A first-week checklist for a site you just became responsible for: what to secure, what to back up, and what to leave alone until you understand it.
·4 min read
At some point somebody becomes responsible for a website they did not build.
The person who ran it left, the agency stopped replying, or the business
changed hands. What arrives is a live site, a vague sense that it is out of
date, and no idea what happens if it breaks.
Here is the order to work through it. The first half is about not making
anything worse.
Do not change anything yet
The instinct is to start updating. Resist for a week. An out-of-date site that
works is a much better position than a half-updated site that does not, and you
cannot roll back what you have not backed up.
Week one: find out what you actually control
List the accounts. Domain registrar, DNS, hosting, email, analytics, the
code repository, any third-party service the site calls. For each one, answer:
is it in an account the business owns, and does somebody here have the password?
This is where most of the bad news lives. Domains registered in a former
developer’s personal account, hosting billed to a card that has expired, DNS
managed somewhere nobody can name. Sort this before anything technical, because
none of the rest matters if you lose the domain.
Take a backup you hold yourself. Files and database, downloaded, stored
somewhere the hosting provider does not control. Do this before touching
anything, even if the host also has backups.
Find out what it is built on, and what version. WordPress and which plugins,
or a framework and which release. You are looking for anything that is
end-of-life, because that changes the plan from “maintain” to “migrate.”
Check whether the contact form works. Send a test enquiry from an outside
address and confirm it arrives. Broken forms are the single most common thing we
find on inherited sites, and they fail silently, sometimes for years.
Week two: reduce the risk
Now you can act, in this order:
Move the domain and DNS into accounts you own. Everything else is
recoverable. A lost domain is not.
Remove accounts that should not exist. Old staff, the previous agency,
the developer’s developer. Anything you cannot attribute to a current person.
Turn on multi-factor authentication everywhere it is offered, starting
with the registrar and the host.
Get a staging copy running. Not optional. Everything after this step is
safe only because you can try it somewhere else first.
Then start updating, oldest and most exposed first, one change at a time,
checking the site after each.
What to leave alone
Resist rebuilding on sight. An old site that ranks and converts is an asset, and
“it uses jQuery” is not a business problem. The things that genuinely justify
urgency are narrow:
Software that no longer receives security updates.
Anything handling payments or personal data that is unpatched.
A site that is already compromised, which is more common than people expect
and often shows up as spam pages nobody has noticed.
Everything else is a preference, and preferences do not need to be acted on in
month one.
How to tell if it is worth keeping
After a fortnight you will know enough to answer honestly:
Keep and maintain if it is on supported software, the content is right, and
it performs. Put it on a real maintenance
plan and stop worrying about it.
Rebuild if the platform is end-of-life, if half the plugins are abandoned,
or if nobody can safely change anything. A rebuild that preserves the URLs and
the content is usually cheaper than two years of nursing something nobody
understands.
Audit properly first if the site is large, if it does something
business-critical, or if you genuinely cannot tell. That is a specific piece of
work with a written output, and it is covered in what a code audit actually
tells you.
The thing people skip
Write down what you found. Accounts, versions, who to call, where the backups
go. Two pages is enough.
The reason this site became a problem is almost certainly that nobody wrote that
document last time. You are the person who can break that cycle, and it takes an
afternoon.
One email when something new goes up, roughly twice a month. Plain
writing on what software costs and what is worth building. No sequences,
no sales calls, and one click to leave.
Tell us what the problem is. You will get an honest read on whether it is worth building, what it would take, and roughly what it would cost. No pitch deck, no pressure.
Six things: marketing websites, web applications, internal tools, AI systems, AI agents and MCP servers, and database work. Most projects touch two or three of them rather than sitting neatly in one.
Yes. Marketing sites, landing pages and content platforms, built on modern static tooling rather than page builders. They load in under a second and have the technical SEO groundwork done properly.
Yes. Customer portals, dashboards, booking systems and SaaS products. The kind where users log in, data persists and money changes hands, so it has to be right.
Software your staff use rather than your customers. A dashboard pulling numbers from systems that do not talk to each other, a job tracker matching how you actually work, or a scheduled job replacing a report someone assembles by hand every Monday.
Yes, and we will tell you when it is the wrong tool. Retrieval over your own documents, support assistants, document extraction and classification, all built with evaluation and guardrails from the start.
