LEADS Dashboard


This page is a way for us to keep track & delegate our Objectives and Goals in the PM Team

Brigitte

  • Ecommerce Monitoring

    We need to build a new sheet to monitor our Ecommerce Sites's 

    • Product List Done
    • Shipping Setup
    • Payment Gateway Connected

            Especially those with PayPal Gateways


    ECOMM > CATALOG:

    Include Qty of Products


  • Special Site Set Ups

    Gather infomation on Special Site Setups.


    We need to create a list / Modules on these so if we have a new client that needs the same special set up, building it will be easy with the module to refer to.

Joy

  • Shopify Claim Process

    Follow up with Joe on how our clients can just claim the website we built from our Shopify Account.


    What the official processes is.


    Ryan's client in the past was able to get Shopify support to transfer his site out of our account.

  • WordPress Pointing Module

    We need to copy the module from 


    info.simple.biz/pmfaq/connecting-a-wordpress-domain/


    and create our updated version with the corrections.

  • Initiate Coaching Sessions

    Pending. Scott needs to refine the coaching process first



  • Call Auditing

    Get involved in Call Auditing with Nancy & Scott

Lawrence

  • Cancel/Save Monitoring

    Pending. Scott needs to build a process flow to include automation on this.

Nancy

  • New Bitrix Monitoring Process

    Adapt to the new process & update Scott every 3am regarding the PMs existing Bitrix Tagging that needs Updates

  • HMO Demographic

    We are exploring possibilies of getting a Group HMO for the PMs. We need the age of all PMs


    Joy: 32 y/o

    Brig : 35 y/o

    Nancy : 40 y/o

    Alex: 34 y/o

    Bry: 26 y/o  

    Ivy: opt out 

    Joe: 40 y/o

    Jed: 25 y/o 

    Jerry:  opt out 

    John: 39 y/o 

    Jomar: 39 y/o 

    Joshua:  28 y/o 

    Ken: 28 y/o 

    Kenneth: 34 y/o

    Kevin: 32 y/o 

    Maggie: 36 y/o 

    Mae: 28 y/o

    Mina: 34 y/o 

    Nico: no response yet 

    Patrick: opt out

    Ralph:   28 y/o 

    Ram:    44 y/o 

    Riza:     26 y/o 

    Russell: 35 y/o

    Ryan:   42  y/o

    Bill :  25 y/o 

    Chris : 30 y/o 

    Enzo :  30 y/o 

    Lorenzo - opt out


    MALES:

         30 y/o- above = 11

         29 y/o - below = 6


    FEMALES:

        30 y/o - above = 5

        29 y/o - below =  2


    Notes: Joshua - decision will vary on the terms and conditions and the coverage of HMO


Scott

  • Churn Rate Scoring

    To be Implemented once the PM Scoreboard is built.

  • TransUnion for Wix & WP

    Waiting to G-Meet with Darrell

  • Modules to be Created

    NEW JOINERS

    Payment Forms & Links

    Receiving Inbound Calls

    Introduction with Accounting

    Managaing Emails

    Managing Appointments

    Creating & Managing Tickets

    Reviews

    Website Addons

    Our Other Programs

    Training Q & A

    Your Backup Systems


    PM 

    Hall of Fame


  • PM Scoring Dashboard

    BEING WORKED ON BY LEMS

    Onboarding Calls

    PM Tenure



    PENDING

    Launch Calls

    Numbers

    Cancellations & Churn Rate

    4 Week Progress Line Chart (If possible)

  • Initiate Coaching Sessions

    Start with:


    Brandon - DONE

    Ivy - DONE

    Riza - 

    Alex - 

  • Carla's Banging Website

    Beautify Carla's Website


    Pink Black & White (remove purple)

    Remove sugar video

    Change photo to only cookies under row "Planning a Special Event"


    Banner Video:

    https://www.wevideo.com/class#editor/3731110339/3731110335


    Design Ticket:

    https://edit.simple.biz/ma/#/tickets/50075446

  • Meeting Items

    LEADS


    We nee to curate a Cancellation Report


    Joy: Coach PMs:





    PM MEETING

    Notify Scott on all Cancellations




  • Kevin's TransUnion Removal

    Finish your checks and remove Localeze. 


    Check the links

  • Coaching

    RAM

    1. https://simplebiz.bitrix24.com/crm/deal/details/44605/

    Cancellation

  • Monitor

    1. Display Integration Technologies

    https://simplebiz.bitrix24.com/crm/deal/details/45933/

    - Check is Alex replied to the email and indeed called the client.


    2. Friend Blinds N Designs

    https://simplebiz.bitrix24.com/crm/deal/details/22889/

    - The live site looks like Duda, even the GS video is in our format. But it's different from the one we have in our Duda account

    Check with Mae on her invetigation on this


    3. Esperance Medical Supplies

    https://simplebiz.bitrix24.com/crm/deal/details/26283/

    May's client

    The site's Homepage seems to be on set to an image "under maintenance" do we need to follow up on this? The last PM history is on January 24, 2025.