{"id":4830,"date":"2019-08-23T16:30:31","date_gmt":"2019-08-23T16:30:31","guid":{"rendered":"https:\/\/www.vendasta.com\/content-library\/?p=4830"},"modified":"2026-02-26T21:54:21","modified_gmt":"2026-02-26T21:54:21","slug":"cloud-broker-checklist","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/","title":{"rendered":"Cloud  Broker Checklist"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;17b9d586-b787-46b8-bd80-2357935639e9&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;2c2a662c-ff32-4350-a46f-e6424d175d31&#8243; global_module=&#8221;4827&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/01\/vendasta-logo-white.webp&#8221; alt=&#8221;vendasta&#8221; title_text=&#8221;vendasta-logo-white&#8221; url=&#8221;\/&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;88a2f243-040f-4612-bbf0-0f70034d3012&#8243; global_colors_info=&#8221;{}&#8221; image_alt=&#8221;Abstract geometric shapes and patterns in black and green.&#8221; image_title=&#8221;vendasta-logo-white&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;894bf114-c3d5-478a-a810-97965cd1d5b7&#8243; custom_padding_tablet=&#8221;||0px||false|false&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;0838d187-f96f-4659-a434-015ead2e97ef&#8221; header_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; global_colors_info=&#8221;{%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22header_text_color%22%93}&#8221;]<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_77 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/#Cloud_broker_checklist\" >Cloud broker checklist<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/#Are_you_a_cloud_broker\" >Are you a cloud broker?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/#Download_your_copy\" >Download your copy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/#Whats_inside\" >What\u2019s inside?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.vendasta.com\/content-library\/checklist\/cloud-broker-checklist\/#Capitalize_on_the_cloud_broker_advantage\" >Capitalize on the cloud broker advantage<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h1><span class=\"ez-toc-section\" id=\"Cloud_broker_checklist\"><\/span>Cloud broker checklist<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;f7eb8564-d4cd-4dec-94c0-a0034d188350&#8243; global_module=&#8221;9223&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22text_text_color%22,%22text_text_color%22%93,%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22link_text_color__hover%22%93}&#8221; link_text_color__hover_enabled=&#8221;on|hover&#8221; link_text_color__hover=&#8221;#ffffff&#8221;]<\/p>\n<p><a href=\"\/content-library\/category\/checklist\/\">Checklist<\/a><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22link_text_color%22%93,%22gcid-body-color%22:%91%22link_text_color__hover%22%93,%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22header_2_text_color%22%93}&#8221; header_2_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; header_2_font_size=&#8221;28px&#8221; sticky_enabled=&#8221;0&#8243; header_2_font_size_tablet=&#8221;22px&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Are_you_a_cloud_broker\"><\/span>Are you a cloud broker?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22text_text_color%22%93}&#8221;]<\/p>\n<p>It\u2019s a 132-billion-dollar market opportunity. Find out how close you are to earning your share. Cloud brokers are the face and the future of the B2B model.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/download-2025-06-20T121904.320.webp&#8221; alt=&#8221;Are you a cloud booker?&#8221; title_text=&#8221;SMB-Guide-Cover-4.png&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;300px&#8221; global_colors_info=&#8221;{}&#8221; image_alt=&#8221;Are you a cloud booker?&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22text_text_color%22%93}&#8221;]<\/p>\n<p>In fact, 66% of businesses purchasing B2B solutions would prefer a single solution provider, and a further 51% have already switched or are currently looking to switch. As a B2B company selling a point solution, you can expect a retention rate of 30% over the span of 2 years; however, a B2B company selling 4 products will experience a retention rate of 80%.<\/p>\n<p>The more products you can offer, the more needs you can meet, and the stronger your client relationship becomes.<\/p>\n<p>That\u2019s the cloud broker advantage.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; module_id=&#8221;form&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#071c2a&#8221; custom_padding=&#8221;40px|40px|40px|40px|true|true&#8221; custom_padding_tablet=&#8221;50px||50px||true|true&#8221; custom_padding_phone=&#8221;40px|30px|40px|30px|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_code _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]\n<div id=\"content-download-form\">\n    <h2 class=\"form-header\"><span class=\"ez-toc-section\" id=\"Download_your_copy\"><\/span>Download your copy<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\t<!--PROD: Content Download Form -->\n\t<script\n        id=\"__custom_form_widget\" src=\"https:\/\/www.cdnstyles.com\/static\/custom_form_widget\/v1\/custom_form.widget.js\"\n        data=\"eyJiYWNrZ3JvdW5kQ29sb3IiOiIjZmZmZmZmIiwiYmFzZVVSTCI6Imh0dHBzOi8vZm9ybXMtcHJvZC5hcGlnYXRld2F5LmNvIiwiYm9yZGVyQ29sb3IiOiIjMDAwMDAwIiwiYm9yZGVyUmFkaXVzIjoiNXB4IiwiYm9yZGVyU3R5bGUiOiJzb2xpZCIsImJvcmRlcldpZHRoIjoiMXB4IiwiZm9ybUlkIjoiRm9ybUNvbmZpZ0lELWM1MTE5OGY4LWE1MjQtNGIwYy1hYWRkLTdkZjA5ZDA5YzkzYSIsInBhZGRpbmciOiIyMHB4IiwicHJpbWFyeUNvbG9yIjoiIzNmOWI2MyIsInByaW1hcnlGb250Q29sb3IiOiIjMDAwMDAwIiwid2lkdGgiOiIxMDAlIn0=\"\n    ><\/script>\n    <div style=\"display: flex; align-items: center; padding: 0px 20px;\">\n        <p style=\"font-size: 12px; color:#fff; text-align: left;\">By filling out this form you agree to receive regular updates from Vendasta and get instant access to free marketing material. You can unsubscribe at any time. See our <a href=\"\/privacy\/\" style=\"color:#3f9b63\">Privacy Policy<\/a>.<\/p>\n    <\/div>\n<\/div>\n<script>\ndocument.addEventListener('DOMContentLoaded', function() {\n  setTimeout(function() {\n    const currentPage = window.location.href;\n    const formField = document.querySelector('input[name=\"FieldID-a5b1e46c-9e61-4868-ba2f-6876fbfdd864\"]');\n\n    if (formField) {\n      formField.value = currentPage;\n    }\n  }, 1000); \/\/ wait 1 second for async-loaded forms\n});\n<\/script>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; specialty=&#8221;on&#8221; padding_top_1=&#8221;0px&#8221; padding_top_2=&#8221;0px&#8221; padding_bottom_1=&#8221;0px&#8221; padding_bottom_2=&#8221;0px&#8221; padding_top_bottom_link_1=&#8221;true&#8221; padding_top_bottom_link_2=&#8221;true&#8221; padding_left_right_link_1=&#8221;false&#8221; padding_left_right_link_2=&#8221;false&#8221; custom_css_main_1=&#8221;margin-bottom:0px !important;&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;45245cb3-5205-40d0-815a-46985e7bbdb8&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Whats_inside\"><\/span>What\u2019s inside?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|||30px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>The 4 primary cloud broker audit categories<\/li>\n<li>A checklist of the 19 components that comprise the modern cloud broker<\/li>\n<li>Next steps for businesses that may not yet be cloud brokers<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; link_font=&#8221;|700|||||||&#8221; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><a href=\"\/content-library\/\" class=\"back-link\">Back to Content Library<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; specialty_columns=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;ba76a396-b757-4901-83f1-b92068ec9a91&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; custom_padding_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;3facb17a-daf0-4124-adf6-7073bc653a56&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_tablet=&#8221;|40px||40px|true|true&#8221; custom_padding_phone=&#8221;||||true|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;2c34025e-4917-46ed-9ea2-38a0b12cd528&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Capitalize_on_the_cloud_broker_advantage\"><\/span>Capitalize on the cloud broker advantage<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Get my guide now&#8221; button_alignment=&#8221;center&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cloud broker checklistChecklist Are you a cloud broker?It\u2019s a 132-billion-dollar market opportunity. Find out how close you are to earning your share. Cloud brokers are the face and the future of the B2B model.In fact, 66% of businesses purchasing B2B solutions would prefer a single solution provider, and a further 51% have already switched or [&hellip;]<\/p>\n","protected":false},"author":20,"featured_media":7218,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[4],"tags":[17],"products":[],"class_list":["post-4830","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-checklist","tag-agencies"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Are You a Cloud Broker? 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