Sales Representative
Your job is to control appointments, control decisions, and deliver clean handoffs. No documentation = no deal.
1
Understand Who We Are
Read through our five core values. These aren't posters — they're how we make decisions. Know them before your first appointment.
2
Learn the Products — Porch Enclosures First
Vinyl-film porch enclosures are our highest-volume product. Learn all three manufacturers, buyer archetypes, configuration options, and objection scripts before moving on.
3
Learn the Products — Vinyl-Film Stacking Windows
Elastomeric vinyl-film panels in a 4-track aluminum frame — commonly confused with glass. Know the difference cold. Study the agreement requirements.
4
Learn the Products — Aluminum Wall System
Real tempered glass in extruded aluminum frames. A different product category with different warranties, configurations, and agreement requirements. Study thoroughly.
5
Read the Sales Playbook
Understand your three governing SOPs (IP-02, IP-03, IP-04), success metrics, and the core doctrine: convert qualified opportunities into buildable work. No doc = no deal.
6
Walk Through the Small Projects Workflow
Read the full Small Projects Workflow end-to-end. Understand your role at every phase — from deal handoff through reviews. Pay special attention to the Deal Package checklist and the accountability matrix at the bottom.
7
Understand Lead Attribution
Know the difference between self-generated, team-generated, and company-generated leads. The CRM is the only source of truth — if it's not documented before the lead arrives, it doesn't count as self-gen.
8
Shadow an Appointment & Debrief
Before running solo appointments, shadow at least one in-home appointment with a seasoned rep. Use the appointment to map what you read in the training to what actually happens in the field.
Schedule with your manager before your first solo appointment.
Office Manager
You own speed, clarity, and first impressions. Control intake, scheduling, CRM truth, and customer communication from lead to closed.
1
Understand Who We Are
Read through our five core values. As OM, you set the tone for every customer and team interaction from the first call forward.
2
Read the Front Office Playbook
Your primary reference. Learn what the Front Office does and does NOT do, your key metrics, and the governing SOPs for your role.
3
Study Lead Intake — SOP IP-01
Speed-to-lead is your most important metric (≤ 5 minutes). Learn the full lead intake and appointment scheduling process, CRM hygiene requirements, and communication standards.
4
Use the Lead Qualification Form
This is your intake tool for every new lead. Learn what information to capture, how to qualify projects, and when a lead is ready to schedule.
5
Study Pre-Production — SOP IP-05
Once a deal is approved, you and PM jointly own pre-production. Learn the deal review process, Valor stage transitions, material ordering oversight, and customer timeline communication.
6
Study Closeout — SOP IP-06
After installation, you co-own the closeout with REP. Learn the final walkthrough coordination, payment collection process, and feedback/review requests.
7
Review the Homeowner Q&A Guide
You'll field homeowner questions at every project stage. Know these answers so you can respond confidently and accurately without escalating routine questions.
8
Walk Through Both Workflows
Read the Small Projects and Large Projects workflows end-to-end. You have a role in almost every phase of both. Know the full picture, not just your handoff points.
Project Manager
You own the field. From final measurement through crew departure — materials, schedules, quality, and the pre-departure walkthrough are yours.
1
Understand Who We Are
Read through our five core values. "Prevent Fires" and "Do What You Say" are especially important in your role — the field is where commitments either get honored or don't.
2
Read the Production Office Playbook
Your primary operations reference. Understand the PM role, responsibilities, and what you do and do NOT own vs. OM.
3
Study Pre-Production — SOP IP-05
You co-own pre-production with OM. This includes final measurement, material breakdown (within 48 hrs), ordering materials (within 24 hrs), confirming order, and preparing for install.
4
Walk Through the Small Projects Workflow in Detail
Read phases 3 (Pre-Construction) through 6 (Post-Construction) carefully. Know every step, every SLA, and every Valor stage transition that involves PM. The pre-departure walkthrough at step 25 is your personal quality gate.
5
Walk Through the Large Projects Workflow
Large projects involve permits, stamped drawings, and longer lead times. Understand how your pre-construction and field responsibilities differ when a permit is involved.
6
Study Installation Closeout — SOP IP-06
After the crew leaves, the project isn't closed. Understand your role in confirming completion to OM, supporting the final walkthrough, and the punchlist resolution process.
7
Shadow a Job from Measurement to Completion
Before running your first job independently, shadow a full project from final measurement through crew sign-off. Map each step you see to the workflow you've studied.
Schedule with your manager before taking your first solo job.
Back Office / Accounting Specialist
You own financial accuracy at closeout — verifying all payments are received, reconciling project financials, and issuing all job payouts.
1
Understand Who We Are
Read through our five core values. Financial accuracy and accountability are the backbone of "Do What You Say" — every payout you issue is a commitment honored.
2
Understand the Payment Structures
Walk through the Small Projects Workflow and focus on how payments are structured: 50% deposit, 45% at major completion, 5% after punchlist. Know the alternative structure (30/30/35/5) and when it applies. Then review the Large Projects 3-payment structure.
3
Read the Lead Attribution Policy
This policy determines how payout categories are calculated. Know the difference between self-gen, team-gen, and company-gen and how disputes are resolved. CRM is always the source of truth.
4
Read the Team Referral Program Policy
Understand how team referrals are tracked, credited, and paid. You'll need this when processing payouts for jobs that originated from a team referral.
5
Read All Company Policies
Review the Holiday & Vacation Policy and the 5-Star Review Incentive Policy. As Back Office, you may process incentive payouts tied to reviews and referrals.
6
Understand the Closeout Phase in Detail
In the Small Projects Workflow, Phase 7 (Closeout) is owned almost entirely by AS. Walk through steps 33–35 carefully: verify all payments received, reconcile project financials, and issue all job payouts before the deal is marked Closed.