Jumpstart Implementation Plans
Jumpstart Your CloudRadial Implementation
Jumpstarts are implementation sessions designed to help you and your teams get deployed to clients quickly.
For the best implementation experience, we recommend MSPs participate in all three Jumpstart sessions:
Master the ticketing portion of your portal and minimize ticket volume and resolution time.
Conquer reporting and automate QBR processes to give customers access to 24/7 data.
Enhance how you work with customers and deliver training, productivity, an intranet, and more.
Though you’re only required to start with one Jumpstart, we recommend doing them all.
Your portal works best with all three core areas working together to help you deliver the best client experience ever.
Frequently asked questions (FAQs)
We constantly change our Jumpstart process to match what’s working best with other partners. By default, we will keep you on course with the Jumpstart process you signed up with for the sake of simplicity and consistency. You’ll still get our best practices and insights, but it just might vary slightly in the order in which it’s delivered.
The core team responsible for the implementation of CloudRadial – the initial introductory call is intended to help scope out the project and set the right expectations.
The goal of implementation is to get your CloudRadial portal set up and pushed out to your clients. Rather than train you to manage every aspect of the portal, we’ll hone in on specific areas (service, account management, co-management) that pertain to your needs.
Yes. Every session that you complete with the implementation specialist will be recorded and sent to you. Recordings expire after 30 days, so be sure to download these recordings if you plan to keep them.
During the implementation, the point of contact will be your dedicated implementor. You have the length of your Jumpstart to reach out to them as needed (that’s 30 days per Jumpstart).
A standard, single Jumpstart takes place over 30 days (with flexibility for holidays and schedule conflicts). Purchasing multiple Jumpstarts extends the time you have available with the implementor in increments of 30 days.
The number of meetings is not capped or limited during this time. The cadence will be left to the discretion of the CloudRadial implementor and client based on available schedule and workload.
The marketing and launch collateral include things like user guides, sales slicks, emails, and more. They will be given to you in your initial meetings so that you can have them before the launch strategy discussion.
This will be shared in a Word format during the initial meeting. We share it as a Word document to facilitate editing throughout the entire process.
The implementation is considered complete when you have covered everything in the syllabus for that course. Jumpstart Implementations exceeding 30 days are automatically considered complete unless overridden by your implementor.
After completion, you’ll move to an account management and support phase where you’ll no longer reach out to your implementor for assistance – rather, you’ll go directly to support (firstname.lastname@example.org).
What you Gain From Jumpstart Training
Let's Make Sure You Succeed
With a Dedicated Account Manager
You will also be assigned an account manager who will be a direct point of contact for nontechnical questions and comments. They will periodically check on you and your portal to ensure everything is running smoothly.