UMS | VGP — Structure Board

DRIVERS Management Layer — Sets Direction & Holds the Standard

UMS + VGP

EJ Espiritu

UMS & VGP Oversight

Maintain control of the management system
Enforce disciplined execution across both entities
Continuously improve operations
Align UMS & VGP as one coordinated operation
Ensure management owns their responsibilities
Escalate material risks to ownership
Protect what has been built

UMS + VGP

Myrille

Lead Manager — Execution & Accountability

Day-to-day management execution
Always growing — never regressing
Enforce organization, optimization & communication
Drive revenue & profit growth
Maintain all active systems & SOPs
Hold every employee equally accountable
Prevent & correct regression immediately
Escalate material risks to ownership

VGP

Reymark Sicat

VGP Operations Manager & HR — Structure & People

Oversee VGP day-to-day operations
Build organized, accountable & scalable structure
Establish clear ownership & accountability across departments
Develop & maintain SOPs, workflows & reporting systems
Manage recruitment, hiring & onboarding
Monitor employee performance & conduct
Identify & resolve recurring operational problems
Escalate risks & compliance concerns to management

UMS

Ernesto

UMS Manager — Growth, Systems & AI Automation

Own detailed operations across all of UMS
Drive continuous & sustainable growth
Enforce organization, optimization & communication
Maintain & protect all active systems & SOPs
Aggressively automate repeatable work with AI
Build analytics & management visibility
Hold every employee accountable without favoritism
Coordinate with VGP — never bypass entity separation
Escalate risks with a proposed solution & owner

ENGINES VGP Operations — Each VA Owns a Unique Lane

Licensing

VGP

Alma

Licensing Manager — Sequencing & Filing Authority

Sequence daily priorities across Cess, Eubert, and all 3 VAs
Prepare and file license applications after all approval gates pass
Post Compliance Officer approval request before every filing
Oversee all open escalations and track response windows
Post consolidated EOD report to Telegram by 5:00 PM CT — no exceptions
Cover absent VA, Cess, or Eubert functions unless CO assigns another
Flag any application filed without prior written approval immediately
Report unexplained missed role startups to Compliance Officer

VGP

Cess

Tracker & State Requirements — Single Source of Truth

Maintain single source of truth for all 50 states (WDD + Controlled Substance)
Incorporate updates from all 3 VAs and Eubert into live tracker
Keep state requirements current — never apply one state's rules to another
Distribute updated tracker to all team members before each follow-up cycle
Route missing or conflicting information to Eubert with full context
Produce weekly status summary (Applied / In Progress / Blocked / Approved)
Flag fee deadlines and time-sensitive blockers without waiting for weekly summary
Record every blocker, owner, deadline, and resolution in the tracker

VGP

Eubert

Blocker Resolution — Clears the Path to Approval

Own every blocker that prevents a WDD or Controlled Substance application from moving
Review blockers raised by VAs and Cess — identify the correct resolution path
Coordinate with Legal, Operations, and Pharmacist-in-Charge to clear blockers
Prioritize rejections, fee deadlines, and time-sensitive items first
Confirm resolutions and report back to Cess with evidence
Never assume a solution from one state applies to another
Keep open blocker owners and deadlines visible until fully closed

VGP

Mylene Dosil

VA 1 — Board Follow-Up (14 States)

Contact state boards of pharmacy for all 14 assigned states every cycle
Obtain current WDD and Controlled Substance application status from each board
Record every interaction in live tracker using Cess's exact format
Flag new or changed state requirements to Cess immediately
Escalate blockers to Cess and Eubert with full details — state, issue, deadline
Notify Cess and Eubert immediately for any rejection or 30+ day stall
Distinguish board-confirmed status from unanswered outreach in all records

Assigned States — 14 AK · AZ · AR · CA · CO · DE · FL · GA · HI · ID · IL · IN · IA · KS

VGP

Marjorie Reabad

VA 2 — Board Follow-Up (15 States)

