ROLLerUP Quick Reference Card

# ROLLerUP Quick Reference Card
*Print this and keep at your desk*

## Contact Info
- **Phone:** 1-866-96-ROLL-UP (1-866-967-6558)
- **Email Sales:** info@rollerup.ca
- **Email Service:** service@rollerup.ca
- **Website:** www.rollerup.ca
- **Hours:** Mon-Fri 8:30 AM - 5:00 PM EST

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## Products at a Glance

| Product | Key Benefit | Common Use |
|---------|-------------|------------|
| Roll Shutters | Security + light control | Windows, doors |
| Fire Shutters | Fire code compliance | Commercial openings |
| Awnings | Shade on demand | Decks, patios |
| Screens | Bug-free outdoors | Porches, gazebos |
| Pergolas | Adjustable shade | Outdoor living |

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## Phone Greeting
> "Thank you for calling ROLLerUP, this is [Name], how can I help you?"

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## Qualification Questions (BANT)
1. What product are you interested in?
2. What's the application?
3. What are the dimensions?
4. When do you need it?
5. Who's involved in the decision?

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## Standard Warranties
- **Parts:** 5 years (all products)
- **Labor:** 1 year
- **Fabric:** 5-10 years (awnings)
- **Motors:** 5 years

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## Quick Objection Responses

**"How much?"**
→ "All our products are custom. I'll need dimensions to give you accurate pricing."

**"Too expensive"**
→ "I understand. What were you comparing to? Let's make sure we're comparing similar quality."

**"Need to think about it"**
→ "Of course. What specifically would help you decide?"

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## Service Troubleshooting Checklist
1. ☐ Is there power? (check breaker)
2. ☐ Remote batteries dead?
3. ☐ Any obstructions?
4. ☐ When did it last work?
5. ☐ Any recent changes? (power work, storm)

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## Zoho CRM Quick Keys
- **New Lead:** Quick Create → Lead
- **New Deal:** Quick Create → Deal
- **Log Call:** Activity → Call
- **Search:** Top search bar

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## Fire Shutter = HIGH VALUE 🔥
If someone mentions:
- Fire rating / fire-rated
- Building inspection
- Fire marshall
- Code compliance
- Fire separation

**→ Flag as priority lead!**

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## Help Resources
- Supervisor: [Name]
- Knowledge Base: [URL when deployed]
- Product specs: WorkDrive
- This course: /onboarding_course/