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2023 Deals for Web Pros

November 22, 2023 By WP Care Market

2023 Deals for Web Pros
To Achieve Success in 2024!

As the calendar flips towards the year's end, the familiar buzz of Black Friday and Cyber Monday is upon us. For many, this season is met with a mix of excitement and the daunting task of making smart choices amidst a sea of offers. But fear not! The key to mastering these deals lies in one critical question: "Will this enhance my 2024?"

Whether you're a tech enthusiast, a web professional, or someone looking to get the most out of these deals, clarity about your goals for the coming year is your greatest ally. With an eye towards the future, you can sift through the myriad of options with confidence and precision.

In this blog, we've curated a comprehensive list of the best deals across the web tech industry – each one thoughtfully selected to add value to your professional toolkit and personal growth in 2024. So, dive in, and let's make strategic choices that not only bring immediate satisfaction but also pave the way for a successful and fulfilling year ahead.

WP Care Market
My Web Audit
GoWP
Cloudways
Termageddon

Pathfinder SEO
Agency X-Ray
WP Remote
MicroAgency Academy
Quickly Hire

Beaver Builder
Website Identity Framework
Kai Davis

Use coupon BF2023 to take 40% off any of our courses or our group coaching program. We're kicking off by listing our own deal on training! If you've been waiting to perfect your care plans, processes, sales, automation, buying and selling an agency, bundle and save big! Get all 7 Care Plan series courses for $585 - a $1300 cost. You can even get the Agency CORE Club coaching program and 36 hours of past workshops on recurring revenue from experts for only $89!  Ends 11/30

>> View Deal

Get 50% Off Your First 3 Months + Bonuses! Sell more care plans, web design, SEO, and marketing projects. Use our website audits, GBP, SEO (and five other audit reports) to stand out from the competition, build trust, deliver value fast, and close more sales. Ends 11/27

>> View Deal

30% off Maintenance for life! Take 30% Off White Label Maintenance for Life. GoWP can take the low-value work off your plate so you can focus on growing your agency! We’ve done it for hundreds of other agency owners and we can help you. Discover how GoWP can increase your recurring revenue, help you scale, and give you your weekends back. Ends 12/31

>> View Deal

Enjoy a 40% discount for 4 Months on all hosting plans + 40 free migrations! Promo Code: BFCM4040 Get it now! Ends 12/1

>> View Deal

30% off Termageddon Licenses! Each license covers all the auto-updating website policies needed for one website or app! Founded by a privacy attorney, you can rest easy knowing your website's Privacy Policy, Terms, and Conditions, Cookie Policy, etc. are all up-to-date with the latest privacy laws. (Discount automatically added when purchasing). Ends 11/27

>> View Deal

Pathfinder SEO logo

Our BIGGEST Sale EVER: 30% off 6 months of Pathfinder SEO! Save 30% on your first 6 months of Pathfinder SEO with the code WELCOME30. Start, grow, and scale your SEO services offering to grow your recurring revenue. More than just software, Pathfinder SEO is a business system. Ends 11/30

>> View Deal

Agency X-Ray LogoAgency X-Ray

Are you drowning in unorganized lead & client data? Enter Agency X-Ray: your solution to transform chaos into clarity. Our course helps you streamline your data so that you can improve service, boost sales, and regain time. Black Friday 40% off until Nov 27th with code BF2023

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WP Remote logo

30% Off All WP Remote Plans! Manage hundreds of WordPress websites effortlessly. Ends 11/30

>> View Deal

 

MicroAgency Academy logo50% Lifetime discount! Elevate Your Agency with MicroAgency Academy's Exclusive End of Year Deal! Join MicroAgency Academy at an unbeatable price of just $249/month! Get access to monthly group coaching, weekly calls, a tailor-made curriculum, and a supportive community of peers.

