Playbook WordPress

Hand over WordPress maintenance and client reporting

Hand over WordPress maintenance with checked report evidence, a client-owned access rehearsal and named revocation and recovery owners.

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Requirements and responsibilities

Illustrative situation

Illustrative scenario: an agency transfers a WordPress site to a client’s monthly care plan. The site takes inquiries and has a payment integration; the client needs proof of work and a clear contact when a checkout or form fails.

Choose the approach

Dashboard and application procedure

Follow these steps yourself, or use the scoped AI handoff below for supported hosting operations.

Step 1 of 7

Confirm client and site inventory

Where
xCloud team and site views or connected MCP resource reads
Permissions
Authorized owner or administrator for the named team, site and application.
Inputs
Client name, team, production domain, site UUID, server, application owner and support contacts.
Action
Confirm the exact production site and assigned team. Record who owns DNS, WordPress admin, backups, updates, payment or form integration, and incident response.
Expected result
A single site identity and responsibility matrix for the reporting period.
Verify
Have the client confirm the domain and escalation contact; compare site URL and returned dashboard_url.
If it fails
If team access is missing, ask the authorized owner to grant it; do not infer a missing site from an empty list.

Sources: xCloud agent capability boundaries · xCloud hosting for agencies

Step 2 of 7

Verify recovery and maintenance evidence

Where
Site → Site Backup; Updates Manager; Site → WordPress → Vulnerability Scan
Permissions
Authorized owner or administrator for the named team, site and application.
Inputs
Last completed backup, destination/retention, update history, open findings and previous maintenance date.
Action
Inspect backup completion and retention. Capture selected updates and vulnerability findings with dates, severity and owner. Mark each item as completed, open or blocked.
Expected result
Traceable maintenance evidence tied to the named site and period.
Verify
Check each report claim against the underlying status or history; record the backup identifier and restoration rehearsal date.
If it fails
If backup is missing, failed or inaccessible, escalate before a planned production change and record the gap.

Sources: Site backups in xCloud · Manage WordPress updates with Updates Manager · Vulnerability Checker in xCloud

Step 3 of 7

Run the client acceptance list

Where
Production WordPress and business application interfaces
Permissions
Authorized owner or administrator for the named team, site and application.
Inputs
Safe test account, form destination, payment sandbox or approved live verification method.
Action
Verify the public landing page, contact form delivery, login and the client’s revenue path. For a store, confirm cart, checkout and order email in a safe environment. Record actual observations.
Expected result
Pass/fail results for the journeys the client relies on.
Verify
Compare receipt or destination evidence, not only a successful page load. Retain test identifiers without exposing customer data.
If it fails
If a journey fails, open an incident with symptom, time, owner and next action; do not mark it healthy from host status alone.

Sources: WordPress website maintenance reports for clients · WooCommerce testing orders

Step 4 of 7

Review and prepare the client report

Where
Site → Client Reports; agency review
Permissions
Authorized owner or administrator for the named team, site and application.
Inputs
Reporting period, confirmed site, source evidence, work log, owners and recipients.
Action
Use the dashboard report workflow, then reconcile its entries with backup, update and business-test notes. Add clear unresolved items and next dates through the client’s reporting process.
Expected result
A client-ready report that distinguishes completed work, observations and planned action.
Verify
Have a second owner check site identity, dates, recipient list, sensitive data and every claimed result.
If it fails
If the generated report omits a known failure or counts a pending job as complete, correct the handover before distribution.

Sources: WordPress website maintenance reports for clients

Step 5 of 7

Rehearse client-owned access and recovery location

Where
xCloud team dashboard, WordPress admin, DNS/storage provider and client meeting
Permissions
Client-owned administrators sign in; each provider owner controls its own permissions.
Inputs
Client-owned named accounts, exact team/site, WordPress role, DNS/storage account, latest completed backup and safe test task.
Action
Have the client sign in through its own xCloud and WordPress accounts, locate the intended site and latest completed backup, then complete a harmless content correction or draft review. Ask the DNS and storage owners to demonstrate where their respective controls live without sharing secrets.
Expected result
The client can administer routine content and identify recovery and domain controls without agency credentials.
Verify
Observe the client account reach the correct team/site, complete the test action and identify backup point and separate provider owners.
If it fails
If an invitation is pending or the client cannot find its own backup or DNS owner, defer agency revocation and assign a transfer date.

Sources: xCloud team roles and permissions · WordPress roles and capabilities · Site backups in xCloud

Step 6 of 7

Accept responsibilities and next review

Where
Agency/client handover meeting and secure document store
Permissions
Authorized owner or administrator for the named team, site and application.
Inputs
Approved report, access matrix, escalation contacts, restore owner and next review date.
Action
Give the client the checked report and a runbook for who to call, how to authorize changes and where backup decisions are recorded. Obtain acknowledgement of open items, client-owned access rehearsal and the agency revocation sequence.
Expected result
The agency and client agree on the next maintenance window and incident path.
Verify
Ask the receiving owner to locate the latest recovery point and explain the escalation route without reading a credential from the report.
If it fails
If ownership or recovery access is disputed, leave the issue open and schedule a specific resolution owner and date.

Sources: WordPress website maintenance reports for clients · xCloud hosting for agencies

Step 7 of 7

Revoke agency access after acceptance

Where
xCloud team dashboard, WordPress and provider account consoles
Permissions
Client xCloud owner, WordPress administrator and each DNS/storage/provider owner revoke only their own accounts.
Inputs
Signed client acceptance, agency user list, access dependencies and exception dates.
Action
After the client accepts the access rehearsal and report, have the xCloud team owner remove agency membership; the WordPress administrator and each DNS, storage or paid-provider owner separately remove agency accounts. Verify no shared credential remains and record any licensed item still awaiting transfer.
Expected result
The client retains control while agency access ends on every agreed surface.
Verify
Test a client-owned login after revocation and ask each owner to confirm the agency account is gone from that system.
If it fails
If a resource still depends on an agency-owned account, leave only that item open with a named transfer owner and date; do not remove the last administrator.

Sources: xCloud team roles and permissions · WordPress roles and capabilities · xCloud hosting for agencies

Maintenance

Recovery decisions

AI handoff

Connect xCloud MCP in an agent client and select the intended team. Discover the current tools, schemas and scopes. Use reads for inventory; present exact site, server, domain, cost, interruption and data impact before each approved write. Use returned dashboard_url values for manual work. The packaged REST fallback accepts GET requests only; never use it for writes.

Supported scope

  • Confirm requirements and inspect resources mcp · read

    Discover the connected profile and operation schema first; only teams granted to the connection are visible.

    Checkpoint: Confirm exact team, server and site identity. Use dashboard_url returned by the resource; do not invent a dashboard link.

    Operation identifiers and scopes to discover

    teams.index, servers.show, sites.show

    Scopes: read:servers, read:sites

    xCloud MCP documentation and connection profiles · xCloud agent capability boundaries

  • Configure native WordPress backup and restore dashboard · manual

    Native schedule, retention and destination changes and all restores are dashboard-only.

    Checkpoint: Use Site → Site Backup. Before restoring, confirm backup, target, scope and treatment of newer records.

    xCloud agent capability boundaries

  • Configure and test application behavior app · manual

    xCloud hosting operations do not configure WooCommerce checkout, n8n workflows, Nextcloud sharing policy or application users.

    Checkpoint: An application administrator verifies each real business journey and records observed outcomes.

    WooCommerce testing orders · n8n Webhook node and test/production URLs · Nextcloud file sharing administration · xCloud agent capability boundaries

  • Prepare and inspect a WordPress maintenance report dashboard · manual

    Client report setup, recipients and interpretation require the xCloud dashboard and agency review.

    Checkpoint: Check period, site identity, included evidence and recipients before sharing a report.

    WordPress website maintenance reports for clients · xCloud agent capability boundaries

  • Business owner review and acceptance app · manual

    Human planning, acceptance and record reconciliation cannot be inferred from xCloud resource reads. The business owner chooses the application's source of truth.

    Checkpoint: Record approved criteria, observed application evidence, unresolved questions and named follow-up.

    WordPress roles and capabilities · xCloud agent capability boundaries

  • Manage xCloud team membership and roles dashboard · manual

    Team invitations and role changes require an authorized xCloud team owner in the dashboard. A read-only MCP resource view cannot modify access.

    Checkpoint: Review the exact team, account and role before saving. Sign in as the invited user to verify intended visibility.

    xCloud team roles and permissions · xCloud agent capability boundaries

Copyable agent brief

Manual checkpoints

  • Review and share the checked maintenance report through the approved client channel.
  • Client-owned administrators demonstrate xCloud, WordPress, DNS and backup access; the client accepts the rehearsal.
  • After acceptance, each xCloud, WordPress and external-provider owner revokes agency access in its own console and verifies client control.
Feature coverage

Sources

Continue

Review the WordPress update procedure