For agenciesWordPress care plans

WordPress care-plan reporting

Show what the care plan took care of.

Your client sees a working website. You remember the updates, page edits and backup checks that kept it that way. Monthwrap records the supported work as it happens, so you can review the month instead of rebuilding it.

14-day free trial. No card needed.

From $49/month for 10 clients. Every connector included.

Northside DigitalSample data

Cedar Dental · October 2026

A month of website care.

34
work entries recorded

18 content · 12 software · 4 backups

  1. ContentServices page updated

    Published page edit

  2. SoftwarePlugin updates completed

    Version changes recorded

  3. BackupUpdraftPlus backup completed

    Successful backup recorded

  4. ContentNovember appointment page published

    New page recorded

Selected entries from a fictional care plan. Work entries and form leads are counted separately.

The quiet work
still belongs in the report.

At renewal, “the website still works” can sound like nothing happened. A monthly record gives the client something more useful: what your team maintained, what changed and what needs their attention next.

Keep the dates and details in Monthwrap, then write the short explanation a business owner needs. You don’t have to turn every plugin update into a story.

The work log fills
while the team works.

Install the free Monthwrap plugin on the client’s WordPress site and connect it to their workspace. Supported events are recorded locally and sent in the background.

Publishing and page edits

New posts and pages, content edits and supported page-builder changes become dated work entries. Repeated edits to a page on the same day are grouped.

Software and design changes

Record plugin, theme and WordPress core updates, plus supported template, menu and design-setting changes. Add a note when the client needs to know why the change mattered.

Backup activity

UpdraftPlus backup results are recorded, including failures. Other backup tools can connect through the plugin’s backup event hook.

Form inquiries

Capture leads from supported contact forms, then keep them beside the maintenance work. The form’s message body stays out of this collection.

From maintenance log to client report

Give the client the useful version.

The log holds the detail. Your report should answer what was covered, how the website is being used and what happens next.

  • Show selected work entries and the category counts.
  • Compare the care plan’s promised deliverables with what’s completed.
  • Add form leads, traffic or search data from the sources you connect.
  • Write the summary and next steps in your agency’s voice.

Review the report under your own branding, approve it, and choose when to send it. See when the client opens the shared report.

Build the report around your care plan
Northside DigitalSample data

Cedar Dental · October website care

Ready for next month’s appointments.

Your November appointment page is published. This month we recorded 18 content changes, 12 software changes and four completed backups.

Work recorded
34 entries
Care-plan scope
8 of 8 done
Form inquiries
26
One thing we need from you

Please confirm your holiday opening hours so we can update the contact page before November.

Jordan, Northside DigitalScope is tracked separately from work entries.

Keep the care tools.
Bring the month together.

Connect one client first.

In the client’s WordPress admin, go to Plugins → Add New Plugin and search “Monthwrap”, or download the plugin from your workspace. Add the client’s site key and check a known edit or update. Choose the supported form leads you want to collect.

Let the work accumulate.

Continue using the maintenance and backup tools you already trust. The plugin records supported activity; your team can add work done elsewhere and maintain the care plan’s scope.

Review before it reaches the client.

Use the report builder to select the sections, add a plain-language summary and review the finished report. Approval and delivery stay with your team.

Before you connect
the first website.

Does Monthwrap replace our website management tools?

No. Keep the tools you use to maintain WordPress. Monthwrap records supported changes and brings that activity into your monthly client reporting.

Where do we get the plugin?

It’s free on wordpress.org. In the site’s admin, go to Plugins → Add New Plugin, search “Monthwrap” and install it. You can also download it from your Monthwrap workspace and upload it.

Will it find work from before the plugin was installed?

The plugin begins recording when activated. It can send recently recorded events after the website connects, but it cannot recreate changes it never observed. Add earlier work manually when you need it in the report.

Which backups and contact forms are supported?

UpdraftPlus backups are recorded directly; other backup tools can use the plugin’s backup event hook. Form integrations include Contact Form 7, WPForms, Gravity Forms, Elementor Pro, Fluent Forms, Forminator, Ninja Forms and Formidable Forms. Read the plugin guide.

Can the client see our branding?

Yes. Set your agency’s logo and colors, then review the client-facing version before approval. Your client’s report carries your agency identity, without a Monthwrap logo or footer. Custom report domains remain a planned capability.

Can we report care plans and marketing work together?

Yes. Add the client’s search, advertising, call tracking or sales sources alongside WordPress. Keep the maintenance work, care-plan scope and business results in clearly labeled sections of the same report.

Let next month’s report
start with this month’s work.

Connect a website, record the care and give the client a monthly they can understand.

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14-day free trial. No card needed.

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