MCP is the standard that lets AI assistants reach your real systems instead of guessing. We build MCP servers that expose your data and tools to Claude and other clients, and agents that carry out multi-step work with permissions and audit trails.
Yes. Schema design, query performance work, migrations between systems, ETL pipelines and reporting layers. Usually called in when the database has quietly become the bottleneck, or the risk.
Not native iOS or Android apps. We build web applications that work properly on phones, which covers most of what businesses actually need. If you need a true native app, we will say so rather than talk you into a compromise.
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We design and build the sites and applications we make. We do not do standalone brand identity, logo design or print work. If you already have brand guidelines we will follow them.
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Often, yes. The first step is a short paid audit of the existing code and infrastructure, so you get an honest assessment of what is salvageable and what it would cost either way before committing to anything.
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Yes, if you want it. You can also take the project and run it yourself using the documentation provided. Both are genuine options and there is no pressure toward a retainer you do not need.
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A marketing site typically lands between $3,000 and $12,000 depending on page count and complexity. You get a written fixed price before any work begins, so the number you approve is the number you pay.
Applications and internal tools are scoped individually and most start around $15,000. Once users log in and data persists, you are buying software rather than a website, and it is priced like software.
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A single automation or integration is usually $2,000 to $6,000. A proper internal application with its own database and user roles runs $6,000 to $20,000. Anything your operations depend on goes up from there.
Fixed price wherever the scope can be fixed. That means we absorb the overrun rather than you, and it is usually worth the small premium on a first project together. If something changes mid-build you hear about it before the work happens, not on the invoice.
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A static marketing site is commonly free to host and stays free at traffic levels most local businesses never reach. A well-built internal tool usually runs $10 to $50 a month. Budget 15 to 20 percent of the build cost annually for maintenance.
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Copywriting, photography, ongoing SEO work and third-party subscriptions are the four things most commonly assumed by the client and excluded by the quote. Ours states what is and is not covered explicitly.
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Yes, typically a portion up front with the remainder on delivery, or split across milestones for larger projects. The exact split is agreed in the written proposal before work starts.
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Rarely page count. Integration complexity, how much the process changes mid-build, and how clean your starting data is. Messy historical data is the single most common reason projects overrun.
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Usually. Tell us the number and we will tell you honestly what fits inside it and what does not. That is a more useful conversation than pretending everything fits.
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Yes. Scoping conversations and written proposals cost nothing and carry no obligation. We will also provide a written quote for a grant application without charging for it.
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Yes, and they are meaningful. Registered charities, non-profits and small local businesses get reduced rates on every service, because a tight budget should not be the reason an organisation is stuck with software that does not work.
Registered charities and the volunteer-run groups that support them, non-profits and community organisations, and small owner-operated businesses including new ventures still finding their feet.
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There is no application and no paperwork. Mention it in your first message and the reduced rate is built into the quote you receive.
It depends on the project and the organisation, and you are told exactly what it is before committing to anything. We do not publish a single percentage because it would be either misleading or useless.
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Often, yes, and they are widely underused. Google for Nonprofits, TechSoup Canada, community foundations and your existing funders are all worth approaching. We wrote a guide to what is actually available.
If you are small and owner-operated, yes. Ask when you get in touch and we will tell you straight rather than making you guess.
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Four stages. Scope: a conversation about the problem, not the tech. Plan: a written proposal with price and timeline. Build: short cycles with something working at the end of each one. Ship and support: deploy, hand over documented code you own outright.
A straightforward marketing site takes two to four weeks from kickoff. Applications and internal tools usually run six to twelve weeks, delivered in cycles so you see something working every week rather than waiting until the end.
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Completely. Code lives in your repositories, hosting and domains are registered in your name, and everything is documented at handover. There is no licence to keep paying and no lock-in forcing you to stay.
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You keep everything, because it was always in your accounts. Documentation and a clean handover are part of the work rather than an extra, precisely so that another developer can pick it up.
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Most of it is at the start, agreeing what gets built. After that, expect a short check-in each cycle to look at progress. The most common cause of delay is waiting on content from the client side, so having copy and images ready helps more than anything else.
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Yes, and it is normal. You hear the cost and timeline effect before the work happens, so a change is a decision you make rather than a surprise on the invoice.
