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Professional Services Scope and Services Description

Table of Contents

  1. Professional Services Scope – Readiness Package
  2. Professional Services Scope – Enable package
  3. Professional Services Scope – Transform Package
  4. Professional Services Scope – LMS Package
  5. Professional Services Scope – AI Role-play Standalone (Fast track Package)
  6. Professional Services Scope – AI Role-play Standalone (Impact + Package)
  7. Professional Services Scope – Readiness + AI Role-play Package
  8. Professional Services Scope – Enable  + AI Role-play Package
  9. CallAI Implementation
  10. Asset Hub Implementation
  11. Digital Sales Room Implementation
  12. Professional Services Scope – Custom Technical Solutions Package
  13. Table 1: Standard Integrations – SSO
  14. Table 2: Standard Integrations – User Sync
  15. Table 3: Standard Integrations – Conferencing Tools
  16. Table 4: Standard Integrations – Dialer Tools
  17. Table 5: Standard Integrations – Content Repository
  18. Professional Services (PS) Advisory
  19. Mindtickle Roles and Responsibilities of the Implementation Packages
  20. Customer Roles and Responsibilities
  21. Place of Performance
  22. Acceptance of Services

Professional Services shall be based on the Subscription Package Scope. Mindtickle shall provide Professional Services assistance to implement Mindtickle support only the Subscription packages licensed to the Customer in the relevant Order.

Professional Services Scope – Readiness  Package 

Included with the Readiness package, Mindtickle shall provide the following Professional Services for one(1) Mindtickle Learning Site (“Mindtickle instance”)-

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings 
    • One-time configuration of up to a maximum of 15 Profile Fields 
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
    •      Core & Advanced AI Consultation: Activation of Mindtickle Copilot (AI) and consultation on best practice utilization of all AI Offerings (Readiness, AI-Guided Program/Module Creation, AI Reviewer/Learner Assistance, and Copilot Assistants)
    • Design and Development of one(1) Default (Launch ready) Homepage:
      • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
      • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding.
        • Utilization of default platform widgets.
        • Upload of designed banners and thumbnails.
        • Not Included:
          • Custom HTML code
          • Theme-based design
    • Design and development of two(2) Role-based Homepage: 
      • Showcase predefined templates for Role-based default homepage.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of default platform widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
      • Customize 1 email template verbiage and change default variables (if needed)- series invitation template 
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile 
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
    • Design and Development of one(1) Series Overview Page:
      • Showcase predefined templates for the Series Overview page
      • Customize banners and thumbnails in chosen templates as per customer branding
      • Utilization of default platform widgets
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
        • Development for series overview video
    • Design and Development of two (2) Course maps:
      • Redesign any two course maps from the existing Mindtickle library using customer branding 
      • Upload the designed course maps to the relevant courses
      • Not Included:
        • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring (1)one user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module   
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)
    • Learner Performance Synchronization with Salesforce Lightning
    • Salesforce Integrations for Coaching (if required)
  • Other Value Adds 
    • Provide consultation to admins on best practices of enabling optimized navigational workflows for enhanced seller experience.
    • Strategic guidance on Content and User Governance best practices

Professional Services Scope – Enable package

Included with the Enable package, Mindtickle shall provide the following services for 1(one) Mindtickle instance:

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings 
    • One-time configuration of up to a maximum of 15 Profile Fields 
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
    • AI Activation & Consultation: Activation of Mindtickle Copilot (AI) and strategic consultation on best practice utilization of all AI Offerings (including AI-Guided Creation, Reviewer/Learner Assistance, Copilot Assistants, AI-Generated Emails, Similar Asset Exploration, and Actionable Asset Feedback)     .
    • Design and Development of one(1) Default (Launch ready) Homepage:
      • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
      • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding.
        • Utilization of default platform widgets.
        • Upload of designed banners and thumbnails.
        • Not Included:
          • Custom HTML code
          • Theme-based design
    • Design and development of two(2) Role-based Homepage: 
      • Showcase predefined templates for Role-based default homepage.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of default platform widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
      • Customize 1 email template verbiage and change default variables (if needed)- series invitation template 
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile 
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
    • Design and Development of one(1) Series Overview Page:
      • Showcase predefined templates for the Series Overview page
      • Customize banners and thumbnails in chosen templates as per customer branding
      • Utilization of default platform widgets
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
        • Development for series overview video
    • Design and Development of two (2) Course maps:
      • Redesign any two course maps from the existing Mindtickle library using customer branding 
      • Upload the designed course maps to the relevant courses
      • Not Included:
        • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring (1)one user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module   
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)
    • Learner Performance Synchronization with Salesforce Lightning
    • Salesforce Integrations for Coaching (if required)
  • Advise & Assist on content management and leading practices for Asset Hub deployment, including:
    • Content organization & governance 
    • Content discoverability and search
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to optimize productivity
    • Analytics review and advisory
    • Advise on standard integrations for Asset Hub:
      • Salesforce Opportunity Integration with Mindtickle Asset Hub
      • Salesforce Opportunity Integration for Activity Writeback (Admin view only)
      • Salesforce Integration for Revenue Impact of Asset (Admin view only)
    • Design and Development of one(1) Hub Overview Page: 
      • Showcase predefined templates for the Hub Overview page
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of Default Platform Widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML.
        • Theme-based design.
        • Development for Hub Overview Video.
        • Asset upload, attribute linking & Hub creation.
    • Design and Development of one(1) Sales Play:
      • Showcase predefined templates for Sales play.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Document linking & upload of banners and thumbnails.
      • Not Included:
        • Custom HTML.
        • Theme-based design.
  • Assist with Digital Sales Room set up & deployment, including:
    • Consult on Digital Sales Rooms Management
    • Assist with configuring Standard integrations with supported CRMs (Salesforce.com, HubSpot, Pipedrive) and
    • Cloud Storage Drives (Google Drive, Sharepoint, OneDrive)
    • Consult on Roles and User Management setup applicable to Digital Sales Rooms.
    • Analytics review and advisory
    • Design and Development of one(1) DSR Template:
      • Showcase predefined templates for the Digital Sales Room layout.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Asset linking & upload of developed banners and thumbnails.
      • Not Included:
        • Theme-based design.
  • Other Value Adds 
    • Provide consultation to admins on best practices of enabling optimized navigational workflows for enhanced seller experience.
    • Strategic guidance on Content and User Governance best practices

