All Smart Clicks clients will be handled by Dee moving forward. All profiles with Smart Clicks are assigned to Dee.

The scheduled appointment has been successfully changed to EST and should now match the calendar in Bitrix.

Send Bitrix credentials to Nancy so they can manually make the changes.

Arrange the notes from oldest to newest.

For onboarding, use this format:

December 16, 2024 - Scott

Onboarding Call: Done

Summary:

TransUnion: Sold/Unsold - reason

Review: Okay/Not - reason

Strive to complete the status checklist in bitrix and put them in pending in PM Notes

Client Value Type - High (with packages like SEO Turbo, TransUnion, etc) - call client once every 30 days base on the last call date.

Client Value Type - Normal (no packages) - call client once every 3 months/90 days base on the last call date.

Floaters can assist with calls as "assistants" of the PM.

There will specific floaters assigned to specific PMs.

In case of emergency, make sure your simple.biz email is set up on your phone so you can notify Scott.

Mobile Number: 0920-908-8722

In simple-resource, you need to look for the rate increase email before calling the client.