PM Updates

3-26-2025

Leave Approvals

Will be done by Joy.

The form will have 2 leave slots per day. This will be increased to 3 slots each day once we hire new floaters.

If a date is not selectable, that means it is not available. Considerations will only be made when your reason is medical needs.

Commissions & Referrals

All Tracked Commissions will be listed on our Commissions Sheet. If you're missing a commission this is where you check first.

Those in
BLUE are confirmed and will be paid the following week.  Those in RED are pending for either Payment or Bitrix Deal Creation

Pendings in Red will be confirmed to Blues as follows:


Accounting Notes: Successful Payment noted

  • TU
  • SEO Turbo
  • AMPify


New Bitrix Deal Profiles

  • Social Pack
  • New Website Sale
  • Smartclicks
  • VA
  • Social Media Management


Inquiries on Commissions be directed to Brigitte.

TransUnion & Your Numbers

We need to improve our Numbers on TransUnions for certain PMs. Pulling our numbers is something we have discussed during training and it's one of the things the boss uses to evaluate a PM.

When a  client declines, don't always give up at that point, you can follow up another time, or highlight its importance.

Pulling TransUnion numbers is critical for us. That will include reviews and other referrals as well.

Bitrix Tagging

Unresponsive Clients

When clients don't pick up on your 3rd call attempt, include "Client is non-responsive" in your accounting notes.

Unresolved Taggings

These are those that need a follow up, either because they didn't pick up on the 1st or 2nd call attempts, or simply needs a follow up.
Do not wait for Accounting to tag you back to follow up on the next call when you know that you'll still need to call them back.
Have the initiative to do the call attempt on the specific day that you need to call without waiting for accounting to tag you back.
Otherwise, these are unecessarily prolonging the issue and will not really go anywhere except back to you.

Conversation Flow

Know the time for being friendly and conversational vs being firm to regain control of the conversation.


Allowing your clients to dominate and control the conversation will not result to your / our favor.