Know what the support plan covers
Separate routine updates, incident response, content changes, and development requests. A clear scope makes it easier to budget and avoids treating every new feature as ordinary maintenance. Leave the team with a decision, an owner, and a review date.
Record software versions and dependencies, prepare a backup, and test changes before release where practical. Retest forms and bookings afterward. Explain why a change was made, not just when it happened.
Controlled changes
Review updates on a staging copy where practical, record changes, and test key journeys after deployment. Keep a rollback plan for a failed release. Note changes in budget, capacity, and offers when reviewing performance.
Check contact delivery, payment paths, booking tools, and transactional email. A site can load normally while an important customer action is failing. Confirm that forms, phone links, and replies reach the right person.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities