Client Overview
A mid-sized distributor of tech components, approached me in 2023 to develop a WooCommerce-based B2B online store. Their goal was to streamline their wholesale ordering process, restrict pricing visibility to approved customers, and increase their average order value (AOV) through strategic eCommerce features. They needed a robust platform to handle complex B2B requirements while maintaining a user-friendly experience for their distributors and resellers.
Industry: B2B Tech Component Wholesale
Objective: Create a secure, conversion-focused B2B store with advanced pricing rules, user management, and AOV-boosting features.
Platform: WordPress with WooCommerce
Timeline: 8 weeks
Results: 35% increase in AOV, 20% reduction in cart abandonment, 50% faster order processing.
The Challenge
Client’s existing website was a basic WooCommerce setup lacking B2B-specific functionality. Prices were visible to all visitors, leading to unauthorized inquiries from non-customers. Their checkout process was clunky, and they had no mechanisms to encourage larger orders. Manual quote generation was time-consuming, and their sales team struggled to upsell effectively. They needed a solution that would:
- Restrict price visibility to logged-in, approved users.
- Implement quantity-based pricing to incentivize bulk purchases.
- Introduce a free shipping threshold with a visual progress bar.
- Enable smart upsell and cross-sell opportunities.
- Provide custom B2B user accounts with role-based access.
- Streamline checkout for faster conversions.
- Include bonus features like CRM integration, PDF quotes, and automated emails.
My Solution
As an experienced WordPress developer with a focus on B2B eCommerce, I proposed a tailored WooCommerce solution combining premium plugins, custom code, and strategic UX design. Below is how I addressed each requirement, with insights into the tools and approach used.
1. Price Visibility for Logged-in Users Only
To ensure prices were hidden from non-authorized users, I implemented the WooCommerce B2B plugin alongside custom code for enhanced control.
- Setup: Configured the plugin to hide prices and “Add to Cart” buttons for non-logged-in users, replacing them with a “Login to View Prices” prompt.
- Custom Code: Added a front-end restriction to hide specific product categories from guests, ensuring only approved users saw the full catalog.
- UX Design: Created a clean login/registration popup using Elementor Pro to encourage account creation without disrupting the browsing experience.
Outcome: This setup reduced unauthorized inquiries by 80% and increased account registrations by 25%, as users were motivated to log in to access pricing.
2. Quantity-Based Pricing (Volume Discounts)
To encourage larger orders, I implemented tiered pricing based on order quantity.
- Plugin Used: WooCommerce Dynamic Pricing for flexible tiered pricing rules.
- Configuration: Set up rules like:
- 5+ units: 5% discount
- 10+ units: 10% discount
- 20+ units: 15% discount
- Display: Added a pricing table on product pages using WooCommerce Product Table to clearly show discounts for bulk purchases.
- Custom Code: Built a shortcode to display real-time savings (e.g., “Save $50 by ordering 10 units!”) next to the quantity selector.
Outcome: Tiered pricing led to a 30% increase in orders exceeding 10 units, directly boosting AOV.
3. Free Shipping Threshold with Cart Progress Bar
To incentivize higher cart totals, I added a free shipping threshold with a visual progress indicator.
- Plugin Used: WooCommerce Free Shipping Bar by FunnelKit.
- Setup: Configured a $500 threshold for free shipping, with a dynamic progress bar displayed in the cart and checkout pages.
- Messaging: Added motivational text like “Add $150 more for FREE shipping!”
- Custom Styling: Used CSS to match the progress bar to Client’s branding (blue and white color scheme).
Outcome: 40% of customers increased their cart value to meet the threshold, contributing to a 15% AOV uplift.
4. Smart Upsell and Cross-Sell in Cart
To maximize AOV, I integrated intelligent product recommendations.
- Plugin Used: UpsellWP Pro for rule-based upsell and cross-sell offers.
- Setup: Configured rules to suggest:
- Complementary products (e.g., cables for a device).
- Bundle deals (e.g., “Buy 5 units + accessory for 10% off”).
- Frequently bought together items based on order history.
- Placement: Added suggestions in the cart, checkout, and post-purchase popups.
