WORKFORCYX · the job library

Every worker has a job. Every job has its instructions.

Each office of digital workers carries a job description: what it is for. Each recurring duty carries a job ascription: the operative instructions a worker follows, the cadence it runs on, and the done-state that proves it ran. CALΞNDARYX schedules every duty, every time it recurs, for as long as the firm runs.

In build

No digital worker runs as code yet. This library is the specification they will run. The schedule it produces is already visible in CALΞNDARYX, labelled as a sample.

How jobs work

Described, ascribed, scheduled, and learned.

Job description

What the office is for.

One sentence per office, so every worker knows the edge of its work.

Job ascription

How the work is done.

Ordered steps, a done-state and an escalation, so the work needs no one to explain it again.

Cadence

When, forever.

Every duty recurs on its own rhythm. CALΞNDARYX places each run; ARXΞCUTYX raises any that slips.

Learning on the job

Better each run.

Each run leaves a record against its done-state. Patterns become proposed revisions to the ascription, checked by the Audit Office and approved by the operator. A worker never rewrites its own instructions.

This is how the design keeps the operator out of the fires. Fires start where work has no owner, no instructions or no schedule. Every recurring duty here has all three, and what slips is raised to the Management Office before it becomes a fire. The operator’s attention stays where only the operator can decide.

Group 01 · Revenue

Lead Generation Office

This office’s week in CALΞNDARYX →
Job description

Finds the people the work is for, and qualifies them before anyone spends time on them.

Workers LG-01 and LG-02 · 3 recurring duties

Score new inquiries

Every weekday at 08:0030 minLG-01
Job ascription
  1. Collect every inquiry received since the last run.
  2. Score each one against the ideal-buyer profile.
  3. Mark each qualified, nurture or decline, with a one-line reason.
  4. Hand qualified inquiries to the Sales Office.

Done whenEvery inquiry since the last run carries a score and a reason.

Learns on the jobWhich scores went on to convert, so the profile weights sharpen.

Build the outreach list

Every Monday at 10:0060 minLG-02
Job ascription
  1. Pull this week’s target segment.
  2. Remove current clients and anyone contacted in the last 60 days.
  3. Complete each contact from sources the firm owns.
  4. Publish the list to the Sales Office.

Done whenThe week’s list is published with no duplicates.

Learns on the jobReply rate by segment, to choose next week’s segment.

Report pipeline intake

Every Friday at 15:0030 minLG-01
Job ascription
  1. Count new, qualified and handed-over inquiries for the week.
  2. Compare with the last four weeks.
  3. Flag any drop of more than 20% to the Management Office.

Done whenThe weekly intake line is posted.

Learns on the jobSeasonal patterns in intake.

Group 01 · Revenue

Sales Office

This office’s week in CALΞNDARYX →
Job description

Carries a qualified inquiry to a signed agreement.

Workers SAL-01 and SAL-02 · 3 recurring duties

Prepare call briefs

Every weekday at 09:0045 minSAL-01
Job ascription
  1. List today’s calls.
  2. Pull each buyer’s history from the buyer record.
  3. Write a one-page brief: context, need, proposed next step.
  4. Attach the brief to the calendar entry.

Done whenEvery call today has a brief attached an hour before it starts.

Learns on the jobWhich brief sections were used, and which were skipped.

Follow up open proposals

Tuesdays and Thursdays at 11:0045 minSAL-02
Job ascription
  1. List proposals older than three days without a reply.
  2. Send the follow-up written for each proposal’s stage.
  3. Log every reply in the buyer record.
  4. Escalate to the operator after a third silence.

Done whenNo open proposal is silent for more than three working days.

Learns on the jobWhich follow-up wording earns replies.

Update pipeline stages

Every Friday at 14:0030 minSAL-01
Job ascription
  1. Review every open opportunity.
  2. Move each to its true stage, with the evidence.
  3. Close out anything dead, with the reason.

