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. Here's what you'll learn:
Enroll in this learning track and begin your journey to improving your skills.
Welcome to Weatherguard: Project Managers
Welcome 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.
Roofing 101
Learn 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.
The Advised Sale Process
Understand 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.
Advised Project Manager Process
Learn 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.
Tools of the Trade: Project Managers
Get 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.
Selling Techniques – Elevate Every Conversation
Master 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.
Project Manager Ethics & Compliance
Understand your responsibility as a Project Manager to lead with integrity. This module covers ethical sales practices, insurance honesty, legal compliance, and how to build lasting trust with homeowners through transparency and professionalism.
Weatherguard Project Manager Onboarding
You’ve completed training—now it’s time to apply it. Your next step is 1-on-1 field training with your Sales Manager. Need a refresher? Visit the Weatherguard Training Hub. Welcome to the team!