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Monthly Website Maintenance Checklist for Small Businesses

Monthly website maintenance keeps small problems from becoming urgent problems. The goal is to check the parts of your site that affect customers, leads, security, performance, and recovery.

You do not need to rebuild the site every month. You need a repeatable routine.

Check the Website Loads

Open the site like a visitor.

Check:

  • Homepage
  • Contact page
  • Services or products
  • Blog or resources
  • Booking page
  • Checkout page, if relevant
  • Login page, if relevant
  • Mobile view
  • Desktop view

Look for broken layouts, missing images, warnings, old promotions, broken buttons, and pages that take too long to load.

Test Forms and Calls to Action

Forms can break quietly.

Test:

  • Contact form
  • Quote request form
  • Booking form
  • Newsletter signup
  • Checkout form
  • File upload form
  • Any form tied to leads or customer service

Confirm the notification email arrives in the right inbox. Then reply to the test message if that is part of your workflow.

Review Backups

Check that backups are running and restorable.

Confirm:

  • Last successful backup date
  • Files are included
  • Database is included
  • Backups are stored away from the live site
  • More than one restore point exists
  • Someone knows how to restore the site

If you are about to update WordPress, plugins, themes, or PHP, take an extra backup first.

Update Software Carefully

For WordPress, review:

  • WordPress core updates
  • Plugin updates
  • Theme updates
  • PHP version notices
  • Security notices

Do not update everything blindly on a business-critical site. Take a backup first, update in a lower-risk window, and test the main workflows afterward.

If the site has ecommerce, bookings, memberships, or custom code, consider testing updates on staging first.

Review Security

Check:

  • Unknown admin users
  • Old staff accounts
  • Weak passwords
  • Multi-factor authentication
  • Security plugin alerts
  • Malware scan results
  • Strange redirects
  • Unexpected new pages or files
  • Login attempts, if your tool reports them

Remove accounts that no longer need access. Give each person their own account instead of sharing one login.

Check SSL and HTTPS

Open the website and confirm:

  • The address starts with https://
  • The browser does not show “Not Secure”
  • The certificate is not expired
  • www and non-www behave as expected
  • Forms and checkout pages use HTTPS

If the site recently moved or DNS changed, check SSL again after the change.

Check Speed and Core Pages

Review the pages that matter most to the business.

Check:

  • Homepage
  • Top service pages
  • Product pages
  • Contact page
  • Landing pages
  • Checkout or booking flow

Watch for oversized images, broken scripts, slow-loading embeds, layout shifts, and unnecessary popups.

Tech Help Canada’s guide to common web design mistakes can help you review user experience, mobile layout, and site slowness during maintenance.

Review Content Accuracy

Check whether the site still reflects the business.

Look at:

  • Hours
  • Phone number
  • Email address
  • Address
  • Services
  • Pricing language
  • Staff bios
  • Promotions
  • Portfolio items
  • Testimonials
  • Policy pages

Outdated information can create customer confusion even when the site is technically working.

Check Links and Redirects

Review:

  • Navigation links
  • Footer links
  • Buttons
  • Social links
  • Download links
  • Redirects from old pages
  • Links in top blog posts or service pages

If you recently renamed or removed pages, make sure visitors are not landing on avoidable 404 errors.

Review Tools Connected to the Site

Your website may depend on tools outside WordPress or hosting.

Check:

  • Analytics
  • Search tools
  • Email marketing
  • CRM
  • Booking tool
  • Payment processor
  • Chat widget
  • Review widget
  • Maps
  • Consent tool

Make sure integrations still work and accounts are not expired, disconnected, or sending messages to old inboxes.

Keep a Maintenance Log

Record:

  • Date
  • Updates completed
  • Backups checked
  • Forms tested
  • Issues found
  • Fixes made
  • Items to revisit

A short log helps you notice patterns, especially if the same plugin, form, or page keeps causing problems.

Monthly Maintenance Checklist

  1. Open the site on desktop and mobile.
  2. Test forms.
  3. Confirm backups.
  4. Update software carefully.
  5. Review users and security alerts.
  6. Check SSL.
  7. Test priority pages.
  8. Review content accuracy.
  9. Check links and redirects.
  10. Confirm connected tools still work.
  11. Write down what changed.

If you want malware scanning and protection as part of your maintenance routine, you can explore Website Security through Tech Help Canada Hosting.

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