Done whenEvery opportunity sits at a stage its evidence supports.

Learns on the jobHow long each stage really takes.

Group 01 · Revenue

Marketing Office

This office’s week in CALΞNDARYX →
Job description

Makes the work known to the people it is for.

Workers MKT-01 and MKT-02 · 3 recurring duties

Draft the week’s content

Every Monday at 09:0090 minMKT-01
Job ascription
  1. Read the week’s themes from the Executive Suite.
  2. Draft the pieces in the house voice.
  3. Send each draft to the Brand Office for its check.

Done whenEvery piece for the week is drafted and checked.

Learns on the jobWhich themes and formats drew response.

Schedule the week’s posts

Every Tuesday at 10:0030 minMKT-02
Job ascription
  1. Take the checked pieces.
  2. Set each on its channel and time.
  3. Confirm the schedule to the Communications Office.

Done whenThe week is scheduled with no gaps.

Learns on the jobBest times per channel.

Review campaign results

Every Friday at 11:0045 minMKT-01
Job ascription
  1. Gather results for every live campaign.
  2. Compare each against its target.
  3. Recommend keep, change or stop.

Done whenEvery live campaign has a recommendation.

Learns on the jobWhich recommendations the operator accepted.

Group 01 · Revenue

Brand Office

This office’s week in CALΞNDARYX →
Job description

Keeps every word and surface true to one voice.

Workers BRD-01 and BRD-02 · 3 recurring duties

Check new material against the voice

Every weekday at 16:0045 minBRD-01
Job ascription
  1. Collect everything drafted since the last run.
  2. Check each against the voice rules and the protected spellings.
  3. Return each as pass, revise with the exact correction, or block with the reason.

Done whenNothing leaves the firm unchecked.

Learns on the jobRecurring errors, so the rules the drafting offices get improve.

Review mentions

Every Wednesday at 10:0030 minBRD-02
Job ascription
  1. Collect mentions of the firm and its names.
  2. Flag misuse of names or marks.
  3. Pass anything needing a reply to the Communications Office.

Done whenEvery mention is logged and every misuse flagged.

Learns on the jobWhere the names travel.

Refresh the asset library

Monthly, on the 1st at 10:0060 minBRD-01
Job ascription
  1. Retire out-of-date assets.
  2. Add the month’s approved assets.
  3. Publish the index to every office.

Done whenEvery office works from the current library.

Learns on the jobWhich assets are actually used.

Group 01 · Revenue

Buyers Office

This office’s week in CALΞNDARYX →
Job description

Sources, compares and orders what the work needs.

Workers BUY-01 and BUY-02 · 3 recurring duties

Track purchase orders

Every weekday at 11:0030 minBUY-01
Job ascription
  1. List every open order.
  2. Confirm its status with the supplier.
  3. Flag any order at risk of missing its date.

Done whenEvery open order has a confirmed status.

Learns on the jobWhich suppliers deliver on time.

Compare quotes

Every Tuesday at 10:0060 minBUY-02
Job ascription
  1. Collect quotes received for open requests.
  2. Compare on price, terms and delivery.
  3. Recommend one quote per request, with the reason.

Done whenEvery open request has a recommendation.

Learns on the jobWhich recommendations held up after delivery.

Confirm deliveries

Every Thursday at 14:0030 minBUY-01
Job ascription
  1. List deliveries due this week.
  2. Confirm dates with each supplier.
  3. Tell the receiving office what arrives when.

Done whenEvery office knows what arrives this week.

Learns on the jobLead times by supplier.

Group 01 · Revenue

Partnership Office

This office’s week in CALΞNDARYX →
Job description

Keeps partners informed, aligned and credited.

Workers PTN-01 and PTN-02 · 3 recurring duties

Prepare partner meeting notes

Every Wednesday at 09:0045 minPTN-01
Job ascription
  1. List partner meetings for the week.
  2. Brief each: what was agreed, what is open, what to ask.

Done whenEvery partner meeting has a brief.

Learns on the jobWhich open items close fastest.

Log partner referrals

Every Friday at 10:0030 minPTN-02
Job ascription
  1. Collect referrals received from partners.
  2. Credit each to its partner.
  3. Pass each to the Lead Generation Office.

Done whenEvery referral is credited and handed on.

Learns on the jobWhich partners send buyers who convert.

Send the partner update

Monthly, on the 1st at 11:0060 minPTN-01
Job ascription
  1. Summarize the month for partners.
  2. Send it after the Brand Office check.

Done whenEvery partner receives the month’s update.

Learns on the jobWhich parts partners respond to.

Group 02 · Operations

Executive Suite Office

This office’s week in CALΞNDARYX →
Job description

Prepares the decisions only the principal makes.

Workers EXE-01 and EXE-02 · 3 recurring duties

Prepare the weekly briefing

Every Monday at 07:3060 minEXE-01
Job ascription
  1. Gather last week’s results from every group.
  2. Set out the decisions waiting on the principal.
  3. Deliver one page before the week starts.

Done whenThe principal starts the week with one page.

Learns on the jobWhich decisions arrive late, and why.

Summarize decisions pending

Every weekday at 17:0020 minEXE-02
Job ascription
  1. List every decision awaiting the principal.
  2. Attach the options and a recommendation to each.

Done whenNo decision waits without its options.

Learns on the jobHow long decisions wait.

Prepare board notes

Monthly, on the 25th at 10:0090 minEXE-01
Job ascription
  1. Assemble the month’s results.
  2. Draft the notes for the board.
  3. Send them to the principal for review.

Done whenBoard notes are ready five days before month end.

Learns on the jobQuestions the board asks, so the next notes answer them.

Group 02 · Operations

Management Office

This office’s week in CALΞNDARYX →
Job description

Balances load across offices and keeps loops moving.

Workers MGT-01 and MGT-02 · 3 recurring duties

Review open loops

Every weekday at 08:3030 minMGT-01
Job ascription
  1. Read the ARXΞCUTYX escalations: overdue and silent loops.
  2. Re-route or re-scope each one.
  3. Record the action in the ledger.

Done whenNo escalation is left without an action.

Learns on the jobWhich loops tend to stall, and where.

Write the stand-up summary

Every weekday at 09:3015 minMGT-02
Job ascription
  1. Collect yesterday’s completions and today’s plan from each office.
  2. Publish one summary.

Done whenEvery office sees the day in one place.

Learns on the jobWhich offices are consistently late.

Rebalance office workloads

Every Monday at 11:0045 minMGT-01
Job ascription
  1. Compare scheduled load across offices.
  2. Move work from overloaded offices to those with capacity.

Done whenNo office is scheduled past its capacity.

Learns on the jobTrue capacity per office.

Group 02 · Operations

Admin Office

This office’s week in CALΞNDARYX →
Job description

Keeps records, renewals and logistics in order.

Workers ADM-01 and ADM-02 · 3 recurring duties

File incoming documents

Every weekday at 12:0030 minADM-01
Job ascription
  1. Collect documents received.
  2. Name and file each in its place.
  3. Pass anything needing action to its office.

Done whenNothing received is left unfiled.

Learns on the jobWhich documents are hard to place.

Watch renewals

Every Monday at 09:0030 minADM-02
Job ascription
  1. List domains, licences and contracts renewing in the next 30 days.
  2. Open a loop for each one.

Done whenNothing renews by surprise.

Learns on the jobRenewal patterns across the year.

Travel and logistics queue

Every Wednesday at 13:0045 minADM-01
Job ascription
  1. Work the travel and logistics requests.
  2. Confirm bookings back to the requester.

Done whenEvery request is booked or answered.

Learns on the jobPreferences of each traveller.

Group 02 · Operations

Finance Office

This office’s week in CALΞNDARYX →
Job description

Keeps the books, the invoices and the cash position.

