UPDATE – Tung Tran of CloudLiving.com reached out to us with his own take on WordPress security which is a great post. Check out – WordPress Security: The Ultimate Guide To Secure Your Website In 2018 for some specific security recommendations.

Creating a website is the last step in our digital strategy methodology, but in many ways it’s the most complicated. Building a website isn’t hard, but there are many moving pieces, and there is a lot of stuff that most people skip over.

We’ve built a checklist that we use for every website we build. 

We tend to build WordPress websites, so this list is written with that in mind, but you can modify it for any website host.

This list is long, and fairly comprehensive. We’ve written some details about the bolded items.

Website Launch Checklist:

  • Register a Domain
  • Secure Social Media Handles
  • Assemble Copy Deck
  • Assemble Asset Deck
  • Setup Hosting
  • Setup Staging Environment
  • Setup Production Environment
  • Migrate Site to Host
  • Install Main Theme
  • Setup Bitbucket Account for Theme *
  • Create Child Theme (or original theme)
  • Favicon and Touch Icons
  • Setup Basic Plugins
  • Install Contact Plugin
  • Terms of Use
  • Privacy Policy
  • About Us Page
  • Contact Us Page
  • Setup backups and test restore process
  • Setup / Connect Google Analytics
  • Review all Links for Possible Redirection
  • Connect all Social Media accounts
  • Error Pages (404, 500 etc)
  • Cookie Policy (EU Only)
  • Setup Mailing List / Connect to Marketing Automation
  • Implement 301 Redirects
  • Secure site with security plugins
  • Browser Testing
  • Browser Testing – Firefox
  • Browser Testing – Chrome
  • Browser Testing – Safari
  • Browser Testing – Android Phone
  • Browser Testing – iOS – Tablet
  • Browser Testing – iOS – Phone
  • Browser Testing – IE 10
  • Browser Testing – IE 9
  • Replace Test Emails with Final Emails
  • Submit sitemap to search engines
  • Launch Website
  • Setup Google Search Console

Register a Domain

This is one of the most important steps in creating a business.  If you don’t own your domain, you should probably rename your company to something you can own. While there are tons of different top level domains, the “.com” domain is still the king.

Use a registrar with a good set of tools. At NorthIQ, we prefer Hover (affiliate link) because they have good tools, they’re a Canadian company, and they don’t spam you with a ton of other offers like other registrars who’s names rhyme with “MoBaddie”.

While you are at it, make sure you can register the Twitter, Facebook, LinkedIn, Instagram, Snapchat, Google Plus, and whatever other social media handles you can think of at the same time.

Assemble Copy Deck

A copy deck is a Word (or better yet, a Google) Document that has all of the copy on the website.  This is where you write the words for the About Us page, everything that needs to go on the Contact Us page, anything you may need in your widgets and sidebars, as well as all of the copy for your home page.

It’s important to also remember your “micro-copy”. What will you say in error messages? How do you write a success message when someone completes a task (like filling out a form), and what do you put on your 404 page not found and 500 error pages?

Along with this is an Asset Deck, that’s where you identify all of the pictures that you need for a website and collect those images. You will need copy for those images as well since Alt Tags, captions, titles and descriptions all help to improve your Search Engine Optimization (SEO).

Create Child Theme (or original theme)

With a WordPress website, you will want to keep all of your customizations in a child theme. The original theme will be updated by the theme makers, and any customizations you make will be kept separate in a child theme.

You can also create a theme from scratch, but you lose a lot of the built in support from a theme builder.

Setup Bitbucket Account for Theme *

I like to keep my themes in a versioning repository so that I can roll back any problems I introduce. Bitbucket is free for small teams, and inexpensive for larger teams.

Setup Hosting

Every website needs a reliable host. Again, depending on what you are looking to do, you might want to register your hosting with a place like SquareSpace or WordPress, or go with your own hosting.

We have experience with a number of hosts, and our current favourite is SiteGrounds (affiliate link).

Setup Basic Plugins

What you set up will vary, we recommend the following plugins:

Privacy Policy

Every website needs a “Terms and Conditions” page, and a “Privacy Policy”, certain applications like Instagram will not let you use their API unless you have a Privacy Policy.  The credit card processor Stripe requires a privacy policy link as part of their setup.

There are plenty of online services that will generate a Privacy Policy for you. TermsFeed is a good site for this.

Setup backups and test restore process

I use ManageWP for all of my website management needs, but there are tons of other great tools out there like VaultPress (by the makers of WordPress).

Backups are ridiculously inexpensive, and will allow you to roll back to a previous date and time if something happens to your website.

Setup / Connect Google Analytics

Google Analytics is one of the most important things you can do for your website. Analytics are free, and they’re invaluable. This will give you insight into your website. It will tell you where people are going, and what they are looking at. It will also help you figure out what you should be building.

Review all Links for Possible Redirection

If you’re rebuilding an old website, you need to review all of the old pages and make sure that you’re remapping them to new URL’s.  This can be a massive pain in the rear end, and can result in the larges amount of work.

This is an incredibly important piece of the puzzle if you have done any Search Engine Optimization work in the past as you will lose your rankings if you don’t keep those URL’s in tact.

Setup Mailing List / Connect to Marketing Automation

What is your Lead Generation Strategy? How are you acquiring new clients? Are you just hoping that people will fill out your contact form?

Hope is not a plan.

You need to actively generate new leads. One way to do this is to set up a mailing list through a service like MailChimp, Constant Contact, or Cyber Impact.

These services allow you to set up a professional mailing list where you can regularly send out emails to keep in contact with your customers.

Secure site with security plugins

Security Plugins help to stop the bad guys from breaking into your website.  Two good plugins for WordPress are WordFence and iThemes Security.

Browser Testing

You need to test your website in various browsers. You can do this the hard way by manually testing with the most popular browser/operating system combinations, or you can use a service like BrowserStack to automate testing.

Submit sitemap to search engines

Yoast SEO will help you generate a Sitemap.xml file which will give you a file that you can send to search engines to crawl. This lets your website get discovered on the internet, and will greatly increase your site’s visibility.

Setup Google Search Console

This will let you see how your website is being displayed on the Google search engine, as well as allowing you to disavow any spammy inbound links (which negatively impact your SEO). The insights you get out of Google Search Console are great, and they’re very easy to understand, from what searches on Google you are ranking for, to how people are finding you.

The Takeaway

Setting up a website isn’t a simple matter of just jamming some content onto some page in the middle of the internet, it takes time, planning, and quite a bit of technical know-how to make something awesome.

We’re happy to set this up for you, we’ve been building websites on the internet for over 20 years at this point, and we’ve made a ton of mistakes so you don’t have to.  Simply contact us if you’d like to get started!


Do you have your copy of the NorthIQ Smarter Business GuideHave you answered the four questions to make your business smarter, and three solutions every business needs? Get it today, and get ready to get started down the road of Digital Strategy.

You get this awesome guide FREE, plus you will get monthly (not daily, not weekly) updates from us about all of the awesome content we’re creating right here. PLUS, you will be on the list to get our upcoming book…which is top secret right now.

What are you waiting for? GO! Get the guide today!

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If you have questions about your website or what a digital strategy is exactly, contact us, or send us a tweet @northiq.