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: