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Field notes · Website maintenance

Website maintenance checklist what we check

A site nobody looks after breaks quietly. Here is the checklist we follow, in the order we follow it. Who this is for: owners and marketing heads who want to know what good website care contains.

By Saurav AgarwalPublished 9 Nov 20269 min read

Since 201565+ in-house team1 office in Kolkata · 5 team bases
The short answer

What is on a website maintenance checklist?

A website maintenance checklist covers eight jobs: a health check, backups with a restore test, updates on a test copy, security care, uptime and renewals, speed, lead-path tests and small changes. Some lists skip the test that sends an enquiry through your own form, call button and WhatsApp link after every update.

Key takeaways
  • Maintenance is looking after a live site after launch: updates, backups, security, speed and tests.
  • We run eight jobs in a fixed order, and every update is tried on a test copy first.
  • After every change we send a test enquiry, tap the call button and tap the WhatsApp link at phone width.
  • A backup is not proof until a restore has worked once.
  • Domain, hosting and certificate dates go on a renewal calendar, so nothing lapses by surprise.

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These notes are written by Saurav Agarwal, founder and CEO of PromotEdge. They show how we look after a live site. The eight jobs are the same ones on our website maintenance services in India page. This note adds the order we do them in, and what we do when we find a problem.

Source for the eight jobs: PromotEdge website maintenance service page, updated 27 October 2026. The order and the lists of slips are our own method, and other teams may do it differently.

/ 01 The checklist

The eight jobs at a glance

This is the list on our maintenance service page, with the order we follow. A health check always comes first.

#JobWhat we checkWhat you receive
1Health checkLogins, plugins, hosting and renewal dates; forms tested; pages measuredA health report and one access list
2BackupsScheduled copies kept off the server, and a restore testProof that a restore worked
3UpdatesThe admin panel (CMS), themes and plugins, on a test copy firstA monthly update log
4Security careMalware scans, two-step sign-in, a web application firewall (a filter for harmful traffic)Security notes, and a clean-up if needed
5Uptime and renewalsThe site is checked every few minutes; renewal dates are trackedDown alerts and a renewal calendar
6Speed and searchSlow pages and broken links; Google Search ConsoleA short monthly note
7Lead-path testsTest enquiries, the call button and the WhatsApp button; leads reach your CRM (the software that holds your leads)A monthly test record
8Small changes and reportText edits, new images and added pages within a monthly allowanceChanges logged, and one short report

What website maintenance is

Website maintenance means looking after a site once it is live. That covers software updates, security fixes, copies of your data and regular tests. It is not a redesign. It is the quiet work that keeps a site up, fast and bringing enquiries.

A site nobody looks after breaks quietly. A plugin goes out of date, a certificate runs out, a form stops sending mail. Nothing shows on the screen, and the first sign is a missed enquiry.

A website maintenance checklist you can use this month

The table above is the full list. Here is the order we follow, and the reason for each step. The order matters, because each job protects the next one.

  1. Health check. We write down every login, plugin, hosting detail and renewal date, and we test the forms. We cannot look after what we have not listed.
  2. Backups and a restore test. We confirm that copies are made on a schedule and kept away from the server. Then we restore one. A backup that has never been restored is a hope, not a plan.
  3. Updates on a test copy. We update the admin panel, the theme and the plugins on a copy of the site first. If the copy breaks, the live site is still safe.
  4. Lead-path tests after the update. We try the form, the call button and the WhatsApp link, and we read the result. More on this step below.
  5. Security care. We run malware scans, check two-step sign-in and keep the web application firewall on.
  6. Uptime and renewals. The site is checked every few minutes, and we track the dates for the domain, hosting and certificate.
  7. Speed and search. We fix slow pages and broken links and read Search Console for pages that have fallen out of Google.
  8. Small changes and one short report. We make the edits you asked for and log them.

What is included in website maintenance

On our plan, everything in the table above is included, within a monthly allowance for small changes. Domain, hosting, paid plugins and certificates are billed separately, in your company's name, and we tell you before any of them renews. We do not publish a price on this page.

If you are comparing offers, ask each team the same questions. Do you test on a copy first? Has a restore ever been tried? Who watches the renewal dates? Will I get a log of what changed?

The lead-path test: the check some lists skip

A site can load fast and look perfect while the enquiry path is broken. The form may send to an old email. The call button may open the wrong number. The WhatsApp link may open an empty chat.

Our rule is simple. After any change near a lead path, we do four things at phone width:

  • We fill in the form and send a test enquiry.
  • We tap the call button and check the number that opens.
  • We tap the WhatsApp link and check that it opens with the right number.
  • We read the test enquiry in the lead record, to be sure it arrived once.

