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Free checklist template

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Free checklist template

Monthly Client Maintenance Checklist

A recurring checklist for client maintenance, updates, and follow-ups.

Category
Software Agencies
Subcategory
Client Delivery
AgencyMaintenanceMonthly

Checklist

7 items

  1. Step 1: Review open client requests
  2. Step 2: Check website uptime or critical pages
  3. Step 3: Apply approved content updates
  4. Step 4: Review plugin, dependency, or CMS updates if applicable
  5. Step 5: Check analytics or traffic reports if included
  6. Step 6: Confirm backups or maintenance tasks are complete
  7. Step 7: Send monthly client update if needed
Completed by:
Date:
Notes

How to use this checklist

  • Review each item before marking it complete.
  • Assign ownership when multiple people are involved.
  • Keep a copy for records if needed.

When to customize it

  • Update wording to match your location, equipment, and team roles.
  • Add required photos, initials, or manager review steps for internal records.
  • Remove steps that do not apply before printing or assigning the checklist.

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Monthly Client Maintenance Checklist | Printable Checklist Template | AssignRight