How to Create a WordPress Maintenance Report for Clients

Recently, lots of our readers who run WordPress businesses have been asking us how they’ll simply ship upkeep studies to their purchasers.

Conserving your consumer’s WordPress web sites working easily requires ongoing upkeep. However past the technical duties, clear communication is vital to constructing belief and demonstrating the worth you carry.

On this article, we are going to present you find out how to create a WordPress upkeep report for purchasers.

Why Upkeep Experiences Are Vital for Purchasers

Common WordPress upkeep studies are greater than only a formality. They increase communication together with your purchasers, showcase your experience, and exhibit the worth of your ongoing website maintenance services.

By preserving your purchasers knowledgeable and their web sites wholesome, you’ll be able to construct belief and strengthen long-term relationships.

As an example, purchasers belief you with their WordPress websites, typically with out understanding the technical work concerned. Detailed studies can bridge this information hole, exhibiting the work completed behind the scenes and constructing their belief in your capabilities.

By clearly documenting every upkeep exercise, you present accountability. Purchasers will like understanding that you just’re proactive about sustaining their web site’s well being, which supplies them peace of thoughts that their web sites are in good palms.

Now, let’s see what to incorporate in WordPress web site upkeep studies for purchasers.

What to Embrace in a Consumer Upkeep Report

In the case of creating consumer upkeep studies, you is likely to be tempted to incorporate each single element.

Nonetheless, the aim of the report needs to be to provide a fast overview to purchasers in regards to the work you’ve completed and present metrics that matter for his or her enterprise.

Listed below are a number of essential issues to incorporate within the report:

• Safety Updates: Purchasers won’t perceive the technical jargon, however they worth safety. Briefly point out accomplished updates for WordPress core, themes, and plugins. It’s also possible to spotlight how these updates repair vulnerabilities and maintain the web site secure from malicious attacks.
• Backups: Reassure your purchasers that their web site knowledge is safe. Briefly clarify your backup process, together with frequency and storage location. Mentioning an off-site or cloud backup location like Google Drive or Dropbox provides an additional layer of belief.
• Efficiency Optimization: Web site pace instantly impacts person expertise and WordPress SEO. Within the report, you can too briefly clarify the steps taken to enhance web site efficiency. These can embody plugin updates or picture optimization to provide purchasers a glimpse into the trouble behind the scenes.
• Uptime Monitoring: For those who monitor website uptime, then embody the general uptime proportion. Briefly clarify the significance of a excessive uptime for person expertise and search engine rating.
• Guide Duties Carried out: You might also wish to listing any extra duties you’ve accomplished for the web site, reminiscent of bug fixes, content material updates, new weblog posts or touchdown pages, or new options.

That mentioned, let’s take a look at find out how to create a WordPress upkeep report to your purchasers.

Making a Upkeep Report in WordPress

The simplest method of sending WordPress upkeep studies to purchasers is by utilizing a plugin like WP Client Reports.

It’s a free WordPress plugin that’s nice for freelancers, businesses, and web site managers for reporting.

WP Consumer Experiences tracks updates made to plugins, themes, and WordPress core recordsdata. It additionally reveals any new posts, pages, and feedback you’ve added to the web site.

For this tutorial, we shall be utilizing the free model of WP-Consumer Experiences, which is greatest for many customers.

Nonetheless, a paid model can also be out there that features customized branding. You possibly can add your personal brand, schedule studies to robotically ship them to purchasers, add upkeep notes, and combine with different instruments and plugins.

First, you’ll want to put in and activate the WP Consumer Experiences plugin. For those who need assistance, then please see our information on how to install a WordPress plugin.

Upon activation, you’ll be able to head to Settings » WP Consumer Experiences from the WordPress dashboard. Right here, you will note e mail settings to your studies.

As an example, you’ll be able to change the primary of the report, enter e mail addresses to ship the report back to, enter the ship from e mail tackle, and extra.

For those who scroll down, you’ll see extra choices, reminiscent of including a web site identify, an e mail introduction, and modifying the e-mail footer textual content.

There may be additionally an choice to trace software program updates and web site content material. Make sure that these two choices are enabled.

As soon as that’s completed, you’ll be able to click on the ‘Save Settings’ button.

Now, you’ll be able to view the consumer studies by clicking the ‘View Experiences’ button.

Within the report, you’ll be able to present purchasers the whole updates you probably did on their web site.

These embody WordPress core updates, plugin updates, and theme updates. There may be additionally an choice to pick the date vary and show stats from a particular time interval.

As an example, the plugin will present upkeep stats from the final 30 days by default.

The most effective half about WP Consumer Experiences is that it reveals which recordsdata, plugins, and themes have been up to date together with their previous and new model quantity.

Plus, your consumer will even see the whole posts, pages, and feedback added.

When you’re pleased with the report, the subsequent step is to ship it to your purchasers.

Merely click on the ‘Electronic mail Report’ button on the prime.

Subsequent, a popup window will open.

You possibly can examine the report title and enter the e-mail addresses of your purchasers within the ‘Ship Report Electronic mail To’ subject.

There may be additionally a subject for ‘Report Electronic mail Introduction’ the place you’ll be able to add extra particulars like web site backup, safety updates, uptime monitoring, efficiency optimization, and some other upkeep duties you carried out manually.

As soon as that’s completed, merely click on the ‘Ship Now’ button.

That’s it! You’ve efficiently created and despatched a WordPress upkeep report back to your purchasers.

Bonus: Outsource WordPress Upkeep With a Skilled Company

Have you ever ever thought-about outsourcing your WordPress upkeep duties to an expert company?

By outsourcing growth and different advanced duties, you’ll be able to focus in your core enterprise operations and let consultants deal with technical duties. This will even allow you to save time, get knowledgeable steerage, create customized functionalities, and get technical assist to your web site.

There are numerous WordPress development companies you’ll be able to accomplice with.

For instance, with our WordPress Maintenance & Support Services, you’ll be able to let our crew of WordPress consultants deal with all WordPress upkeep.

This contains cloud backups, updating core recordsdata, preserving plugins and themes updated, steady uptime monitoring, pace optimization, detailed web site upkeep studies, and 24/7 assist.

To study extra, please see our information on how to outsource WordPress development.

We hope this text helped you learn to create a WordPress upkeep report for purchasers. You might also wish to see our information on how to fix the WordPress .htaccess file and our clarification of coming soon vs. maintenance mode.

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