PM Updates

4-7-2026

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

Accounting Notes Field

This has been renamed to "Current Issue" and moved just below the 'If PM Issue, which PM" field.


Please log the documentation ONLY from the beginning of the CURRENT issue. on this field.

Quick Edits

Remember that edits that are quick & easy, to just do them yourself. This will result to a quicker turnover for your client.

We just had an escalation for something that takes less than 1 minute to do.

GBPM Referrals

GBPMs must be referred to the Sales Partners moving forward.

Number Quotas have been adjusted accordingly.


APRIL Quota

Reviews: 10

Sale: 4 (reduced)
Referrals: 6 (increased)


Also, avoid making a referral if you've just sold something to the client. Referrals to the Sales Partners with recent PM Sales will result to cancelling your Sale & effectively harming your number. Wait for at least after 1 month before sending the same client for a referral.

Dev: Jazzie

When following up on Delayed websites.....we need to follow up on who the "ball" is currently with.

Dev - if the site is under construction

Checkers - if under review.

If you aren't sure, asking the Dev or Harry E or Bryan L.

Jazzie is just the keyword checker.

Trial Project

Reminder on the below. Deadline on this is this Friday.

Each of the below PMs need to contact 5 Cancelled Clients to ask 2 questions:

  1. What made them choose their new service provider over us
  2. What made them jump ship from us? 


  • Adrian - Pending
  • Audrey - Pending
  • Gary - Pending
  • Joe - Pending
  • John - Pending
  • Ken - Pending
  • Kevin - Pending
  • Paul - Pending
  • Reid - Pending
  • Russell - Pending
  • Ryan - DONE
  • Vince - Pending