PM Updates

8-6-2026

Don't Dual Task & focus on the meeting

Ticket Negligent Errors

Notify Scott.

Hosting Breakdown

Whenever you need the breakdown of monthly hosting, always double check if the Fee Breakdown in Bitrix, matches the Paid Addons listed.

Not all Deals in bitrix is updated. This is something we are currently working on to fix.

OB Compliments

Compliment the client during onboarding.


Remember:

  • Make it sound natural & a genuine compliment. This can make your conversation with the client comfortable, or awkward if the compliment is botched.

  • Good Example: "I really admire the work you’re doing through your counseling business. Creating a safe space where people feel heard, supported, and understood is such an important gift."

  • Bad Example: "It's really nice that your business has a store:"


You can always ask ChatGPT for this during your OB research / preparation phase.

Audits

There are for your own protection and serves to guide you. Do not get hung up on a markdown / mistake. 

Beating yourself up over a part mistake will only lead to anxiety and not help. Just learn from it moving forward.