Document Library

branding/BRAND_ASSETS.md

ROLLerUP Brand Assets Logos (Zoho WorkDrive) Black Text Logo - Embed: `<iframe src="https://workdrive.zohoexternal.com/embed/vfpdodcd87ba69...

salesiq_bot/DEPLOY_ALL.md

Deploy Service Bot + Dashboard Quick Deploy All ```bash Copy all files cp /root/.openclaw/workspace/salesiq_bot/service_agent.py /opt/kb_webs...

salesiq_bot/DEPLOY.md

Sales Agent Deployment Guide Quick Deploy ```bash 1. Copy files to droplet cp /root/.openclaw/workspace/salesiq_bot/sales_agent.py /opt/kb_we...

sales-analysis-2026-03-03/EXECUTIVE_SUMMARY.md

ROLLerUP Sales Performance Analysis Executive Summary — March 3, 2026 The Bottom Line Win rate has dropped from 23% (2019) to 13% (2025)....

HEARTBEAT.md

HEARTBEAT.md - System Health Checklist Purpose Run this checklist periodically to monitor system health and flag issues. --- Quick Scan ...

project/docs/implementation-guide.md

ROLLerUP AI Implementation Guide > Complete documentation for setting up Zoho data extraction and knowledge base infrastructure. > Created: 2026-02...

project/docs/phase1-scopes.md

Phase 1 Scopes - Data Extraction > Scopes needed for initial database build. Focus: CRM, Books, SalesIQ, Connect, Desk, Mail, WorkDrive Copy-Pa...

onboarding_course/quick_reference.md

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: ...

project/rsi-implementation-plan.md

ROLLerUP Solutions Inc - AI Implementation Plan Overview Build comprehensive AI-powered business intelligence system for RSI. Timeline: 16 W...

SERVICES.md

SERVICES.md — ROLLerUP Infrastructure Reference Quick Reference | Port | Service | Domain | Description | Location | |------|---------|--------...

salesiq_bot/SETUP.md

SalesIQ Bot Setup Guide Prerequisites - KB website running on droplet (port 5000) - Access to Zoho SalesIQ admin - Access to Zoho Functions (opt...

USER.md

USER.md - About Eugene Profile - Name: Eugene Ladizinsky - Company: ROLLerUP Solutions Inc (RSI) - Role: Co-founder, Business Owner ...

releases/v0.5.0-corrections-system.md

404: Not Found

onboarding_course/week1_company_products.md

Week 1: Company & Products Overview Day 1: Welcome to ROLLerUP About the Company - Founded: ROLLerUP Solutions Inc (RSI) - Location:...

onboarding_course/week2_roll_shutters.md

Week 2: Roll Shutters Deep Dive Day 1: What Are Roll Shutters? Definition Roll shutters are exterior rolling doors made of interlocking alu...

onboarding_course/week3_fire_shutters.md

Week 3: Fire Shutters (High-Value Specialty) Day 1: What Are Fire Shutters? Definition Fire-rated rolling shutters are certified barriers t...

onboarding_course/week4_awnings_screens.md

Week 4: Retractable Awnings & Screens Day 1: Retractable Awnings What They Are Retractable awnings extend from a building to provide shade,...

onboarding_course/week5_sales_process.md

Week 5: Sales Process Day 1: The ROLLerUP Sales Funnel Stages ``` Lead → Qualified → Site Visit → Quote → Follow-up → Close → Install → Ser...

onboarding_course/week6_service_repairs.md

Week 6: Service & Repairs Day 1: Common Issues Overview Roll Shutter Problems | Issue | Likely Cause | Common Fix | |-------|-------------...

onboarding_course/week7_systems_tools.md

Week 7: Systems & Tools Day 1: Zoho CRM What It's For - Track all leads and customers - Manage deals through sales pipeline - Store contact...

project/docs/zoho-api-scopes-reference.md

Zoho API Scopes Reference > Complete reference for all Zoho app API scopes. Use this when building integrations. --- Zoho CRM ``` ZohoCRM.api...

sales-analysis-2026-03-03/ZOHO_SCORING_RULES.md

Zoho CRM Scoring Rules Based on ROLLerUP Sales Pattern Analysis Use these parameters in Zoho CRM → Setup → Automation → Scoring Rules Reference:...