Workers FIN-01 and FIN-02 · 3 recurring duties

Reconcile accounts

Every weekday at 16:3045 minFIN-01
Job ascription
  1. Match every transaction to its record.
  2. Flag anything unmatched.

Done whenEvery account is reconciled to the day.

Learns on the jobRecurring causes of mismatches.

Report the cash position

Every Monday at 08:0030 minFIN-02
Job ascription
  1. Total cash by account and entity.
  2. Compare with last week.
  3. Send to the principal and the Ownership Office.

Done whenThe week opens with a known cash position.

Learns on the jobWeekly cash rhythms.

Prepare invoices

Every Friday at 10:0045 minFIN-01
Job ascription
  1. List work delivered and billable.
  2. Prepare each invoice.
  3. Send them after approval.

Done whenEverything billable is invoiced.

Learns on the jobTime from delivery to payment.

Group 02 · Operations

Cash Streaming Office

This office’s week in CALΞNDARYX →
Job description

Streams every dollar that enters to the office whose work it funds.

Workers CSH-01 and CSH-02 · 3 recurring duties

Route receipts

Every weekday at 10:0030 minCSH-01
Job ascription
  1. List every dollar received since the last run.
  2. Apply the streaming rules to each receipt.
  3. Stream each amount to its office’s budget.
  4. Record every stream; figures stay inside Cash Streaming and Finance.

Done whenEvery dollar received is streamed to its office.

Learns on the jobWhere the rules needed an exception, so the rules can be amended.

Fund approved tasks

Every weekday at 14:0030 minCSH-02
Job ascription
  1. List tasks approved for funding.
  2. Release each from its office’s stream.
  3. Confirm to the office.

Done whenNo approved task waits for funds.

Learns on the jobHow quickly each office spends its stream.

Reconcile streams against the ledger

Every Friday at 16:0045 minCSH-01
Job ascription
  1. Compare streamed amounts with Finance’s books.
  2. Resolve any difference.

Done whenStreams and books agree to the dollar.

Learns on the jobWhere differences arise.

Group 02 · Operations

Investor Office

This office’s week in CALΞNDARYX →
Job description

Keeps investors informed and the data room current.

Workers INV-01 and INV-02 · 3 recurring duties

Log investor questions

Every weekday at 15:0020 minINV-01
Job ascription
  1. Collect questions received from investors.
  2. Route each to the office that can answer it.
  3. Track each until it is answered.

Done whenEvery investor question has an owner.

Learns on the jobWhat investors ask most.

Update the data room index

Every Friday at 13:0030 minINV-02
Job ascription
  1. Add the week’s documents.
  2. Retire superseded ones.

Done whenThe data room shows the current documents only.

Learns on the jobWhich documents investors open.

Prepare the investor update

Monthly, on the 5th at 10:0090 minINV-01
Job ascription
  1. Assemble the month’s results.
  2. Draft the update.
  3. Send it to the principal for approval.

Done whenThe update is ready by the fifth.

Learns on the jobWhich sections investors respond to.

Group 02 · Operations

People Office

This office’s week in CALΞNDARYX →
Job description

Hires, onboards and supports the human operators.

Workers PPL-01 and PPL-02 · 3 recurring duties

Prepare onboarding packs

Every Monday at 10:0045 minPPL-01
Job ascription
  1. List people starting in the next two weeks.
  2. Prepare each pack: access, introductions, first tasks.

Done whenEvery new operator starts with a pack.

Learns on the jobQuestions new people ask in their first week.

Operator check-ins

Every Friday at 09:0030 minPPL-02
Job ascription
  1. Collect each operator’s week in three lines.
  2. Flag anything that needs the principal.

Done whenEvery operator is heard every week.

Learns on the jobWhat slows operators down.

Update role descriptions

Monthly, on the 15th at 10:0045 minPPL-01
Job ascription
  1. Compare each role with what the person actually does.
  2. Propose updates.

Done whenRole descriptions match the work.