Coach Pete Perry will guide you to conquer agency challenges and regain control of your time. Our curated curriculum by Chris Lema equips you with essential strategies. Ends 12/31

>> View Deal

QuicklyHire Logo

$500 Credit on Your Next Hire! Quickly Hire matches you with the qualified and vetted freelancer talent your business needs to succeed. Whether you need a freelancer for a short-term project, a contract-to-hire professional, or a direct hire, we've got you covered. Ends 12/1

>> View Deal

Beaver Builder logo

25% off discount on all plans and upgrades. Beaver Builder is the best WordPress page builder to help you build websites and landing pages in minutes. With over 1,000,000 users this is a tool you can trust with your business. Ends 11/30

>> View Deal

Kai Davis Logo

Agency Lead Generation Bundle (save 32%!). Learn the skills (and get the templates and resources) you need to drive demand for your agency's (or consultancy's) services. Ends 11/28

>> View Deal

The WIF logo50% Off The Website Identity Framework! Getting quality content from clients is always a bit of a hurdle in every web project. The Website Identity Framework provides a straightforward process to seamlessly integrate into your discovery routine. It makes teaching your clients a breeze, helping them grasp their customers' journey, how they assist clients, and how to put it all into words on their website. Ends 11/29

>> View Deal

Filed Under: Pro Resources

WordPress Update and Maintenance Comparison

March 28, 2022 By WP Care Market

What's New in 2022
WordPress Management Solution Comparison

WordPress website maintenance can be very efficient thanks to online tools specifically designed for our web agency's processes. Some of the leaders in this industry are GoDaddy Pro (who acquired ManageWP in 2016), WP Remote (the update management solution provided by BlogVault/Malcare) and MainWP.

Below is a series of FB Lives with the spokespeople from these three products. We'll discussed what's changed in the last year and where they are improving (their roadmap).

GoDaddy Pro (aka ManageWP)

We're kicked off with Adam Warner from GoDaddy Pro who explained GoDaddy Pro's The Hub and how it's continuing to grow to have feature parity with ManageWP, which was acquired by GoDaddy in 2016.

MainWP

MainWP is a WP Management plugin that allows you to control hundreds of WP sites from one dashboard. Dennis Dornon, co-founder of MainWP, walked us through what's changed in the last year and important features current and upcoming.

WP Remote (aka BlogVault/Malcare)

For our last FB Live in the series, Akshat Choudhary featured WP Remote. This WordPress management tool includes the additional features from BlogVault and Malcare and is tailored to web agency owners who have a solid list of care plan clients.

Filed Under: Pro Resources

2021 Deals for Web Pros

November 21, 2021 By WP Care Market

2021 Deals for Web Pros
To Achieve Success in 2022!

It's that time of year again. Some greet with excitement, others with a little bit of decision fatigue. Yet, no need to be weary, the best way to deal with Black Friday/Cyber Monday deals is to think of the offer in terms of "will this improve my 2022?" Knowing your goals for 2022 can help you feel confident in the deals you snag before Q4 closes.

Below is a comprehensive list of deals across the web tech industry for you to consider as you narrow in on where to spend your cash during this season.

WP Care Market
My Web Audit
GoWP
Cloudways
Termageddon
Creative Boost
Nev Harris

Pathfinder SEO
Creator Courses
Sell By Helping
Content Snare
Josh Hall
Corey Dodd
Agency Trailblazer
Agency X-Ray

Service Provider Pro
Crowdspring
Funnel Packs
Nurture Copy
Website Identity Framework
Amplify Content Academy
Kai Davis
Monster Contracts

We're kicking off by listing our own deal on training! If you've been waiting to perfect your care plans, processes, sales, automation, buying and selling an agency, etc, view this deal. We will also be releasing a brand new course on lead outreach and conversion! Use coupon bf2021to take 40% off any training.

>> View Deal

We are big fans of My Web Audit and find it to be the most effective tool to convert leads to clients through website audits and evaluations. Don’t miss out on their best Black Friday deal — Get 50% off for 3 months on monthly plans or 3+ months free on annual plans.

>> View Deal

GoWP has been a trusted referral partner of WP Care Market over the years and have really expanded to offer a variety of services to aid and support web pro. Right now they are running a lifetime sale; Take 30% off GoWP's White Label Maintenance Plan for life.

>> View Deal

Cloudways is the leading cloud-based hosting platform popular for its scalability, user-friendliness, and impeccable customer support. And this Black Friday, you can avail an incredible 40% OFF for four months at Cloudways to kick-start your digital journey using the coupon code BFCM2021.