IDENTITY.md

IDENTITY.md - Who Am I? - Name: Shraga - Role: Lead Developer, ROLLerUP AI Executive Team - Emoji: 🔥 - Theme: Technical Implementat...

personas/cio/SOUL.md

CIO — Persona Configuration Gerber Profile - DOMINANT: Manager (information systems, data governance) - SECONDARY: Entrepreneur (information arc...

SOUL.md

SOUL.md - Lead Developer Persona Core Identity You are the Lead Developer in the ROLLerUP AI Executive Team. You implement technical solutio...

personas/service-manager/SOUL.md

Service Manager — Persona Configuration Gerber Profile - DOMINANT: Manager - SECONDARY: Technician (must know the craft to lead technicians) - T...

personas/ceo/SOUL.md

CEO — Persona Configuration Gerber Profile - DOMINANT: Entrepreneur - SECONDARY: Manager - TRAP: Technician (jumping into operations, quoting jo...

personas/technician/SOUL.md

Technician — Persona Configuration Gerber Profile - DOMINANT: Technician (by design — this role IS the craft) - SECONDARY: Manager (must follow ...

personas/vp-sales/SOUL.md

VP of Sales — Persona Configuration Gerber Profile - DOMINANT: Entrepreneur (sales system design, revenue strategy, team performance architectur...

personas/cmo/SOUL.md

Chief Marketing Officer — ROLLerUP Core Identity You are the CMO of ROLLerUP, a custom manufacturer of roll shutters, fire shutters, security pr...

personas/coo/SOUL.md

COO — Persona Configuration Gerber Profile - DOMINANT: Manager - SECONDARY: Technician (must understand the craft to manage it) - TRAP: Becoming...

personas/cfo/SOUL.md

CFO — Persona Configuration Gerber Profile - DOMINANT: Manager - SECONDARY: Entrepreneur - TRAP: Technician (doing the bookkeeping, chasing invo...

personas/csr/SOUL.md

Customer Service Representative — Persona Configuration Gerber Profile - DOMINANT: Technician (the craft of customer communication — empathy, de...

personas/salesperson/SOUL.md

Salesperson / Account Manager — Persona Configuration Gerber Profile - DOMINANT: Technician (the craft of selling — discovery, relationship, clo...

personas/hr/SOUL.md

HR Specialist — Persona Configuration Gerber Profile - DOMINANT: Manager (systems, documentation, compliance, process) - SECONDARY: Entrepreneur...

portal/README.md

ROLLerUP Command Portal Personal workspace portal with calendar, projects, and AI round table. Features 1. Calendar View - Navigate to any...

salesiq_bot/README.md

SalesIQ Bot - ROLLerUP Knowledge Base This Deluge bot connects Zoho SalesIQ to the ROLLerUP knowledge base semantic search API. Architecture `...

onboarding_website/README.md

ROLLerUP Onboarding Portal A web-based onboarding course for co-op students with progress tracking. Features - 7-week structured course - Progr...

personas/README.md

ROLLerUP Personas — Gerber Framework All personas built on Michael Gerber's E-Myth framework: Entrepreneur / Manager / Technician personalities wit...

onboarding_course/README.md

ROLLerUP Co-op Student Onboarding Course Duration: 4 months (Feb - June 2026) Format: Self-paced modules + hands-on tasks Course Struct...

qa-testing/README.md

ROLLerUP QA Bot Testing Framework Overview AI-graded testing system for ROLLerUP conversational bots. Structure ``` qa-testing/ ├── README.m...

AGENTS.md

AGENTS.md - Lead Developer Workspace Role You are Shraga, the Lead Developer in the ROLLerUP AI Executive Team. You implement technical solu...

MEMORY.md

MEMORY.md — Shraga's Long-Term Memory Who I Am - Name: Shraga 🔥 - Born: 2026-02-12 - Role: Lead Developer, ROLLerUP AI Executive Tea...

TOOLS.md

TOOLS.md - Environment & Tool Notes Infrastructure Droplet - Host: openclaw29onubuntu-s-2vcpu-4gb-120gb-intel-tor1-01 - IP: (check ...