Managed IT Services Proposal
Managed IT proposal with response times, a 30-day onboarding plan and three monthly plans for 65 staff.
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A clear structure
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About this template
A managed IT services proposal sets out which devices and systems you will cover, how you will monitor, patch and back them up, and how you will report and escalate issues. This template is for managed service providers and IT consultants, and helps the client decide whether to move to a defined monthly support arrangement.
Who this template is for
Use it if you provide ongoing IT support to small and mid-sized organisations for a monthly fee. It suits clients moving from ad hoc fixes to planned coverage, where they need to see exactly what is covered and how issues will be handled.
What each section covers
- Your decision
- An executive summary of the current situation and the cost of doing nothing, the outcome to work towards with its decision owner, and a scorecard with baselines and targets.
- Solution and scope
- Three included services: asset and support coverage inventory, the monitoring, patching and backup schedule, and service reporting with an escalation plan. A boundary note excludes unlimited onsite support and guaranteed incident resolution.
- Our approach
- A three-step cycle from activation to review to optimising the next cycle.
- Activation and service cadence
- A three-phase onboarding timeline with review gates and the client dependencies.
- Relevant evidence and Success and acceptance
- Comparable work, then how each deliverable is accepted, with evidence and approver.
- Investment, Working together and Next steps
- The monthly fee, responsibilities, change handling, what happens after delivery, terms and the approval route.
How to price managed IT services
The template uses a monthly fee invoiced in advance, split across the three service areas. Travel, third-party purchases and additional work are quoted separately.
Common alternatives are per-user or per-device pricing, which scale as the client grows, or tiered plans with different response times. Whichever you choose, define what is in scope so the monthly fee does not become unlimited support.
Before you send it
- Count the assets
- Base the fee on a real inventory of users, devices and systems, not an estimate.
- Define escalation
- Fill in who is contacted, in what order and within what time when a serious issue occurs.
- Set onsite limits
- The template excludes unlimited onsite support. State what onsite help is included and how extra visits are charged.
- Check backup restores
- Say how and how often backups will be tested, not only how often they run.
What’s in the Managed IT Services Proposal
10 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.
Overview
Introduction
You want IT that just works for your 65 people, without your office manager running it on the side.
Your situation
Two offices, 65 staff, 71 laptops and one file server, visited on 14 October.
Our recommendation
Your office manager goes back to the job they were hired for, and you know your IT costs a year ahead.
Service levels
Response times are during support hours. Fix times are targets we report on every month.
Who you will work with
We look after 2,400 people at 48 architecture, design and engineering firms.
Results for a similar client
An architecture firm with two studios, a year after switching to us.
Covers: The client, The work, The result
Plans and fees
Three plans for 65 people. We recommend Complete.
Questions
They can stay on until day 30 so nothing is lost. We ask them for passwords and notes in week one.
Next steps
Pick a plan and any extras, then accept on this page.
Frequently Asked Questions
What should a managed IT services proposal include?
The assets covered, monitoring and patching schedule, backup and restore approach, support hours and response targets, escalation plan, reporting, onsite limits, the monthly fee, exclusions and the term.
How are managed IT services usually priced?
Most providers charge a monthly fee, set per user, per device, by tier or as a flat amount for a defined scope. This template uses a flat monthly fee split across three service areas.
Can I guarantee no downtime or data loss?
No. Monitoring, patching and tested backups reduce risk, but cannot remove it. This template excludes guaranteed incident resolution; describe your response and recovery process instead.
What is usually excluded from a managed services agreement?
Hardware and software purchases, travel, projects such as migrations, and work outside the agreed scope. This template quotes travel, third-party purchases and additional work separately.
Ready to make it yours?
Add your scope, pricing and brand. Preview the client experience before sharing.