>> View Deal

We are big fans of Termageddon, a great and necessary addition to any care plan offering.  For Black Friday this year, they are giving away 2 free sets of their auto-updating website policies to new agency partners (no credit card required). It's free to be an agency partner and a fantastic reseller/affiliate tool for clients that need website policies.

>> View Deal

Foundations of Website Accessibility Course offers a plain-English process for web accessibility. Get the Foundations of Website Accessibility course plus $2,500 in bonuses when you enroll before November 30, 2021. Total value: $3,500!

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Nev Harris is a dynamic and intelligent guy that helps agency owners truly understand profitability. Use code BF21 to get over 80% off on his 6-week on demand course complete with all the easy-to-use templates you need to simplify your finances while growing your profits.

>> View Deal

No matter who you are - agency owner, freelancer, or site owner - improving your SEO is critical to your growth. The good news is that there’s no better time to sign up for a guided approach to SEO with Pathfinder. You pay less than ever and start seeing results right away.

>> View Deal

Starting December 1st, this site will be memberships only. During the sale, you can get 33% EVERYTHING: courses for the last time, or the annual membership for the Creator Crew. This includes courses like Master Full Site Editing, Getting Started with Beaver Builder, and Podcast Liftoff

>> View Deal

Nick Gulic's Sell By Helping has been highly recommend by people I respect. So it's great to see the Sell by Helping course for 40% off, for a limited time only.

>> View Deal

Content Snare has been a lifesaver for some many agency in grabbing needed content from clients. Take 20% off any plan as long as your subscription remains active. Inside your account, go to the upgrade page and use code BF21 before December 3.

>> View Deal

Josh Hall's Web Design Courses are all 25% OFF. Sale automatic, no coupon code needed!

>> View Deal

Corey Dodd's Learn Oxygen Builder Course is 40% of this Black Friday. Learn to build stunning custom Oxygen websites, without all that "code and stuff". You don't need to be a developer or buy a collection of add-ons to build amazing custom websites with Oxygen. Learn how to build fast loading websites from start to finish.

>> View Deal

Lee Jackson's Agency Trailblazer helps you build an agency you love. Avoid making a loss when pricing your next web build.

>> View Deal

Fix your systems, processes, and project management with SPP.co so you can scale your agency. Get 2 months free on any plan, no credit card required.

>> View Deal

Crowdspring is used by thousands of agencies to create custom names and visual assets for their clients without incurring capital expenses for their agency. Enjoy 7-day customer support and a 100% money-back guarantee. Over Black Friday and Cyber Monday get $50 off any project + free Advanced Promotion (a $149 total value).

>> View Deal

Funnel Packs are offering a 40% discount off all Funnel Packs for their Black Friday promotion. This reduces their very popular 5 Pack Offer to the lowest ever price of $352.80, as one example. There are other offers as well such as the brand new Nurture Bundle (Funnel Packs & Nurture Copy together) and the Future Bundle 2022 (where people can pre-order our next three Funnel Packs).

>> View Deal

Nurture Copy is offering a yearly discount where customers will get 12 months for the price of 8. For monthly customers, there is a 10% discount. There's a $10 taster option, where people can try one month of Nurture Copy for only $10. Finally they have the Nurture Bundle - Buy Nurture Copy and Funnel Packs together for a special price.

>> View Deal

The Website Identity Framework is the must have white-label web agency toolkit to stop website projects waiting on content from clients from Imogen Allan. It's a shareable working document you and your client work through together to encourage client autonomy so they come to you with the right information.This Black Friday/Cyber Monday get 50% off!

>> View Deal

The Amplify Content Academy is the home of highly effective content marketing. They teach how to write less often, and leverage content assets via high conversions, distribution and more. Always being updated, the special offer gives you lifetime access to the academy and all future courses, at a bargain price.

>> View Deal

Inside Quick Start Roadmapping from Kai Davis, you’ll learn how to launch, sell, and deliver a paid discover roadmapping offer. And you'll get all the tools, templates, tactics, resources, videos, and worksheets you need to succeed. Normally $120, save $25 and get the complete Quick Start Roadmapping for $95 as part of this BFCM event.

