Website maintenance: a guide for pros

What customers ask, how to win the job, and what to put on your profile.

Offering website maintenance

You keep client websites updated, backed up and secure, so clients judge you on quiet reliability and clear reports. Regular updates and tested backups are what keep clients on a plan.

What customers ask

  • Will the updates break my site?
  • How often are backups made?
  • What do you do if the site is hacked?
  • How do I ask for a content change?
  • Can you show me what you did this month?

How to win the job

  • On the first call, ask the platform, the plugins, the hosting, the last update date and the current problems
  • Set the maintenance tasks, the schedule and the response times in writing
  • Take a backup before every update and test the update on a copy first
  • Check and fix broken links, forms and speed each month
  • Send a short monthly report with the work done and any risks
  • Keep the hosting and domain in the client's name, with you as an added admin

What to put on your profile

  • Sample monthly reports with sensitive details removed
  • The platforms and hosts you maintain most often
  • Your backup and restore testing process
  • Your insurance and any security training details

Follow-up that helps the customer

  • Offer a yearly review of the site's design, speed and content
  • Suggest a content update or new page when the client's business changes
  • Send a reminder when a domain or hosting renewal is coming up

Licenses and permits

Website maintenance is usually not licensed. Check state and local rules for business registration and for how client data is handled, and keep your insurance and confidentiality terms current.

Questions

How do I handle a client who wants an update skipped to save time?

Explain the security risk in writing, and record the client's decision. Do not apply updates without a backup.

What do I do when a client asks for a change outside the plan?

Quote the work as a separate job and get approval before you start.

Pro reviewers

Pros who offer website maintenance remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.

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