PM Updates

11-7-2025

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

Floater Email Management

When PMs need Floater Coverage, the following needs to be followed:

Inbox:

  • Must be cleaned from all emails from previous shift.
  • Anything left behind must be detailed in the Handover Document PMs need to send to b.


Emails from Previous Shift

  • These must be moved to the Floater's Label.
    Any emails endorsed to the Floater must be something they can handle.
  • Complex site issues must be handled by the PM themselves.
    Floaters will need to inform Joy, Scott or Ralf, if an email in their label is not something that can work on, so we can decide whether to guide the Floater or assign the email back to the PM.


Floater Report

  • The floater must keep a record of all edits done....and emails unaddressed in the Inbox & why.
  • This report must be sent to the PM & CCed Joy.

Collection Header Display

We have 2 methods of Header Collection display.

Standard Display
To be used for Service Businesses. These are business that provide their service by travelling to the client's location.

Example: Plumber, Home Contractor, Solar Panel Installers, Caterers, Pest Control, Car Rental, HVAC.

External Dynamics

To be used for Brick-&-Mortar Businesses. Business that operate out of a physical location.
Example: Gyms, Beauty Clinics, Dentists, Tailoring, Restaurants, Counsellors (without Tele-Counseling), Schools.

If you're making the Collection Ticket, ensure you add instructions on how the header collection should appear:
Either "Standard Display" or "External Dynamics"

Developer Notes: Keywords

If all you need to add are Keywords....

1. No need to add it as notes. Add it directly on the Keyword Field.

2. Check the Status of the Deal

  • If Stage iss Accounting: Just add the Keywords on the Field in Bitrix
  • If Stage is ON or PAST Check Keywords,  message Jazzie S.
  • If Stage is on Review: Do not add to Bitrix. Keep it in your notes, and initiate the addition in a form of collection for editors to do once site is launched.

Admin Tasks

Message Scott when you want to do extra hours & is ready for the task.