Weekly: test the customer path
Open the site as a visitor and test the actions that create business value. Submit the contact form, check important buttons, test mobile navigation, and confirm that emails or lead records arrive where expected.
Automated monitoring can tell you that a page responds, but only an end-to-end test confirms that the actual workflow still works.
- Homepage and main service pages load
- Contact form submits successfully
- Phone, email, and WhatsApp links are correct
- Mobile navigation opens and closes
- No obvious broken images or console errors
Monthly: update software and review security
Apply supported updates to the CMS, plugins, libraries, or server runtime according to the site's technology. Take a backup first and confirm the site after the change.
Review admin users, hosting users, shared links, and any API credentials that may no longer be needed. Security improves when old access is removed promptly.
- Patch supported components.
- Remove unused plugins, users, and test scripts.
- Review hosting and registrar login security.
Monthly: inspect performance and search data
Review Search Console for indexing issues and useful query trends. Check analytics for top landing pages, enquiries, and pages with unusual drop-offs.
Performance tools can identify regressions caused by a new image, third-party script, or code change. Focus on pages that customers actually use rather than optimizing an isolated test page.
- Review top organic landing pages.
- Check recently published articles.
- Investigate new performance regressions.
Quarterly: refresh content
Service details, policies, staff information, pricing explanations, and technical articles can become outdated. A scheduled content review helps prevent a website from slowly becoming inaccurate.
Do not change dates merely to appear fresh. Update a page when the substance has changed or when the reader would benefit from a clearer explanation.
- Remove outdated claims and broken links.
- Add internal links to newer relevant resources.
- Consolidate pages that repeat the same thin information.
Quarterly: verify recovery readiness
Check that backups are completing and that you know how to restore them. Record domain, hosting, DNS, email, and cloud ownership so recovery is not dependent on one person's memory.
Also review renewal dates and payment methods for the domain, hosting, and important services. Preventable expiry is a common cause of avoidable downtime.
- Test or verify backup restoration.
- Review domain and hosting renewal dates.
- Confirm recovery contacts for critical accounts.
Yearly: reassess the website against business goals
A website can remain technically healthy while no longer supporting the business. Review which services are most important, which customer questions have changed, and whether the navigation, content, forms, and reporting still match the current operation.
Use the review to build a small improvement backlog rather than redesigning everything by default.
- Which pages create qualified enquiries?
- Which services have changed?
- What questions do customers repeatedly ask?
- Which manual website-related tasks could be simplified or automated?