Week 1: Company & Products Overview

# Week 1: Company & Products Overview

## Day 1: Welcome to ROLLerUP

### About the Company
- **Founded:** ROLLerUP Solutions Inc (RSI)
- **Location:** Newmarket, Ontario, Canada
- **Websites:** rollerup.ca, awningsandscreens.com
- **Model:** Custom building products manufacturing (B2C and B2B)
- **Motto:** "Canada's trusted source for roll shutters and outdoor living solutions"

### What Makes Us Different
1. **Custom Manufacturing** - Every product made to order
2. **Fire Shutter Certification** - One of few certified installers in Canada
3. **Full Service** - Sales, installation, and service under one roof
4. **Quality Focus** - Premium products with strong warranties

### The Team
- Sales team (quotes, customer relationships)
- Service team (installations, repairs)
- Office team (admin, scheduling, customer service)

---

## Day 2: Product Overview

### Our Product Lines

| Product | Primary Benefit | Typical Customer |
|---------|-----------------|------------------|
| Roll Shutters | Security, light control, energy savings | Homeowners, commercial |
| Fire Shutters | Fire code compliance | Commercial, industrial |
| Retractable Awnings | Shade on demand | Homeowners with decks/patios |
| Retractable Screens | Bug protection with view | Homeowners, restaurants |
| Louvered Pergolas | Adjustable outdoor living | High-end residential |

### Product Hierarchy (by volume)
1. **Roll Shutters** - Highest volume, bread and butter
2. **Retractable Awnings** - Seasonal peak (May-July)
3. **Fire Shutters** - Highest margins, specialty
4. **Screens & Pergolas** - Growing segments

---

## Day 3: Understanding Custom Products

### Why "How Much Does It Cost?" Is Complicated

Every ROLLerUP product is custom-made. Price depends on:

1. **Dimensions** - Width × height (measured in inches)
2. **Operation** - Manual, motorized, smart-home integrated
3. **Features** - Color, finish, controls, sensors
4. **Installation** - Complexity, location, access
5. **Quantity** - Multiple units = better pricing

**Key Point:** Never quote prices off the top of your head. Always use the quoting system or defer to sales.

### Measurement Basics
- Always measure 3 times
- Note: rough opening vs. finished opening
- Account for obstructions (lights, cameras, etc.)
- Take photos of installation location

---

## Day 4: The Customer Journey

```
Lead → Qualification → Site Visit → Quote → Follow-up → Close → Install → Service
```

### Where Leads Come From
- Website inquiries (rollerup.ca)
- Phone calls (1-866-96-ROLL-UP)
- SalesIQ chat
- Referrals
- Trade shows
- Google/advertising

### Qualification Questions
1. What product are you interested in?
2. What's the application? (residential/commercial)
3. What's the primary goal? (security, shade, bugs, fire code)
4. What are the dimensions?
5. When do you need it?
6. What's your budget range?

---

## Day 5: Week 1 Quiz & Review

### Self-Check Questions
1. What are ROLLerUP's 5 main product lines?
2. Which product has the highest margins?
3. Why can't we give instant price quotes?
4. What information do we need to qualify a lead?
5. What's our phone number?

### Hands-On Task
- [ ] Review rollerup.ca website thoroughly
- [ ] Review awningsandscreens.com website
- [ ] Listen to 3 recorded sales calls (ask supervisor)
- [ ] Shadow a site visit if possible

---

## Resources
- Product brochures (in WorkDrive)
- Company YouTube channel
- Manufacturer spec sheets