Pre-Delivery WordPress Website Checklist

1. Initial Setup: Child Theme Creation

  • Create a child theme to ensure future theme updates do not overwrite customizations.
  • Verify that custom styles, templates, and functionality are working as intended.

2. User Management

  • Create a new Administrator account using the client’s email.
  • Ensure the email is correct and verified.
  • Update the WordPress admin email to the client’s email (if necessary).

3. General Functionality

  • Test the website on all major browsers (Chrome, Firefox, Safari, Edge).
  • Test the site on various mobile devices (smartphones, tablets). Ensure the layout adapts to all screen sizes.
  • Verify that all navigation menus lead to the correct pages.
  • Test all internal links (including images, buttons, and text links) to ensure they are working correctly.
  • Test all buttons to ensure they redirect to the correct pages or trigger the correct actions.
  • Ensure a custom 404 page is set up and looks professional.

4. Forms & Submissions

  • Test all forms (e.g., contact forms, quote request forms) to confirm they are functioning properly.
  • Add reCAPTCHA to forms to prevent spam.
  • Test form submissions to ensure both the client and user receive confirmation emails.
  • Set up an SMTP plugin (e.g., WP Mail SMTP or Post SMTP) to ensure emails are reliably delivered.
  • Test email delivery to verify the configuration is correct.
  • Confirm users are redirected to a ‘Thank You’ page after submitting forms.
  • Ensure the page has a clear confirmation message.

5. SEO Optimization

  • Ensure each page/post has a unique and properly optimized meta title and description.
  • Check that all images have descriptive alt text for accessibility and SEO.
  • Confirm that the permalink structure is SEO-friendly (e.g., /post-name/).
  • Ensure an XML sitemap is generated (via Rank math or another plugin).
  • Submit the sitemap to Google Search Console.

6. Analytics & Tracking

  • Ensure GA4 tracking code is installed on every page.
  • Verify that data is being collected correctly in GA4.
  • Add and verify the website in Google Search Console.
  • Submit the XML sitemap to GSC and check for crawl errors.
  • If required, ensure Facebook Pixel or other tracking pixels are installed and firing correctly.

7. Security & Performance

  • Ensure the site is using HTTPS with a valid SSL certificate.
  • Set up automated backups using plugins like UpdraftPlus or BackupBuddy.
  • Test the backup restore process to confirm it works.
  • Install and configure security plugins (e.g., Wordfence, iThemes Security).
  • Activate firewall, limit login attempts, and enable malware scanning.
  • Install a caching plugin (e.g., WP Rocket, W3 Total Cache).
  • Optimize images using an image optimization plugin (e.g., Smush or ShortPixel).
  • Test website speed with Google PageSpeed Insights or GTmetrix.
  • Clean up the database by removing post revisions, drafts, and unused plugins with a plugin like WP-Optimize.

8. Social Media & Integrations

  • Ensure social media icons are correctly linked to the client’s social media profiles (Facebook, Twitter, Instagram, LinkedIn).
  • Set up social media sharing buttons on blog posts and product pages.
  • If required, test social media login (e.g., Facebook, Google) to ensure it works.

9. Content & Final Checks

  • Proofread all content (text, images, videos) for spelling and grammar mistakes.
  • Ensure all images are properly compressed for fast loading times without sacrificing quality.
  • Verify that fonts, colors, and logos match the client’s branding guidelines.
  • Ensure Privacy Policy, Terms of Service, and Cookie Policy pages are set up and linked.
  • Update footer with the correct copyright year and client’s information.

10. User Experience (UX)

  • Test the website speed. It should load in under 3 seconds.
  • Test pop-up forms and promotions to ensure they appear correctly without being intrusive.

11. Final Preparations Before Launch

  • Confirm the DNS settings are configured correctly if you’re handling domain setup.
  • Make sure the WordPress theme and all plugins are updated to the latest versions.
  • Deactivate and remove any unused plugins to enhance security and performance.
  • Verify that user roles (e.g., Admin, Editor) are properly set up for the client.
  • Set up 301 redirects for old URLs.
  • Verify the custom 404 page is working.

12. Handover Documentation

  • Provide the client with WordPress admin login credentials.
  • Provide hosting login details.
  • Provide domain registrar access (if applicable).
  • Provide email account settings.
  • Offer basic training on how to edit pages, blog posts, and manage forms.
  • Provide video or written tutorials for common tasks.
  • Provide details on ongoing support options (e.g., contact info, service agreement).