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. Document what was tested and what the team learned.
Confirm where backups are stored and how recovery works. Include databases and uploaded assets as well as application files. Agree who can make decisions before the schedule is set.
Make the plan fit your market
Check the details customers in Portland 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. Describe the offer clearly for people comparing providers in Portland.
Check contact delivery, payment paths, booking tools, and transactional email. A site can load normally while an important customer action is failing. Agree how sensitive material will be shared and stored.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities