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. Name an owner for each task so requests do not get lost.
Test forms, checkout, bookings, and mobile output after a repair. A visible fix can leave another function affected. Use a real test inquiry to check delivery and follow-up.
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. Use the findings to update the brief for the next stage.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities