Preparing an MSP Proposal is a labor-intensive undertaking. Determining what needs to be included can sometimes be daunting. Matt Topper, Director of Security at Gradient MSP, turns to his years of experience working in MSPs to provide some helpful insights.
What, in your estimation, is the most important step in writing an MSP proposal?
Planning. Planning is as important as the outcome and will save you time in the long run. In other words, the thought required to complete all sections inherently requires proper planning. When potential roadblocks or headaches come up during the initial discussion or planning phase, the need for change orders or scope creep reduces dramatically – in fact, by taking great care in the planning stage, change orders almost never pop up.
What would you say is the main purpose of the Statement of Work (SOW) section of an MSP Proposal?
To remove ambiguity. There shouldn't be any open questions as you move forward. Questions such as, "is this part of the project?" or "when do we close this?". If there is doubt or hesitation, you missed something.