21 Questions
What is the format of the messages in Front, as per the instructions?
Each point is a separate message
What is the purpose of grouping ACTION items together?
To separate them from FYI messages
Why should EA go through Richard's inbox?
To archive or mute certain messages
What should EA do when following up on a task?
Move the task to Richard's inbox and unfollow it
What should EA do after completing the Monday EOW tasks?
Slack Richard the screenshot of the tasks
What is a key factor in deciding whether Richard will attend an event?
The distance from Richard's residence to the venue
When would Chi typically not want to attend an event?
If the event is a business gathering or happy hour
What should be verified with the event organizer before registering Richard?
The availability of guest registration
What should be added to Richard's calendar after registering him for an event?
The event details
When would Richard need his mom to watch the kids?
If Chi is attending the event and it's a high-value event
What is the first step in scheduling an event in Richard's calendar?
Check Richard's calendar and notate important notes
What is the purpose of contacting Richard's mom when scheduling an event?
To request her help with watching the kids
What is the typical duration of Richard's mom's assistance when watching the kids?
30 minutes before they need to leave
What is the typical cost associated with Richard's EO events?
An annual fee
What information should be provided to Richard's mom when requesting her help with watching the kids?
Date, time, and event details
What should be done after confirming Richard's mom's availability to watch the kids?
Add the event to Richard's calendar
Why would Chi be unlikely to attend an EO event?
Because it is a business gathering or happy hour
What should be considered when deciding if Richard will attend an EO event?
The type of event and the time of day
When would Richard need to verify the number of guests allowed with the event organizer?
Only when the event is open to non-members
What should be added to Richard's calendar after registering him for an event?
The event details and any additional tasks
What is the primary factor in deciding whether Richard will attend an event less than 30 minutes away?
The leaving time
Study Notes
Sales Data and Calendar
- Sales data should be reported as of a specific date, with categories including HR, Fence, Post, OGM, and UV.
- An example of a calendar screenshot is needed, showing two days in PST, such as May 20 and May 21.
Task Management in Monday
- Create a discussion thread in Front entitled "Buffer day" (indicating the date).
- Each point should be its own message, allowing Richard to reply or thread it.
- Messages should be categorized into FYI (for your information) and ACTION items.
- Ideally, group action items together and FYI in another section.
Communication and Task Assignment
- For Veem, Mercury, and Airwallex, there is no need to inform Richard.
- Go through Richard's inbox to identify tasks that need attention, and archive or mute them as needed.
- If following up, move the task to Richard's inbox and unfollow for him.
Additional Task
- Send a screenshot of Monday EOW tasks to Richard via Slack.
Scheduling Events in Richard's Calendar
- Check Richard's calendar for important notes and potential schedule conflicts.
- Obtain key details of the event: event name, location, time, cost, and any additional requirements (e.g., BYOB, Venmo confirmation).
Scheduling with Dependencies
- If Richard confirms attendance, check if babysitting/help with kids is required.
- If so, text Richard's mom (Vera) at 310-803-0339 to:
- Inform her of the event date, time, and details.
- Ask if she can watch the kids, specifying the required time frame.
- Request her to arrive at least 30 minutes before the scheduled departure time.
- Confirm the end time based on travel time.
EO Events (Richard's Business Group)
- EO events are primarily held in Los Angeles, with some events open to guests.
- There is no fee for these events, as an annual fee is paid.
- When registering, consider if Chi (Richard's wife) will attend, as she typically does not attend business gatherings.
- If Chi does attend, verify with the event organizer if guest registration is open.
- Add EO events to Richard's calendar, ensuring to check the distance from his residence to the venue (less than 30 minutes driving time is a requirement for attendance).
Additional Guidelines
- For events with a leaving time earlier than 8:30 am, Richard will not attend.
- Verify the distance from Richard's residence to the venue before scheduling an event.
- Ensure Richard's mom is available to watch the kids if required, especially for higher-value events.
Scheduling Events in Richard's Calendar
- Check Richard's calendar for important notes and potential schedule conflicts.
- Obtain key details of the event: event name, location, time, cost, and any additional requirements (e.g., BYOB, Venmo confirmation).
Scheduling with Dependencies
- If Richard confirms attendance, check if babysitting/help with kids is required.
- If so, text Richard's mom (Vera) at 310-803-0339 to:
- Inform her of the event date, time, and details.
- Ask if she can watch the kids, specifying the required time frame.
- Request her to arrive at least 30 minutes before the scheduled departure time.
- Confirm the end time based on travel time.
EO Events (Richard's Business Group)
- EO events are primarily held in Los Angeles, with some events open to guests.
- There is no fee for these events, as an annual fee is paid.
- When registering, consider if Chi (Richard's wife) will attend, as she typically does not attend business gatherings.
- If Chi does attend, verify with the event organizer if guest registration is open.
- Add EO events to Richard's calendar, ensuring to check the distance from his residence to the venue (less than 30 minutes driving time is a requirement for attendance).
Additional Guidelines
- For events with a leaving time earlier than 8:30 am, Richard will not attend.
- Verify the distance from Richard's residence to the venue before scheduling an event.
- Ensure Richard's mom is available to watch the kids if required, especially for higher-value events.
Quiz on managing tasks and tracking sales data, including calendar organization and communication tools.
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