@robbiesrobotics/alice-agents 1.5.11 → 1.5.13

package/templates/workspaces/maxxipro/KNOWLEDGE.md

@@ -1,335 +0,0 @@
-# Roof Maxx Expert — Product & Sales Knowledge Base
-**Agent:** RoofPro | **Based on:** Roof Maxx dealer training, corporate materials, brand guide
-**Last updated:** 2026-04-10
-
----
-
-## SECTION 1: THE PRODUCT
-
-### What is Roof Maxx?
-
-Roof Maxx is a **soybean oil-based roof rejuvenation treatment** spray-applied to asphalt shingle roofs. It penetrates the shingles and restores flexibility by replenishing the asphalt oils that evaporate over time due to UV oxidation.
-
-**Tagline:** *"America's most trusted roofer"*
-
-**Key claims:**
-- Extends roof life by **up to 5 years** per application
-- **15-year transferable guarantee** — backed by Roof Maxx Technologies
-- Treatment cost: typically **25–35% of a full roof replacement**
-- Applied by certified dealers only
-- EPA Safer Choice certified
-- Made in the USA
-
-### The Science
-
-**The problem:** Starting around 1999, shingle manufacturers changed their formulations to reduce asphalt content (to lower costs). Modern shingles (post-1999) have less asphalt, more granules, and oxidize faster. This means shingles become brittle, lose granules, and fail years earlier than older shingles.
-
-**The Roof Maxx solution:** A proprietary blend of soybean oil esters and surfactants that penetrates the shingle mat and reconditions the asphalt. The soybean oil replaces lost volatiles, restoring flexibility and water resistance.
-
-**Key proof points:**
-- Roof Maxx's own video "Shingle Comparison 1999 vs 2019/2020" demonstrates the difference in brittleness between old and new formulation shingles
-- The treatment is verified with a **flex test** (documented in the Roof Inspection Report)
-- The 15-year guarantee is **transferable** to the next homeowner
-
-### Qualifying a Roof (Who is a candidate?)
-
-**Good candidates:**
-- Asphalt shingle roofs (3-tab and architectural)
-- Roofs showing signs of oxidation (curling, granule loss, brittleness) but not yet leaking
-- Roofs with at least 5 years of life remaining
-- Most residential homes, townhouses, condos, apartments
-
-**NOT candidates:**
-- Metal roofs, tile roofs, flat roofs (modified bitumen), wood shake
-- Roofs currently leaking or with structural damage
-- Roofs with missing or severely damaged shingles
-- Roofs with more than 2 layers of shingles
-
-**The test:** Flex test — if a shingle bends without cracking, it's a candidate. If it snaps, it's too far gone.
-
----
-
-## SECTION 2: THE GUARANTEE
-
-Roof Maxx comes with a **15-year transferable guarantee.**
-
-Key guarantee facts:
-- Transferable to the next homeowner (increases property value)
-- Covers the cost of Roof Maxx reapplication if the shingles fail within 15 years
-- Documented through the Roof Inspection Report (with photos)
-- Administered through Roof Maxx Technologies
-
-**Important:** Always direct guarantee questions or claims to Roof Maxx Technologies directly. The dealer does not administer the guarantee — Roof Maxx corporate does.
-
----
-
-## SECTION 3: PRICING & MEASURING
-
-### How Roof Maxx is priced
-
-Pricing is based on **roof square footage** (a "square" = 100 sq ft). Dealers use one or more of these tools to measure:
-
-1. **Google Maps / Satellite view** — estimate square footage
-2. **Roof Measurements Online** — online tool to calculate roof squares
-3. **Physical measurement** — measured during the inspection visit
-4. **CompanyCam** — photo documentation tool used during inspections
-
-Typical range: Dealers generally price between **$350–$600 per square** (confirm current range for Jesse's market).
-
-### Pricing factors
-- Roof complexity (stories, pitch, obstacles)
-- Local market
-- Size of job (larger = lower per-square cost)
-- Whether it's Insurance-replaced or cash
-
-### The Roof Tune-Up
-
-Before applying Roof Maxx, a proper **Roof Tune-Up** is required:
-- Replace missing shingles
-- Re-seal loose shingles
-- Address minor flashing issues
-- Clean gutters and remove debris
-- This is included in the service and ensures the coating adheres properly
-
----
-
-## SECTION 4: THE INSURANCE ANGLE
-
-### How insurance works with Roof Maxx
-
-**Critical context (from training):** Insurance carriers often fight over whether to repair or replace a storm-damaged roof. The debate always comes down to shingle flexibility — *"Are these shingles too brittle to qualify for repair?"* This is where Roof Maxx creates its primary insurance value proposition.
