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Forrester's Building Solutions Inc.
Self-paced online portal · Learn anywhere, anytime
Sample Preview · Full guide built after project approval
Each staff member logs into the training portal on their own phone or computer — no group sessions required. The full training takes approximately 2 hours, but it's broken into short modules so staff can complete it at their own pace: one hour today, another hour tomorrow — whatever works for their schedule.
Log in anywhere, anytime
Each staff member has their own login. They complete training independently — no need for everyone to be in the same room at the same time. Pause anytime and pick up right where you left off.
20 minutes per module
Six short modules of about 20 minutes each. Staff can do one module today, two tomorrow — the portal tracks progress automatically and saves where they stopped.
Short quiz to confirm understanding
After each module, staff complete a short quiz (5–10 questions). They must score 80% or higher to unlock the next module — similar to training at major retailers like Lowe's and Home Depot.
Proof of training for each staff member
Once all six modules are passed, the staff member receives a completion certificate. Managers can see who has completed training and who still has modules remaining.
Six focused modules covering everything the Forrester's team needs to run the platform confidently.
Add a new product to the catalog (name, photo, price, category)
Update stock levels when inventory changes
Edit or remove discontinued products
Organize products into categories (cement, steel, paint, etc.)
Generate a branded estimate for a customer in under 60 seconds
Add line items, quantities, and discounts
Send the estimate to the customer by email or WhatsApp link
Convert an accepted estimate into an order
View new orders as they come in from customers
Assign orders to delivery drivers or fulfillment staff
Update order status: New → Processing → Ready → Delivered
Handle order cancellations and refunds
Verify bank transfer proof-of-payment uploads
Mark cash-on-delivery orders as paid after delivery
Confirm MMG (Mobile Money) payments received
View payment status across all orders at a glance
View all customers and their order history in one place
See which quotes need follow-up (customers who didn't order)
Assign customers to specific salespeople
Track communication notes per customer
View daily, weekly, and monthly sales totals
See top-selling products and categories
Track which salesperson is closing the most deals
Export reports for board meetings
Self-paced online training portal — each staff member logs in on their own phone or computer
6 modules, ~20 minutes each (~2 hours total) — complete on your own schedule
Short knowledge check (quiz) after each module — 80% required to unlock the next
Certificate of completion for each staff member who passes all modules
Manager dashboard showing who has completed training and who still has modules remaining
Recorded video walkthroughs saved for future staff onboarding and reference
Quick reference cheat sheet for the most common tasks
Customer-facing 'How to Order' guide to share with buyers
3 months of follow-up support for any questions
How the Knowledge Checks Work
After each module, staff answer 5–10 short questions. They need 80% to pass and unlock the next module. If they don't pass, they can review the module and retake the quiz — as many times as needed. The portal records every attempt, so management can see who passed on the first try and who needed extra review. This is the same model used by Lowe's, Home Depot, and other major retailers for staff onboarding.
Questions about training or the proposal?
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