Agency & client work
Client site audit
Do a full audit for my client: updates, errors, speed of the 3 main pages, email setup, unused plugins and images. Write it as a short report I can send them.
Playbook › Agency & client work
Agency & client work
Handover, audits and repeatable work across client sites.
6 plays. Tap “Copy prompt”, fill in the [highlighted] parts, and send it to PressHelm.
Agency & client work
Client handover page
Create a private page “How to edit your site” for my client with simple steps for the things they will change most: [list].
Agency & client work
Standard plugin set-up
Install my standard plugin set: [list of plugins], all inactive, and tell me which ones need settings.
Agency & client work
What changed this month for the client
List everything you changed on this site this month, as a short changelog I can send my client.
Agency & client work
Launch checklist settings
Get the site ready for launch: allow search engines, set the time zone to [city], post-name permalinks, and the correct tagline: [tagline].
Agency & client work
Before/after report
Test the 3 main pages now and save the scores, so we can compare after the redesign.