Contact state boards of pharmacy for all 15 assigned states every cycle
Obtain current WDD and Controlled Substance application status from each board
Record every interaction in live tracker using Cess's exact format
Flag new or changed state requirements to Cess immediately
Escalate blockers to Cess and Eubert with full details — state, issue, deadline
Notify Cess and Eubert immediately for any rejection or 30+ day stall
Distinguish board-confirmed status from unanswered outreach in all records

Assigned States — 15 KY · LA · ME · MD · MA · MI · MN · MS · MO · MT · NE · NV · NH · NJ · NM

VGP

Kenjie

VA 3 — Board Follow-Up (15 States)

Contact state boards of pharmacy for all 15 assigned states every cycle
Obtain current WDD and Controlled Substance application status from each board
Record every interaction in live tracker using Cess's exact format
Flag new or changed state requirements to Cess immediately
Escalate blockers to Cess and Eubert with full details — state, issue, deadline
Notify Cess and Eubert immediately for any rejection or 30+ day stall
⚑ Flag Wyoming scope inconsistency to Compliance Officer before any follow-up

Assigned States — 15 NY · NC · ND · OH · OK · OR · RI · SC · SD · TN · UT · VT · VA · WA · WY

Marketing

VGP

Kizzaline Cassion (Kizz)

Social Media Manager — Content, Ads & Lead Capture

Manage all 8 social media platforms daily
Produce and publish daily content — reels, stories, and captions
Monitor and report on ad performance — Meta and Google
Capture and route all inbound leads to Sales immediately
Source top-of-funnel Canadian pharmacy prospects for management review only
Research suppliers and request quotes — does not screen or onboard (Anton owns that)
Support Canadian Purchasing team with admin and design tasks
Maintain sourcing database and all records current
Submit EOD report daily and weekly report every Saturday

Sales

VGP

Marisol Nadonza

Sales Manager — Pipeline, Team & KPIs

Own daily sales operations across all reps and the full pipeline
Run daily team huddle and confirm revenue targets every morning
Qualify, tier, and assign all leads — Hot, T1, T2, T3
Oversee all active orders from confirmed to delivered
Create and submit every wave invoice — route to Marie for approval
Track all 7 KPIs daily and escalate any warning or critical immediately
Submit daily sales report by 3:30 PM and EOD by 5:00 PM
Submit weekly summary to VGP Operations GC every Friday by 4:30 PM
Escalate orders above $5,000 to Austin before any action
Never allow a DNC violation — zero tolerance, escalate immediately
Own all exceptions, failures, and performance issues across the team

VGP

Christian Patricio

Cold Caller — New Lead Generation & Pipeline

Follow up on pending payments from delivered orders — first task every day
Generate new pharmacy leads and make quality cold calls every shift
Secure recurring and repeat orders from existing customers
Check available inventory before confirming any product to a customer
Qualify and categorize leads as Hot, Warm, or Potential every day
Convert qualified leads into confirmed orders and forward to Sol
Log every call and interaction in the CRM within 5 minutes
Prepare a fresh lead list for the next day before ending every shift

VGP

Shaira Mae Molino

Cold Caller & Order Coordinator — Calls + Full Order Lifecycle

Check recurring customer emails and secure repeat orders — first hour
Generate new pharmacy leads and make quality cold calls every shift
Confirm inventory before offering or committing any product
Add all confirmed orders to OPS flow and notify the warehouse
Create invoices and payment links in QuickBooks for every confirmed order
Create shipping labels once the warehouse confirms order is prepared
Follow up on pending payments after every delivery
Log every interaction, order, invoice, and payment status in the CRM
Prepare a fresh lead list for the next day before ending every shift

Unique: owns QuickBooks invoicing, shipping labels & order lifecycle — Christian does not

Canadian Purchasing

VGP

Mariebeth (Marie) Grepo

Purchasing Lead — Owns All Procurement & Final Approvals

Own all procurement operations from inbox to order placement
Process both purchasing inboxes to zero every morning
Source and log new FDA-compliant suppliers daily
File all invoices, order confirmations, and payment receipts on time
Verify order numbers between Gmail and Drive for every order filed
Place all approved orders within budget and within the order window
Lead the Canadian Purchasing project as the daily priority every afternoon
Qualify and advance Canadian suppliers through all gates before activation
Verify all Canadian supplier documents, banking, and warehouse approvals
Never activate a Canadian supplier without all written approvals in place
Deliver EOD report on Discord with mic and camera by 5:00 PM daily

VGP

Anton Patricio

Canadian Purchasing Support — Research, Screening & Packets

Research and screen new Canadian suppliers against all compliance requirements
Conduct supplier price checks and maintain price tracker daily
Contact screened suppliers using approved templates only — no commitments
Follow up on all outstanding quotes, documents, and supplier responses
Prepare and submit approval packets to Ms. Marie for every qualified supplier
Escalate all compliance concerns and price changes to Ms. Marie same day
Never engage or onboard a supplier without the full three-step approval
Submit EOD summary to Ms. Marie by 5:00 PM every day

Human Resources

UMS + VGP

Angelika

HR Officer — Attendance, Compliance, CCTV & Payroll

Own all HR operations for both companies every shift
Monitor attendance across all VAs via ClockOps and the HR Timesheet
Monitor Discord compliance — screenshare, camera, and room assignment — continuously
Monitor all CCTV systems every 20 minutes — Blink, UBox, and ADT Control
Handle all inbound calls via RingCentral and route to the correct department
Verify payroll every Monday and submit to Austin before 10:00 AM
Process and forward all VA leave submissions to management same day
Issue compliance warnings and strikes for all confirmed violations
Correct all attendance discrepancies and log every change with evidence
Post three separate EOD reports before 4:45 PM — HR, Management, and CCTV groups
Post weekly HR summary to Management Group every Monday

UMS OPS UMS Operations — Each Role Owns a Unique Function

Sales

UMS

Kim Villapando

Sales Manager

Own all customer communications across Email, SMS, and RingCentral
Collect and process all customer orders for OTC and Regulated OTC products
Create and manage all invoices via Wave and HubSpot
Coordinate order fulfillment with the Warehouse team
Track all outbound shipments and send tracking numbers to customers
Maintain all Sales Google Sheets with accurate, real-time data
Manage pending payments and follow up on overdue accounts
Propose new order invoices to eligible repeat customers
Submit daily, weekly, and monthly sales reports to management

UMS

Arnie Villapando

Sales Cold Caller / Support Staff

Conduct daily outbound cold calls to pharmacies and distributors
Generate and qualify new leads using HubSpot and RingCentral
Send follow-up emails and price lists to warm and hot leads
Create shipping labels via PirateShip upon receiving warehouse dimensions
Update all export transaction sheets daily with shipping and label data
Log all call outcomes and lead status in real time in HubSpot
Submit end-of-day report to management by 5:00 PM

Purchasing / Import

UMS

King Patricio

Import Manager

Verify, document, and reconcile all inbound import shipments received
Manage all customer and reseller communications via Email, RingCentral, and WhatsApp
Maintain Payment Tracker and Tracking Sheet records every operational day
Coordinate with Warehouse to confirm verified items and resolve holds
Run compliance screening on all shipment HS codes — escalate every flag immediately
Submit midday report by 1:00 PM and EOD report by 4:00 PM daily
Oversee all invoice discrepancies, manifest mismatches, and non-standard pricing
File all shipment documents in Shared Drive per naming convention every shift

UMS

Gilbert Joson

Import Operator — Mail-In & Payment Coordination

Receive and verify all inbound customer mail-in shipments within the same business day
Cross-check scan data against customer claims, photos, and Pricing Matrix
Price all shipments per the Matrix — escalate all non-standard items to King
Build cross-check tabs and submit Payment Tracker total to King by 2:30 PM daily
Send scan summaries, payment confirmations, and review requests to customers
Support King's payment approval window (3:00–4:00 PM) — never execute payments alone
Post midday pulse by 1:00 PM and EOD note by 5:00 PM in Discord
Flag all counterfeit suspicions and escalate to King within 15 minutes

Marketing

UMS

Jouel Metran

Marketing Manager

Monitor Facebook Ads, Google Ads, and HubSpot ad campaigns daily (9:00 AM – 1:00 PM)
Create and publish one branded social media post per day by 12:00 PM
Respond to all Facebook inbox messages and comments within 2 minutes
Capture all inbound leads and qualify using the 2-of-4 framework
Forward qualified leads to Sales via Pharma Sales Leads GC within 2 hours
Execute all assigned daily SEO tasks and log completion in checklist
Submit daily expense report with screenshots by 1:00 PM — no exceptions
Send EOD report to UMS Marketing Team GC by 1:15 PM

Inventory

UMS

Tricia Olivares

Inventory Manager

Scan and verify all incoming inventory from driver buckets and imports same day
Update all inventory sheets within 5 minutes of verification — 100% same-day encoding
Cross-check all order scans and validate expiration dates and item conditions
Respond to all Sales inventory requests and approve orders for fulfillment
Monitor and report all discrepancies and low stock alerts immediately upon detection
Conduct daily inventory audit — resolve all discrepancies before EOD
Update product status (Fast/Slow Moving) in Price Adjustment Sheet by the 28th monthly
Submit EOD report to Data — Inventory group by 5:00 PM daily

Dispatch

UMS

Skeet Liam Espiritu

Dispatch Manager

Answer all inbound customer calls and quote approved prices from the UMS Price Sheet
Obtain Director pre-approval for all Regulated OTC pickups before scheduling
Manage driver routing in real time via OptimoRoute
Send driver pickup notifications and monitor acknowledgments throughout the shift
Approve or reject all product scans from drivers at customer locations
Conduct outbound cold calls during shift downtime
Compile and post EOD dispatch report and cash report by 4:45 PM
Create and share OTC and Regulated OTC check-in files for Inventory same day
Oversee full dispatch operations — holds backup Dispatcher role
Submit Weekly KPI and Health Report to Director by end of last workday

UMS

Reymon Bechayda

Dispatcher

Answer all inbound customer calls and quote approved prices from the UMS Price Sheet
Obtain Director pre-approval for all Regulated OTC pickups before scheduling
Manage driver routing in real time via OptimoRoute
Send driver pickup notifications and monitor acknowledgments throughout the shift
Approve or reject all product scans from drivers at customer locations
Conduct outbound cold calls during shift downtime
Compile and post EOD dispatch report and cash report by 4:45 PM
Create and share OTC and Regulated OTC check-in files for Inventory same day
Maintain Centralized Dispatch Sheet, financial tracking, and overstock monitoring
Submit Weekly KPI and Health Report to Director by end of last workday

Accounting

UMS

Myrille Serbito

Accounting Manager

Own all accounting operations including bookkeeping and financial records
Reconcile daily payments, invoices, and expenses across all departments
Manage accounts receivable and follow up on outstanding payments
Prepare and submit financial reports to management
Coordinate with Sales on payment confirmations and pending balances
Process all payroll, vendor payments, and expense reimbursements
Maintain compliance with accounting standards and internal financial controls

E-Commerce

UMS

Ernesto Santos

E-Commerce Manager

Manage all UMS e-commerce platforms and maintain accurate online product listings
Process and coordinate fulfillment of all online orders
Maintain product catalog — pricing, descriptions, and availability — in real time
Coordinate with Inventory and Warehouse to ensure order fulfillment accuracy
Monitor and respond to all online customer inquiries and reviews
Track e-commerce performance metrics and report to management
Update and optimize online store content and product catalog continuously