How to set up a support contract

Every maintenance and support contract with a client is different, but there are some standard steps to go through when a client signs up for a support contract.

  1. Agree a start date with the client (allow a few days to get it set up)
  2. Invoice for the first month (recurring invoice)
  3. Set up a Google doc with details of what is included in the contract, together with tabs for the monthly time sheet (copy format from existing support contract)
  4. Add all relevant sites to Pingdom for uptime monitoring
  5. Add all relevant sites to BlogVault
  6. Set reminders in RedBooth (recurring) for any standard repeating tasks