Checklist Before Handing Over WordPress Site

Basic Checklist

  • Delete Dummy Data
  • Permalink Check
  • Admin email / username check
  • White Label Client Portal / Login Press
  • Change WordPress admin login url
  • Change default username admin / sitename
  • Removed unused plugins
  • Rankmath / SEO Press Activation and SEO configuration
  • Meta Title & Description
  • OG Graphs & Tags
  • Social Icons Sharing plugins
  • Google Analytics
  • Hockey Stack
  • Google Sitemap Submission via Search Console
  • Linking Search Console with Google Analytics
  • Tracking Conversion in Hockeystack & Google Analytics
  • Check Email and all Conversion forms on site
  • Check Payment product on live site
  • Optimize DB
  • Webhooks & Google Sheet linkage if WooCommerce
  • Create a staging site

Optimization

  • Cloudflare NS
  • Cloudflare CDN / Bunny
  • Image Optimization Shortpixel / WP Compress
  • Page Speed Optimization WP Rocket / Swift Performance / Litespeed

Security

  • Security Plugin Wordfence / iThemes Security
  • 2FA Actviation in some cases
  • Backup Plugin WPvivid / ManageWP / Updraft Plus / AIO
  • Uptime Monitoring Better Uptime / Uptime Robot
  • Virus Die

Vital Information

  • Domain Registrar Details
  • Hosting Panel Login Details
  • MySQL details
  • WordPress Admin details
  • FTP Credentials Check
  • Email Account Details
  • Before Handing Over – Backup Dump
  • Export Settings of Theme
  • Create a List of brandkit of Website
  • Logo / Favicon

Plugin / Themes

  • Theme Used
  • List of Plugin Used – Paid & Pro
  • Paid plugin purchased by Client
  • Paid plugins activated for client using developer license
  • WP Care plan – subscribed or not

Having a checklist in place before handing over finished WordPress website to client can help you a lot in long run”

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