PM Updates

9-29-2025

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

Filtering Developer Notes

Similar to how we create edit tickets, the notes that you create for Developers must be filtered to have a Clean List of Action Items.


Providing unfiltered Developer Notes that contains a lot of unnecessary information, will only encourage the Developer to cherry pick what they want to do & their justification for that is because the PM has provided an unclear set of notes.

Review Link Generator Update

Refresh your Dashboard Pages


The Trustpilot button in your Dashboards have been change to "Review". This leads to the same Review Link Generator Form but this now has an additional option to select which particular review you'd like to send, Sitejabber, Trustpilot, or BBB.

TransUnion Verbiage

Avoid offering 1 Month Trial. This gives the impression that we are encouraging the clients to cancel after 1 month.

BRAVE Adapting the Mindset for Sales

PM Ryan has recorded created a Training Video to help improve our skills in marketing our addons, & to adapt the right mindset for Sales.

Watch the 20 minute video.

BRAVE Module

Weekend Coverage

Saturday

  • Michael - 10:00am - 2:00pm


Sunday

  • Michael - 10:00am - 2:00pm


Weekend Admin Task

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