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

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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:...