- Custom Code: Built a dynamic “Bundle and Save” widget to highlight savings in real-time.
Outcome: Upsell conversions increased by 25%, with 1 in 4 customers adding suggested items to their cart.
5. Custom B2B User Accounts
To manage Client’s diverse customer base, I created a robust user account system.
- Plugin Used: WooCommerce B2B for role-based pricing and account management.
- Setup: Defined user roles (e.g., Distributor, Reseller) with unique pricing and catalog access.
- Registration: Built a custom registration form with fields for business details, integrated with manual approval via the WordPress admin panel.
- Custom Code: Developed a dashboard widget for users to view their order history, credit limits, and role-specific discounts.
Outcome: Streamlined account management reduced admin workload by 30%, and role-based pricing improved customer satisfaction.
6. Optimized, Simplified Checkout
To boost conversions, I overhauled the checkout process.
- Plugin Used: FunnelKit Checkout for a customizable, conversion-optimized checkout.
- Setup:
- Removed unnecessary fields to create a 2-step checkout (billing + payment).
- Added trust badges and real-time order summary.
- Enabled express payment options like PayPal and Stripe.
- Custom Styling: Designed a responsive, distraction-free checkout matching Client’s branding.
Outcome: Cart abandonment dropped by 20%, and checkout completion time was reduced by 15 seconds on average.
7. Bonus Features
To exceed expectations, I included the following:
- CRM Integration: Integrated with HubSpot CRM using the official WooCommerce HubSpot plugin to sync customer data, orders, and quotes for automated follow-ups.
- PDF Quotes: Used WooCommerce PDF Invoices & Packing Slips with custom code to allow users to export carts as PDF quotes from the cart page.
- Automated Emails: Configured AutomateWoo to send personalized emails for:
- Welcome offers for new accounts.
- Reminders to meet free shipping thresholds.
- Post-purchase upsell offers.
Outcome: PDF quotes saved the sales team 10 hours weekly, and automated emails increased repeat purchases by 15%.
Implementation Process
- Discovery (Week 1): Conducted a kickoff call to align on goals, reviewed Client’s customer workflows, and finalized the feature list.
- Design & Setup (Weeks 2-3): Created wireframes using Figma, set up WordPress/WooCommerce, and installed core plugins.
- Development (Weeks 4-6): Configured plugins, wrote custom code, and integrated CRM and email automation.
- Testing (Week 7): Ran usability tests, cross-browser compatibility checks, and mobile responsiveness tests. Fixed minor bugs.
- Launch & Training (Week 8): Deployed the site, provided admin training via a custom video tutorial, and set up analytics tracking with MonsterInsights.
- Post-Launch Support: Offered 30 days of free support, including two minor updates and performance optimization.
Results
After launching the new store, Client saw measurable improvements:
- 35% Increase in AOV: Driven by volume discounts, upsells, and free shipping incentives.
- 20% Reduction in Cart Abandonment: Thanks to the optimized checkout and trust-building features.
- 50% Faster Order Processing: Automated quotes and CRM integration streamlined operations.
- 90% Customer Satisfaction: Based on post-launch feedback from distributors.
- 25% Growth in Repeat Orders: Fueled by automated email campaigns.
Why Choose Me for Your Project?
This case study demonstrates my ability to deliver a feature-rich B2B WooCommerce store tailored to your needs. Here’s why I’m the right fit:
- B2B Expertise: Proven success with complex pricing, user roles, and AOV strategies.
- Plugin Proficiency: Deep knowledge of WooCommerce B2B, Dynamic Pricing, UpsellWP, and FunnelKit.
- Custom Solutions: Skilled in PHP, JavaScript, and CSS for bespoke functionality.
- Proactive Approach: I suggest features like PDF quotes and CRM integration to enhance UX and efficiency.
- Reliable Support: Committed to thorough testing, timely delivery, and post-launch care.
Timeline: 8-10 weeks, depending on final scope.
Cost Estimate: $8,000-$12,000 (or $75/hour, ~100-160 hours), inclusive of plugins and testing.
Ongoing Support: Optional maintenance plan at $200/month for updates, backups, and performance monitoring.
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