Project Manager Onboarding
Project Manager onboarding preps reps to own the customer relationship—guiding homeowners through inspections, insurance, and installs while managing the sales process and setting clear expectations from start to finish.
Bundle includes
Here are all the products that are included in your bundle.
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All Products
Welcome to Weatherguard: Project Managers
CourseWelcome to Weatherguard! This orientation will guide you through our key company values, history, policies, and procedures, as well as the roles of your team members.
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All Products
Roofing 101
CourseLearn the basics of roofing systems, materials, and storm damage so you can speak confidently with homeowners and identify when a roof may qualify for an inspection or insurance claim. Covers the essentials to get you started.
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All Products
The Advised Sale Process
CourseUnderstand the full Weatherguard sales process—from lead generation to post-install. Learn where you fit in, how each role connects, and how tools like Spotio and Acculynx keep everything running smoothly from first knock to final inspection.
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All Products
Advised Project Manager Process
CourseLearn the full lifecycle of a Project Manager’s role—from lead intake to post-roof inspection. This module breaks down every stage of the job, how to guide homeowners, and how to manage timelines, tools, and communication throughout.
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All Products
Tools of the Trade: Project Managers
CourseGet hands-on with the tools that power your workflow—Spotio, Acculynx, CompanyCam, and more. This module shows you how each app supports your role, keeps you organized, and helps turn leads into completed jobs.
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All Products
Selling Techniques – Elevate Every Conversation
CourseMaster core selling techniques like building rapport, handling objections, creating urgency, and soft closing. This module gives Project Managers the tools to earn trust, guide homeowners, and move deals forward without pressure.
