Do this before the first invoice. Most care plan disasters come from a step skipped here.

Access

• [ ] Admin login in your own user, never the client's
• [ ] Hosting, DNS and registrar access, or the name of who holds them
• [ ] Record the vault entry name in Credentials live in

Baseline

• [ ] Take a full backup and confirm it restores
• [ ] Record domain, SSL and hosting dates on the website record
• [ ] Confirm who receives renewal emails and change it if that person left
• [ ] Measure mobile speed so future reports have a starting point
• [ ] List every form and what should happen when it is submitted

Monitoring

• [ ] Add the site to your uptime monitor with alerts to you, not the client
• [ ] Connect Search Console and analytics, or note who owns them

Agreement

• [ ] Confirm plan, hours, response target and what counts as extra work, in writing
• [ ] Set Billing day and create the first Care Run