Learns on the jobHow roles evolve.

Group 02 · Operations

Security Office

This office’s week in CALΞNDARYX →
Job description

Holds access, keys and incident response, day to day.

Workers SEC-01 and SEC-02 · 3 recurring duties

Review access

Every weekday at 07:0030 minSEC-01
Job ascription
  1. List every access granted or used since the last run.
  2. Flag anything unexpected.
  3. Revoke what is no longer needed.

Done whenEvery access is expected and needed.

Learns on the jobNormal access patterns, so anomalies stand out.

Check backups and restores

Every Sunday at 06:0060 minSEC-02
Job ascription
  1. Confirm every backup completed.
  2. Restore one sample and verify it.

Done whenA backup has been proven restorable this week.

Learns on the jobRestore times.

Rotate keys and credentials

Monthly, on the 1st at 07:0060 minSEC-01
Job ascription
  1. Rotate the scheduled keys and credentials.
  2. Confirm every system still works.

Done whenKeys are rotated with no outage.

Learns on the jobWhich rotations break things.

Group 02 · Operations

Fulfilment Office

This office’s week in CALΞNDARYX →
Job description

Delivers what was promised, on the date promised.

Workers FUL-01 and FUL-02 · 3 recurring duties

Prepare installation checklists

Every Monday at 08:0045 minFUL-01
Job ascription
  1. List installations and deliveries this week.
  2. Prepare each checklist.

Done whenEvery delivery has its checklist.

Learns on the jobSteps that get missed.

Run handover steps

Every weekday at 13:0060 minFUL-02
Job ascription
  1. Work today’s handover steps.
  2. Record each completion.

Done whenToday’s steps are done or escalated.

Learns on the jobTime per step.

Confirm site readiness

Every Thursday at 10:0030 minFUL-01
Job ascription
  1. Confirm next week’s sites are ready: power, network, access.

Done whenNo team arrives at an unready site.

Learns on the jobCommon readiness gaps.

Group 02 · Operations

Communications Office

This office’s week in CALΞNDARYX →
Job description

Answers, updates and records every exchange.

Workers COM-01 and COM-02 · 3 recurring duties

Answer inbound messages

Every weekday at 09:0060 minCOM-01
Job ascription
  1. Collect messages received.
  2. Answer what can be answered.
  3. Route the rest to its office with a deadline.

Done whenEvery message has an answer or an owner.

Learns on the jobQuestions that deserve a standard answer.

Write meeting minutes

Every weekday at 17:3030 minCOM-02
Job ascription
  1. Collect today’s meeting notes.
  2. Publish minutes with decisions and owners.

Done whenEvery meeting has minutes the same day.

Learns on the jobDecisions that recur.

Draft client updates

Every Wednesday at 15:0045 minCOM-01
Job ascription
  1. Draft the week’s client updates.
  2. Send them after the Brand Office check.

Done whenEvery client hears from the firm each week.

Learns on the jobWhich updates clients answer.

Group 03 · Intelligence

RDDIIE Office

This office’s week in CALΞNDARYX →
Job description

Research, Design, Development, Innovation, Implementation, Engineering.

Workers RD-01 and RD-02 · 3 recurring duties

Write the research brief

Every Monday at 13:0090 minRD-01
Job ascription
  1. Take the week’s open questions.
  2. Research each.
  3. Publish findings with sources.

Done whenEvery open question has findings.

Learns on the jobWhich sources prove reliable.

Review designs and implementations

Every Wednesday at 13:0060 minRD-02
Job ascription
  1. Review what was designed or built this week against its brief.

Done whenEvery piece of work built this week has been reviewed.

Learns on the jobRecurring design issues.

Run engineering tests

Every Friday at 13:0060 minRD-01
Job ascription
  1. Run the test suite on everything changed.
  2. Record results and open loops for failures.

Done whenEverything changed this week is tested.

Learns on the jobWhere failures cluster.

Group 03 · Intelligence

Corporate Intelligence Office

This office’s week in CALΞNDARYX →
Job description

Watches markets, sectors and counterparties.

Workers CI-01 and CI-02 · 3 recurring duties

Compile the sector watch

Every weekday at 07:3045 minCI-01
Job ascription
  1. Scan the watched sectors.
  2. Summarize what changed and why it matters to the firm.

Done whenThe day’s sector watch is ready by 08:15.

Learns on the jobWhich signals mattered later.

Profile a market

Every Tuesday at 14:0090 minCI-02
Job ascription
  1. Take the week’s market question.
  2. Build the profile: size, players, openings.

Done whenOne market profile each week.

Learns on the jobWhich profiles led to action.

Summarize filings

Every Thursday at 15:0045 minCI-01
Job ascription
  1. Read new filings of watched counterparties.
  2. Summarize what they reveal.

Done whenEvery relevant filing is summarized.

Learns on the jobCounterparty patterns.

Group 03 · Intelligence

Audit Office

This office’s week in CALΞNDARYX →
Job description

Checks that what was closed was actually done.

Workers AUD-01 and AUD-02 · 3 recurring duties

Verify closed loops

Every weekday at 18:0030 minAUD-01
Job ascription
  1. Sample loops closed today.
  2. Check each against its done-state.
  3. Reopen any that fall short, with the reason.

Done whenEvery sampled loop truly met its done-state.

Learns on the jobWhich offices close too early.

Review the access log

Every Monday at 12:0030 minAUD-02
Job ascription
  1. Check Security’s access record for the week.
  2. Confirm every exception was handled.

Done whenAccess exceptions are all resolved.

Learns on the jobException trends.

Check integrity score inputs

Every Friday at 17:0030 minAUD-01
Job ascription
  1. Confirm the integrity score counts every opened loop.
  2. Confirm aborted loops stayed in the count.

Done whenThe integrity score is honest.

Learns on the jobWhere counting errors creep in.

Group 04 · Retention

Customer Service Office

This office’s week in CALΞNDARYX →
Job description

Looks after first-time buyers until their first result lands.

Workers CUS-01 and CUS-02 · 3 recurring duties

Welcome first-time buyers

Every weekday at 10:3030 minCUS-01
Job ascription
  1. Greet every new buyer.
  2. Set out what happens next and when.

Done whenEvery new buyer is welcomed within a day.

Learns on the jobQuestions buyers ask first.

Answer first-week questions

Every weekday at 14:3045 minCUS-02
Job ascription
  1. Answer every first-week buyer question.
  2. Route anything technical to Fulfilment.

Done whenNo first-week question waits past a day.

Learns on the jobWhere onboarding confuses people.

Confirm the first result

Every Friday at 12:0045 minCUS-01
Job ascription
  1. Confirm each buyer has seen their first result.
  2. Where they are aligned with the firm’s signal, invite them to the BEAMYX programme.

Done whenEvery buyer’s first result is confirmed.

Learns on the jobTime to first result.

Group 04 · Retention

Client Service Office

This office’s week in CALΞNDARYX →
Job description

Serves buyers who return again and again, on a regular rhythm.

Workers CLS-01 and CLS-02 · 3 recurring duties

Log client requests

Every weekday at 16:0030 minCLS-01
Job ascription
  1. Collect client requests.
  2. Route each to its office.
  3. Confirm receipt to the client.

Done whenEvery request has an owner and a reply.

Learns on the jobWhat clients ask for repeatedly.

Prepare renewal notes

Every Monday at 14:0045 minCLS-02
Job ascription
  1. List renewals due in the next 30 days.
  2. Prepare each client’s renewal note.

Done whenEvery renewal is prepared a month ahead.

Learns on the jobRenewal rates by client type.

Schedule quarterly reviews

Monthly, on the 10th at 10:0045 minCLS-01
Job ascription
  1. Book reviews for clients due this quarter.
  2. Prepare each review pack.

Done whenEvery client has a review booked.

Learns on the jobWhat clients value in reviews.

Group 04 · Retention

Loyal Patrons Office

This office’s week in CALΞNDARYX →
Job description

Honors buyers who take this kind of service only from you.

Workers PAT-01 and PAT-02 · 3 recurring duties

Record patron preferences

Every Wednesday at 11:0030 minPAT-01
Job ascription
  1. Update each patron’s preferences from the week’s contact.

Done whenEvery patron record is current.

Learns on the jobWhat patrons care about.

Prepare patron recognition

Every Friday at 11:3030 minPAT-02
Job ascription
  1. Choose the week’s recognition for patrons.
  2. Send it after the Brand Office check.

Done whenPatrons are recognized every week.

Learns on the jobWhich recognition matters to them.

Send the patron update

Monthly, on the 20th at 10:0045 minPAT-01
Job ascription
  1. Draft the month’s patron update.
  2. Send it.

Done whenEvery patron receives the update.

Learns on the jobPatron response.

Group 04 · Retention

Advocate Service Office

This office’s week in CALΞNDARYX →
Job description

Supports buyers who tell others about you.

Workers ADV-01 and ADV-02 · 3 recurring duties

Thank referring clients

Every weekday at 11:0020 minADV-01
Job ascription
  1. Find every new referral.
  2. Thank the client who made it, personally.

Done whenEvery referral is thanked within a day.

Learns on the jobWho refers, and when.

Prepare shareable case notes

Every Thursday at 13:0060 minADV-02
Job ascription
  1. Turn one client result into a case note clients can share.
  2. Obtain the client’s approval.

Done whenOne approved case note each week.

Learns on the jobWhich case notes get shared.

Log referrals

Every Friday at 14:3030 minADV-01
Job ascription
  1. Record the week’s referrals.
  2. Pass each to the Lead Generation Office.

Done whenEvery referral is recorded and handed on.

Learns on the jobReferral conversion.

Group 04 · Retention

Affiliate Service Office

This office’s week in CALΞNDARYX →
Job description

Runs the formal affiliate program, and serves those who join it.

Workers AFF-01 and AFF-02 · 3 recurring duties

Process affiliate sign-ups

Every weekday at 12:3030 minAFF-01
Job ascription
  1. Review new affiliate applications.
  2. Approve or decline each, with the reason.
  3. Onboard the approved.

Done whenEvery application is answered within a day.

Learns on the jobWhich affiliates perform.

Reconcile referrals and commissions

Every Friday at 15:3045 minAFF-02
Job ascription
  1. Match affiliate referrals to sales.
  2. Pass commissions due to Cash Streaming.

Done whenEvery commission due is streamed.

Learns on the jobCommission accuracy.

Send the affiliate update

Monthly, on the 1st at 12:0045 minAFF-01
Job ascription
  1. Send affiliates the month’s results and materials.

Done whenEvery affiliate receives the update.

Learns on the jobAffiliate engagement.

Governing +1 · Ownership

Ownership Office

This office’s week in CALΞNDARYX →
Job description

Serves those who own the firm: control, equity, succession, final authority.

Workers OWN-01 and OWN-02 · 3 recurring duties

Prepare the owners’ briefing

Every Monday at 07:0060 minOWN-01
Job ascription
  1. Assemble the week for the owners: cash, results, risks, decisions reserved to owners.

Done whenThe owners start the week informed.

Learns on the jobWhat owners ask about.

Update the ownership register

Monthly, on the 1st at 09:0030 minOWN-02
Job ascription
  1. Record any change in equity, control or signing authority.

Done whenThe register matches reality.

Learns on the jobHow ownership changes over time.

Review the succession file

Monthly, on the 28th at 10:0060 minOWN-01
Job ascription
  1. Review succession instructions and legacy documents with the Legal Office.

Done whenThe succession file is current every month.

Learns on the jobWhat changes in the owners’ intentions.