>> View Deal

Agency X Ray

An online course teaching agencies how to map out their systems and processes as well as report and analyze their lead, client, project, and lead generation data. Black Friday 40% off until Nov 30th with code AGENCY40

>> View Deal

Monster Contracts

Many contracts are full of holes or just a bunch of legalese. MonsterContracts™ is different. It addresses the specific situations we encounter as web professionals and provides legal cover for a growing business. 20% off with code BLACKFRIDAY thru 12/3. 

>> View Deal

Atarim consistently reduces project completion time by more than half, saving literally hours from every single day and removing the agency owner from being the bottleneck of their own business by automating most of the day to day work, follow-ups, back and forth with clients and internal collaboration within the team. Get double the website with this Black Friday deal.

>> View Deal

Bertha

Bertha is an AI-based writing assistant that has been trained on hundreds of billions of lines of content to help you write better content on your WordPress website. In just a few clicks, you can have a variety of content for your website that’s guaranteed to convert – from blog posts to landing pages, to product pages. Save 50% On All Plans + Lifetime Deal

>> View Deal

Filed Under: Pro Resources

Tool Spotlight Webinar: Airtable

July 30, 2021 By WP Care Market

Tool Spotlight Webinar: Airtable

Special Guest

Noah Britton
Owner, Thrive Design
Noah has been managing his own Seattle-based website agency since 2002. He's focused his role at Thrive Design on sales and business development while his team delivers the goods. Noah is all about analyzing what is (and isn't) working in his agency so that he can improves his processes and profitability. He has developed a course, Agency X-Ray, that teaches agency owners how track and analyze the data they need to improve their sales, client services, profitability, and lead generation efforts.

Airtable - a database system you can use to manage clients, lead generation and financials for your agency.

Helpful Links:

Agency X-Ray - a comprehensive course teaching agency owners how to best manage their sales pipeline, organize client data, understand their project and lead generation ROI, and make better data-driven decisions for their business. WPCAREMARKET promo code takes 30% off

*Free Airtable course for new users is also available on that page

WP Care Market Automation Course - Use Airtable to track client support time

 

Filed Under: Pro Resources, Webinars

Auto-Update World Webinar

July 29, 2021 By WP Care Market

Webinar: Selling Care Plans in an Auto-Update World

Filed Under: Pro Resources, Uncategorized, Webinars

Tool Spotlight Webinar: Teamwork Projects

June 25, 2021 By WP Care Market

Tool Spotlight Webinar: Teamwork Projects

Teamwork Projects - a project management system you can use to manage care plans, agency processes and automation for your team.

Helpful Links:

Teamwork Projects (watch video for promo code 10% off, expires 9/30/2021)

Sample Template: WordPress Boost

Sample Template: Project Discovery Meeting

Filed Under: Pro Resources, Webinars

Tool Spotlight Webinar: ThriveCart

May 29, 2021 By WP Care Market

Tool Spotlight Webinar: ThriveCart

ThriveCart - an e-commerce checkout system you can use to sell care plans, upsells and manage payments from your clients.

Helpful Links:

ThriveCart (Affiliate Link)

Cart Design Layout (Import File)

Filed Under: Pro Resources, Webinars

“Pre” Client Website Evaluation Checklist

August 26, 2020 By WP Care Market

Pro Resources

The Full “Pre" Care Plan Website Evaluation Checklist
Before You Take on a Client for Website Care

by WP Care Market

Quick Reference Menu

  • Run Security Scan
  • Confirm Staging or Development Environment
  • Disable Emails (Optional)
  • On Staging: Run Website Maintenance Checklist
  • Create Document With Website Details
  • Note Errors in Admin
  • Review Themes
  • Review Plugins
  • Review Users
  • Review General Settings
  • Review Discussion Setup
  • Review Site Visibility and SEO
  • Confirm Analytics Tracking
  • Confirm SSL
  • Review Web Design
  • Run Performance Check
  • Finalize Document & Schedule Call
  • On Live: Run Website Maintenance Checklist
  • Execute Improvements
  • Deliver Full Backup

When approached to take over a website you did not build, it’s critical you look “under the hood” and evaluate the website for any potential issues you will have during ongoing monthly maintenance.

Typically positioned as a one-off paid service before onboarding to a website care plan, this list will walk you step-by-step through a basic “pre” care plan evaluation. This process includes testing updates on a staging or development environment, then carrying out updates and improvements on the live website for your future website care plan client.

