PM Updates

3-20-2025

Indexing

Whenever we need to make changes to the Meta Title or Meta Description, we need to do the following:


  1. Educate the client about the process, that we have already changed the details in the site, but Google Indexing can take some time.
  2. Speak to Miguel to expedite the indexing process.


If you need to, once Miguel confirms that the indexing update is done from his end, you can try to search the site online and get a few screenshots as proof that the update now reflects online.

Here are some examples of a screenshots that we can send to the client:

AI Chatbox Offer

Soon, we can offer an AI Chatbox to our clients, where you can ask the Chatbox almost anything.


The plan is we can be flexible in offering this.

  • Sales can use this as a Freebie to secure the sale
  • The PM can use this as a Freebie to turn an Onboarding going bad, good.
  • Sell as a Paid Addon for Commissions


This is AI responses but Human Programmed. Below is from our Simple.biz site.

REMINDER

Cancel/Save Dashboard Logging

Don't forget to log your Cancel/Save from your Dashboard. These offer the following benefits for us:


  • Updated data on Reporting, for the boss to see a bigger picture on this.
  • Cancellations that can be saved will be called for another Save by Lawrence
  • Include your Saves in the reporting. This is the only way for us to include your successful save efforts for the Boss to see.
  • Winning back clients that can be won back. We can attempt to call the client to win them back at some point in the future

Difficult Situations

Handling bad situations is what PMs should be good in. It takes a good amount of the following to de-escalate:


  • Customer Service
  • Tone of Voice
  • Responsiveness which comes with Preparedness
  • Let the customer rant it out
  • Apologize for whatever
  • Keep the convo focused on Fixes
  • Brief rebuttals to justify what happened (if needed) but do not focus on this, or it looks overly defensive & will not contribute to a Save.
  • Promise & Commitment


  • After Call Prioritization
  • Expedite edits.
    If the amount of edits are too much for you to juggle with your other clients, send this to Scott so him & Lawrence can focus on everything that needs to get fixed. Lawrence will communicate with the clients, & Scott will get the solutions rolling.

  • Consistently communicate by email. Calls are always preferrable.
  • Follow Up on Pendings from the client