PM Updates
9-10-2026
Don't Dual Task & focus on the meeting
New Facebook Page & Review Link
...are back, and is reset for all clients.
Review Page : https://www.facebook.com/profile.php?id=61591707831617&sk=reviews
The Facebook review button are being added back to your Signatures.
Prioritize sending FB Reviews as we need to populate this page for Sales.
Onboarding Reminders
Introducing Yourself
When mentioning Simple, add "the website company".
Discussing Specifics
This part of your conversation must sound natural & is simply a
BRIEF RECAP, & not sound as if you're asking for confirmation, otherwise it gives an impression that there is an impression-of-doubt between the info relayed from the Point of sale (Client > Partner > PM > then now confirming with the Client) doesn't strike confidence.
The brief recap is enough to let the client react if something is amiss. Avoid asking "right?" or "is that correct".
Remember, "Natural-brief-recap".
Keywords & Locations
This you can confirm and ask. Do not mention "Near Me" as we do not use those. The locations is what Google will use to identify "Near Me" based on the client's IP location.
Verbally Replying Acknowledgements
Use 1-2 syllable words to shorten accidental talking over the client. Use "Sure", "Uhuh", "Gotcha", "Okay", "Yep", "Will do" whichever matches to the client's message. Avoid overtalking in sentences for a positive conversation with your client.
Developers & Editors
We must avoid revealing that others is doing the work for you. Remember, you are Managing the Project for the client.
- Editors : As if we are doing the edits. We must avoid revealing that others are doing this for us.
- Developers : As if we are involved in the Development, and not give the impression that our Developer is doing it for us.
Pending Upsells
Upsells not charged but are not being followed up by the Sales Partner, feel free to follow up with the client and numbers will be counted to you.
Updated Caution List
Our Caution List is published by Accounting for our Sales Team to refer to when selling on specific problematic website types.
Update:
Online Courses
Sites offering online courses often come with technical issues in Duda, and have always ultimately resulted in cancellation.
Common features of courses that we cannot accommodate are:
- Linking Scoring & Certificate of Completion
- Locking & unlocking the course based on progression
- Student profile with updated statuses
- One-time payments for a specific subscription duration that expires automatically
We are looking into building an app to make all these features possible, but this is still far from ready as it's a very technical project. We will keep you posted once this is ready.
WordPress & Shopify Edits
Send to Warren.
We'll need Rodney to build the Online Course App mentioned above.
Express VPN Update
Old versions stopped working. You'll need to update/reinstall to get ExpressVPN working again.
The same Activation Codes will work on the latest version:
Code 1: EKGIM7MTPXKUSWKXFZSPBYZ
Code 2: ENPV3QQMND4GPVKJBZ3QOTS
Code 3: ED5CC76M9PQI7XJV4DZC3JS
