What to do regularly.
WEEKLY
Check for update notices and announcements Apply maintenance to sites you manage, having backed up Check monitoring alerts
MONTHLY
Review total disk and bandwidth against your allocation Review any account growing unexpectedly Confirm backups ran for every client Check for client domains renewing soon Review outstanding invoices Check your own site and certificate
QUARTERLY
Test a restore on one client site, rotating through them Review which clients generate the most support Review pricing against costs Check every client's SSL is valid
ANNUALLY
Review your packages and prices Review your terms Review which clients are profitable
Check your own security: passwords, two-factor, access
WHAT MATTERS MOST
Backups confirmed and domains tracked.
Those two prevent the failures that lose clients permanently.
MAKING IT HAPPEN
A recurring reminder. A routine you keep beats a plan you do not.