Use this list featured in Selling the Care Plan, a popular course from our web pro training program, to perform a full website evaluation to assure a reliable onboarding experience for your new care plan client.

Pro tip: If you'd like this list INSIDE your WordPress admin, check out the DocketWP plugin. You'll find this list below in their template library, allowing you to insert it into your website, customize it and save it to your own saved lists!

Run Security Scan

Take a moment before any evaluation to run a security scan on a free scanner like Sucuri Site Scanner.  If the website has malware, do not carry out the evaluation service - instead, get the malware addressed in a separate "Hacked Website" service cleanup through you or a third-party provider. Running a security scan on the website before the evaluation prevents you from trying to evaluate a burning building.  The "pre" Care Plan Website Evaluation service is intended to be run on a clean website.

Step_Security

Confirm Staging or Development Environment

If a website has not been regularly updated, there will certainly be small issues that arise on the front-end and the back-end. Considering this is a website you did not build, you don't want to run a full update on the client's live site without knowing what will change. Transfer the site to a staging environment or a local development environment so you can safely run an update. This way if there are issues you are not required to address them immediately but can present them to the client in a punch-list for review.

wpcm-staging

Optional: Disable Emails

Make sure your staging or development environment is set up to block unnecessary alerts to admins or users. WordPress will send out error notices to the admin on the website if there are failed updates. Users on the website can also receive new posts alerts, comments alerts, and other emails that go out of the WordPress system while you are working on troubleshooting a website on a development enviroment. To disable emails on WordPress, simply use the Disable Emails plugin. By disabling emails, you prevent unnecessary alerts and notices. This should only be disabled on a staging site, never the live site.

wpcm-disable

On Staging: Run Website Maintenance Checklist

Now that it's time to carry out updates on the staging website, review our Ultimate Website Maintenance Checklist! This list has all the steps to carrying out updates to a WordPress website. In short, you want to follow a process for updates to WordPress Core, plugins, themes, and optimizations.

Step2_UpdateWP

Create Document With Website Details

The "pre" Care Plan Evaluation isn't just for you to understand the website, it's also for your client. Providing a deliverable of your findings will help them understand what should be improved, redesigned, or immediately addressed. Compile a document in which you can add all the items you will note in the upcoming steps of this checklist. Include "action steps" to not only describe what you found but what needs to be done.

wpcm-document

In Document: Note Errors in Admin

When logged in as an admin on a WordPress dashboard, there will be a series of notices on the website from plugin and theme authors. These will key you into elements of the website that need to be addressed such as premium plugin licenses missing, incomplete settings, and errors from conflicting plugins that should be addressed. Note the errors, notices, and important action steps in your document to discuss with the client. (View both the live site dashboard and staging site dashboard for these notices.)

Step_notices

Review Themes

Review the current theme and whether the theme can be updated or modified without causing an issue. How do you know? Note whether it's a child theme or not, who created the theme, current version info, and if it's being supported. If you're handy with code, check theme files for any custom coding added to the theme that may prevent a smooth update. While reviewing the themes installed, note any additional installed themes that can be removed. Keeping the theme updated is a priority for security and performance for a WordPress website. Having too many themes installed can cause issues with vulnerabilities and unused themes should be removed.

wpcm-themes

Review Plugins

Review the current active plugins and whether they can all be updated, which ones need premium licenses, and which ones may be redundant. For premium plugins that need licenses, make a note to confirm with the client that they have access to the licensed accounts. For deactivated plugins, consider recommending they be removed as even deactivated plugins can pose a security risk. Keeping the plugins to the absolute minimum of what's required is key for security and performance. Having too many plugins installed can cause issues with vulnerabilities and unused plugins should be removed.

wpcm-plugins

Review Users

When reviewing users you want to bring to the attention of the client who has access to impact the functionality of the website. Those with administrator access control the website, so if the client doesn't have access, or has a lot of admin users, this could be a large security concern. In Users, you may find old admin logins from past developers, people no longer working for the company, dummy logins from old web hosting, or users created for temporary support access. You'll want to address these with the client and remove or downgrade (to an editor, collaborator, or subscriber) those who don't need admin access.

wpcm-users

Review General Settings

Inside Settings -> General confirm the main email for the website is accurate and is what the client prefers. Also, review the timezone setting is set properly for the client's timezone. This can affect scheduling posts. Often you will find the previous developer's email as the main email and the timezone setting set to default. Adjusting these two items for your client is one small step that prevents big headaches.

wpcm-general

Review Discussion Setup

Clients aren't often aware that comments are cluttering their database. Review the Discussion settings and note what they are set to so you can discuss it with the client. You want to make sure they are not susceptible to spam comments and security concerns. If Akismet is not active, make the recommendation and inform them of the steps to acquire a key. Address if the client should have commenting turned on, use a different commenting system, or adjust the settings for spam control.

wpcm-discussion

Review Site Visibility and SEO

Confirm the website is not blocking robots in Settings -> Reading. If you are on a staging environment, you may want to check the live site to note these settings as some staging environments will turn this on automatically (and that's expected). Make sure the live website is visible to search engines, and note if a Search Engine Optimization plugin is active with metadata entered on pages. You don't need to offer SEO services to make this observation. It's important for clients to know if their website does not have these features installed whether you provide this as a service or not.

wpcm-sitevisiblity

Confirm Analytics Tracking

By viewing the developer source of the homepage, you can quickly identify if the website has Google Analytics tracking code. You can also view this by seeing if a Google Analytics plugin is installed. However, just because the website has code, does not necessarily mean the client has access to that analytics account. Although it's important that the website has Google Analytics in the code of the website, it's more important that you confirm the client has access to their analytics (as well as the ability to add you to the analytics account). 

wpcm-analytics

Confirm SSL (& Any Mixed SSL Errors)

Every WordPress website is required to have an SSL certificate installed properly to not produce a security warning in a web browser (https:// instead of http://). If the client doesn't have one set up, see if their web host offers the free Let's Encrypt SSL certificate and quote a fee to install. Often times, websites will have an SSL certificate installed but it will be serving images and source files that have an http:// address. Mixed SSL content on a website causing a security warning on the visitors' browsers. Nothing this is critical for clients who may have no idea.

wpcm-ssl

Review Web Design

The majority of the "pre" care plan website evaluation list is about looking under the hood of the website. However, we would be doing ourselves a disservice to not include reviewing the front of the website for improvements that can be done to help the client toward their goals. Think of just identifying low-hanging fruit, small adjustments like adding ReCaptcha to a contact form, or adding testimonials for social proof. Creating a punch list for the client is also a great way to show them how being on an ongoing website care plan will afford you an opportunity to work through a series of improvements over time in a cost-effective manner.

Step_Check

Run Performance Check

A WordPress website performance scan can reveal underlying issues that often involve problem plugins, theme modifications, and necessary optimization. Take a moment to run a performance scan on the live site with a tool like GTMetrix. By running a performance report on the live site, you can identify what issues need to be addressed over time to improve the website load time and increase visitor analytics.

Step_Performance

Finalize Document & Schedule Call

Compile all the notes from running updates on the staging site, running the live site scans, noted improvements or issues you observed. Include the detailed breakdown as action steps for the client. This doesn't mean it will be done by the client but frames the report as a solution rather than a problem. Schedule a call to discuss the document/report and confirm carrying out the updates/improvements noted in your report on the live website.  Make sure you've included time in your Website Evaluation service to addresses these. If not, create a quote and have the client pre-pay before carrying out improvements since this is being done on a live site.

wpcm-reportdoc

On Live: Run Website Maintenance Checklist

Now complete the "Pre" Care Plan Website Evaluation by carrying out the updates on the client's live site. Follow the Ultimate Website Maintenance Checklist. Review this list for all the steps to carrying out updates to a WordPress website. In short, follow a process for updates to WordPress Core, plugins, themes, and optimizations.

Step3_Plugins

On Live Site: Execute Improvements

Now complete the list of action items you documented in your report for the client. Make sure that the client has confirmed the priority of these action items and that the price for the improvements was included in your Website Evaluation. By executing improvements before you charge monthly for a website care plan, you are being proactive rather than reactive in your care of the website.

Step_Spam

Save & Deliver Full Backup

It's important you also include a reliable backup as a deliverable of this service. Taking a backup right after you've confirmed the site is up-to-date provides you the best backup to keep on file for one year. Making a fresh backup of a clean website protects both you and the client should the client not proceed immediately with website care. Advise the client to download and store the backup in a safe place, letting them know that if they ever need it restore it, there will be an additional fee if not on a website care plan.

wpcm-backup

NEED MORE RESOURCES & PROCESSES FOR YOUR WEBISTE CARE PLANS?

WEBSITE CARE PLAN TRAINING IS AVAILABLE NOW

VIEW OUR TRAINING

Filed Under: Pro Resources

The Ultimate Website Maintenance Checklist

August 26, 2020 By WP Care Market

Pro Resources

The Ultimate Website Maintenance Checklist

by WP Care Market

Quick Reference Menu

  • Before Updates: Confirm Full Backup
  • Before Updates: Perform Visual Check
  • Update: WordPress Core
  • Update: Plugins
  • Update: Manual Plugin Updates
  • After Update: Perform Visual Check
  • After Update: Document Outstanding Issues
  • Optimize: Clean Up Spam Comments
  • Optimize: Clean Up Revisions
  • Optimize: Address Admin Panel Notices
  • Run Performance Check
  • Run Security Scan
  • Check for Broken Links
  • Optional: Update Theme
  • Optional: Perform Last Visual Check

Every website needs to be kept up-to-date and regularly fine-tuned to keep it performing well, secure, and meeting its goal as a 24/7 sales tool. Carrying out website maintenance properly to avoid major issues require a step-by-step foolproof workflow.

At WP Care Market, we love a good update SaaS. We've enjoyed recommending ManageWP, MainWP, BlogVault/Malcare, and other great plugins and tools that make it easy to update your WordPress website. However, in all the automation, we can lose sight of what a reliable process for updating a WordPress website requires to assure as few issues as possible.

This list is featured as a resource in Agency Processes for Care Plans, a popular course from our web pro training program. Need more of this? Enroll in one of our courses for web professionals on providing quality website care plans to your clients.

Pro tip: If you'd like this list INSIDE your WordPress admin, check out the DocketWP plugin. You'll find our list in their template library, allowing you to insert it into your website, customize it and save it to your own saved lists!

Before Updates: Confirm Full Backup (Database and Files)

Having a reliable backup has saved me many a day when an update went haywire and broke the site. Even more important is having a current backup. Taking a backup right before you update is the best way to ensure you can restore an exact copy of the site before the update. We recommend backups in three places: your web host (like WP Engine), through a backup service (like Updraft, ManageWP, BlogVault), and a yearly backup stored on Dropbox or Google Drive. Make a fresh backup from the place you feel most comfortable restoring from.

Step1_Backup

Before Updates: Perform Visual Check

The only way to know if an update changed something on the website is to do a visual inspection of the webpages before you update. Since this could mean tens or hundreds of pages, stick with the most important pages that have key functionality on them. Although we really like the recent release of visual site regression software, there's nothing like the human eye. You know this website best and which pieces might change with an update. Doing a visual check of the website before you update keeps you from troubleshooting a design change or issue that may have existed before you updated!

Step_Check

Update: WordPress Core

WordPress Core updates involve the mainframe of the WordPress software on your website. If a plugin has an update notice, it could be because it's updating its code to comply with the latest WordPress software version. This is why updating the WordPress core software first is key. The WordPress team tries hard to make sure these updates are smooth, however, they cannot account for all plugin and theme conflicts. By updating WordPress first, any issues after the update can be directly attributed to that step, making it easier to troubleshoot on a development environment (or by contacting your web hosting for insight).

Step2_UpdateWP

Update: Plugins

If it's been a while since a website's plugins have been updated, you may want to update them one-by-one to better isolate a surprise issue with that particular plugin. However, if a website is regularly maintained and it just has a handle of plugins, you can typically get away with batch updating all plugins at once. It's important to remember that plugins form a "symphony of functionality" on a website and can easily result in an "out-of-tune" mess. We call this mess plugin conflicts. Be aware when updating plugins to major releases as they cause the most change. Educate yourself on what exactly is a minor and major release (same goes for WordPress core).

