Workbench copper / slate and cream

A professional services proposal from a software vendor to a customer that uses fewer than half the licences it bought. It covers adoption today, four work packages from setup to admin training, what is and is not included, how customer data is handled, an eight-week timeline, a similar customer’s results and three fixed-fee packages.

Software Professional Services Add-On Proposal

<h1 style="font-family:Lora;font-weight:500;line-height:1.04;text-align:left;color:#283D48"><span style="font-size:clamp(40px,8.8cqw,88px)">Professional<br>services</span></h1>

<p style="font-family:Inter;color:#283D48;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for the account review</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want the licences you bought in March to be used by every project team, not just the planners.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Where adoption stands</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your admin reports and the kickoff plan agreed in March.</p>

<h3>What your team told us</h3><ul><li>Project templates do not match how the structural and civil teams scope work.</li><li>People keep the spreadsheet because that is where finance looks for hours.</li><li>Nobody on your side has the time or training to change settings.</li></ul>

Where adoption stands

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend the Adoption package: setup for all four practices, two integrations and two trained admins.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">It removes the reasons people give for staying on the spreadsheet, and leaves you able to change the platform yourselves.</p>

<p>Project templates, roles, approval rules and dashboards for structural, civil, building services and surveying.</p>

Configuration

<p>Budgets and actual costs from Sage Intacct every night, and task alerts in the Microsoft Teams channels you already use.</p>

Integrations

<p>Twelve months of timesheets and every active project brought across and checked against finance.</p>

Timesheet move

<p>Two of your people certified to change settings, plus three sessions for team leads.</p>

Admin training

Our recommendation

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What is included and what is not</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">In the Adoption package.</p>

<p><strong>Your data during the project:</strong> our consultants work under your existing data processing agreement. They sign in through your single sign-on with named accounts, have admin rights only while the project runs, and lose access at handover. The platform is audited to SOC 2 Type II, and your data stays in the EU region chosen when you subscribed.</p>

What is included

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Eight weeks from kickoff</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. The spreadsheet stays open until the new timesheets match finance.</p>

<p>A workshop with each practice lead and your finance team.</p>

Discover

<p>Templates, roles and dashboards, then the Sage Intacct and Teams connections on a test copy.</p>

Configure and connect

<p>Timesheets and active projects brought across and matched to finance figures.</p>

Move and check

<p>Admin certification, team lead sessions, then the spreadsheet is closed.</p>

Train and go live

Timeline

<p>Our services team has set up the platform for more than 200 engineering and architecture firms. You will work with:</p>
<ul><li>A lead consultant who has run 40 projects like this one</li><li>An integration engineer for Sage Intacct and Teams</li><li>Your customer success manager, who stays with you after handover</li><li>{{SELLER_NAME}}, for anything commercial</li></ul>

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">An architecture practice, ten weeks after go-live.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Packages and fees</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three fixed-fee packages. We recommend Adoption.</p>

Quick start

Adoption

Plus the portfolio reporting your directors asked for.

Adoption and reporting

<p>Fees are in USD and exclude tax. They are invoiced separately from your subscription, which stays as it is. Travel for on-site workshops is included. This proposal is valid until {{VALID_UNTIL}}.</p>

Packages and fees

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

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