CloudRadial Deployment/Launch Resources Shortlist

We utilize Canva as a medium to access some of these - you will need to create a free account to access them.

This article exists to help consolidate the various resources provided by CloudRadial to Partners in a single article for easy access. Some are direct downloads/access, while others may be gated behind services.

Contact support or your account manager for further clarification on accessing these, if necessary. 

• Sales Flyers
• Solution Slicks
• Miscellaneous Portal Resources
• Suggested Launch Email Template

Sales Flyers

• 5 Great Reasons to Use the Portal
• 5 Great Reasons to Use the Portal (Alternate)

Solution Slicks

Please note: You will want to replace images with your portal's images. Images reflected in feature flyers may not always reflect the content, so double-check and customize them appropriately before distributing them to clients. 

• Generic Feature Slick Template
• Smart Service (Incident Ticketing) Slick
• Smart Catalog (Service Catalog) Slick
• Smart Knowledge Base (Knowledge Base) Slick
• Smart Training (University Courses) Slick
• Smart Insights (Reporting Data) Slick
• Smart Strategy (Planner) Slick

Miscellaneous Portal Resources

• CloudRadial Portal Demo Script (From MSP to Client)
• CloudRadial Launch Checklist

Suggested Launch Email Template

Subject: Introducing Your All-New IT Hub

Dear [Client Name],

We're excited to introduce you to your new IT Hub, a dedicated space designed to transform our collaboration and provide you with faster, more effective IT support.

Why We're Making This Change

At [Your MSP Name], we believe communication and transparency are the foundations of excellent IT service. Your new IT Hub puts these values into action by creating a shared space where we can collaborate more efficiently than ever before and where you have complete visibility into our work together.

Key Benefits for Your Company:

• Streamlined Ticketing: Say goodbye to endless back-and-forth emails and texts that get lost in inboxes. Our guided ticket submission ensures we get all the information we need upfront, placing your requests directly into a high-priority queue.
• Complete Visibility: Track the status of your tickets in real time, view your entire support history, and provide feedback at any point in the process.
• Comprehensive Training Resources: Access our Learning Management System where you can not only use our training materials but also create custom courses for your own team onboarding and training needs.
• Centralized Knowledge Base: Find solutions to common issues instantly without submitting a ticket.

For Your Administrative Team:

• Financial Transparency: View invoices and quotes directly through the portal.
• Insightful Reporting: Access detailed reports on your IT infrastructure, support trends, and more.
• Service Catalog: Access a complete catalog of IT services with simplified request processes. This includes guided workflows for employee onboarding and offboarding that collect all necessary information in one submission, eliminating confusion and ensuring consistent service delivery.

Getting Started is Easy

Let’s schedule a brief 20-minute overview on [Date/Time] to help your team get familiar with the hub. Here’s the link you can use: [Enter Meeting Link Here]

In the meantime, you can access it at [Portal URL] using your Microsoft credentials or an email token.

Our goal is simple: to help you solve IT problems faster, communicate more effectively, and have greater control over your technology environment.

We look forward to showing you around in our new shared space.

Best regards,

[Your Signature]