-
-**The Roof Maxx insurance pitch:**
-> "When you approve a Roof Maxx treatment instead of full replacement, you're getting documentable proof that the shingles are still viable — backed by a 15-year factory guarantee. No more disputes about whether the roof needed to be replaced. No more callback claims."
-
-**Case study:** "Insurance Reversal Win in Florida" — A documented case where an insurance carrier initially denied a claim (wanted full replacement), the dealer demonstrated Roof Maxx viability, and the carrier reversed the decision and approved the claim.
-
-**How to position it to carriers:**
-- Roof Maxx gives adjusters an objective, documented basis to approve repair
-- It eliminates the "he-said-she-said" on shingle condition
-- The 15-year guarantee transfers to the policyholder — removes callback risk
-- Repair cost = ~30% of replacement — faster claim close, lower claim cost
-
-### Working with adjusters
-- Offer to provide a Roof Inspection Report with photos and flex test results
-- Present Roof Maxx as an option BEFORE they make a replacement decision
-- Know the property's claim history before the meeting
-- The "Insurance Tips" section in training covers this in detail
-
----
-
-## SECTION 5: B2B TARGET CUSTOMERS
-
-### Primary B2B targets (per Roof Maxx training)
-
-**1. Property Managers**
-- Portfolio managers for apartment complexes, HOAs, condo associations
-- Pain: roof maintenance budgets, tenant disruption from full replacements
-- Pitch: extend life, no tenant disruption, OPEX not CAPEX
-- Target: Northern VA area — Greystar, Lincoln Property, Camden, Bell Partners, MAA, and local PM firms
-
-**2. Insurance Carriers / Adjusters**
-- Claims managers, field adjusters, regional claims directors
-- Pain: contested repair vs. replace decisions, high replacement costs, callback claims
-- Pitch: Roof Maxx guarantee provides defensible basis for repair approval
-- Target: State Farm, Allstate, Erie Insurance, Nationwide — regional branch offices
-
-**3. HOA / Condo Board Presidents**
-- Volunteer leaders managing community roofs
-- Pain: balancing community budgets, getting owner approval for large expenses
-- Pitch: 5-year extension at fraction of replacement cost; transferrable guarantee protects property values
-- Tip: Offer to treat the board president's roof at cost — they become an ambassador
-
-**4. Real Estate Investors**
-- Small-to-mid-size landlords with multiple properties
-- Pain: capex pressure, maintaining property values
-- Pitch: Roof Maxx extends life, protects asset value, transferrable guarantee adds selling point
-- Where to find them: Real estate investor clubs (REIAs), Facebook groups, meetups
-
-**5. Places of Worship**
-- Churches, temples, religious institutions
-- Pain: large roofs, tight budgets, limited fundraising options
-- Pitch: cost-effective maintenance, no disruption to services
-- Often very relationship-driven — be a presence in the community
-
-**6. Realtors**
-- Already working with homeowners at the property decision point
-- Pitch: "My clients' roofs last longer, their guarantees transfer, your deals close cleaner"
-- Use the "RM Realtor Partnerships" video from the Bynder library
-
-### Secondary targets
-- Commercial property managers (strip malls, office parks)
-- Government facilities (city halls, schools)
-- Resorts and hotels
-
----
-
-## SECTION 6: THE DEALER SYSTEMS
-
-### Roof Maxx Connect Portal (roofmaxxconnect.com)
-
-**Core sections:**
-- **My Deals** — Lead management
-- **Work Orders** — Job scheduling
-- **Warranties** — Warranty registration and management
-- **Software** — Service Maxx, QuickBooks, Roofr, HubSpot, ClientTether integrations
-- **Videos** — Roof Maxx University training
-- **Marketing Materials** — Bynder digital asset library (logos, flyers, videos)
-- **Links** — Company store, Help Center, Dealer News, Dealer Shared Drive
-- **Dealer Assistant** — AI chatbot for dealer questions
-
-### Key integrations
-- **Service Maxx** — Estimates, scheduling, dispatch
-- **QuickBooks** — Invoicing and accounting
-- **Roofr** — Roof measurements online
-- **CompanyCam** — Photo documentation during inspections
-- **ClientTether** — Customer relationship management
-- **HubSpot** — CRM
-- **Dispatch.me** — Work order management
-
-### The lead flow
-1. Lead comes in (website, referral, canvassing, insurance referral)
-2. Enters through "New Lead Form" or manually entered
-3. Assigned to dealer/salesperson in the system
-4. Appointment scheduled
-5. Roof inspection with CompanyCam photos
-6. Quote generated (via Service Maxx or manual)
-7. Customer approves → Work order created
-8. Roof Tune-Up → Roof Maxx application
-9. Warranty registered in portal
-10. Follow-up / referral request
-
----
-
-## SECTION 7: MARKETING & OUTREACH
-
-### What works (per Roof Maxx dealer training)
-
-**Best B2B strategies:**
-1. **LinkedIn outreach** — Build profile, post Roof Maxx videos, connect with PMs and adjusters. Videos stream in-feed without requiring a click.
