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. Agree who can make decisions before the schedule is set.
Preserve relevant evidence, contain the issue, and assess affected data and functions. Recovery should address the cause rather than restore an infected copy. Agree whether the evidence supports keeping, changing, or stopping the approach.
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. Verify the next step while there is still time to correct a problem.
Inspect representative pages and heavy assets before changing hosting. Image weight, plugins, third-party scripts, and templates can affect performance in different ways. End each review with a named next step.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities