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. Confirm who handles urgent changes and who checks the result.
Confirm retention, separate copies, restore steps, and who initiates recovery. Availability and recoverability are different requirements. Check what happens after the customer clicks, submits, or calls.
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. Check what happens after the customer clicks, submits, or calls.
Inspect representative pages and heavy assets before changing hosting. Image weight, plugins, third-party scripts, and templates can affect performance in different ways. Explain which task matters next and why it takes priority.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities