WordPress Care Plan Kit for Freelancers: Maintenance SOPs, Packages, Client Reports & Tracker
$24
Everything to sell, run and report on WordPress maintenance plans: three plans and a pricing method, 8 SOPs, client documents, emails and a 10-tab tracker.
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About this product
Every WordPress site needs updates, backups and someone keeping an eye on it after launch. Many freelancers do this for free, and many never offer it. This kit turns it into a proper service: three ready plans with a way to price them, step-by-step procedures, client documents and a tracker for every site you look after.
WordPress and PHP facts were checked against WordPress.org, the WordPress developer handbook, php.net and web.dev on 5 November 2026, and the guide lists the sources. One date your clients probably don't know: PHP 8.2 stops getting security fixes on 31 December 2026.
What you get
A 24-page PDF guide. It sets out what a care plan includes and what it doesn't, and the 2026 baseline: WordPress 7.1.x, PHP support dates and the recommended server versions.
Three plans, Essential, Growth and Priority, with the rules that keep them profitable and a pricing method based on your own hours and rate. A section on selling without scare tactics covers when to offer a plan and honest answers to "my host does backups" and "WordPress updates itself".
8 standard procedures with 54 checklist steps: onboarding, backups and restore tests, safe updates, weekly, monthly, quarterly and yearly checks, a security baseline, Site Health and Core Web Vitals, PHP upgrades and incident response.
A WP-CLI cheat sheet with 16 commands for faster maintenance you can log, and 5 incident playbooks: site down, site hacked, broken update, failed backup, and an expired domain or SSL certificate.
A tracker spreadsheet with 10 tabs: plan pricing, client sites with flags for renewals, PHP end of life and restore tests, a maintenance log, backups and restores, a monthly checklist for 8 sites, a time bank, an incident log, PHP versions and a dashboard.
Three Word templates: a care plan agreement, a monthly client report and a site onboarding form.
8 client emails (offer, welcome, outage, fix, PHP upgrade, monthly report, renewal and upsell) and 10 AI prompts.
Who it suits
WordPress freelancers and web designers who want recurring income from sites they already built, small agencies that look after client sites without a written process, and anyone who already does maintenance and wants to price it properly and show the work in a report.
What to know first
The ZIP holds the PDF guide and a quick start, the tracker (Excel, Google Sheets and LibreOffice), 3 Word templates and 2 text files with the emails and prompts. There is no plugin or code to install.
WordPress and PHP facts are sourced and dated. The plans, pricing method, procedures, checklists, emails and prompts are CoreCodify's recommendations. Software changes, and if an official page says something different, the official page is right. Free v1.x updates are included.
No income is promised. Example prices and the studio in the examples are fictional. The agreement is a template, not legal advice. The kit is not affiliated with or endorsed by WordPress or the WordPress Foundation.
License: use it in your own business and send the documents to your own clients. Don't resell or share the kit.
How delivery works
This is a digital download. Checkout happens on Gumroad, which takes the payment and emails you a receipt with the download link straight away. The files also stay in your Gumroad library, and if the product is updated, the new files appear on the same listing.
You can use the files in your own and your clients' projects, but not resell or share them. The license page explains the details. Refunds are handled on Gumroad under its policy. For help with a download, see support.
Questions
Three care plans, Essential, Growth and Priority, with rules that keep them profitable and a method for pricing them from your own hours and rate. Example prices are fictional.
No. The kit is a PDF guide, a spreadsheet tracker, Word templates and text files. It includes a WP-CLI cheat sheet, but nothing has to be installed on client sites.
No. It is a template. Have it checked for your country and business before you use it with clients.
