01Current-host and endpoint reviewA review of the firm’s current hosting arrangement, important pages, forms, phone links, scheduling paths, SSL status, DNS dependencies, and observed performance concerns.
02Migration scope and cutover planA proposed scope for moving the existing website, including the site components to review, DNS considerations, SSL checks, testing responsibilities, and post-cutover verification. Confirm exact scope before work begins.
03Performance tuning reviewAn assessment of server-side caching, images, assets, and other performance factors relevant to the firm’s actual pages. Findings should distinguish infrastructure changes from content or design changes.
04Monitoring and escalation planA clear description of what uptime and performance monitoring covers, how an issue is identified, and how the firm contacts the responsible team when an endpoint needs attention.
05Backup and restoration reviewDocumentation of backup coverage, retention, restoration responsibilities, and the information the firm needs to approve or support recovery.
06Security and ownership checklistA review of SSL, patching, hardening, firewall and DDoS protection, domain ownership, DNS access, and the firm’s responsibilities for accounts and approvals.