1. Confirm that the order, customer identity and payment or approved trial arrangement match the intended service. Review any required account verification before changing access.
2. Verify provisioning at the provider: correct account, domain, package, resources and customer association. Check failed or pending tasks instead of relying only on an Active label.
3. Send the approved welcome instructions through the billing platform. Include the client-area route, service management entry point and secure password-setup process.
4. Explain the DNS or migration action appropriate to the customer's situation. Confirm the authoritative DNS provider before advising nameserver or record changes.
5. Check the first practical task, such as opening the management panel, publishing a test page or sending a test message. Link to the guide for the customer's actual control panel and product.
6. Explain billing dates, renewal controls, trial conversion where applicable and separately purchased options using the current order details.
7. Provide the support route and the information that makes a request actionable: service, exact error, timestamp and recent change.

Identify who maintains the website application, domain registration, DNS, email and backups. Record any migration or setup work still pending and who owns it. For a business customer, encourage named authorised contacts with suitable permissions rather than shared account credentials.

Review the first service interaction and any undelivered welcome message. A customer who cannot sign in needs an access recovery workflow, not repeated copies of the same failed email.

• Map each hosting plan to its actual technical delivery
• Verify account authority before changing hosting access
• Close a hosting service without losing required records
• Manage HostBill client contacts and access permissions

• WHMCS: automatically provision services
• WHMCS Products/Services tab
• WHMCS email templates
• WHMCS users and client accounts
• HostBill client contacts