PM Updates

2-9-2026

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

Email Campaign: Stop Spam Leads

This email Campaign is promoting: Smartclicks + AI Chatbox.

The video describes it in a way to get leads & fighting bot spams burning through Ads Campaign

OB: Upsell Offer Documentation

Include in your Notes in Bitrix on what your Upsell Offers resulted to.

Examples:

  • 2/9/2026 - OB Call - Brigitte
    Onboarding Done. Sold TU & AMPify


  • 2/6/2026 - OB Call - Joe
    Onboarding Done. Offered TU, GBP. Client wants to see the website first. Will reoffer upon launch.


  • 2/4/2026 - OB Call - Amy
    Onboarding Done. Offered TU. Client refused & avoiding additional cost.


If the client didn't give you a hard no, track this and follow up the Upsell in the future.

Referral Form: Breakdown of Hosting

Detail the Breakdown of the Monthly Hosting for our Sales Partner to identify what else they can offer. Whatever they sell during your referral will also count for you.