PM Updates

1-12-2025

No Dual Tasking. Please focus on the discussion during the meeting.

No Response OB

After 2 Call Attempts for your Onboarding Call where the client doesn't pick up ... Zip Both Calls and Upload them to Bitrix

No Response LC

For Launch Calls, do the same in uploading them to Bitrix., but in the Focus Sheet, delete the checkbox and copy the Call Attempt Notes you left in Bitrix.

LC Time Period

Initiate Launch Calls within 7 days from the Deliver Date. Not doing so will cause a potential cancellation which will be blamed on the PMs service.

Prioritize BBB Reviews this week