# Website Maintenance Onboarding

> 
> URL: https://bluefrogwebdesign.net/website-maintenance-onboarding/
> Last modified: 2026-02-06T17:26:41+00:00

# Website Maintenance Onboarding

Use this form to provide the access and details needed to begin website maintenance safely and efficiently. The information collected here allows updates, monitoring, backups, and support to be handled correctly without delays or guesswork.

#### If you are on the GoDaddy platform you can bypass all of this onboarding by simply adding me to your "Delegated Access" using my gmail. Otherwise I will need all of the following to support your website properly.

#### This form is intended for active maintenance clients and should be completed before maintenance work begins.

##### All information submitted through this form is kept confidential and used only for maintenance and support purposes.

                
        
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### Business & Website Information

Business name(Required)Website URL(Required)
                    
                Name(Required)
                            
                            
                                                    
                                                    Name
                                                
                            
                            
                            
                        Email(Required)
                            
                        Phone (for emergencies)
                    
                    
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### WordPress Access (CRITICAL)

WordPress admin login URL(Required)/wp-adminHow will you provide WordPress admin access(Required)
			
					
					I will create a new administrator user for you (recommended)
			
			
					
					I will share existing admin credentials
			
			
					
					I’m not sure yet
			WordPress admin usernameWordPress admin passwordCredentials can be updated later if preferred.
                    
                    
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### Hosting / Server Access

Hosting provider(Required)GoDaddy, Bluehost, SiteGround etc.Hosting login URL
                    
                How will you provide hosting access
			
					
					I will grant account access
			
			
					
					I will share login credentials
			
			
					
					Managed WordPress hosting (limited access)
			
			
					
					Not sure
			Hosting UsernameHosting PasswordHosting environment
			
					
					Managed WordPress
			
			
					
					Shared hosting
			
			
					
					VPS / Dedicated
			
			
					
					Not sure
			
                    
                    
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### Domain & DNS Access (IMPORTANT)

Domain registrarDo you have DNS access
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			Domain Login URL
                    
                Domain UsernameDomain Password
                    
                    
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### Email, Forms & SMTP

Are contact forms sending email reliably
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			Are you using SMTP
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			SMTP ProviderFrom Email Address
                            
                        
                    
                    
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### Plugins & Licenses

Are there premium plugins installed
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			List premium pluginsWho owns plugin licenses
			
					
					Client owns licenses
			
			
					
					Previous developer
			
			
					
					Not sure
			
                    
                    
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### Backups & Security

Is the site backed up
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			Backup ProviderSecurity Plugins Installed
			
					
					Yes
			
			
					
					No
			
			
					
					Not sure
			
                    
                    
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### Maintenance Scope & Expectations

Maintenance services requested
								
								WordPress core updates
							
								
								Plugin updates
							
								
								Theme updates
							
								
								Backups
							
								
								Security monitoring
							
								
								Uptime monitoring
							
								
								Performance monitoring
							
								
								Minor content edits
							
								
								Technical support
							Update Preference
			
					
					Automatic updates
			
			
					
					Manual review before updates
			
			
					
					Not sure
			Authorized ContactWho is authorized to request changes
                    
                    
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### Final Notes & Acknowledgment

Additional notesAcknowledgment
								
								I understand maintenance does not include redesigns or new features
							
								
								I understand credentials must remain current
							
								
								I understand urgent fixes may require additional approval
							
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