A practical website maintenance checklist
Build a repeatable website care routine with a clear site record, reviewed changes, useful checks, and a concise client update.
Best practices
Practical advice for maintaining client websites with clear context, reviewed changes, and a useful record of the work.
Site credentials, kept in the vault
Store WordPress, hosting, DNS, and API credentials in the encrypted vault of each site, and reveal a secret only after password reconfirmation.
Every plugin your clients run, in one place
Orbit inventories every plugin and theme across client sites, matches them to known vulnerabilities, and flags what breaks your agency standards.
A client report that shows the work
Write a website maintenance report clients can use: completed work, clear observations, and the next decision with an owner.
What should website monitoring tell you?
Choose website monitoring signals that lead to a useful response, with clear ownership, context, and a record of what happened.
Static sites need a maintenance plan too
Keep repositories, build pipelines, deployments, forms, and third-party services in the maintenance plan for your static client sites.
Keep access out of your maintenance notes
Keep website ownership and access references useful without copying credentials into reports, checklists, or shared maintenance notes.