Porridge+ and above · 4 CLEAR STEPS
Client and launch checklist
Prepare a useful handover without a hunt through scattered notes.
Reading this guide is free. Opening the tool needs an authorised account; public paid sign-up remains closed.
READ IT. TRY IT. MAKE IT YOURS.
One useful step at a time.
Follow the numbered instructions below. Use “Watch this part” where a related clip is available; it pauses so you can try the step.
STEP 1 OF 4
Work through the sections
Open the client checklist and review people, hosting, domain, email, public details, brand, pages, systems, review and handover.
Watch this part · clip 1 5 sec Watch this part · clip 2 5 secSTEP 2 OF 4
Replace examples with facts
Answer only what you know. Keep unknowns visible and never put passwords or secret keys in the checklist.
Watch this part 6 secSTEP 3 OF 4
Review the summary
Select Review my checklist and edit the summary to remove anything you do not want to share.
Follow the written instructions for this step.STEP 4 OF 4
Keep the reviewed answers
Save a text file, copy the summary or print. The blank PDF is separate from your filled answers; email or sharing is your own next action.
Watch this part 6 sec
HOW YOU KNOW IT WORKED
Check your result.
Your saved summary contains your reviewed answers and clearly identifies remaining questions.
If it doesn’t feel right yet.
A temporary tab draft is not cloud storage. Keep a downloaded copy before closing or clearing data.
Ask for a helping hand ↗Include the step and what happened. Leave passwords, keys and private customer information out.
Saved only on this browser. It is a reading reminder, not proof of completion or compliance.
WATCH WHEN IT HELPS
Client and launch checklist
26 sec · silent, captioned screen walkthrough · recorded 12 October 2026 in a local workspace with fictional content. Pauses edited for reading. Clips show related controls; follow every written step, including any checks outside PorridgeWeb.
Read the video transcript
- 0:00 Step 1 Gather launch information in ten manageable sections. Keep secrets out.
- 0:04 Step 2 Add what you know and leave uncertain details for review.
- 0:09 Step 1 Use the section navigation to gather the pieces your project needs.
- 0:14 Plan a real enquiry test, including actual receipt.
- 0:19 Step 4 Save your reviewed answers as text. Sharing is your separate choice.
Keep going at your own pace.
← All tutorialsGuide checked against the working tools on 12 October 2026. External service screens and requirements may change.