Welcome back
Everything you need to close more deals.
Generate quotes, search the document library, ask the AI assistant for instant answers, and look up parts — all in one place.
Documents
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synced
Active Users
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online
Training Videos
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uploaded
Baseline Assessments
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saved
Quote Generator
Build Gold, Platinum, Diamond Lite, or Diamond proposals in seconds with the v4.7 pricing engine.
AI Sales Assistant
Chat with Claude about your docs. Compare services, draft emails, find pricing.
Sales Tools
Custom tools and utilities to support your sales workflow — coming soon.
Recent Documents
View all →
My Verticals
Edit →
K12
K-12 Education
14 docs · 7 active deals
HE
Higher Education
3 docs · 2 active deals
HC
Healthcare
1 doc · 3 active deals
AI Sales Assistant
Ask anything about Clear Winds services, pricing, or customer scenarios
AI
Welcome! I'm your CWT sales assistant. I have access to all 25 of your sales documents, the full pricing model, and customer history.
What can I help you with today?
What can I help you with today?
Compare K-12 vs Higher Ed
Healthcare CIO playbook
Draft an intro email
What is Diamond Lite?
What's in Diamond?
Quote Generator v4.7
Build Gold, Platinum, Diamond Lite, or Diamond proposals with live pricing
Build a quote
Enter environment details
Customer
Environment
1 pt · EDR
6 pts · EDR
2 pts
1 pt
2 pts
4 pts
0.25 pt
0 pts
Security inputs (Diamond Lite / Diamond)
DL: $18.50 · Dmd: $34.50
DL: $250 · Dmd: $1,150
Total points
0
EDR devices
0
EDR = endpoints + servers only
Select package
Gold
—
Platinum
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★ Most Popular
Diamond Lite
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★ Recommended
Diamond
—
Quote preview will appear here
Enter device counts on the left to see live pricing across all four tiers.
Customer Quote
Gold
$0 /mo
One-time: $1,500
Platinum
$0 /mo
One-time: $1,500
Most Popular
Diamond Lite
$0 /mo
One-time: $10,500
Recommended
Diamond
$0 /mo
One-time: $16,000
| Feature | Gold | Platinum | D. Lite | Diamond |
|---|---|---|---|---|
| 24/7 Remote Monitoring | ✓ | ✓ | ✓ | ✓ |
| Unlimited Helpdesk | ✓ | ✓ | ✓ | ✓ |
| Patch Management | ✓ | ✓ | ✓ | ✓ |
| Onsite Support | — | ✓ | ✓ | ✓ |
| EDR (endpoints + servers) | — | ✓ | ✓ | ✓ |
| Email Security (Harmony) | — | — | ✓ | ✓ |
| O365 Security | — | — | ✓ | ✓ |
| Duo MFA | — | — | ✓ | ✓ |
| Security Awareness Training | — | — | ✓ | ✓ |
| AD Hardening | — | — | ✓ | ✓ |
| SIEM Monitoring | — | — | — | ✓ |
| 24x7 SOC / MDR | — | — | — | ✓ |
| Vulnerability Assessments | — | — | — | ✓ |
| Mitigation Labor | — | — | — | ✓ |
| My Glue Password Manager | — | — | — | ✓ |
Sales Library
25 documents organized by vertical and service
Sales Tools
Custom tools and utilities to support your sales workflow
School Manager Quote
Generate a live quote for School Manager Asset Management and Ticketing modules. Includes PDF export.
Parts Lookup
Searchable Dell, HP, and Lenovo Chromebook parts catalog with live availability.
ROI Calculator
Help customers visualize savings vs. their current IT spend across service tiers.
Compliance Checker
Quick HIPAA, SOC 2, and PCI compliance gap assessment for prospect discovery.
Deal Health Tracker
Track stalled deals and get AI-suggested next steps to move them forward.
Call Coach
Real-time AI suggestions and objection handling during customer discovery calls.
Have an idea for a tool that would help you close more deals?
School Manager
— Quote Generator
Client Information
Asset Management Module
Include Asset Management
$1/asset (≥1,500) · $2/asset (<1,500) · Billed annually
Pricing tier
Annual total
Ticketing Module
Include Ticketing
$25 per account · Billed monthly
Monthly
Annualized
Quote Notes (optional)
Live quote preview — updates as you type
School Manager
Asset Management Platform · ClearWinds Technologies
Jay Bradford
— Organization —
| Service Component | Detail | Amount |
|---|
Asset count
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Rate / asset
—
Annual total
—
What's included
Notes
School Manager
sales@schoolmanager.com
(205) 415-4227
www.schoolmanager.com
www.schoolmanager.com
Your ClearWinds Rep
Jay Bradford
clearwinds.net
Next Steps
1. Review & approve quote
2. Execute Master Services Agreement
3. Schedule onboarding call
2. Execute Master Services Agreement
3. Schedule onboarding call
© 2026 Clear Winds Technologies, Inc. — CONFIDENTIAL |
Pricing based on asset counts confirmed at signing. Asset Management billed annually. Ticketing billed monthly. Quote valid 30 days.
Baseline Assessment Tool
Capture an environment baseline for sizing, quoting, and onboarding
Environment Baseline
Fill in the totals across all locations and break down by site. Submit to send the report to Jay Bradford (Sales Engineer) and save it to the database.
Required Customer Information
▼Totals Aggregate Counts (All Locations Combined)
▼Location 1 Site Breakdown
▼Location 2 Site Breakdown
▼Location 3 Site Breakdown
▼Location 4 Site Breakdown
▼Location 5 Site Breakdown
▼Applications Software Inventory
▼
Report will be emailed to salesboard@clearwinds.net and saved to the database.
Team Directory
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Training Videos
Upload, organize, and watch product training and onboarding videos
Upload a training video
Drop a video file here, or click to browse
Supported: MP4, MOV, WebM up to 500MB
Video player would appear here in production.
Connect to your video CDN (Vimeo, AWS S3, Stream) to enable playback.
Connect to your video CDN (Vimeo, AWS S3, Stream) to enable playback.
Video Title
Category · Duration · Uploaded by
Description
filename.mp4
0%
Uploading...
Edit
Admin Dashboard
Manage users, documents, AI usage, and portal settings
Active Users
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From database
Baseline Assessments
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Total submitted
AI Queries
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From usage logs
Training Videos
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Uploaded to server
Quote tier distribution (last 30 days)
View report →
No data yet
Top performing reps (this month)
View all →
No data yet
Recent activity
View all →
No recent activity
Daily AI queries (last 7 days)
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Avg per day59 queries
Peak hour10 AM CT
Avg response time1.4s
Sales team users (14)
| User | Role | Status | Last Login |
|---|
Total documents
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Uploaded documents
Up to date
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Updated in last 90 days
Need review
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Action needed
Upload new document
Drop a PDF here, or click to browse
Supported: PDF up to 25MB
Document library
| Name | Vertical | Service | Views | Last updated |
|---|
AI Search Index
Rebuild the FULLTEXT index used by the AI Assistant to read document contents.
Total videos
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Uploaded videos
New this week
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Last 7 days
Categories used
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Unique categories
Upload new training video
Drop a video here, or click to browse
Supported: MP4, MOV, WebM up to 500MB
Training video library
| Title | Category | Uploaded by | Uploaded |
|---|
Total queries (30d)
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From usage logs
Avg tokens / response
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Computed from logs
Unique users
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Users with AI activity
Total tokens
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Input + output tokens
Top queried topics
View all →
Pricing & quote questions142 queries
Vertical positioning (K-12, Healthcare)98 queries
Service comparisons76 queries
Email & message drafting54 queries
Compliance (HIPAA, SOC 2)42 queries
Recent queries
View all →
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AI Configuration
Active Claude model
Claude Sonnet 4.6 · best balance of quality and speed
Indexed documents
25 of 25 documents indexed for AI search · last sync 2 hours ago
Monthly query limit
5,000 queries/month · currently at 412 (8%)
Quotes (last 30d)
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Saved quotes
Pipeline
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Sum of monthly totals
Avg deal size
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Average monthly total
Top tier
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Most common package
Recent quotes
| Customer | Tier | Monthly | One-time | Rep | Status | Created |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Baseline Assessments
| Customer | Industry | Locations | Submitted By | Date | ID |
|---|
Portal configuration
Edit and save portal settings to database.
Portal name
Display name of the portal
Admin email
Notification recipient
Session timeout (minutes)
Auto-logout after inactivity
Pricing model
Quote Generator pricing configuration.
Gold tier rate
$30 per point per month
Setup cost
One-time setup for quotes
Integrations
Connect the portal to your existing tools.
Microsoft 365
Connected · syncing OneDrive documents
Anthropic Claude API
Connected · Claude Sonnet 4.6
CRM (HubSpot/Salesforce)
Not connected · sync quotes and customer records
Email (SendGrid)
Not connected · send quote emails directly from portal
Danger zone
Irreversible actions. Be careful.
Reset all AI conversation history
Permanently delete all chat history for all users
Export and delete portal data
Download a full backup, then delete all portal data