WordPress Care Plan Kit for Freelancers: Maintenance SOPs, Packages, Client Reports & Tracker
by CoreCodify
$24
Sell, run and report on WordPress care plans, without making it up as you go
Every WordPress site you launch needs updates, backups and someone watching it. Most freelancers either do it for free or never offer it. This kit gives you the whole service: three ready-made plans and how to price them, step-by-step SOPs, client documents and a tracker for every site you look after.
All WordPress and PHP facts were checked against WordPress.org, the WordPress developer handbook, php.net and web.dev on 5 Nov 2026, with sources in the guide. That includes the deadline your clients don't know about: PHP 8.2 stops getting security fixes on 31 Dec 2026.
What's inside
24-page PDF guide: what a care plan includes (and what it doesn't), plus the 2026 baseline: WordPress 7.1.x, PHP support dates and the recommended server versions
Three plans (Essential, Growth, Priority), the rules that keep them profitable and a pricing method based on your own hours and rate
Selling without scare tactics: when to offer a plan, plus honest answers to "my host does backups" and "WordPress updates itself"
8 SOPs with 54 checklist steps: onboarding, backups and restore tests, safe updates, weekly/monthly/quarterly/yearly checks, security baseline, Site Health and Core Web Vitals, PHP upgrades and incident response
WP-CLI cheat sheet with 16 commands for faster, loggable maintenance
5 incident playbooks: site down, hacked, broken update, failed backup, domain/SSL expired
10-tab Care Plan Tracker (Excel / Google Sheets): plan pricing, client sites with renewal, PHP end-of-life and restore-test flags, maintenance log, backups & restores, a monthly checklist for 8 sites, time bank, incident log, PHP versions and a dashboard
3 Word / Google Docs templates: care plan agreement, monthly client report and site onboarding form
8 client emails (offer, welcome, outage, fix, PHP upgrade, monthly report, renewal, upsell) and 10 AI prompts
Who it's for
WordPress freelancers and web designers who want recurring income from sites they've already built
Small agencies that look after client sites but have no written process
Anyone who already does "maintenance" and wants to price it properly and show the work in a report
Files
PDF guide + Quick-Start PDF, XLSX tracker (Excel, Google Sheets, LibreOffice), 3 DOCX templates and 2 TXT files (emails and prompts), in one ZIP. No plugin or code to install.
Good to know
WordPress and PHP facts are sourced and dated. Plans, pricing method, SOPs, checklists, emails and prompts are CoreCodify recommendations.
Software changes. If an official page differs, the official page wins. Free v1.x updates.
No income is promised. Example prices and "Harbor Web Studio" are fictional. The agreement is a template, not legal advice.
Not affiliated with or endorsed by WordPress or the WordPress Foundation.
Licence: use it in your own business and send the documents to your own clients; don't resell or share the kit.