MSP Proposal Template

If you are a managed service provider (MSP), you are in a competitive yet lucrative industry.

To land new clients and sell your brand, you will need to make MSP proposals.

To create a successful proposal every time, you should create a good template that will give you a solid foundation for each proposal. Read on to learn about how to make a template that will help nail your proposals.

5 Tips For Nailing Your Proposal and Landing New Customers

1. Try to Build a Long Term Relationship

Chances are, you are not aiming to provide a once-off solution to your client with your managed services proposal. Rather, you are hoping to establish a beneficial long-term relationship and partnership.

Be clear about your intentions. Show potential clients that you’ve got their back. You should indicate that you are happy to answer any questions they may have and are here to provide long-term support.

2. Establish Your Terms and Stick to Them

Nobody wants to be taken advantage of. Take some time to consider what your terms are – what you are comfortable agreeing to.

You should be transparent about these terms from the beginning. Set these out very clearly in your managed services proposal doc or managed services proposal pdf. This makes it easier for both parties to know what they are committing to and where they stand.

3. Be Transparent About All Your Charges

You also want to be upfront about all of your charges in your managed services proposal. Remember, you are aiming for a long-term relationship. You don't want to get customers by hiding charges and then lose them because they are unhappy with receiving unexpected charges.

Be thorough. You should outline exactly what is included and excluded from the package and the price of each extra.

4. Don’t Get Too Technical

When you are in an industry such as this, it can be difficult to remember to describe things in layman's terms. When you go to the dentist, you don’t want your procedure explained in excruciating detail. You want to be told what you need to know in a manner that you can understand.

The same can be said for MSP proposals. Explain your solutions, but try to stay clear from technical terms and IT jargon your clients won't understand.

5. Include All Your Product Relationships

Show potential clients everything they will be getting out of your service. Do this by including all your product relationships in your managed service proposal. This will illustrate that your service is an investment in a full-suite solution.

MSP Proposal Template and Format

You are going to be making many MSP proposals. You will want each one to have a personal touch and be customized for the potential client.

Have an MSP proposal template that you can use each time. Don't make the mistake of drafting an MSP proposal for a client and then basing all future proposals on this one. You might include some of the wrong information in previous proposals and will waste time removing the unnecessary parts each time.

Things to Include in Your MSP Proposal Template

A good MSP proposal template has certain elements. We have set out the most important of these below, and how you should deal with them when filling out your template.

Problem Statement

Here, you need to show potential clients that you understand their needs, challenges, objectives, and goals. Clients won’t want to use your solution if they don't think you understand the problems the solution is addressing.

You will want to touch on more general problems. However, you should also include the specific problems facing the potential client, especially if they have approached you with these problems.

Your Recommended Solution

Here, you need to outline your solution to the client’s problem. A good MSP proposal will link this solution to the client's problem. It should show how exactly it will address the problem, and why it is the best solution to do so.

Pricing

You should include all of your pricing information at the same place in your MSP proposal. If it is scattered throughout the document, clients may overlook some of the pricing and become frustrated later on.

This can make it appear like you are not being fully transparent with your costs. As a result, it can deter potential customers from using your service.  

So, dedicate a portion of your template to dealing with all the pricing information so that you won’t blindside your clients later on.

Estimated Schedule

Clients don't only want to know that you understand their problems and have the best cost-effective solution to address them. They also want to be assured that you can help them timeously.

Time is money, and you want to show the clients that you will not waste their time. Include an estimated schedule in your template. This should be realistic as you want to be able to deliver on your promises.

Conclusion

MSP proposals are an opportunity for you to show potential clients that you understand their needs. They allow you to explain how the solutions you offer are best equipped to meet these needs. 

Follow our tips and tricks for the perfect MSP proposal template. This will allow you to make a convincing managed service proposal pdf or managed service proposal doc whenever you need one. Ultimately, this will help you nail your proposals and land new customers.