ABOUT MEETING: Division of Tasks

DATE: February 12, 2021 EST

TIME: On or About 10: 30 AM EST to 12:00 AM EST
ATTENDEES: Reese, Jonathan Angeli

UNDERLYING CIRCUMSTANCES

a. Meeting held is for the purpose of specifically identifying the duties and
responsibilities of the On boarding Virtual Assistants under the Compliance
Department, considering the circumstances and their understanding of the necessary
tasks as of the moment
b. Meeting was held for the purpose of avoiding confusion and promote transparency of
work or task accomplished, pending and in progress, and ensure task awareness
among the team members.
c. Meeting held is envisioned to unify the efforts of the team in achieving one common
goal
d. Meeting that has been agreed upon is subject to Cheryl’s approval and is subject to
amendments and revision later on

AGRREMENT

a. It has been agreed upon by the team that the task initially is to be based on the
strengths of the team members to ensure efficiency of work and maximization of
skills, potentials and abilities of the on boarding virtual assistants
b. It has been agreed upon that there will be a rotation of task every three days to ensure
mastery over tasks among the team and as a proactive step that in cases wherein one
of the team members is not available on that day, work will still continue
c. It has been agreed upon that as of the moment the drafting of the ICA shall be done
collaboratively by the team to avoid confusion
d. It has been agreed upon that the initial schedule will be as follows “

JONATHAN
BITLY A.K.A the Rainbow
 Task includes meticulously updating Bitly through correct colour classification
and spreadsheet updating
WELCOME LETTER
 Task includes sending out welcome letters thru email to agents who are subject
for on boarding, and who’s license is under the custody of RE/MAX
 Task includes the sending out of the welcome package ( name badges Business
cards and shirts
 Task includes sending out notifications to RIMA , OFFICE ADMIN MANAGER
A-TEAM and LEG TEAM
Office Roster and/or Team Roster as well as a language roster is applicable
 Task involves updating of Roster list, ensuring that list is accessible to every
stakeholders which requires the access thereof, in fulfilling their assigned tasks
HUB & Calendar Wiz
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
Company group texting service (TXT180 service
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same

REESE
Evite Group
  Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
Ring Central Extension
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
 Task involves ensuring that the agent will be provided an extension line for
communication
 Task involves ensuring the efficiency of the distributing of extension
 Task includes informing the person in charge of the Roster the newly created
extension for the agen
G-SUITE Distribution group
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
DOTLOOP
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same

ANGELI
Circlepix
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
Toolkit
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
kvCORE
 Task involves setting up of the system, and ensure that the agent who has been
granted the access can actually access the same
DESIGN
 Task involves designing of templates and for the agent’s business cards and
necessary marketing instruments that requires creativity and design.

REESE ANGELI
WELCOME LETTER
JONATHAN Evite Group Circlepix
Ring Central Extension Toolkit
BITLY G-SUITE Distribution group kvCORE
Office Roster and/or Team Dotloop DESIGN
Roster as well as a language
roster is applicable
HUB & CalendarWiz
Company group texting service
(TXT180 service)