Managed Services Sales Proposal

Proposal name: <<Managed Services Solution Proposal>>Proposal created for: <<Customer Company>>Contact name: <<Customer Contact Name>>Contact information: <<email@email.com>>Date: <<January 1, 2011>>

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www.companyxyzblahname.com info@companyname.com Tel: (800) 555-2398

Table of ContentsOverview, <<Customer Company>>...................................................................3

Attributes, <<Customer Company>>...............................................................3

Overview, <<MSP Inc.>>.................................................................................3

Situation Summary............................................................................................3

Assessment Findings.........................................................................................4

Business Function 1: <<Function Name>>...................................................4Business Function 2: <<Function Name>>...................................................4Business Function 3: <<Function Name>>...................................................5Business Function 4: <<Function Name>>...................................................5Business Function 5: <<Function Name>>...................................................5Workflow Summary.......................................................................................6General Issues and Requests.........................................................................6

Summary of Actionable Findings.......................................................................7

Proposed Solution..............................................................................................8

Solution Details..............................................................................................8Project Timeline.............................................................................................8

Pricing Summary.............................................................................................10

Project pricing:.............................................................................................10Ongoing management pricing:....................................................................11

Return on Investment Summary......................................................................12

Acceptance and Terms........................................................................................13

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Overview, <<Customer Company>><<Overview of the customer’s organization>>

Attributes, <<Customer Company>>Number of Employees:

Annual Revenue:Industry: Products: Services: Other:

Overview, <<MSP Inc.>><<Overview of the MSP’s business>>

Situation Summary<<Summary of the customer’s current situation, pain points, driving factors, etc. Overall, what are the reasons they have identified that have them considering a change in how they manage their IT resources>>

Assessment Findings

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The assessment findings section is divided up by the identified business functions of <<Customer Company>>. As part of MSP Inc.’s assessment, each <<Customer Company>> business function had a number of attributes identified, including criticality, risks, dependencies, vulnerabilities, potential for optimization, current issues and findings requiring action or correction. In this section, the actionable findings are presented, along with any other relevant information.

Business Function 1: <<Function Name>>Dependence on IT: Notable Dependencies: Impact of Unavailability: Optimization:

a)Technical Deficiencies: Risks: Actionable findings:

1.

Business Function 2: <<Function Name>>Dependence on IT: Notable Dependencies: Impact of Unavailability: Optimization:

a)Technical Deficiencies: Risks: Actionable findings:

1.

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Business Function 3: <<Function Name>>Dependence on IT: Notable Dependencies: Impact of Unavailability: Optimization:

a)Technical Deficiencies: Risks: Actionable findings:

1.

Business Function 4: <<Function Name>>Dependence on IT: Notable Dependencies: Impact of Unavailability: Optimization:

a)Technical Deficiencies: Risks: Actionable findings:

1.

Business Function 5: <<Function Name>>Dependence on IT: Notable Dependencies: Impact of Unavailability: Optimization:

a)Technical Deficiencies: Risks:

5

Actionable findings:1.

Workflow SummaryIssues discovered:

1.2.3.

General Issues and RequestsClient requests:

1.2.

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Summary of Actionable Findings

Finding Impact1

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3

4

5

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Proposed SolutionBased on the findings of the business, technical and workflow assessments, MSP Inc. recommends an initial upgrade and stabilization project, followed by ongoing management of <<Customer Company>>’s technology systems under our Proactive IT Management solution.

Solution DetailsInitial project:

Solution to be Implemented Issue(s) Addressed

Project TimelinePlease see the Project Timeline and Schedule document for details on the project phases (design, deployment, implementation, monitoring and management, optimization) and itemized rollout schedule.

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Ongoing Solution:Feature Bundle Description Supported

Devices, Device Types

or Users

Issue(s) Addressed

Benefits

<<The name of the feature bundle or service included>>

<<A description of the feature bundle or service>>

<<What groups of devices or users are supported by the feature bundle listed>>

<<The numbers from the Summary of Actionable Findings table for issues that will be resolved>>

<<The overall customer benefit of the feature bundle or service>>

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Pricing Summary

Project pricing:

Item Price

Total Project Price $

* Please see the New Hardware Schedule for product names, serial numbers, models, and component pricing

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Ongoing management pricing:

Item Monthly Price

Total Monthly Management Price $

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Return on Investment Summary

For details of source information contributing to the above Return on Investment Summary, please refer to the Return on Investment Worksheet document.

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Acceptance and TermsCommitment of Acceptance<<Customer Company>> commits to engage <<MSP Inc.>> to undertake both the project and ongoing management solution plan outlined in the preceding proposal. Upon receiving this commitment, <<MSP Inc.>> agrees to book this project, schedule staff and negotiate a suitable project start date with <<Customer Company>>.In agreeing to partner with <<MSP Inc.>>, <<Customer Company>> acknowledges that the project scope, deliverables, ongoing management and methodology outlined in the proposal are satisfactory and agrees to accept the initial project cost and ongoing support cost as specified in the proposal. A formal Service Agreement outlining management start dates and invoicing schedules will follow at a later date.Signatures:

______________________________ ______________________________

<<MSP Inc.>> Client Name

Terms and Conditions<<MSP Inc.>>’s liability to <<Customer Company>> for any act or omission, whether negligent or otherwise, shall at all times be limited to the labor cost of the project.The project is a joint effort between <<MSP Inc.>> and <<Customer Company>>. <<MSP Inc.>> is not responsible for providing additional work or resources which are caused, directly or indirectly, by delay, omission or alteration of project scope by <<Customer Company>>. <<Customer Company>> shall reimburse to <<MSP Inc.>> any labor charges and/or expenses resulting, either directly or indirectly, from such delay, omission or alteration.

All information contained in this proposal is confidential between <<MSP Inc.>> and <<Customer Company>>. This confidentiality clause covers project methodology, schedules, costs and all particulars of the proposal. <<MSP Inc.>> respects <<Customer Company>>’s ownership of documentation prepared for <<Customer Company>> as part of this project. Our staff treat any client information encountered during the project as confidential.

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About CDS Office Technologies

CDS Office Technologies is a Midwest based office technology provider and leader of remote monitoring and management technology. CDS’ proven MNS platform offers the right combination of technology, people and processes, which helps us to deliver managed services to small- and medium-sized businesses. www.cdsot.com

Copyright Copyright © 2011 CDS Office Technologies.All rights reserved. This document contains information intended for the exclusive use of CDS personnel, business partners and potential partners. The information herein is restricted in use and is strictly confidential and subject to change without notice. No part of this document may be altered, reproduced, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of CDS Office Technologies.Copyright protection includes, but is not limited to, program code, program documentation, and material generated from the software product displayed on the screen, such as graphics, icons, screen displays, screen layouts, and buttons.

www.CDSOT.com sales@cdsot.comTel: (800) 367-1508

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