PM Updates

2-17-2026

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

Email Campaign: Reactivate Your Dead Leads

This is about getting Virtual Assistants to Call Leads for the client.

The video mainly talks about following up on old leads to see if they would want the service this time.

Paid Addon Notification potentially fixed

..but still need monitoring if finally functioning well today.

Please continue to manually send the below email for every TransUnion, GBP & AMPify sale you make.

  • To: joanas@simple.biz
  • CC: claire@simple.biz, scott@simple.biz


Email Subject Line: New TransUnion - BusinessName

Hi Joana,

This is a confirmed
TransUnion Sale.


Focus Sheet Automation in the Works

This aims to automate certain behaviors in the Focus to make the work much simple, and keep the Focus sheet in it's most updated state everytime, to ultimately serve the PM's priorities.

This requires a lot of automation to set up which we are 25% complete. We'll roll this out as soon as al functions are complete and tested to be working well.