PM Updates

12/26/2024

Follow Up Calls

This must be scheduled every time you finish tending your client. Select a future date and schedule the activity in Bitrix.


  • High Value Clients (every 30 days)
    These are any clients that's got $300+ hosting fee.
    Any client's that's got the following addons
  • Social Pack
  • TransUnion
  • AMPify
  • SEO Turbo


Note that we are not including Smartclicks on this since the PM for Smartclicks will officially be Dee, until we get another PM to join the Smartclicks team.


  • Standard Value Clients (every 90 days)
    Client's with hosting fees of below $300 and does not have any product addons.

Here's how to book a Follow Up call in Bitrix

Follow Up Calls must be done every time you finish a call with a client. Until we can automate these.

You can enter more details in the Bitrix Field on what is Pending from the client, & any undone items in the Launch Checklist

Do not forget to update the "Last Call Date" field in Bitrix as well, every time you finish a call with the client.

Bitrix Updating Process

The entire process for Bitrix Updating has been documented HERE to serve as your guide. Please utilize it as this will be audited soon.