Step3_Plugins

Update: Manual Plugin Updates and Premium Plugins

Often times a plugin will fail to update from inside the WordPress admin. This could be because it's not hosted on the WordPress repository or there's an issue with the connection (among other reasons.) In most of these cases, this will result in you downloading the latest version and uploading it yourself. Although this is an extra step, it's critical you keep all plugins as current as possible. The plugin that requires manual updates is often overlooked, so can be a weak link in security. Make sure all plugins can be updated inside the WordPress admin, even if that means purchasing a license or initiating a connection with a marketplace inside WordPress (like Envato Market).

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After Update: Perform Visual Check

We perform another visual check after updates, just as we did before updates. Again, even though visual regression software is coming a long way, there's nothing like the human eye. Since you checked the website before the update, you should have a good idea of what might have changed. You know which pages could change the most with a particular plugin breaking or changing, reference those specific pages. The goal of the visual inspection after the update is to catch missing elements, visual errors displayed as code, or design changes that may be a result of a WordPress or plugin update. 

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After Update: Document Outstanding Issues

Most changes you catch from an update may be small enough to not warrant you restoring a full backup on the website. However, you may not have the time or means to make those changes during this update process. Make a task list in an external system, or inside your WordPress admin with DocketWP, of the changes you've seen that need to be addressed. 

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Optimize: Clean Up Revisions

WordPress has a lovely feature of saving revisions on pages and posts so you can return to a previous version. All these revisions can build up in the database over time and require optimization. At the time of this article, there's no out-of-the-box way to delete revisions in mass from inside the WordPress admin. Deleting revisions is a common feature of many WordPress update SaaS platforms, however, if you need to do this inside WordPress we recommend using WP-Optimize.

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Optimize: Clean Up Spam Comments

If commenting is enabled on the website and there are no discussion restrictions in place, spam comments can build up quickly. Thankfully, WordPress has an out-of-the-box way of deleting spam comments by navigating to the comments section and clicking "empty spam." If you are finding that there is an enormous amount of spam comments, restrict the discussion settings. Cleaning up spam comments will further optimize the website and reduce the size of the database.

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Optimize: Address Admin Panel Notices

Often overlooked are the pesky admin notices placed there by developers who request further steps for setup, upsells to their premium versions, or requests for ratings. Don't ignore them as sometimes legitimate requests, like updating the database after a major plugin update could be mixed in among them. Clear out and address all admin notices so the important ones are not missed.

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External: Run Security Scan

A WordPress website should be scanned regularly for potential malware which can easily be injected in an out-of-date, vulnerable plugin. If you don't have this as a regular service for the website you're updating, then take a moment during every update to run a security scan on a free scanner like Sucuri Site Scanner. By running a security scan on the website after an update, you have a marker for a time in which you knew the website was scanning clean. Therefore if you encounter problems you can go back to the date of your update for a backup restore.

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External: Run Performance Check

A WordPress website should be scanned regularly for performance issues. If you don't have this as a regular service for the website you're updating, then take a moment during every update to run a performance scan on a site like GTMetrix. By running a performance report after the update, you can identify what changes may have occurred with your updates and address improvements.

Step_Performance

External: Check for Broken Links

A website should be scanned regularly for broken links. If you don't have this as a regular service for the website you're updating, then take a moment during every update to run a broken link checker scan on a site like Dead Link Checker. By running a broken link checker after the update, you can identify what changes may have occurred with your updates and address improvements.

Step_Links

Optional: Update Theme

**We recommend always updating the theme on a staging site first to check for issues before the live site.**
Theme updates are not as frequent as WordPress and plugin updates, but they are just as important. Theme developers may release an update for improvements or they may release it for a security fix. Referencing the changelog of a theme will give you a better idea if this update cycle is worth updating the theme or you can save it for later. Theme updates cause the biggest changes to a website, so it's important you update with care AFTER you've updated everything else and checked for issues. That way you know when something is broken as a result of a theme update. 

Step_Theme

Optional: Perform Visual Check

Since theme updates result in the biggest changes for a website, a visual inspection is a must to recognize what might have changed. If the theme hasn't been updated in a long time, you will notice the greatest changes that may require an hour or two of clean up to address. You will only know the issues of a theme update by taking time to comb through the website in a visual check after your update.

Step_Check

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