Professional Services Scope – Transform package

Included with the Transform package, Mindtickle will provide the following Professional Services for 1(one) Mindtickle Instance:

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings
    • One-time configuration of up to a maximum of 15 Profile Fields
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
    • Activation and walkthrough of Mindtickle Copilot (AI) capabilities available across all subscribed products.
    • Design and Development of one(1) Default (Launch ready) Homepage:
      • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
      • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding.
        • Utilization of default platform widgets.
        • Upload of designed banners and thumbnails.
        • Not Included:
          • Custom HTML code
          • Theme-based design
    • Design and development of two(2) Role-based Homepage:
      • Showcase predefined templates for Role-based default homepage.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of default platform widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
      • Customize 1 email template verbiage and change default variables (if needed)- series invitation template
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
    • Design and Development of one(1) Series Overview Page:
      • Showcase predefined templates for the Series Overview page
      • Customize banners and thumbnails in chosen templates as per customer branding
      • Utilization of default platform widgets
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
        • Development for series overview video
    • Design and Development of two (2) Course maps:
      • Redesign any two course maps from the existing Mindtickle library using customer branding
      • Upload the designed course maps to the relevant courses
      • Not Included:
        • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring (1)one user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)
    • Learner Performance Synchronization with Salesforce Lightning
    • Salesforce Integrations for Coaching (if required)
  • Advise & Assist on content management and leading practices for Asset Hub deployment, including:
    • Content organization & governance
    • Content discoverability and search
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to optimize productivity
    • Analytics review and advisory
    • Advise on standard integrations for Asset Hub:
      • Salesforce Opportunity Integration with Mindtickle Asset Hub
      • Salesforce Opportunity Integration for Activity Writeback (Admin view only)
      • Salesforce Integration for Revenue Impact of Asset (Admin view only)
    • Design and Development of one(1) Hub Overview Page:
      • Showcase predefined templates for the Hub Overview page
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of Default Platform Widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML.
        • Theme-based design.
        • Development for Hub Overview Video.
        • Asset upload, attribute linking & Hub creation.
    • Design and Development of one(1) Sales Play:
      • Showcase predefined templates for Sales play.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Document linking & upload of banners and thumbnails.
      • Not Included:
        • Custom HTML.
        • Theme-based design.
  • Assist with Digital Sales Room set up & deployment, including:
    • Consult on Digital Sales Rooms Management
    • Assist with configuring Standard integrations with supported CRMs (Salesforce.com, HubSpot, Pipedrive) and
    • Cloud Storage Drives (Google Drive, Sharepoint, OneDrive)
    • Consult on Roles and User Management setup applicable to Digital Sales Rooms.
    • Analytics review and advisory
    • Design and Development of one(1) DSR Template:
      • Showcase predefined templates for the Digital Sales Room layout.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Asset linking & upload of developed banners and thumbnails.
      • Not Included:
        • Theme-based design.
  • Advise & Assist on leading practices on platform setup and configuration for CallAI, including:
    • Configuration of Themes, Keywords, Voice of Market, and CallAI Score
    • Setup Call AI with one (1) Coaching Form using a pre-built Mindtickle template tied to the customer’s use case.
    • Setup 1 (one) Manager Alert
    • Setup up to a maximum of three (3) CallAI Libraries
    • Launch communication and change management
    • Advise on standard integrations
      • One (1) Calendar sync (Outlook, Google Calendar)
      • One (1) of the Conferencing tools listed in Table 3 below
      • One (1) of the Dialer tool listed in Table 4 below
      • Two-way Salesforce.com integration with CallAI
      • Salesforce integration for Coaching (if required)
      • Post-launch analytics review and advisory
  • Other Value Adds
    • Provide consultation to admins on best practices of enabling optimized navigational workflows for enhanced seller experience.
    • Strategic guidance on Content and User Governance best practices

Professional Services Scope – LMS package 

Included with the LMS package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings 
    • One-time configuration of up to a maximum of 15 Profile Fields 
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
    • Activation and walkthrough of Mindtickle Copilot (AI) capabilities available across all subscribed products.
    • Design and Development of one(1) Default (Launch ready) Homepage:
      • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
      • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding.
        • Utilization of default platform widgets.
        • Upload of designed banners and thumbnails.
        • Not Included:
          • Custom HTML code
          • Theme-based design
    • Design and development of two(2) Role-based Homepage: 
      • Showcase predefined templates for Role-based default homepage.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of default platform widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
      • Customize 1 email template verbiage and change default variables (if needed)- series invitation template 
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile 
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
    • Design and Development of one(1) Series Overview Page:
      • Showcase predefined templates for the Series Overview page
      • Customize banners and thumbnails in chosen templates as per customer branding
      • Utilization of default platform widgets
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
        • Development for series overview video
    • Design and Development of two (2) Course maps:
      • Redesign any two course maps from the existing Mindtickle library using customer branding 
      • Upload the designed course maps to the relevant courses
      • Not Included:
        • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring (1)one user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module   
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)

Professional Services Scope – AI Role-play Standalone (Fast track Package)

Included with the AI Role-play Fast track package, Mindtickle shall provide the following Professional Services for one (1) Mindtickle Learning Site (“Mindtickle instance”) focused on quick-launch enablement using prebuilt AI Role-play capabilities:

  1. Scenario Discovery & Selection
  • Access to Mindtickle’s curated AI Role-play scenario library mapped to common sales stages and functions.
  • Up to two (2) discovery calls to identify and select best-fit scenarios aligned with customer use case(s).
  • Recommendations based on sales motion, team maturity, and enablement goals.

2. AI Role-play Scenario Design, Context Setup & Platform Configuration

  • Consultant-led creation of up to two (2) AI Role-play scenarios using:
    • Best-practice frameworks including situation, persona, prompt, and evaluation rubrics.
    • Mindtickle Bot persona templates with standard scoring logic and evaluation criteria.
    • Fallback templates applied where customer input is limited.

  • Contextual setup based on:
    • Customer-provided product sheets or competitor briefs (when available).
    • Industry-relevant defaults in the absence of custom materials.

  • Assistance with scenario upload, bot configuration, evaluator assignment, and feedback loop automation within the Mindtickle platform.

3. Platform Setup & Permissions

  • Platform-level setup consultation covering:
    • Account settings, roles, and permissions.
    • User and profile management (up to 15 profile fields).
    • Creation of two (2) user groups and associated automation rules (up to 3).
    • Basic Readiness Index setup and walkthrough (1 IRP) using RI template

4. Launch & Communication Support

  • Define success metrics for initial rollout (qualitative or usage-based).
  • Launch plan consultation including internal communication strategy.
  • One (1) email template customization (verbiage and variable logic).
  • Guidance on in-platform usage analytics and standard reports.

5. Homepage & Learner Onboarding

  • Design of one (1) default “Launch-ready” Homepage:
    • Based on prebuilt templates aligned to AI Role-play launch.
    • Custom branding (banner, thumbnail upload only).
    • Utilization of default platform widgets.
  • Light-touch go-live support to guide admins on scenario deployment and assignment best practices.

6. Standard Integrations (If Required)

  • One (1) SSO integration (from the supported ones listed in Table 1).
  • One (1) user sync setup:
    • Standard integration or SFTP-based sync (from the supported ones listed in Table 2).

Not Included:

  • Custom HTML or theme-based homepage designs.
  • Custom course/mission builds.
  • Readiness Index or Ideal Rep Profile setup.
  • CRM-based reporting or integrations beyond user sync and SSO.

Professional Services Scope – AI Role-play Standalone ( Impact+ Package)

Included with the AI Role-play Impact+ package, Mindtickle shall deliver a high-touch, consultative deployment aligned to real sales workflows and revenue metrics for one (1) Mindtickle instance.

1. Strategic Discovery & Sales Motion Diagnosis

  • Stakeholder interviews across Sales and Enablement leadership.
  • CRM data review to assess drop-off points, conversion issues, or persona mismatches.
  • Summary report of sales stage challenges and opportunity areas.

2. Baseline & Metric Benchmarking

  • Capture of pre-intervention performance data:
    • Win rates, deal velocity, conversion rates per stage.
    • Data sources: CRM (e.g., Salesforce), Mindtickle Analytics.
  • Setup of initial dashboards to visualize baseline benchmarks.

3. Custom Role-play Scenario Design

  • Design of up to five (5) tailored AI Role-play scenarios based on:
    • Sales stage, industry, product nuances, buyer persona, region.
  • Includes:
    • AI Bot persona scripting.
    • Success criteria and evaluation rubrics.
    • Prompt engineering (custom with standardized fallback if needed).

4. Enablement Program Structuring

  • Design of learning paths via Missions and Courses aligned to AI Role-plays.
  • Custom email (up to 1) template design.
  • Definition of enablement KPIs and setup of reporting cadence.

5. Readiness Index Setup

  • Configuration of up to two (2) Ideal Rep Profiles (IRPs).
  • Competency and metric tagging for each scenario.
  • Dashboard setup to correlate AI Role-play engagement with performance outcomes (Track & Correlate tabs).

6. Platform Setup & Standard Integrations

  • Account configuration, up to 15 profile fields, 5 user groups, automation rules.
  • Integration setup:
    • One (1) standard SSO and one (1) standard user sync (from the supported ones listed in Table 1 and 2 respectively).
    • Salesforce Readiness Index Sync, Opportunity Sync, Reverse Module Sync (if applicable).
  • UI setup:
    • One (1) Series Overview page (default template-based).
    • Two (2) Course Maps (branded uploads from existing Mindtickle templates).
    • One (1) Homepage (launch-ready, template-based).

7. Impact Measurement & Iterative Tuning

  • Monthly/Quarterly reviews of Readiness Index scores, CRM-based impact metrics.
  • Executive summary reporting of ROI and learning outcomes.
  • Stakeholder syncs for scenario iteration and sales performance alignment.

Not Included:

  • HTML customization or advanced UI themes.
  • Custom content development beyond scope above.

Professional Services Scope – Readiness + AI Role-play Package

Included with the Readiness + AI Roleplay package, Mindtickle shall provide the following Professional Services for one (1) Mindtickle Learning Site (“Mindtickle instance”):

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings
    • One-time configuration of up to a maximum of 15 Profile Fields
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
  • Core & Advanced AI Consultation:
    • Activation of Mindtickle Copilot (AI) and consultation on best practice utilization of all AI Offerings (Readiness, AI-Guided Program/Module Creation, AI Reviewer/Learner Assistance, and Copilot Assistants).
    • Set up AI Role-play through:
      • Scenario Discovery & Mapping: Assist with stakeholder interviews and CRM analysis (funnel drop-offs, leakage) to identify critical skill gaps and map findings to Mindtickle’s curated, stage-aligned scenario library for rapid template selection.
      • Scenario Design & Bot Configuration: Provide consultant-led design for up to two (2) role-play scenarios, including clear prompts, defined bot personas, and evaluation criteria. Consultation will also cover configuring bot knowledge using customer-provided inputs (product sheets, briefs) or standard industry assumptions.
      • Impact Measurement & Analytics: Assist with interpreting Mindtickle Analytics reports, focusing on key metrics and trend analysis to confidently attribute performance improvements to the deployed scenarios and inform future action.
  • Design and Development of one (1) Default (Launch ready) Homepage:
    • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
    • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding
    • Utilization of default platform widgets.
    • Upload of designed banners and thumbnails
    • Not Included:
      • Custom HTML code
      • Theme-based design
  • Design and development of two (2) Role-based Homepage:
    • Showcase predefined templates for Role-based default homepage.
    • Customize banners and thumbnails in the chosen template as per customer branding.
    • Utilization of default platform widgets.
    • Upload of designed banners and thumbnails
    • Not Included:
      • Custom HTML code
      • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
    • Customize 1 email template verbiage and change default variables (if needed) – series invitation template
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
  • Design and Development of one (1) Series Overview Page:
    • Showcase predefined templates for the Series Overview page
    • Customize banners and thumbnails in chosen templates as per customer branding
    • Utilization of default platform widgets
    • Upload of designed banners and thumbnails
    • Not Included:
      • Custom HTML
      • Theme-based design
      • Development for series overview video
  • Design and Development of two (2) Course maps:
    • Redesign any two course maps from the existing Mindtickle library using customer branding
    • Upload the designed course maps to the relevant courses
    • Not Included:
      • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring 1 (one) user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)
    • Learner Performance Synchronization with Salesforce Lightning
    • Salesforce Integrations for Coaching (if required)
  • Other Value Adds:
    • Provide consultation to admins on best practices of enabling optimized navigational workflows for enhanced seller experience.
    • Strategic guidance on Content and User Governance best practices.

Professional Services Scope – Enable + AI Role-play Package

Included with the Enable package, Mindtickle shall provide the following services for 1(one) Mindtickle instance:

  • Consult & Assist on leading practices relating to platform setup and configuration, including:
    • Account settings
    • Roles and Permissions
    • User, Profile Management
    • Groups and group automation
    • Configure learning site sign-in page settings 
    • One-time configuration of up to a maximum of 15 Profile Fields 
    • One-time configuration of up to five (5) user groups aligned to customers’ use case
    • Provide a walk-through and assist with a one-time configuration of up to five (5) Automation rules as part of the initial setup in alignment with the customer’s user case.
  • Core & Advanced AI Consultation:
    • Activation of Mindtickle Copilot (AI) and consultation on best practice utilization of all AI Offerings (Readiness, AI-Guided Program/Module Creation, AI Reviewer/Learner Assistance, and Copilot Assistants).
    • Set up AI Role-play through:
      • Scenario Discovery & Mapping: Assist with stakeholder interviews and CRM analysis (funnel drop-offs, leakage) to identify critical skill gaps and map findings to Mindtickle’s curated, stage-aligned scenario library for rapid template selection.
      • Scenario Design & Bot Configuration: Provide consultant-led design for up to two (2) role-play scenarios, including clear prompts, defined bot personas, and evaluation criteria. Consultation will also cover configuring bot knowledge using customer-provided inputs (product sheets, briefs) or standard industry assumptions.
      • Impact Measurement & Analytics: Assist with interpreting Mindtickle Analytics reports, focusing on key metrics and trend analysis to confidently attribute performance improvements to the deployed scenarios and inform future action.
  • Design and Development of one(1) Default (Launch ready) Homepage:
  • Showcase predefined templates for the “launch ready” default homepage based on the customer’s use case.
  • Customize banners and thumbnails in the chosen Default (Launch ready) Homepage template as per customer branding.
    • Utilization of default platform widgets.
    • Upload of designed banners and thumbnails.
    • Not Included:
      • Custom HTML code
      • Theme-based design
  • Design and development of two(2) Role-based Homepage: 
  • Showcase predefined templates for Role-based default homepage.
  • Customize banners and thumbnails in the chosen template as per customer branding.
  • Utilization of default platform widgets.
  • Upload of designed banners and thumbnails
  • Not Included:
    • Custom HTML
    • Theme-based design
  • Consult & Assist on learning program implementation and leading practices, including:
    • Assist with Identifying and defining enablement program success metrics
    • Best practices for structuring enablement programs to enable multimodality and micro-learning
    • Support with program launch communication and change management
      • Customize 1 email template verbiage and change default variables (if needed)- series invitation template 
    • Program and Use Case (defined by the customer) specific reporting and analytics walk-through
    • Assist with one-time Readiness Index configuration and provide feature walkthrough
    • Consult on setting up Ideal Rep Profile 
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to augment admin and user experience as part of the training framework.
    • Consult on out-of-platform reporting using Mindtickle standard APIs
    • Design and Development of one(1) Series Overview Page:
      • Showcase predefined templates for the Series Overview page
      • Customize banners and thumbnails in chosen templates as per customer branding
      • Utilization of default platform widgets
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML
        • Theme-based design
        • Development for series overview video
    • Design and Development of two (2) Course maps:
      • Redesign any two course maps from the existing Mindtickle library using customer branding 
      • Upload the designed course maps to the relevant courses
      • Not Included:
        • Theme based design
  • Advise & Assist on standard integrations:
    • Single Sign On (SSO) is limited to 1 (one) of the applications in Table 1 below
    • Support for configuring (1)one user sync via standard application as listed in Table 2 below OR 1 (one) application via SFTP with non-standard HR applications
    • Access Mindtickle’s learning site within the Salesforce platform (includes Salesforce SSO integration)
    • Configuration of Content Sync with Mindtickle’s Content Center via standard applications in Table 5
    • Notifications on Slack or MS teams
    • Syndicate content provider systems: LinkedIn Learning or SkillSoft
    • Calendar integration (Google Calendar, Outlook Calendar) capabilities for the Instructor Lead Training (ILT) module
    • Video conferencing platform (Zoom, Webex, MS Teams) integration with Instructor Lead Training (ILT) module   
    • Private labeling of Learning Site URL (customer provides URL domain)
    • Private labeling Sender’s email address (customer includes email address and email inbox capable of receiving incoming emails)
    • Learner Performance Synchronization with Salesforce Lightning
    • Salesforce Integrations for Coaching (if required)
  • Advise & Assist on content management and leading practices for Asset Hub deployment, including:
    • Content organization & governance 
    • Content discoverability and search
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to optimize productivity
    • Analytics review and advisory
    • Advise on standard integrations for Asset Hub:
      • Salesforce Opportunity Integration with Mindtickle Asset Hub
      • Salesforce Opportunity Integration for Activity Writeback (Admin view only)
      • Salesforce Integration for Revenue Impact of Asset (Admin view only)
    • Design and Development of one(1) Hub Overview Page: 
      • Showcase predefined templates for the Hub Overview page
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of Default Platform Widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML.
        • Theme-based design.
        • Development for Hub Overview Video.
        • Asset upload, attribute linking & Hub creation.
    • Design and Development of one(1) Sales Play:
      • Showcase predefined templates for Sales play.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Document linking & upload of banners and thumbnails.
      • Not Included:
        • Custom HTML.
        • Theme-based design.
  • Assist with Digital Sales Room set up & deployment, including:
    • Consult on Digital Sales Rooms Management
    • Assist with configuring Standard integrations with supported CRMs (Salesforce.com, HubSpot, Pipedrive) and
    • Cloud Storage Drives (Google Drive, Sharepoint, OneDrive)
    • Consult on Roles and User Management setup applicable to Digital Sales Rooms.
    • Analytics review and advisory
    • Design and Development of one(1) DSR Template:
      • Showcase predefined templates for the Digital Sales Room layout.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Asset linking & upload of developed banners and thumbnails.
      • Not Included:
        • Theme-based design.
  • Other Value Adds 
    • Provide consultation to admins on best practices of enabling optimized navigational workflows for enhanced seller experience.
    • Strategic guidance on Content and User Governance best practices

CallAI Implementation

As part of the CallAI Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance:

  • Advise & Assist on leading practices on platform setup and configuration for CallAI, including
    • Configuration of Themes, Keywords, Voice of Market, and CallAI Score
    • Setup Call AI with one (1) Coaching Form using a pre-built Mindtickle template tied to the customer’s use case.
    • Setup 1 (one) Manager Alert
    • Setup up to a maximum of three (3) CallAI Libraries
    • Launch communication and change management
    • Advise on standard integrations
      • One (1) Calendar sync (Outlook, Google Calendar)
      • One (1) of the Conferencing tools listed in Table 3 below
      • One (1) of the Dialer tool listed in Table 4 below
      • Two-way Salesforce.com integration with CallAI
      • Salesforce integration for Coaching (if required)
  • Post-launch analytics review and advisory

Out of Scope: 

  • Migration of Call Recordings from other software/platforms.
  • Custom report design or build

Asset Hub Implementation

As part of the Asset Hub Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance: 

  • Advise & Assist on content management and leading practices for Asset Hub deployment, including:
    • Content organization & governance 
    • Content discoverability and search
    • Consult & provide a walk-through on the application of Mindtickle Copilot (AI) capabilities to optimize productivity
    • Analytics review and advisory
    • Advise on standard integrations for Asset Hub:
      • Salesforce Opportunity Integration with Mindtickle Asset Hub
      • Salesforce Opportunity Integration for Activity Writeback (Admin view only)
      • Salesforce Integration for Revenue Impact of Asset (Admin view only)
    • Design and Development of one(1) Hub Overview Page: 
      • Showcase predefined templates for the Hub Overview page
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Utilization of Default Platform Widgets.
      • Upload of designed banners and thumbnails
      • Not Included:
        • Custom HTML.
        • Theme-based design.
        • Development for Hub Overview Video.
        • Asset upload, attribute linking & Hub creation.
    • Design and Development of one(1) Sales Play:
      • Showcase predefined templates for Sales play.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Document linking & upload of banners and thumbnails.
      • Not Included:
        • Custom HTML.
        • Theme-based design.

Out of Scope: 

  • Content Migration Support, unless mentioned otherwise in the order
  • Custom report design or build

Digital Sales Room Implementation

As part of the Digital Sales Room Implementation package, Mindtickle shall provide the following Professional Services for 1(one) Mindtickle instance: 

  • Assist with Digital Sales Room set up & deployment, including:
    • Consult on Digital Sales Rooms Management
    • Assist with configuring Standard integrations with supported CRMs (Salesforce.com, HubSpot, Pipedrive) and
    • Cloud Storage Drives (Google Drive, Sharepoint, OneDrive)
    • Consult on Roles and User Management setup applicable to Digital Sales Rooms.
    • Analytics review and advisory
    • Design and Development of one(1) DSR Template:
      • Showcase predefined templates for the Digital Sales Room layout.
      • Customize banners and thumbnails in the chosen template as per customer branding.
      • Asset linking & upload of developed banners and thumbnails.
      • Not Included:
        • Theme-based design.

Professional Services Scope: Custom Technical Solutions Package

Under the Custom Technical Solutions Package, the Tech Solutions team provides the following services, ensuring alignment with the agreed engagement terms and restricted by technical feasibility:

  1. Standard Integrations: as mentioned in Table 1 to Table 4
  2. Custom Integrations: Development and deployment of integrations with the customer’s tech stack to meet unique requirements.
  3. Data Management Solutions: Including data clean-up, filtering, manipulation, and migration.
  4. Advanced Reporting: Creation of custom reports, one-time or cadence-based email reports, and dashboards using the reporting API data set.
  5. BI and Visualization Tools Integration: Integration with business intelligence or data visualization tools.
  6. Content Synchronization: Streamlining and automating content updates across platforms.
  7. Updates to Existing Solutions: Modifications to completed and accepted custom solutions, including integrations and reports, based on evolving business needs.
  8. Feasiblity checks: The above listed services are subject to feasibility checks and designed to ensure robust, scalable, and customer-centric outcomes. All the effort required to do such feasibilty checks is a part of the service. 

Key Clarifications

  1. Feasibility Checks:
    The Mindtickle Technical Solutions team will evaluate the feasibility of custom requests and implementations to ensure compatibility with the Mindtickle product’s technical architecture.
  2. Adaptation of Solutions:
    If a customer requirement does not align with the product’s architecture, the Technical Solutions team will propose alternative approaches to address the requirement and communicate them with the customer for alignment.
  3. Rescoping for Best Fit:
    If alternative solutions do not meet the customer’s needs, the scope of the requirement  will be revisited in collaboration with the customer to define a workable approach that balances feasibility with business requirements. If the customer requirements cannot be changed to align with the Mindtickle platform architecture or feasiblity, such requirements would then be considered out of scope for the engagement. In such cases, the customer will provide the next set of requirement(s) for the resources to work upon. 

Out-of-Scope Services (for Custom Technical Solutions)

The following services are not in the scope. In the event that an out-of-scope service is deemed necessary, both MindTickle and the Customer shall collaborate to ascertain and document the service’s scope, level of effort, and tasks through a change order. Out-of-scope services include the following:

  • Any MindTickle platform administrative tasks
  • Development of in-platform custom reporting
  • Content creation
  • Consult on Mindtickle platform configuration and governance
  • Consult on best practices for User Management
  • Use-case deep dive
  • Advise on best practices for structuring content in Mindtickle
  • Provide framework and guidance on Program setup and launch
  • Deep dive on leveraging Mindtickle Reporting & Analytics Data for Program and Platform level insights

Assumptions for FTE equivalent resource engagement: 

At Customer’s request, Mindtickle may provide designated resources (“Consultant/s”) for Technical Solutions and such arrangement would be specified in the Order. The assumption for Consultant engagement are as follows:

  • The term FTE means a ‘Full Time Equivalent’ providing not more than 8 hours per working day or 40 hours of Consultant(s) providing Technical Solutions service per week subject to clause 4 below (pertaining to leaves). FTE engagement can be delivered by a resource or combination of resources on a non-exclusive basis unless otherwise expressly mentioned in the Order. Accordingly, the maximum available number of hours for a 1/2 FTE, 1/3 FTE and 1/4 FTE specified in the Order shall be prorated to 20 hours a week, 14 hours a week and 10 hours a week, respectively subject to reasonable allowances for time off. Any balance of unused time shall not be carried forward to the next day or week.
  • The Consultant shall provide an estimate of the time required for completing the work post-content analysis phase. The development plan shall continue as per the provided estimates unless there is a change in the scope of work or re-prioritization of work by the Customer.
  • Consultant will work 10 am to 6 pm (Monday to Friday) during their home office time zone. Meetings outside of these hours can be arranged as mutually agreed between Customer and Consultant.
  • Consultant will be entitled to reasonable allowances for Paid Time Off, Administration, Sick Leave, and Training.
  • Consultant will work from home or the Mindtickle office. Any travel to the Customer location will be billed as per Customer travel policies.
  • Customer will provide the required subject matter expert support and the resources required for any custom development project.
  • FTE engagements purchased cannot be carried forward after the Term.
  • On sharing a requirement, the Customer will provide Mindtickle, with a lead time of 5 working days to start working on the requirement.
  • The timeline for every project/task will be defined and communicated to the Customer by Mindtickle after the requirements are frozen.
  • For projects/tasks with fixed, predefined timelines by the Customer, the Customer will notify Mindtickle at the earliest date possible. Mindtickle will then analyse the requirement, complete the Solution Document, and share the projected timeline to complete the project/task. If the projected timeline shared by Mindtickle does not meet the target timeline required by the Customer, Mindtickle and Customer will discuss and agree upon one or combination of more than one of the below options:
    • Explore the possibility of adding an additional resource on the project to pull the expected timeline for completion. This can be explored only if –
      • There is an available lead time of a minimum fifteen (15) business days before a resource needs to be added; and
      • The duration for which the additional resource is required is fixed and agreed upon.
    • Decide on the minimum viable output to be delivered within the target timeline
    • Explore the possibility of changing the output format in order to reduce the time investment required in development
  • All timelines communicated by Mindtickle will be based on budgeted Customer review timelines and project steps as set out in the project schedule.

Table 1: Standard Integrations – SSO

  • Any SAML 2.0 Supported IdP (some examples below):
    • OKTA
    • Salesforce
    • Microsoft Azure
    • Microsoft Dynamics CRM
    • One Login
    • IBM Cloud
    • Oracle HCM
    • Ping Identity
    • Veeva
    • Centrify
    • Impartner
    • SecureAuth
    • SailPoint
    • OpenID
    • Google SSO
    • JWT
  •  

Table 2: Standard Integrations – User Sync

  • Workday
  • Bamboo HR
  • Okta
  • Azure
  • MS Dynamics
  • Salesforce
  • Veeva

Table 3: Standard Integrations – Conferencing Tools

  • Webex
  • Zoom 
  • MS Teams
  • Google Meets
  • GoTo

Table 4: Standard Integrations – Dialer Tools

  • Cloudtalk
  • Salesloft
  • RingCentral
  • Dialpad
  • Aircall
  • Genesis
  • Outreach
  • Salesforce Dialer
  • Five9

Table 5: Standard Integrations –
Content Repository

  • Google Drive
  • Sharepoint 
  • Adobe Experience Manager (AEM)
  • Egynte

If during the integration process, Mindtickle determines that the Customer has SSO, HRMS, and other business applications which prevent a standard integration with the Mindtickle Platform, then Mindtickle will work with the Customer to estimate the additional integration effort involved and submit a change order to Customer for approval before continuing with the integration work.

Professional Services (PS) Advisory

Included with the Professional Services Advisory Package, MindTickle shall provide the following services based on the number of hours purchased: 

  • Consult on Mindtickle platform configuration and governance
  • Consult on best practices for User Management
  • Consult on best practices to leverage Mindtickle’s Copilot (AI) capabilities
  • Use-case deep dive
  • Advise on best practices for structuring content in Mindtickle
  • Provide framework and guidance on Program set up and launch
  • Deep dive on leveraging Mindtickle Reporting & Analytics Data for Program and Platform level insights
  • Consult on Standard Mindtickle-supported integrations with 3rd party platforms
  • Design onboarding instruction and enablement
  • Design and launch the Revenue Productivity Center of Excellence
  • Design and oversee reporting for Revenue Productivity metrics
  • Design program-based enablement updates
  • Design coaching and ongoing training curriculum
  • Design change management framework and strategy
  • Other consultation may be provided based on the Customer’s requirements within the hours specified in the order form. 

Professional Services Advisory Engagement Terms

Mindtickle will provide a resource (“Consultant”) for providing PS Advisory Services subject to the following terms and conditions:

  • US-based Consultants will work from 9 a.m. to 5 p.m. during their home office time zone. India-based Consultants will generally work from 12 p.m. to 9 p.m. during their home time zone. Meetings outside of these hours can be arranged as mutually agreed upon between Customer and Consultant.
  • Consultant will be entitled to reasonable allowances for Paid Time Off, Administration, Sick Leave, and Training.
  • The consultant will work from home or the Mindtickle office. Travel to the Customer’s location will be billed according to the Customer’s travel policies.
  • PS Advisory Services purchased cannot be carried forward after the Term.

Out-of-Scope Services (for PS Advisory)

The following services are not in the scope of the contract and may require additional fees to be delivered. In the event that an out-of-scope service is deemed necessary, both MindTickle and the Customer shall collaborate to ascertain and document the service’s scope, level of effort, and tasks through a change order. Out-of-scope services include, but are not limited to, the following:

  • Any custom integrations
  • Any data clean-up, filtering, or manipulation
  • Any MindTickle platform administrative tasks
  • Any updates or changes to completed and accepted integrations, including Customer changes to profile fields in the integrated, third-party system for User SSO or User sync
  • SFDC – Module Sync and Opportunity Integrations
  • Custom reports
    • One-time or cadence-based email reports
    • Creation of reports using the reporting API data set
    • Readiness Index dashboards
    • Development of in-platform custom reporting
  • Integration with business intelligence or data visualization tools Content creation
  • Data migration.

Mindtickle Roles and Responsibilities of the Implementation Packages

Mindtickle will staff a Professional Services Consultant, CaaS Consultant & Solutions Architect to provide the agreed-upon services.

Mindtickle Staff Role

Responsibilities

Professional Services Consultant

• Project management

•Advise implementation and configuration

•Provide leading practices

•Oversees other Mindtickle roles

Solutions

Architect

• Provide technical guidance on standard, in-scope integrations

•Performs technical integration tasks required to enable Customer to configure and test the integrations in scope

Content as a Service (CaaS) Consultant

• Oversees the design, development, and delivery of in-scope content deliverables

Customer Roles and Responsibilities

Customers will staff a team responsible for the duties of the roles below and any additional roles as required.

Customer Staff Role

Description

Enablement Owner

• Defines overall vision, goals, operational standards, and processes for deploying Mindtickle with Customer organization.

Program Manager

• Develops enablement program plans, drives engagement, and provides reports/data insights

Content Author

• Develops program content

Enablement Admin

• Responsible for site and User Admin; supports content authors with Platform usage

IT Admin/Developer

• Develops and/or configures, and tests integrations

Customers will provide timely access to all necessary resources, including personnel, content, IT systems, etc. as necessary for Mindtickle to provide the Services.

Customers acknowledge that implementing Mindtickle is a coordinated effort between the Customer and Mindtickle Professional Services teams. The customer agrees to take ownership of activities identified as the customer’s responsibility during the implementation of Mindtickle. 

Customers agree to perform the following activities and/or prepare the following pre-requisites for each implementation package:  

Package

Customer responsibilities or pre-requisites

LMS

• Customer must come with a competency model to be implemented on the Mindtickle platform at or before executing the contractual agreements. 

•If/When Customer does not have a competency model available in time, Customer agrees to use the default Mindtickle ideal rep profile and prioritize up to 5 competency groupings

•Customer must come with an enablement program ready to deploy from the following sources

•If/When Customer does not have a program available in time, Customer agrees to deploy a program from the below sources 

◦Any template from the Mindtickle template gallery

◦Purchase a program from Mindtickle’s Partners

Readiness

• All responsibilities and pre-requisites in the LMS package and;

•Identify by no later than week 2 of the implementation a cohort of 2-3 front-line managers for the coaching session

•If/When the Customer does not have a program available in time, The Customer agrees to deploy a program from the below sources 

◦Mindtickle Ready-To-Deploy programs

◦Any template from the Mindtickle template gallery

◦Purchase a program from Mindtickle’s Partners

Enable

• All responsibilities and prerequisites in the LMS and Readiness package.

Transform

• All responsibilities and prerequisites in the Enable package, and

•Identify by week 2 of the implementation a cohort of 2-3 front-line managers for CallAI

AI Role Play

Customer must designate relevant POCs for timely sign-offs.

Customer must provide access to relevant CRM data and designate a POC for diagnostics and performance correlation.

Customer must develop or secure all necessary and approved source content (e.g., messaging guides, battlecards) for the custom AI Role-play scenarios prior to the start of the design phase. 

Customer must define and validate the required competencies and weightage for the the Ideal Rep Profiles (IRPs).

Customer must coordinate the availability of the IT/Security POC to facilitate the setup of SSO, user sync, and Salesforce integrations. 

Customer commits to consistent participation in reporting sessions to review ROI and guide scenario optimization

Customer must validate/ check the output prior to use

Prior to implementation kick-off, Customer admin(s) involved in the project shall attend  either self-paced training on Mindtickle University or live workshops hosted by Mindtickle for subscribed products as per the Recommended training chart shown below

Services-Description

Place of Performance

All Professional Services will be provided at the Customer site or in Mindtickle offices remotely, as per the project requirements and as mutually agreed between Mindtickle and the Customer.

Acceptance of Services

  • Customer shall have the right to review the Professional Services rendered within five (5) calendar days of receipt of subject Professional Services from Mindtickle to check it complies with the specifications mutually agreed to by Customer and Mindtickle.
  • Before the end of the five (5) calendar-day review period, Customer shall respond to Mindtickle in writing whether the subject Professional Services is accepted by Customer.
  • If Customer does not respond to Mindtickle in writing within the five (5) calendar day review period, subject Professional Services shall be deemed accepted by Customer.
  • If the Customer does not accept subject Professional Services, then Customer shall provide detailed feedback specifying the required changes and reasoning in writing within the five (5) calendar day review period.
  • Upon receipt of the detailed feedback, Mindtickle shall make reasonable effort to revise subject Professional Services and resubmit for review and acceptance.
  • Customer agrees to a total of two review cycles for each Professional Service in scope.

For older versions of the Terms of Professional Services Scope and Services Description:

Professional Services Scope and Services Description available from 20 March 2023 till 26 Feb 2024

Professional Services Scope and Services Description available before 20 March 2023

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