We do the same four things before the change, so we know what working looks like. A call and a WhatsApp message are enquiry paths too, so a check that tests only the form misses them.

A monthly website maintenance checklist for a busy owner

If you look after the site yourself, you can do a short version in ten minutes. Do it on your phone, not on a laptop.

  • Open your home page and two inner pages. Do they load, and does anything cover the text?
  • Send a test enquiry through your form. Did it reach your inbox or your lead sheet?
  • Tap your call button and your WhatsApp link. Do they open the right number?
  • Check the dates for your domain, hosting and security certificate. Are any close?
  • Look at your last backup. When was it made, and where is it kept?
  • Open the admin panel. Are updates waiting? If so, do them on a test copy or ask your developer.

Write down the date you did it. A record is the difference between care and luck.

Slips we watch for

  • Updating the live site first. Fix: update a test copy, then the live site.
  • Backups kept on the same server as the site. Fix: keep a copy somewhere else, and restore one to be sure.
  • A domain that lapses because the renewal email goes to someone who has left. Fix: a renewal calendar with a named person.
  • A form that sends to an old email address. Fix: send a test enquiry after every change and read it.
  • Many plugins nobody remembers installing. Fix: list them in the health check and remove what is not used.
  • Fixes with no record. Fix: log every change, so a problem can be traced to a date.

These are slips we plan against. They come from our own framing, not from a named company.

What we measure

  • Whether the monthly lead-path test passed, recorded by date.
  • Down alerts, and how each one was closed.
  • Pages with errors or broken links in Google Search Console, which is the source we trust for search.
  • Enquiries reaching your own record, counted as people and not as page events.

We do not promise an uptime figure or a response time on this page. If a number matters to you, ask for it in writing before you sign.

When to call us

Call us when you do not know when your site was last backed up, when a plugin update has already broken something, or when enquiries have dropped and nobody has tested the form. Our website maintenance services in India page shows what we do each month. If you want to know what is holding the site back first, see how we run a website audit. If a site has already gone down, read what we do in the first 30 minutes. Or get a free growth plan.

Common questions

Short answers. For anything else, call or WhatsApp us.

  • A good website maintenance checklist has a health check, backups with a restore test, updates on a test copy, security care, uptime and renewal tracking, speed checks, lead-path tests, and a log of small changes. The lead-path test sends an enquiry through the form, the call button and WhatsApp.

  • Our plan includes a health check, backups and a restore test, updates, security care, uptime and renewal tracking, speed and search checks, lead-path tests and small changes within a monthly allowance. Domain, hosting, paid plugins and certificates are billed separately, in your company's name.

  • Each month, load the key pages on a phone, send a test enquiry, tap the call and WhatsApp buttons, check the renewal dates, look at the last backup and apply waiting updates on a test copy. Write the date down, so you can see when something changed.

  • An update can break a button without any warning on the screen. A buyer may call or message on WhatsApp instead of filling a form. If those two paths fail, the site looks fine while enquiries stop. A short test at phone width catches it.

  • Restore it. A backup is proof only when a copy has been restored once, on a test copy, and the site opened. Also check that the copies are kept away from the server that runs your site.

  • One named person should own them, with the dates on a calendar. On our plan these are billed in your company's name, and we tell you before any of them renews. Keep the renewal emails going to an address that more than one person can read.

Sources and method

This is a first-hand method guide. We cite no outside statistic and no market figure. The eight jobs, what each one gives you, the monthly allowance and the billing of domain, hosting, paid plugins and certificates are from our own website maintenance service page. The order, the lead-path test, the ten-minute owner list and the slips are our own method.

  • PromotEdge, website maintenance service page, updated 27 October 2026: the eight jobs and what you receive.
  • PromotEdge, website audit field note: the phone test of the form, the call button and the WhatsApp link.
  • Google Search Console is the source for clicks, impressions and crawl errors.

Brands and people are named only as public examples. They are not PromotEdge clients or endorsers unless stated.

