PM Updates

4-27-2026

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

Last Week's Numbers

Churn is down from 5.4% to 4.9%

Numbers are up from lastweek: 27 Reviews & 24 Sales

SmartForm / Typeform Requests

Email to Jerry (jerry@simple.biz) with a Clear Logo & Background

They also don't seem to have a Business Profile in Google."

Automated PM Sheets Test Phase

These are being released to select PMs first for feedback. If the launch on the 1st set of PMs goes well, we'll give everyone's PM Sheet on Wednesday.

Onboarding Preparation

As everyone knows, the Preparation Phase before an Onboarding is critical for the best possible success of the call.


Check Project Notes
Listen to the Sales Call
Review the Legacy Site
Check the Deam Outcome
Check the Keywords Field


You'll be jeopardizing your Onboarding by Skipping this part that could result to serious escalations.

To ensure PMs won't be overwhealmed with many OBs in 1 day, OBs will be limited to 2 per PM per day max.

Receiving Calls

Receiving Inbound Calls must be prioritized. Drop other Tasks. Always have your tools ready the moment you're logged in.

FPU

Begins later at 5:00 pm EST. PST participants reach out to Scott.