-2. **Direct mail (corporate-assisted)** — Roof Maxx sends direct mail on dealer behalf with dealer's phone number. Dealer provides the list.
-3. **REIA clubs and real estate investor groups** — Meet portfolio landlords face to face
-4. **CAI (Community Associations Institute)** — Local chapters; join and meet HOA/condo boards
-5. **Chamber of Commerce** — Monthly meetings, build relationships with all local businesses
-6. **The "treat one, get a neighborhood" play** — Treat HOA president's roof at cost; he promotes to the community
-
-**What doesn't work:**
-- HomeAdvisor / lead aggregators — "not effective, expensive"
-- Google AdWords — "nobody has been really successful with that"
-- Broad residential direct mail — "not cost-effective"
-
-### Digital assets available (Bynder library)
-- Minimal Roof Maxx Logo (PNG, PDF)
-- Primary Logo (dark bg)
-- Roof Maxx Word Mark
-- Factory Certified Patch
-- Vehicle Magnet
-- Roof Maxx Letterhead
-- Roof Maxx Postcard
-- General Banner (72x36)
-- Doorhangers
-- Sales Presentation Guide
-- **2025 B2B Flyer Copy** — actual dealer-ready copy
-- **Commercial Email Templates** — video in Roof Maxx University
-- Property manager case study videos (The Preserve 2025, Sea Cliff Carlsbad)
-
-### Commercial Email Templates (from training)
-Available as a video in Roof Maxx University. Templates cover:
-- Cold outreach to property managers
-- Following up after initial contact
-- Insurance carrier adjuster introduction
-- Referral thank-you
-
----
-
-## SECTION 8: OBJECTION HANDLING
-
-**From the "Overcoming Roof Maxx Objections" video:**
-
-1. **"My roof is too old."**
-   → "Roof Maxx is designed for roofs with life remaining. We test the shingles — if they flex, we can restore them. If they're too far gone, we'll tell you honestly."
-
-2. **"I want a new roof."**
-   → "A new roof is an option — but Roof Maxx costs about 30% of replacement, takes hours not weeks, and comes with a 15-year guarantee. Let me show you the inspection report so you can make an informed decision."
-
-3. **"The insurance company said it needs to be replaced."**
-   → "Insurance carriers often approve Roof Maxx as an alternative when we can document that the shingles are still viable. That's exactly what our inspection and flex test prove. Can I share that report with your adjuster?"
-
-4. **"I don't trust roof coatings."**
-   → "Roof Maxx is not a coating — it's a rejuvenation that penetrates the shingle itself. It's EPA Safer Choice certified, backed by a 15-year guarantee, and has been applied to hundreds of thousands of roofs nationwide."
-
-5. **"How do I know it'll last?"**
-   → "That's why we provide a 15-year transferable guarantee — backed by Roof Maxx Technologies, not just us. If the shingles fail, they reapply at no cost. That's in writing."
-
----
-
-## SECTION 9: BRAND STANDARDS
-
-### Colors (from brand guide and Bynder)
-| Color | Hex | Use |
-|---|---|---|
-| Dark Navy | #003057 | Primary brand, backgrounds, text |
-| Vibrant Blue | #007CB0 | Logo, CTAs, links |
-| Golden Orange | #C27F3F | Accent bar, highlights |
-| Light Blue | #92C3E3 | Secondary accents |
-| White | #FFFFFF | Text on dark, backgrounds |
-| Near Black | #1E1E1E | Dark sections |
-
-### Brand voice
-- Trusted, professional, honest
-- NOT aggressive sales
-- "America's most trusted roofer"
-- Trusted advisor tone — like a knowledgeable friend, not a pitchman
-
-### Key phrases to use
-- "Roof rejuvenation"
-- "Soybean oil-based"
-- "15-year transferable warranty"
-- "America's most trusted roofer"
-- "Roof restoration vs. replacement"
-- "Flex test" and "Roof Inspection Report"
-
-### Approved assets location
-- Logos, flyers, videos: roofmaxx.bynder.com (dealer content library)
-- Training: roofmaxxconnect.com → Videos → Roof Maxx University
-- Company store: roofmaxxorders.com
-- Help Center: help.roofmaxx.com
-
----
-
-## SECTION 10: TRAINING VIDEO REFERENCE
-
-### Product Knowledge
-- **Shingle Comparison 1999 vs 2019/2020** (15 min) — Core science
-- **Qualifying A Roof For Treatment** (D/S/T) — Who is a candidate
-- **Roof Maxx Technology** series — How it works
-- **Fiberglass vs. Organic Shingles** — Material differences
-
-### Sales & Positioning
-- **7 Secrets of Successful Dealers** — Core strategy
-- **7 Secrets — Numbers with Nate Anderson** — Financial benchmarks
-- **7 Secrets — Assumptions with Nate Anderson** — Common dealer mistakes
-- **Overcoming Roof Maxx Objections** — Objection handling
-- **Mike's Warranty Explanation** (2022) — Guarantee specifics
-
-### Insurance
-- **Insurance Reversal Win in Florida** — Case study
-- **Insurance Tips** (part of same video) — How to work with carriers
-
-### Marketing & Outreach
-- **Marketing B2B/B2C** (full transcript available) — Core strategy
-- **Commercial Email Templates** — Template library
-- **Premature Failure Canvassing Program** — Neighborhood lead gen
-- **RM Realtor Partnerships** — Realtor referral strategy
-
-### Operations
-- **Roof Maxx Job Start to Finish** — Full workflow
-- **Measuring & Pricing a Job** — How to quote
-- **Roof Measurements Online** — Digital measurement tools
-- **CompanyCam Integration** — Photo documentation
-- **Safety 1st** — Job site safety
-- **Property Protection** — Protecting the home during application
-
----
-
-*This knowledge base is built from Roof Maxx dealer training materials, corporate documentation, and brand guidelines. Always cross-reference with current Roof Maxx policy — details may be updated.*

package/templates/workspaces/maxxipro/LEARNINGS.md

@@ -1,47 +0,0 @@
-# LEARNINGS.md - MaxxiPro's Lesson Log
-
-## Roof Maxx Insights
-
-### 2026-04-10: The insurance angle is the differentiator
-- Property managers and insurance carriers are the highest-value B2B targets
-- The flex test + Roof Inspection Report is the key sales tool for insurance conversations
-- Jesse should lead with the guarantee and the documented proof of shingle viability
-
-### 2026-04-10: Pricing context
-- Default rate: $2.50/sq ft (confirm for Northern Virginia market)
-- Treatment cost = 25-35% of full replacement
-- Upsell: Roof Tune-Up is included but should be emphasized
-
-### 2026-04-10: What doesn't work
-- HomeAdvisor/lead aggregators — expensive, not effective
-- Google AdWords — nobody has succeeded with it for Roof Maxx
-- Broad residential direct mail — not cost-effective
-
-### 2026-04-10: What works
-- LinkedIn outreach with Roof Maxx videos (stream in-feed)
-- Direct mail (corporate-assisted — Roof Maxx sends on dealer's behalf)
-- REIA clubs and real estate investor groups
-- CAI (Community Associations Institute) local chapters
-- Chamber of Commerce relationships
-- "Treat one, get a neighborhood" play with HOA presidents
-
-## B2B Outreach Patterns
-
-### Property Manager outreach
-- Lead with no-disruption and OPEX vs CAPEX framing
-- Offer free inspection of one property as proof of concept
-
-### Insurance adjuster outreach
-- Lead with the contested repair-vs-replace problem
-- Offer the Florida case study as proof
-
-### HOA/condo board outreach
-- Lead with the budget problem (special assessments)
-- Offer free board president roof inspection
-
-## Mistakes to Avoid
-
-1. Don't use made-up stats — only Roof Maxx corporate data
-2. Don't be pushy — Roof Maxx sells itself when explained correctly
-3. Don't skip the flex test — it's the qualifying proof point
-4. Don't forget to register the warranty after each job

package/templates/workspaces/maxxipro/MEMORY.md

@@ -1,60 +0,0 @@
-# MEMORY.md - MaxxiPro's Long-Term Memory
-
-## Identity
-
-- MaxxiPro is the Roof Maxx product, sales & dealer systems expert for the A.L.I.C.E. team
-- Primary client: Jesse Hoptiak, Modern Remodeling Inc., Roof Maxx of Centreville, VA
-- Certified since: November 2025 (45 days to certification from official start)
-- Rob Sanchez (A.L.I.C.E. creator) handles agent infrastructure
-
-## Jesse's Business Context
-
-- Modern Remodeling Inc. (MRI) — Roofing/deck/home remodel contractor
-- Roof Maxx Connect ID: 12159
-- HubSpot Company ID: 35907418671
-- Territories: 7 total (2 active, 5 retired) — Northern Virginia exclusive
-- QuickBooks Name ID: 4849
-- COI: Active through 01/01/27
-
-## Key Deal Info
-
-- **Price per sq ft (default):** $2.50
-- **Program participation:** NAP ON, NAP-Local ON, ASP OFF, Sold Jobs Program OFF
-- **Lead eligibility:** Residential + Commercial
-- **Default terms:** 30-day quote validity, 5-year transferable flexibility warranty
-- **Insurance angle:** Flex test + Roof Inspection Report as objective proof for repair-vs-replace decisions
-
-## Top Revenue Priorities
-
-1. B2B outreach (property managers, insurance carriers, HOAs, realtors)
-2. Insurance angle pitch development
-3. Lead source optimization (NAP, D2D, SG tracking)
-4. Trade-level profitability (78% revenue currently uncategorized by Trade)
-
-## Key Stats
-
-- JL Tree Service: biggest lead source by volume ($2.82M all-data)
-- Nathan Hoang: $263K A/R, in litigation — critical write-off risk
-- Austin Barnhart: lowest-margin active rep (-7.08% avg on closed jobs)
-
-## Brand Colors
-
-- Dark Navy: #003057
-- Vibrant Blue: #007CB0
-- Golden Orange: #C27F3F
-- Light Blue: #92C3E3
-- White: #FFFFFF
-
-## Key Roof Maxx Phrases
-
-- "America's most trusted roofer"
-- "Roof rejuvenation"
-- "Soybean oil-based"
-- "15-year transferable warranty"
-- "Flex test"
-
-## Important Boundaries
-
-- Always direct guarantee claims to Roof Maxx Technologies (not the dealer)
-- Don't invent stats — only Roof Maxx corporate data
-- Don't be pushy — Roof Maxx sells itself when explained correctly

package/templates/workspaces/maxxipro/OUTREACH_TEMPLATES.md

@@ -1,143 +0,0 @@
-# Roof Maxx B2B Outreach Templates
-**Based on:** Roof Maxx dealer training, Commercial Email Templates video, 2025 B2B Flyer Copy
-**Brand colors:** Navy #003057 | Blue #007CB0 | Orange #C27F3F | Light Blue #92C3E3
-
----
-
-## TEMPLATE 1 — Property Manager (Cold Outreach)
-
-**Subject:** No-disruption roof maintenance for [Property Name] — 5-year extension, 15-year guarantee
-
-> Hi [First Name],
->
-> I'm [Your Name] with Modern Remodeling, a certified Roof Maxx dealer here in Northern Virginia.
->
-> I work with property managers who want to extend the life of their roofs without the cost and tenant disruption of full replacement. Roof Maxx is a roof rejuvenation treatment — soybean oil-based, applied in hours, backed by a 15-year transferable guarantee.
->
-> Most importantly: it converts what would be a capital expenditure into a maintenance line item — at roughly one-third the cost of replacement.
->
-> I'd like to show you how it works on one property, at no cost. Would a brief conversation make sense?
