Website content collection checklist
Everything a client needs to supply for a new website, with ground rules and a deadline: copy, images with usage rights, brand files, legal pages, form settings and old site details.
Free template for designers
Care plan tier sheet
Turn your care plan prices into tiers a client can compare: what each tier includes, task credits, add-ons and who may buy them, backups and response times.
Price each tier with the care plan calculator, then write a frequency, a number or a dash in each cell. Its Print tier comparison button makes a filled-in copy for the client. Put every promise in your maintenance agreement.
What each tier includes
| Item | Tier 1 | Tier 2 | Tier 3 |
|---|---|---|---|
| Tier name | |||
| Price a month | |||
| Hosting | |||
| Updates: core, plugins, theme | |||
| Checks after updates | |||
| Backups: how often, kept for | |||
| Restores included | |||
| Uptime checks | |||
| Security scans and hack cleanup | |||
| Licenses included | |||
| Analytics report | |||
| Periodic site review | |||
| Task credits a month | |||
| Response: site down | |||
| Response: normal request |
Terms
Billed [monthly / yearly]. Minimum term: [ ]. Help by [email / ticket], [days, hours, time zone].
One task credit = [X] minutes of small changes. Bigger jobs are quoted first. Unused credits [expire / roll over].
Add-on: [name], billed [one-off / monthly / yearly / hourly], [price], tiers [ ], needs first [ ].
More templates
The rest of the kit
Client access request email
A ready-to-send email asking a client (or a previous developer) for every login and account you need before you start, with safer ways to share each one.
Maintenance agreement outline
The sections a solid website maintenance agreement covers, with numbers where they belong. An outline, not legal advice.
Vulnerability report replies
Two replies for unsolicited security reports: a polite decline for beg bounty emails, and a professional acknowledgement for a genuine, detailed disclosure.
Website handoff document and training checklist
A handoff document skeleton covering every account a client needs to own their site, plus a training session checklist.
Website proposal and scope of work outline
The sections a clear website proposal needs: summary, what is in and out of scope, revisions and timeline, client dependencies, price, deposit and milestone payments.