Website Care Plan

Ongoing maintenance: access, stack, and expectations.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

Hosting / server accessSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
CMS admin accessSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Plugin/theme license listFile upload
attachment.pdfuploaded
Domain registrar accessSecure credential
••••••••••••stored encrypted — revealed only by you
Current backup setupText answer · REQUIRED
Tool, schedule, and where restores live.
Sample answer — this is what a client's reply looks like.
Update window preferencesText answer
When is it safe to run updates?
Friday, Nov 14 — hard launch date

Want this checklist branded for your studio?

IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.