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. Use dated records rather than relying on memory at the next review.
Confirm where backups are stored and how recovery works. Include databases and uploaded assets as well as application files. Keep approvals with someone who can confirm the business facts.
Make the plan fit your market
Check the details customers in Montgomery rely on: opening hours, current services, appointment links, phone numbers, and service coverage. Verify that requests reach the correct staff, especially when operating hours or seasonal availability change. Keep contact and availability details current for the Montgomery market.
Check contact delivery, payment paths, booking tools, and transactional email. A site can load normally while an important customer action is failing. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities