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Alex Coastline Gutter Pros AB
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Coastline Gutter Pros · ops onboarding

Welcome back, Alex.

One place for every Coastline Gutter Pros SOP — lead intake, estimates and follow-up, installation day, payments and reviews — plus the price-tier playbook, FAQs and tool access. The three process modules (Lead Intake, Estimate & Follow-up, Installation Day) each end with an assessment you submit for feedback.

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Onboarding curriculum

Six modules, three tracks

Every module follows the same shape: summary and key takeaways, a recorded walkthrough, the FAQs people actually ask, the full theory, then a practice checklist. The three process modules — Lead Intake, Estimate & Follow-up, and Installation Day — each end with an assessment. Submit with your name and email — you keep a copy of your answers and Celia receives one for feedback.
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Summary — read this first

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By the end you can
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Walkthrough — Loom
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Playbook

Price tiers, quotes & payments

Summary: every quote is priced by tier from one number — the aggregated total footage of gutters, gutter guards and downspouts. Over 150 ft the quote moves to Tier B; over 300 ft to Tier C where a Tier C price exists for the item. Tier cards, the quote-to-payment steps, and copy-paste text templates below.

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From priced quote to collected payment
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Templates
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Internal FAQs

Answers for customers and the team

The customer-facing answers word-for-word, plus who to ask internally. Search above to jump straight to an answer, or browse by area. If an answer is missing, ask Celia and it gets added here.

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Accounts & access

Every tool, who owns it, how to get in

Summary: request access from the owner in the row. Quo is the one that can't wait — incoming calls and texts are the top priority of every day.

Tool
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How to request
Status
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Resources

Templates, decks and where things live

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Customer journey

From first call to 5-star review

Summary: the whole CGP customer journey in four phases — what we do, what the client provides, and the gate that closes each phase. Lead intake to online estimate, approval to install, payment and review.

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They provide
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