Maintenance cadence
Match each website risk to a clear review rhythm
Critical lead checks happen more often than structural cleanup, and every check needs an owner.- Every publishVerify the changed page
Review breakpoints, links, CMS templates and the custom domain.
- RegularlyTest the lead path
Confirm forms, notifications, CRM delivery and conversion events.
- MonthlyReview search and performance
Check priority URLs, Search Console, scripts and representative pages.
- QuarterlyAudit the website system
Review CMS structure, components, access, redirects and documentation.
Assign ownership before setting a schedule
Name the people responsible for content, technical changes, form delivery, analytics, SEO, and final publishing. A checklist without ownership becomes a list everyone assumes someone else completed.
Keep a short change log with the page, purpose, owner, publish date, and verification result. This makes regressions easier to trace.
- Content and publishing owner
- Technical and integration owner
- SEO and analytics owner
- Shared change log and escalation path
Protect the publishing workflow
Preview changes at relevant breakpoints and check connected CMS templates before publishing. A shared component or field change can affect pages that were not part of the original request.
Use clear component properties, field help text, and documented image requirements so routine content updates do not require layout repair.
- Desktop and mobile preview
- Shared components and CMS templates checked
- Long content and missing media reviewed
- Published page verified on the custom domain
Test the lead path regularly
Submit every important form with traceable test data and confirm the success state, stored submission, email notification, CRM record, and automation. A visually correct form can still lose leads after an integration or mailbox change.
Review spam protection and error states at the same time. Keep an alternate contact method available when the primary form fails.
- Form submission and success state
- Notification, CRM, and automation delivery
- Spam protection and error message
- Analytics conversion event
Review search and performance signals together
Check important pages for successful responses, correct canonicals, indexable directives, valid internal links, and inclusion in the sitemap. Review Search Console changes by page and query instead of relying only on site-wide averages.
Monitor representative pages for image weight, third-party scripts, layout shift, and interaction delays. New embeds and campaign tools often introduce performance cost after launch.
- Priority URLs, canonicals, and indexing directives
- Broken links, redirect chains, and sitemap changes
- Core Web Vitals and representative lab tests
- New scripts, embeds, fonts, and media reviewed
Run a deeper quarterly systems review
Audit CMS structure, unused classes, duplicated components, user access, integrations, redirects, analytics events, and content that no longer supports the site strategy. Remove or consolidate only after checking traffic and links.
Review whether the marketing team can still publish safely. Update documentation and training when the system, team, or campaign process has changed.
- CMS, component, and class-system cleanup
- Workspace access and connected accounts
- Redirect, analytics, and automation audit
- Documentation and editor training updated
