Document recurring responsibilities
Track renewals, domains, hosting, certificates, and required licenses with named owners. Important renewals should not depend on one person's inbox or an old supplier account. Give the team a clear route for questions and corrections.
Confirm retention, separate copies, restore steps, and who initiates recovery. Availability and recoverability are different requirements. Confirm that forms, phone links, and replies reach the right person.
Forms and integrations
Check contact delivery, payment paths, booking tools, and transactional email. A site can load normally while an important customer action is failing. Try the main customer task on a phone before signing off.
Inspect representative pages and heavy assets before changing hosting. Image weight, plugins, third-party scripts, and templates can affect performance in different ways. Agree whether the evidence supports keeping, changing, or stopping the approach.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities