PM Updates

2-18-2026

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

Automated Email: 1 Week After Site Delivery

Email Subject: Let's Make it More Effective


This email is technically an invitation for the client for EDITS, to optimize the site using "Trigger Words" that would capture the attention of web visitors enough to reach out to the client as a Lead.


Please read through the message below and watch the Video

Paid Addon Notification is fixed

PMs no longer need to email Joana S on new Paid Addons you sold.

Click Dialer Issues

For those with Click Dialer Problems, use Call Tools as backup. If the client asks why the different number, say we are using our backup lines due to technical issues on our main lines.

Page Link: west-3.calltools.io/login
Login: PM.Joy

Password: Newcaller92!

Prioritize BBB Reviews

Please Prioritize Sending BBB Reviews to your Happy Clients for the rest of the week.

This is to balance out Lead Gen Call Complains that we get in BBB & prevent our Ranking for downgrading.

Point of Sale Promises vs Paid Addons 

Clients can sometimes misinterpret certain Promises our Sales Partner makes.
It is a given that some clients can misunderstand these so the PMs will need to clarify these.

"
Update your GBP Listing" vs "Managing your GBP Listing
We can update GBP listsing, but we cannot "Manage " it.


"Rank on the 1st Page" vs "Turbo SEO"

Here's what you can say: "Organic Ranking is definitely part of what we do for you that's included in the monthly hosting. Through Proper Keyword Targeting, we'll get your website ranking on the first page of search results".

Note: This is achievable via Collections. No need for TSEO for this. TSEO is to get more hits on other keyword+location searches.
DO NOT offer/discuss TSEO on Onboarding Calls.


"Anything about Social Media"

All we can do is add the SocMed Icons on their website. Social Media's got 2 different Addon Packs.




Promises We Avoid:

  • Unavailable Domains (unless it is the client who owns it)
  • Paying the 2nd Half of Setup ONLY when the client approves.