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If you want the short version, jump to the 'what to actually do, in order' section.
This is a deep-dive — longer than usual, but we wanted to write the version of this guide we needed three years ago and couldn't find.
Most guides on this topic skip the fundamentals and jump straight to tactics. That's fine if you already know the fundamentals. If you don't, the tactics won't make sense and you'll end up cargo-culting your way through.
So let's start with what's actually happening behind the scenes. (Skip ahead if you already know.)
The mental model most people have is wrong, or at least simplified to the point of being misleading. Here's the version that matches the implementation: it's not one system, it's three systems talking to each other through specific touchpoints. When something breaks, it's almost always one of those touchpoints — not the underlying system.
Once you internalize this, debugging becomes much easier. You stop trying to fix the symptom and start asking 'which touchpoint is the issue?'
Use the simplest setup that works. Don't pre-optimize. Most premature optimization in this space comes from copying advice meant for sites doing 100x your traffic.
Map the old setup before touching anything. Document what works and what's already broken. Migrate in pieces, not all at once.
Don't change anything without a baseline. Use WebPageTest to capture before-and-after numbers from the same location, same browser, same network conditions.
Plan the migration before it becomes urgent. Sites that hit capacity in the middle of a traffic spike rarely scale gracefully — they break and you lose users at exactly the wrong moment.
It's tempting to skip steps 2-5 and just 'do everything that should help.' Don't. You'll end up with a site that's mysteriously broken and no idea which change caused it.
Free: GTmetrix, WebPageTest, Lighthouse, PageSpeed Insights.
Paid: DebugBear for continuous monitoring across multiple URLs. Worth it if you manage more than five sites.
If this is your first time tackling this, pick the smallest possible scope. Don't try to fix everything at once. Solve one problem completely before moving to the next.
For specific tool recommendations, we keep running lists of hosts and plugins we currently use.
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