Customers reading path
Every kind of site has its own reading path (see Customer types). This one is the part they share: the pages a site owner and the core team should read whatever the site does. Follow it together with the path of your type; where both list the same page, read it once.
The first week: know your site and your team
| # | Read | Who | Why |
|---|---|---|---|
| 1 | Customers: start here | Owner | The map of this section |
| 2 | Which type of customer are you? | Owner | The start pages to read next |
| 3 | What you own | Owner | Content, data, code and the license |
| 4 | Admin tour | Owner, managers | Where things are in the administration |
| 5 | Roles for your team | Owner | Who may do what |
| 6 | Accounts, passwords and two-factor sign-in | Everyone with access | Safe accounts |
| 7 | Admin accounts and access | Owner | Who holds the keys |
| 8 | When to call whom | Owner | The right contact for each problem |
The first month: routines
| # | Read | Who | Why |
|---|---|---|---|
| 9 | Your first 30 days as a site owner | Owner | A plan for the month |
| 10 | Onboarding new staff | Owner, managers | New people ready on day one |
| 11 | Content calendar | Managers | Plan the work |
| 12 | Approvals and review | Managers | Who checks before publishing |
| 13 | Weekly owner routine | Owner | The weekly round |
| 14 | Who does what | Owner | Your team, your partner, your host |
| 15 | Backups | Owner | Where they are, how long they are kept |
| 16 | Reporting problems | Everyone | A good report gets a fast answer |
The first quarter: upkeep and value
| # | Read | Who | Why |
|---|---|---|---|
| 17 | How updates work | Owner | Upgrades with your provider |
| 18 | Restore test | Owner, host | A backup proven by a restore |
| 19 | Security basics | Owner | The basics every owner checks |
| 20 | SEO checks and Accessibility upkeep | Managers | Found and usable by everyone |
| 21 | Analytics and what to measure | Owner | Know what works |
| 22 | Contracts and SLAs | Owner | What your providers promise |
| 23 | Feature tour and Features customers often miss | Everyone | What you already have |
| 24 | Measuring ROI | Owner | What the site returns |
| 25 | Growth | Owner | What to do next |
Keep going
After the first quarter, the checklists carry the routine: daily, weekly, monthly, quarterly and yearly. Once a year, review your providers (Reviewing your provider each year) and the value of the site (Annual value review).
Related pages
- Customers: start here
- Customer types
- Customers FAQ
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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