FastTrack Agreement

Azurative LLC (“us”, “we”, or “our”) operates the https://www.cloudradial.com and CloudRadial partner websites (the “Service”). This page outlines the agreement for the provision of our CloudRadial FastTrack service (“FastTrack”) which is designed to assist with CloudRadial implementation. This service is offered subject to your acceptance, without modification, of all of the terms and conditions contained herein. All courses are to be completed within 30 days of the first scheduled meeting.

During the FastTrack service, we will help you prepare your CloudRadial instance with the following steps:

Statement of Work

4 Structured Meetings 

  • CloudRadial Onboarding Session 1: Service Catalog
  • CloudRadial Onboarding Session 2: Reporting
  • CloudRadial Onboarding Session 3: QBRs
  • CloudRadial Onboarding Session 4: Communication

Session 1: Service Catalog

This session will cover:

  1. Feature sets
  2. Company groups
  3. User Groups
  4. How to assign rights and groups to users
  5. How to create new groups
  6. Sample service catalog content provided
  7. How to build content for your service catalog and distribute to multiple companies
  8. How to customize service catalog content for the one-off company
  9. Understanding problem reports vs service request
  10. How to create a new problem report package
  11. How to create a new service request package
  12. How to create a new question template and use it in a question form

Session 2: Reporting

This session will cover:

  1. Endpoint data collected and review info on data governance and compliance
  2. Endpoint downloads
  3. Partner Reports – Endpoints and Servers
  4. Partner Clients – Agents and Agent Settings
  5. Compliance Policies – Review and Sync
  6. Partner Content -> Policies – Create a new Package and new Policy
  7. Compliance Reports – Create a New Archive
  8. Partner Clients -> Report Archives – Manage Archives for all Clients
  9. Partner Setup -> Report Templates
  10. Partner Clients -> Run a Report

Session 3: QBRs

This session will cover:

  1. Partner Content – How to create a new IT account planner
  2. Partner Content – How to add planner items
  3. How to a client’s account planner using planner buttons
  4. Breaking content subscription for an item to set pricing and display information
  5. The List and Options tab
  6. Meeting Information
  7. Review of the consolidated Partner Planner
  8. Sales Matrix download
  9. Scoring and Graphs (meta data from products)
  10. Review Meetings
Session 4: Communication
This session will cover:
  1. Communication channels
    1. Knowledge Base
    2. Quick Starts
    3. Courses
    4. Broadcasts
    5. Messages
  2. Partner Content -> Courses – How to create a new course with Youtube video
  3. Company Messages – How to create a new message
  4. Partner Content -> Messages – How to create a new messages package (security updates)
  5. Review of enabling email for companies and for users
  6. Review of delivery of the Daily Digest
  7. Partner Clients -> Edit Company – see sample Daily Digest
  8. Partner Clients -> Users – edit individual user email options
  9. Usage Users (impersonate admin) – Edit All – edit bulk user email settings
  10. How to create a Marketing List – Sync with MailChimp
    1. CloudRadial needs its own audience in MailChimp
  11. Review Daily Digest sends
 

Ownership of Content

Any content that you provide us will remain confidential and subject to the confidential protections offered in our Terms of Service. We retain the rights to the content we provide you, including writing, images and the use of the CloudRadial logo, and grant you a perpetual royalty-free license to use this content in the operation and promotion of your business.

Compensation and Payment

The fee for the CloudRadial FastTrack sessions is $495 paid at the beginning of the project. This payment will indicate your acceptance of the terms of this agreement as well as our other Terms of Service related to the operation of the CloudRadial application. At anytime within the first seven days, you may cancel the FastTrack service and we will issue a full refund of the amount paid.

Additional Services

All services outside the scope of this Agreement that are requested and which we agree to perform will be billed at a rate of $80 per hour. You will be notified and must approve in writing (email is sufficient) additional services before they will be performed, although we may not necessarily be able to inform you in advance of the total cost of such additional services. 

No Guarantee

We do not warrant or guarantee any specific level of performance or results. Example of results obtained for our other clients may be used as a marketing tool and shown for demonstrative purposes only and should not be construed as indicating any promised results or level of results. 
 

Effective: December 05, 2019