PM Updates
7-10-2025
No Dual Tasking. Please focus on the discussion during the meeting.
Design Catalog
sample-designs.com/website-design-catalog
We've created a Design Catalog of our most beautiful websites to address the following:
- Design Rehaul References
- New Website Referrals, asking for design options
- To Help our Sales & Lead Gens make a sale.
This catalog is just 25% complete. We'll be adding more designs as we go along.
Accounting Updates
Jupiter Concerns
- G-Meets are to be kept at a minimum and will only be done on the following:
- Deals Sitting on PM Buckets too long
- Urgent Emergencies
- After a G-Meet happens, message Carla the below message:
Hi Carla. Just updating you. G-Meet with Jupiter just finished.
Concern: _______________
Thank you!
Missing Notes
Inform Carla. She will investigate in Bitrix.
For the below accounting concerns, contact the following:
maryv@simple.biz
- Moving Billing Dates
- Updating Monthly Hosting Fees.
joanas@simple.biz
- Checking on Monthly Hosting Fee breakdowns
- TransUnion payment update. (Brigitte can also help with this)
carla@simple.biz
- Any Jupiter concerns. (Reach out to Scott first to confirm if this is a valid Jupiter concern.)
scott@simple.biz
- Any Veronica concerns.
Monthly Quota increase to 5
per Month.
Onboarding Script Deviation
Ideally, we follow the Onboarding Script first, especially if you're within 3 months from being a PM.
Once you are used to it, you can deviate from the script to give a more natural, custom tailored Onboarding. Just ensure you hit the following marks:
- Introduce yourself as working along with the Sales Rep
- Business Compliment
- Development Specifics (action items on the website found during your research process)
- Email Address, Phone & Text Numbers
- Keywords & Locations
- TransUnion Pitch
Business Hands-On Clients
If you know that your client is very hands-on with their business, it is likely that they would not see your emails right away, or at all.
It's best to update your biz-hands-on client on any edits completed by phone instead.
Weekend Coverage
Any takers on manning the phones?
- SAT:
- SUN: