PM Updates

6-11-2025

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

MESA (Simple Medical and Emergency Savings Account)

Those who finished with FPU, can sign up for the MESA program.

MESA Sign Up

Mojo Ticket Details

Only detail what the editors need to do. You won't need to explain why you are creating the ticket.


Remember to follow our Ticketing Format so you start getting used to it.

Mojo Ticket Formatting

Referrals Reminder

Email Format


Client Name:
Most Active Phone #
:
Email
:
Website URL
:
Monthly Hosting Fee:

Call Appointment

Date
: (Only today or tomorrow, not later)
Time
:

<<Brief detail about the client's business / website>>

Cancellations Reminder

Never email. You cannot do a Save by Email. This is company policy.


Call the client to negotiate saving the deal. If the client doesn't pick up, do up to 3 call attempts (once per day). If by the end of the 3rd attempt and they still don't pick up, send the cancellation to accounting detailing your call attempt dates and that the client is "unresponsive".

TransUnion

Give extra focus on TransUnion. Especially to those who were able to sell TU last week.

This is our
Top Priority today!