Website update & publish: SOP template
Purpose: change client or company websites without breaking them. Scope: content and minor design edits in [WordPress / Shopify / your CMS]. Re-record with the extension inside your CMS so new team members see the real screens.
Before you touch anything
- 1
Confirm the change request in writing [ticket or email link]
- 2
Take a backup or note the current state (screenshot the page/section)
Make the change
- 3
Log in to the CMS and edit on [staging, if you have it]
- 4
Make the change exactly as requested — no bonus edits
- 5
Preview on desktop AND mobile widths
Publish & verify
- 6
Publish, then hard-refresh the live page and re-check it
- 7
Click every link/button you touched; check the form still submits
- 8
Reply on the ticket with a link and a before/after screenshot
Make this SOP yours in minutes
Start with this template, then record the real workflow with the Dyzo Owl Chrome extension — every click becomes a step with a screenshot. Share it with a link; readers never need an account.