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Yes. Content is set up so you can change text and images without a developer in the loop, using either a CMS or markdown depending on what suits your team.
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Yes, routinely. Send yours over or ask and we will provide one.
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Often. Being brought in for a specific piece, or to work alongside an in-house team, is common and works fine as long as the boundaries are clear up front.
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A description of the problem. Not a specification, not a wireframe, just what is going wrong or what you are trying to do. Everything else comes out of the scoping conversation.
Astro and Next.js for sites and applications, React and TypeScript on the front end, Node.js and Python on the back, PostgreSQL and MongoDB for data, and Netlify or Vercel for hosting. Chosen per project rather than by habit.
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Only when it is genuinely the right answer, which is less often than it is used. For most marketing sites a static build is faster, safer and cheaper to run. For a large store or complex memberships, WordPress earns its place.
Wherever you need it. AWS and Google Cloud both have Canadian regions in Montreal and Toronto, and hosting in Canada is straightforward and usually costs nothing extra. If your customers ask where their data lives, that is worth having a clear answer to.
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Usually not. PIPEDA does not require personal data to be stored in Canada, provided you are transparent and the data receives comparable protection. Rules that do mandate it are mostly provincial public-sector rules. Health data and government contracts are stricter, so check those specifically.
Yes. Sites are built to WCAG 2.1 AA, which covers keyboard navigation, screen readers, colour contrast and focus states. It is part of the build rather than a paid extra.
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Sub-second loads and 95 or better on Lighthouse are the target, and normally the result. Static output with no render-blocking JavaScript is most of how that is achieved.
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The technical groundwork, yes: structured data, sitemaps, clean semantics, fast pages and unique metadata per page. Ongoing content and link building is a different discipline and we will say so rather than sell it.
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A static site has no database to breach, no admin login to brute force and no plugins running server-side code, which removes most of the attack surface. Where an application does need those, authentication and permissions are built to hold up.
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Usually. If your CRM, accounting package or booking system has an API or webhooks, it can be connected. Integration between systems you already pay for is one of the highest-value things to automate.
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Backups you have actually tested, not just configured. Restoring from a backup nobody has ever tried is a plan with an unknown failure rate.
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Often not, and we will say so. It is worth it when the task involves unstructured language, the rules are fuzzy, you can tell right from wrong, and a wrong answer is survivable. Fail any of those and something simpler is the better build.
Answering questions over your own documents, extracting structure from messy input like invoices and forms, triaging and routing incoming work, and generating first drafts a human then edits. Those four cover most of the real value.
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Chatbots on the front page, which almost nobody wants. Anything needing exact numbers, because models are not calculators. And automating a process nobody has written down, which just scales the confusion.
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Less than most people expect. A well-built retrieval system for a small business commonly runs in the tens of dollars a month. Costs balloon from stuffing whole documents into every request and using the largest model for tasks a smaller one handles.
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It can, which is why systems are built to answer from your data with sources attached rather than from memory. Anything that matters gets a human in the loop, and evaluation is built in from the start so you know when it works.
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A system that takes multiple steps toward a goal without being prompted at each one. Impressive in demos, frequently disappointing in production, and the gap is engineering rather than model quality.
Worth it when your team already uses an AI assistant daily, the information lives in a system with an API, and people ask the same questions repeatedly. Start with one read-only server answering a single question, which takes days and cannot break anything.
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It is, when scoped properly. Expose the narrowest set of capabilities that answers the real questions, separate read from write, put approval gates on anything destructive, log every call, and give it its own credentials rather than a shared admin account.
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Call, email, or use the contact form. The form asks a few questions up front so the first reply can be useful rather than a request for more information.
Within one business day, usually sooner. If it is urgent, calling is faster than the form.
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Alberta, Canada. Work happens remotely with clients across Canada and the United States, over email, video calls and shared preview links.
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Regularly. Location has never been a constraint on this kind of work. Being Canadian helps with timezone overlap, invoicing in Canadian dollars and familiarity with the privacy rules, but it is not the deciding factor.
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That is the preferred starting point. No pitch deck, no pressure, and no obligation. You will get an honest read on whether the thing is worth building at all.
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That is the normal case and completely fine. Describe what is going wrong or what takes too long, and working out the shape of the solution is part of the job.