->
-> — [Your Name]  
-> Modern Remodeling | Roof Maxx Certified  
-> [Phone] | [Email]
-
----
-
-## TEMPLATE 2 — Insurance Carrier Adjuster (Cold Outreach)
-
-**Subject:** Ending the repair-vs-replace debate on storm-damage claims
-
-> Hi [First Name],
->
-> I work with insurance carriers and independent adjusters on a very specific problem: the contested storm-damage claim where the question is always the same — *"Are these shingles flexible enough to qualify for repair?"*
->
-> It's subjective. It's disputed. And it delays settlements.
->
-> Roof Maxx resolves that. We provide a documented flex test and Roof Inspection Report that proves shingle viability — backed by a 15-year factory guarantee. When we can document that the roof is still viable, your carrier has an objective basis to close the claim as a repair instead of a replacement.
->
-> I have a case study from Florida where this exact situation reversed a denial. Happy to share.
->
-> Would a 10-minute call be worth your time?
->
-> — [Your Name]  
-> Modern Remodeling | Roof Maxx Certified  
-> [Phone] | [Email]
-
----
-
-## TEMPLATE 3 — HOA / Condo Board President
-
-**Subject:** Protecting your community's roofs — without a special assessment
-
-> Hi [First Name],
->
-> I'm [Your Name] with Modern Remodeling — we work with HOA and condo communities throughout Northern Virginia on roof maintenance.
->
-> Here's what I hear from board presidents: they're caught between waiting too long (roofs start leaking) and replacing too early (special assessments nobody wants to vote for).
->
-> Roof Maxx is a middle path. We restore the flexibility in your shingles, extend roof life by up to 5 years, and back it with a 15-year transferable guarantee — at about one-third the cost of replacement.
->
-> Here's what I'd propose: let me inspect the board president's roof at no charge. If the shingles qualify, you have a proof of concept for the whole community. If they don't, I'll tell you that honestly.
->
-> Worth a conversation?
->
-> — [Your Name]  
-> Modern Remodeling | Roof Maxx Certified  
-> [Phone] | [Email]
-
----
-
-## TEMPLATE 4 — Realtor Partnership Introduction
-
-**Subject:** A roof guarantee that transfers to your buyers
-
-> Hi [First Name],
->
-> I partner with realtors who want to remove one of the most common deal-killers in home sales: the roof negotiation.
->
-> When a homeowner's roof shows its age, the conversation turns to replacement costs — and deals fall apart. Roof Maxx is a way to extend the roof's life by 5 years, backed by a 15-year guarantee that transfers to the next owner. Suddenly the roof isn't a liability — it's a feature.
->
-> I'd like to give you a brief overview — takes 15 minutes — and share the marketing materials you can start using with your clients immediately.
->
-> Open to it?
->
-> — [Your Name]  
-> Modern Remodeling | Roof Maxx Certified  
-> [Phone] | [Email]
-
----
-
-## TEMPLATE 5 — Follow-Up (3–5 days after no reply)
-
-**Subject:** Quick follow-up — one stat on roof rejuvenation
-
-> [First Name],
->
-> One more thing that might be worth your time:
->
-> A Roof Maxx treatment typically costs 25–35% of a full roof replacement. For a property manager with a 100-unit portfolio, that difference can be the budget between one large replacement and maintaining six or seven buildings.
->
-> I'm not asking for a commitment — just open to sharing what a Roof Maxx partnership could look like for [Company Name].
->
-> — [Your Name]
-
----
-
-## TEMPLATE 6 — Referral Thank-You (after job completion)
-
-**Subject:** Thank you — and here's how you can help your neighbors
-
-> Hi [First Name],
->
-> Thank you for trusting Modern Remodeling with your Roof Maxx treatment. The roof looks great and the guarantee is registered in your name.
->
-> Here's something you might find useful: if you have neighbors, friends, or colleagues who might benefit from Roof Maxx, I'd love to provide you with some referral cards. For every successful referral, we offer [insert Jesse's referral program details].
->
-> And if your roof was part of an insurance claim — your agent was great to work with. Feel free to pass along my contact as a resource for any future situations.
->
-> — [Your Name]  
-> Modern Remodeling | Roof Maxx Certified
-
----
-
-## LinkedIn Connection Request Message
-
-> Hi [Name], I'm [Your Name] — I run a Roof Maxx certified roofing company in Northern Virginia. I specialize in helping property managers and insurance professionals solve roof longevity challenges without full replacement. Would be great to connect.
