The problem
Most MSP proposals nail the scope. Margin is where the math gets quiet.
The shop has standard templates, but the templates can't easily reflect actual margin per service line, deal-specific cost, or the variant the buyer would accept. By the time a senior engineer eyeballs it, the deal has cooled — and the proposal often becomes the discount the buyer asked for. Not because anyone did the work wrong, but because the system in front of the work was built for scope, not margin.
What’s in the box
What this delivers.
- →Same-day proposal generation from discovery-call notes
- →Three scope variants per opportunity, margin-aware
- →Proposal PDF branded to your firm
- →Five-touch follow-up sequence per proposal, automated
- →Win/loss capture on every proposal sent
- →CRM deal-stage advance on send
- →Monthly close-rate report by variant tier
- →Per-customer cost view tuned to your service catalog
Spec sheet
The honest details.
What runs, where, on what data, with what latency. No black box.
Guides & playbooks
Go deeper on M.03.
Practical, no-login playbooks on the work Proposal Generation automates. Read online or download as a PDF.
The five modules
One operating layer · five workflows.
M.01
The Operator Brief
Auto-generated QBRs from your stack.
M.02Churn Early Warning
Behavioral churn ranking, 60–90 days out.
M.03Proposal Generation
Margin-aware proposals, same-day.
● VIEWING
M.04Pipeline Visibility
Weighted forecast you can plan a hire on.
M.05Authority Engine
Eight posts, two articles, one newsletter — monthly.