How We Onboard New Clients: Our Website Management Process From Day One

 Step 1: Add You to Our System

You get added to our client management system. This creates your account, tracks all communications, and gives you visibility into what we’re working on.

 Step 2: Credential Verification

We collect and verify all login credentials:

•  Hosting control panel (cPanel, Plesk, or provider dashboard)
•  CMS administrator access (Joomla, WordPress, etc.)
•  FTP/SFTP credentials
•  Database access
•  Any third-party service logins (CDN, email, etc.)

We verify every credential works before moving forward. Broken or outdated logins are flagged immediately.

 Step 3: Analytics & Log Access

We request access to:

•  Google Analytics (or your analytics platform)
•  Google Search Console
•  Server error logs & access logs
•  Any existing monitoring tools

This gives us visibility into how your site is performing, where traffic comes from, and what errors are occurring behind the scenes.

 Step 4: Create a Client File

We build a comprehensive client file documenting:

•  All credentials and access points
•  Server environment details (PHP version, hosting type, resource limits)
•  CMS version and installed extensions
•  Known issues, pain points, and business goals

 Step 5: Create Project Files

Your site gets its own project workspace with organized documentation, notes, and task tracking. Everything is structured so nothing falls through the cracks.

 Step 6: Run a Full Backup

Before any changes, we take a complete backup of your production site — files and database. This is our safety net and baseline reference.

 Step 7: Set Up Development Server

We install your backup on a dedicated development server. This gives us a mirror of your live site where we can:

•  Test changes safely before deploying to production
•  Reproduce and debug issues without risk
•  Develop new features in isolation
•  Validate updates and patches before they go live

 Step 8: Configure SSH Keys

We set up SSH key-based authentication for direct, secure server access. This eliminates password-based login risks and enables efficient file management and deployment.

 Step 9: Set Up "Git" Versioning (Recommended)

If requested (and we strongly recommend it), we initialize version control with Git:

•  Track every change made to your site
•  Roll back to any previous state instantly
•  Maintain a complete history of modifications
•  Enable safe collaboration if multiple developers are involved

 Step 10: Run a Comprehensive Analysis

We run a full audit covering:

 Step 11: Define Priorities

Not everything needs to happen at once. We categorize findings into:

•  Critical — security risks, broken functionality, major performance issues
•  High — SEO gaps, significant UX problems, compliance issues
•  Medium — optimization opportunities, content improvements
•  Low — nice-to-haves, future enhancements

 Step 12: Build an Action Plan

Based on priorities, we create a clear action plan with:

•  Specific tasks and expected outcomes
•  Timeline and sequencing
•  Your input on business priorities (what matters most to you)

 Regular Site Work

We work on your site on a consistent schedule — applying updates, implementing improvements, optimizing performance, and addressing issues as they arise.

 Status & Health Reports

You receive regular reports showing:

•  What was completed
•  Current site health scores
•  Performance trends over time
•  Upcoming priorities
•  Any issues that need your input