-
----
-
-## Key Stats to Include in Outreach
-
-| Stat | Source |
-|---|---|
-| Treatment cost = 25–35% of replacement | Roof Maxx training |
-| 15-year transferable guarantee | Roof Maxx corporate |
-| Extends roof life by up to 5 years per application | Roof Maxx corporate |
-| EPA Safer Choice certified | Roof Maxx corporate |
-| 500,000+ roofs treated nationwide | Roof Maxx marketing |
-| Case study: Florida insurance reversal documented | "Insurance Reversal Win in Florida" video |
-
----
-
-*Templates should be personalized with the prospect's name, company, and specific pain point. Always reference the local market and Jesse's credentials as a certified Roof Maxx dealer.*

package/templates/workspaces/maxxipro/PLAYBOOK.md

@@ -1,81 +0,0 @@
-# PLAYBOOK.md - MaxxiPro's Playbook
-
-## Answering Product Questions
-
-When asked about Roof Maxx product basics:
-1. Reference the core science (soybean oil-based, penetrates shingle mat, restores flexibility)
-2. Lead with the guarantee (15-year transferable) and cost comparison (25-35% of replacement)
-3. Mention the flex test as the qualifying tool
-4. Reference specific Roof Maxx training videos when relevant
-
-## B2B Outreach Approach
-
-### Step 1: Identify the Target
-- Property managers (apartments, HOAs, condo associations)
-- Insurance carriers and adjusters
-- Realtors (at the property decision point)
-- Places of worship
-- Real estate investors
-
-### Step 2: Research the Prospect
-- Find their name, company, and pain point
-- Northern Virginia market focus
-- LinkedIn for professional context
-
-### Step 3: Personalize the Outreach
-- Use the outreach templates as a base
-- Insert their name, company, and specific situation
-- Reference local market context for Jesse
-
-### Step 4: Follow Up
-- 3-5 days after no reply: send follow-up with one stat
-- Track in HubSpot or ClientTether
-- Ask for referral after successful job
-
-## Handling Objections
-
-1. **"My roof is too old"** → Flex test determines viability; if it bends, we can restore it
-2. **"I want a new roof"** → 30% of replacement cost, hours not weeks, 15-year guarantee
-3. **"Insurance said replace"** → Flex test + Roof Inspection Report gives carriers objective basis for repair approval
-4. **"I don't trust coatings"** → It's rejuvenation (penetrates), not a coating; EPA Safer Choice certified
-5. **"How do I know it'll last?"** → 15-year transferable guarantee backed by Roof Maxx Technologies, not the dealer
-
-## Pricing a Job
-
-1. Measure the roof (Roofr, satellite imagery, or physical measurement)
-2. Calculate roof squares (100 sq ft = 1 square)
-3. Apply default rate ($2.50/sq ft for Jesse's market — confirm for specific job)
-4. Factor in complexity (stories, pitch, access)
-5. Apply Roof Tune-Up items (included in service)
-6. Quote should include Roof Inspection Report with photos and flex test
-
-## Lead Handling (from Roof Maxx Connect)
-
-1. Lead enters via website, referral, NAP, or canvassing
-2. Assign to Jesse in the system
-3. Schedule inspection (use Calendly or Dispatch.me)
-4. Conduct roof inspection with CompanyCam photos
-5. Perform flex test and document
-6. Generate quote (Service Maxx or manual)
-7. Customer approves → Work order created
-8. Roof Tune-Up → Roof Maxx application
-9. Register warranty in Roof Maxx Connect portal
-10. Request referral
-
-## Key Roof Maxx Resources
-
-| Resource | URL |
-|---|---|
-| Roof Maxx Connect (dealer portal) | roofmaxxconnect.com |
-| Roof Maxx University (training videos) | roofmaxxconnect.com/video/channel/roof-maxx-university |
-| Bynder (brand assets) | roofmaxx.bynder.com/web/2b8af309a678516d/dealer-content-library |
-| Company Store (signs, materials) | roofmaxxorders.com |
-| Help Center | help.roofmaxx.com |
-| Microsite | roofmaxx.com/find-a-dealer/virginia/centreville |
-| Short URL | roofmaxx.us/centreville-va |
-
-## Brand Voice Rules
-
-- **Do:** Trusted, professional, honest. Specific with numbers. Use Roof Maxx language.
-- **Don't:** Aggressive sales. Made-up marketing speak. Invented stats.
-- **Always:** Reference specific training videos or materials. Lead with the guarantee.