Every step, in order.
BEFORE CREATING THE ACCOUNT
Requirements established: sites, mailboxes, expected traffic
Migration needed or not Domain ownership confirmed and registered in their name Package and price agreed Terms sent and accepted
CREATING IT
Account created with the correct package Contact email set appropriately Strong password generated Details sent securely
CONFIGURING
Domain pointing correctly, or nameserver instructions sent AutoSSL run and confirmed Mailboxes created SPF and DKIM confirmed under Email Deliverability Any cron jobs configured
MIGRATION, IF APPLICABLE
Files, database, email, cron jobs, DNS records Tested with a hosts file entry before DNS change Old hosting retained for a week after
DOCUMENTATION
Client recorded: domain, account, package, price, renewal dates
Backup arrangement stated in writing
FOLLOWING UP
Check in after two weeks
THE TWO PEOPLE MISS
Email migration, and confirming the domain is registered in the client's name.
