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What is a website care plan (maintenance retainer)?

A website care plan, also called a maintenance retainer, is a recurring agreement in which an agency or freelancer looks after a client’s site for a monthly fee, after the build is finished.

Definition
Care plan
A recurring agreement in which an agency keeps a client website healthy for a monthly fee: monitoring, updates, backups, small changes and a report.

What it usually includes

Monitoring from outside, software and plugin updates, backups with tested restores, security checks, a number of small changes, agreed response times for incidents and a monthly report. Tiers differ by response time, hours included and audit depth. On backups, the UK National Cyber Security Centre advises keeping a copy in a separate safe location and checking, once it is made, that it contains all your important data; WordPress’s own documentation says a typical site needs both its database and its files to be restored.

What makes it renew

Clients cannot see work that prevented a problem. A written checklist, a log of actions, a monthly report with honest numbers and early warnings about expiring domains and certificates make the value visible.

Limits to write down

What is excluded, which parts depend on third parties such as hosting or payment providers, what counts as a change request and what an out-of-hours response means.

An example of what a plan promises

A small plan might promise: monitoring from outside with an alert to a named person; updates applied within a week of release after a check on a staging copy; a backup restore tested every quarter; certificate and domain expiry dates reviewed monthly; and a one-page report in the first week of each month. Each promise has an owner and a date in a checklist, so when a client asks what the fee pays for, the answer is a list of dated actions. Tiers then differ in response times and hours included, not in whether these basics happen.

What to check

That every promised task has an owner, a schedule and a record of being done.

Sources

Read on . Standards and vendor pages change; confirm the current text before you rely on it.

Guides that use this term

  • SLAAn SLA is a written commitment on service levels such as availability and response time, how they are measured, what follows a miss, and the formulas behind it.
  • Status pageA status page is a public page that shows whether a service works and lists incidents. What it should show, how to word updates and why blips stay off it.
  • IncidentAn incident is a period in which a monitored site is confirmed to be failing, from first confirmation to recovery. What an incident record should hold.

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