Keep a useful maintenance record
Log changes, incidents, checks, and unresolved risks. The next review should explain the site's condition and remaining priorities rather than list updates without showing what was verified. Note changes in budget, capacity, and offers when reviewing performance.
Report completed work, unresolved issues, and planned changes. Distinguish routine maintenance from new feature development. Agree who can make decisions before the schedule is set.
Make the plan fit your market
Check the details customers in Santa Rosa 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. Check the areas you genuinely serve in Santa Rosa, CA.
Inspect representative pages and heavy assets before changing hosting. Image weight, plugins, third-party scripts, and templates can affect performance in different ways. Agree a secure handover process for accounts and source files.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities