Managed Services Sales Proposal

Managed Services

Sales Proposal

Proposal name:Managed Services Solution Proposal

Proposal created for:<Customer Company>

Contact name:<Customer Contact Name>

Contact information:

Date:January 1, 2011

Table of Contents

Overview, <Customer Company>

Attributes, <Customer Company>

Overview, <MSP Inc.>

Situation Summary

Assessment Findings

Business Function 1: <Function Name>

Business Function 2: <Function Name>

Business Function 3: <Function Name>

Business Function 4: <Function Name>

Business Function 5: <Function Name>

Workflow Summary

General Issues and Requests

Summary of Actionable Findings

Proposed Solution

Solution Details

Project Timeline

Pricing Summary

Project pricing:

Ongoing management pricing:

Return on Investment Summary

Acceptance and Terms

Overview, <Customer Company>

Attributes, <Customer Company>

Number of Employees:

Annual Revenue:

Industry:

Products:

Services:

Other:

Overview, MSP Inc.

Situation Summary

Assessment Findings

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.

Issues discovered:

General Issues and Requests

Client requests:

Summary of Actionable Findings

Finding / Impact
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25

Proposed Solution

Based 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 Details

Initial project:

Solution to be Implemented / Issue(s) Addressed

Project Timeline

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

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 Findingstable for issues that will be resolved> / <The overall customer benefit of the feature bundle or service>

Pricing Summary

Project pricing:

Item / Price
Total Project Price / $
* Please see the New Hardware Schedule for product names, serial numbers, models, and component pricing

Ongoing management pricing:

Item / Monthly Price
Total Monthly Management Price / $

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.

Acceptance and Terms

Commitment 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>’sownership of documentation prepared for <Customer Company> as part of this project. Our staff treat any client information encountered during the projectas confidential.
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.

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.

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