Proposal example · Managed IT services

Service Proposal Template: Managed IT Services

A 6-page service proposal: assessment findings, three service plans, guaranteed response times, first-year price, 30-day onboarding and terms.

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At a glance

This proposal in numbers

About this example

This example is the service proposal a managed IT provider in Atlanta, Georgia, sends a dental group with three offices and 45 staff: a fixed monthly price per user to look after every PC, server and imaging station, after an on-site assessment found untested backups, unsupported PCs and shared passwords.

Service buyers want to know what will be different, so this proposal starts from what the provider found. The cover letter restates what the client cares about most and promises to fix the risks first. A findings table rates each problem and says what will be done about it, and three numbers size the job. Three service plans are priced per user per month, and a table guarantees response and on-site times by priority, with a credit if a critical response is missed. The first-year price covers onboarding and twelve months of the chosen plan, with no Georgia sales tax on the services. A 30-day onboarding plan and terms on billing, hardware, patient data and leaving complete it.

Who it is for

Managed service providers, IT companies, facilities firms and other businesses that sell an ongoing service for a monthly fee.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • A cover letter built on what the client cares about
  • Assessment findings with risk ratings and fixes
  • Three service plans priced per user per month
  • Guaranteed response times with a service credit
  • First-year price, a 30-day onboarding plan and terms

How to adapt it

  • Lead with what you found, not with what you sell
  • Offer plans and price the one you recommend in detail
  • Put your response times in writing with a credit if you miss them
  • Say how the client can leave, and what you hand over

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