PM Updates

9-10-2025

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

Assign all Tickets to Warren

You can detail on your ticket the name of your requested Editor.

Example:

Refrain from requesting editors for easy tickets.

TransUnion & Backlinks

TransUnion is a Business Listing & does not provide backlinks. Let's refrain from saying this moving forward. A new Script will be provided soon.

Note: We mention backlinks when marketing Turbo SEO

Sales Caution List

Accounting has published a Caution List for the Sales Reps to refer to on certain things to avoid when making a sale.

We'll be submitting any new concerns this way moving forward. For Sales Over-Promising concerns, reach out to Scott.

Sales Caution List

Cancellation New Field: Client Lost To (Company)


When a client cancels and intends to move to a new provider, try and ask where they are moving to. Then update this field in the "Accounting" section in Bitrix.

This field must be updated even if the client is not moving to a new provider. Example: "NA. Business Closure"

Weekend Coverage

Saturday

  • Michael - 10:00am - 2:00pm


Sunday

  • Michael - 10:00am - 2:00pm


Weekend Admin Task

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