What people say

What clients say about PromotEdge

Brands we have worked with

  • Sai Angan
  • Rupa Peekaboo
  • Tea Junction
  • Zandu Vigorex
  • Fox & Mandal
  • Veedol
  • Tata Efee
  • Avadh Sugar & Energy
  • Taj Cement
  • Weichai
  • Rerasathi
  • Honest AI
  • Walton
  • Supertron
  • Balrampur Foundation
  • Fine Organics
  • Kopran
  • Bengal Aerotropolis Projects Limited
  • FIVB
  • Hanumanta Foods
  • Linc
  • Nitya Gold & Diamonds
  • Novozymes
  • PSPL
Fine Organics
“PromotEdge and their team did an excellent job with our website. They engaged with every team member, understanding their needs with great patience before collating them into a user requirement and a design spec. The result was both aesthetically pleasing and usable. PromotEdge continues to support us and our ever-growing and very demanding wish list. We hope to grow this relationship beyond website design and into content development. I am confident that PromotEdge's team will continue to guide us in delivering product content to our global customers, making the website an important tool for product awareness and lead generation.”
Bimal ShahBimal ShahExecutive Director at Fine Organic Industries LimitedManufacturing
Rishta Foods
“PromotEdge is one of the most hard working creative agency that LISTENS ! Do I need to say anything more ?!!!!Saurav is one of the most open person I have come across who is ready to speak abt the elephant in the room , that no body wants to talk about !”
Harsh GuptaHarsh GuptaManaging Director at Rishta FoodsFMCG
iLead
“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. I extend my gratitude to Benjamin and the team for their dedication and hard work, which has resulted in a new, fresh-looking site that perfectly meets our expectations.”
Mom MitraMom MitraMarketing Head at IleadEducation
ABP Education
“Working with PromotEdge has been an enriching experience for ABP at many different levels. Your understanding of the digital space, customized brand solutions and prompt servicing have helped us achieve our brand goals with so much ease.I would like to especially thank the creative development team, the digital strategy team and above all the servicing team with whom I have worked in close association with, for their all-round support. I wish you all the best in your upcoming projects and I look forward to collaborating with you in future as well.”
Satabdi SahuSatabdi SahuLead - Brand and Content at ABP EducationEducation
Brahmaputra Volleyball League
“I really want to thank Sayantan and his team from PromotEdge because what I find good in them is that, the team.When the team is wonderful, the outcome will definitely be wonderful. I have seen the first cut of the reel which they shot the first day, and they gave us on the morning of the second day.The entire first day they worked so hard and over the night they have edited and on the morning they shared it with us.This is just fabulous and the commitment they have shown. The FIVB team has said that they are very happy with team PromotEdge.And when I showed this clip to my friends, those who are from this industry, they (also said that they) have done a fabulous work.So happy and compliments to the team -- Sayantan and PromotEdge team.Thank you.”
Abhijit BhattacharyaAbhijit BhattacharyaFormer Captain Indian VolleyBall Team; and Founder of Brahmaputra Volleyball LeagueSports
FIVB
“Hi, my name is Hitesh Malhotra. I'm working in FIVB. We are working with PromoteEdge (with Team Sayantan).I would like to give you a brief detail. So when we started this project, we had a good discussion with them. And personally, I feel PromotEdge is kind of a one stop solution for us. So basically, they provided us the whole storyboarding regarding the digital assets and how we can use those with our ambassadors programme.They helped us a lot to structurize the whole concept from our side. So in fact, there were a lot of great ideas they provided, guiding us...what we should do and what we should not do in this regard.And the best part was that they were very clear from there, from the whole blueprint. So they understood our request from the proposal and then accordingly they executed it.”
Hitesh MalhotraHitesh MalhotraSports Development at Fédération Internationale de Volleyball - FIVBSports
A Buyer's Choice Home Inspections and MACJ logo
“I've known PromotEdge for quite a few years. PromotEdge is passionate, knowledgeable, and destined for success. What stands out is their positivity, energy, passion, and innovative thinking. They bring a warm presence to their work. Best wishes to PromotEdge.”
Mahendra SurekaMahendra SurekaFounder & CEO at India MACJ - A Buyers Choice Home InspectionsReal estate
Birdman Chemeng Pvt Ltd.
“PromotEdge has been a unique creative group amongst unique creativity world. Approaching, analysing, understanding the deliverables with ethos and transferring the same into a spellbound creative identity, just cut out for clients’ requirement are signature values of the team. A huge ROI, thy name is PromotEdge.”
Rajat ChatterjeeRajat ChatterjeeHead Business Development at Birdman Chemeng Pvt Ltd.Manufacturing
Magik Lighting
“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraRahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik LightingElectricals
Shyam Metalics Group
“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. Within weeks, we had noticed an increase in performance and they continuously worked on adapting to a new strategy if required to get the maximum mileage for us based on our requirements. A big thank you to their team, and I would highly recommend them to anyone who is considering growing on their Digital Space.”
Shubham GadodiaShubham GadodiaDeputy Brand Manager at Shyam Metalics GroupSteel and metals
Unimark Group
“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them.The format they have created is great, there is a smooth flow of communication, great brainstorming sessions and additionally super ideations and executions.Pritha, the account manager, has always been supportive. Whether day or night, weekday or weekend, she came through and solved the problems.…”
Anish Basu MallikAnish Basu MallikMarketing Executive at Unimark GroupReal estate
Prime Volleyball League
“I would just like to congratulate, PromotEdge Led by Sayantan and his Team who have done an absolutely fantastic job of branding for the Kolkata Thunderbolts, the Branding, the social media campaign was bang on, and I think it help not just the Kolkata Thunderbolts but its really helped me because in the East there was at least one Team that looking very well promoted and branded. Thanks guyz, well done.”
Joy BhattacharjyaJoy BhattacharjyaCEO at Prime Volleyball LeagueSports
“In the city of Kolkata , there are very few full service advertising agencies which are compact, agile, quick and yet have the vision and creative /executional abilities of large reputed agencies. My experience with PromotEdge has been extremely satisfying and they have done world class job for Brand Building exercise of LION INDIA.In my professional life spanning over 4 decades I have always worked with leading agencies like Lintas, Grey, etc so my benchmarking was rather high. I am delighted to say that i did find the agency measuring up nicely on every parameter of our expectations. The team […] comes majorly from experienced staff who have had experience in large agencies. Added to this is the” young oozing with unique new.”
Hardeep SinghHardeep SinghMarketing Consultant
TATA Metaliks
“PromotEdge has been working with our organization for social media management and other creative activities. They are responsive, supportive and hard working. We look forward to a long and positive relationship with them.”
Medha SharmaMedha SharmaStrategic Head at TATA MetaliksSteel and metals
Nitya Gold & Diamonds
“I commend PromotEdge as a content and advertising partner. I applaud their top-notch team, swift problem-solving, and outstanding digital media work for my brand. I express my happiness and eagerness for a long-term partnership.”
Priyanka GuptaPriyanka GuptaDirector at Nitya Gold & DiamondsJewellery retail
Utkarsh India
“An aligned partner is always a welcoming step. Someone who can think deep through lines, understand the matrix of product management. Fortunate enough, PromotEdge has been a partner in progress for me. Their uniqueness lies in their hands down knowledge of delivering the strategy and communication needed for the hour. A practical approach to ensuring return of investment has been the day one mantra. An advisory to an executionist, the systematic approach by team PromotEdge has been the impeccable.”
Bobby SrinivasBobby SrinivasChief Manager Marketing & Brand Marketing at Utkarsh IndiaSteel and metals
PRAN-RFL Group logo
“PRAN & PromotEdge have been working together for last 1.5 years. Throughout, the work experience is good and satisfactory.As a client, we found PromotEdge very professional and dedicated towards any project assigned to them.Most importantly, They have a bunch of energetic young people who always think from clients’ point of view and come up with the solution which is appropriate for them.I would personally refer PromotEdge to those who want creative and contemporary work.We wish PromotEdge a successful journey ahead.”
Sharif Rezwan KabirSharif Rezwan KabirBrand Manager at PRAN RFL GroupFMCG
“It’s a great way to be back at PromotEdge. I had a great time working them in Kolkata Tunderbolts doing the Volley Biswas character and they all are like good friends like family Saurav Bhaiya, […], and as I speak, I see Sayantan da walking in. HA HA! But it’s been a great experience I am glad to again meeting them and being here at the PromotEdge. Make Calcutta relevant again.”
Priyam GhosePriyam GhoseContent Creator
“I had a great time in Kolkata, I met entire PromotEdge team and they are amazing. Design language that they follow is crazy, the copywriting is crazy. I think they are one of the best digital marketing agencies, not just in Kolkata, entire eastern region and I think brand should not leave the chance to interact with these guys, make stories together.So, if I had something here, I would have definitely collaborated with them and worked. Now is the time, I mean it’s not even a question whether digital is important or not you don’t have an option today. Go digital work with PromotEdge and create your brand stories. Thank You.”
Manish PandeyManish PandeyConsultant & Coach to Content Creator
“The PromotEdge Agency stay with us all these 3 days, since when we arrived..more, more than 3 days. Since in the airport, they stayed together with us (FIVB team).Sayantan and his team is providing you to see this video.I just (want to say) _Shukriya_. Thank you so much for your team, because we are here in front of the camera but all the team is behind. The entire team together did this great job so that you can see how much volleyball is a lovely sport.”
GibaGibaBrazilian Former Volleyball PlayerSports
Read all 20 testimonials
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