Ownership and access
- Domain registrar login and renewal owner
- DNS provider, nameservers, and editable record list
- Hosting, deployment, and billing account owner
- Admin users, password manager location, and emergency access path
Website handoff checklist
Do not switch website help blind.
Use this checklist before changing vendors, taking back a neglected site, or deciding between a small refresh, monthly care, and a rebuild.
Site health
- Current platform, theme, plugins, apps, and custom code notes
- Backup schedule, latest restore test, and rollback process
- SSL certificate, uptime monitor, and expiration reminders
- Known broken pages, slow pages, form failures, and checkout issues
Operations
- Monthly content update queue and approval owner
- Contact form routing, autoresponders, and inbox owner
- Analytics, pixels, search console, and conversion events
- Support inbox, vendor contacts, and emergency response expectations
Handoff decision
- What should stay unchanged for the first 30 days
- Which fixes are urgent before cosmetic work
- What can be handled as a $25 refresh session
- What needs monthly care or a one-time rebuild
Monetization path
Choose the smallest paid move that fixes the risk.
If ownership is clean and the site only needs a focused change, a one-time website or refresh may be enough. If updates, access, backups, and forms keep recurring, monthly care is the better path.