PM Updates

9-18-2025

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

LEADs Justify Our Services
Chargebacks • Rate Increases • Explaining Our Hosting Fees

The best way to justify our services to an existing client, apart from SEO Works is to show them the Leads they are getting (If any).

This involves obtaining a list of Duda Form Leads & Cognito / Formsite Leads, & combining them into a Sheet that you can email to the client.

This will be demoed in the Meeting for you can use this for your clients when needed.

We're also Label tagging for those that still need a specific Review. To help PMs identify which ones can still be requested for Review for commissions.

Poachers

We have competitors reaching out to us to directly cancel and ask for the site assets.

1.
People not Listed in the Bitrix Deal are Technically not authorized on the account. If you recognize them as a long employee of the owner, you, as the PM, can assist them at your discretion. If you're unsure, contact the client.


2. Once you've confirmed that the person you are speaking to is a poacher, do not cooperate but remain professional. Inform them that they are not authorized in the account and that the client will need to contact us. Do not contact the client on their behalf. If you do, you are technically facilitating the poaching process to be easier for them.

3.
Poacher Alex is suppose to be blocked, but he can sometimes get through and certain switchboard agents like Shiela will not post them in the Switchboard channel to pass it to the PM. Tell her to message Scott instead so we can track these Deals that Alex is poaching. Switchboard have been informed about this already.

Use VPN when Logging into Shopify

Refresher Trainings

Ensure you start wrapping up your tasks by 3:00 so you're available for the training at 4:00

9/19 Friday 4:00 pm EST

  • Wordpress Pointing

Attendees: Enzo, John, Kevin, May, Russell,


9/20 Saturday 9:00 am EST

  • Making a Sale
  • Paid Addon Features: TSEO, AMPify, TransUnion, Smartclicks, Social Pack, Social Media Management

Attendees:


9/21 Sunday 9:00 am EST

  • Design Fundamentals
  • Logo Creation & Customization
  • Photoshop Basics

Attendees: Angel, Angela, Mac, Brigitte, April, Jay, Joanna



Weekend Coverage

Saturday

  • Michael - 10:00am - 2:00pm


Sunday

  • Michael - 10:00am - 2:00pm


Weekend Admin Task

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