generated across these connected systems create competitive advantages that traditional one-off web projects simply cannot match.

    Sandra’s mention of small agencies handling thousand-site projects through scalable systems wasn’t just about operational efficiency—it was about data scale and relationship depth that rivals enterprise platforms.

    Session 3: What We Learned Building Site Kit

    Maria Moeva – Google

    Key Insight: Organize around customer questions, not internal capabilities

    Maria Moeva’s session on Google’s Site Kit plugin was surprisingly under-attended, which was unfortunate because it contained some of the most actionable strategic insights of the conference. Her 15-year journey at Google—from classical Japanese literature through beekeeping to product management—brought a unique perspective to making complex tools accessible.

    The Three Lessons from Site Kit:

    1. Make complex tools accessible → Bridge the gap between power and usability
    2. Translate data into action → Answer customer questions, don’t just show data
    3. Show the whole story → Connect visitor behavior to business outcomes

    The most significant insight was organizational: Site Kit’s evolution from product-organized to question-organized dashboards. Instead of “Analytics section, Search Console section,” they pivoted to answering customer questions:

    • “Am I getting traffic?”
    • “Is my content performing well?”
    • “Is my site fast?”
    • “Am I making money?”

    This represents a fundamental shift from tool-centric to customer-centric thinking. CRM is a mindset means organizing around customer needs, not internal capabilities. Site Kit’s personalization feature—asking “What’s the purpose of your site?” and curating metrics accordingly—demonstrates how proper customer segmentation drives product decisions.

    Forward-looking implications: If Google is moving their WordPress integration toward question-based, personalized experiences, agencies and enterprises need to think beyond feature sets toward customer outcome optimization.

    (🐝 And yes, I would have loved to hear more about the beekeeping—managing 50,000-60,000 bees definitely provides unique perspectives on systems thinking!)

    The Pattern Recognition

    Three different rooms, three different topics, but one consistent message emerging about WordPress’s evolution: the business model is shifting from transactions to relationships.

    Anna’s support-as-product approach, Sandra’s WaaS systems thinking, and Maria’s customer-centric tool design all point toward the same strategic direction. WordPress isn’t just enabling websites—it’s becoming the infrastructure for customer relationship platforms.

    🔄 The Recurring Theme: Every session emphasized systematic customer engagement over one-off deliverables.

    ❓ The Missing Conversation: Nobody explicitly discussed how these approaches generate competitive customer intelligence, but that’s exactly what they do.

    🎯 The Competitive Response: While other platforms focus on features, WordPress is positioning around relationships and business outcomes.

    This pattern became crystal clear when I later analyzed Matt and Mary’s fireside chat, where strategic directions that weren’t publicly announced but were hinted at revealed the full scope of WordPress’s business evolution.

    The strategic direction hinted at in these sessions was confirmed—and expanded upon—during the fireside chat. But Matt and Mary’s conversation revealed implementation timelines and business implications that most attendees completely missed. Those insights explain exactly why the energy in that packed main hall might have felt different from previous WordCamps.

    Coming soon: Part 3 will dissect the Matt Mullenweg and Mary Hubbart fireside chat, revealing the strategic decisions shaping WordPress’s future that weren’t in the official announcements.