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.