MSP Pricing & Proposal Toolkit

Professional MSP business toolkit

Price managed services with confidence

Stop guessing at per-device or per-user pricing. Build recurring-service pricing from your real software cost, labor, overhead, support load, and target margin—then turn that number into a clean client-ready proposal.

  • Calculate profitable MRR from actual delivery cost
  • Build Essential, Professional, and Complete packages
  • Create a cleaner client-facing quote
  • Track whether the agreement stays profitable after onboarding
Launch price$129one-time purchase

Instant digital delivery after successful payment. Includes the Excel workbook, proposal template, managed-services scope template, and Quick Start Guide.

Included
1 Excel workbook
2 editable Word templates
1 Quick Start PDF
6 connected business workflows

$129 one-time

PricingKnow what you need to charge
PackagesStandardize what you sell
ProposalPresent it professionally
ProfitabilityKnow if the client is working

Built for the part of MSP pricing that free calculators cannot finish

The free MSP Pricing Calculator is useful for quick planning. The paid toolkit is designed for the full workflow: configure your cost assumptions, price a real client, build service tiers, prepare a quote, and compare actual monthly delivery cost against what you sold.

Capability
Free MSP Calculator
MSP Toolkit
Quick target MRR estimate
Loaded labor + utilization model
Basic
✓ Detailed
Software cost assumptions
Basic
✓ Editable
Service package builder
Client quote builder
Proposal template
Managed-services scope template
Monthly profitability tracker
Pricing dashboard

What is inside the Excel workbook?

01

Quick Start

A simple workflow showing how to configure the workbook and move from assumptions to a client quote.

02

Assumptions

Set technician wage, labor burden, utilization, overhead, target margin, software costs, and risk allowance.

03

Pricing Model

Enter endpoints, servers, users, support hours, onsite hours, and client-specific cost drivers to calculate target MRR.

04

Package Builder

Build Essential, Professional, and Complete service levels while keeping your internal economics visible.

05

Client Quote

Create a cleaner customer-facing summary without exposing your internal labor and software cost assumptions.

06

Profitability + Dashboard

Compare monthly MRR against actual software, labor, and delivery cost so underpriced clients become visible sooner.

Example workflow

From client size to a defendable recurring price

Enter the client profile—managed endpoints, servers, users, expected support hours, onsite allowance, software costs, and overhead. The workbook calculates expected monthly delivery cost and the recurring revenue needed to hit your target gross margin.

You can then use that result as the basis for a fixed-price, per-user, per-device, or hybrid service package.

Delivery costCalculated
Target MRRCalculated
Gross marginCalculated
Annual valueCalculated

Also includes two editable business templates

Word template

MSP Proposal Template

Use it as the starting point for a customer-facing managed-services proposal covering the recommended service package, recurring fee, assumptions, onboarding, and next steps.

Word template

Managed Services Scope Template

Define recurring-service inclusions, exclusions, customer responsibilities, project treatment, support boundaries, and other scope assumptions before they become disputes.

One client. One pricing model. One place to track the economics.

Use a fresh copy for each opportunity and keep the original as your reusable master.

Launch price$129one-time purchase

Instant digital delivery after successful payment. Includes the Excel workbook, proposal template, managed-services scope template, and Quick Start Guide.


Who this is built for

Small MSP ownersStandardize recurring pricing and reduce guesswork.
IT service companiesMove from break/fix work toward managed services.
Solo IT consultantsBuild a repeatable pricing process before hiring.
Low-voltage contractorsAdd managed IT without pricing it like project labor.

What this toolkit does not do

It does not promise a universal “correct” MSP price. Your service mix, market, SLA, security stack, labor model, support demand, risk, and customer environment all matter. The purpose of the toolkit is to help you calculate and document your own pricing more consistently.

It is also not legal, tax, accounting, insurance, or cybersecurity advice. Proposal and scope templates should be customized for your business, and a lawyer-reviewed managed-services agreement is still recommended for contractual terms.

Frequently asked questions

Is this only for per-endpoint pricing?

No. The model calculates the underlying monthly economics. You can use the result for per-device, per-user, flat-rate, or hybrid pricing.

Can I change the default costs and margins?

Yes. Labor, burden, utilization, software costs, overhead, support hours, onsite allowance, risk allowance, and target margin are designed to be edited.

Can I use it for multiple clients?

Yes. Keep a clean master and save a separate working copy for each client or opportunity.

Does it work for a one-person MSP?

Yes. In fact, it can be especially useful when you are moving from hourly support toward recurring managed-service agreements and need a repeatable pricing method.

Does the package include a legal MSP contract?

No. It includes an editable proposal and scope template. Contract language, liability limitations, privacy, security obligations, termination terms, and other legal provisions should be reviewed for your business.

What do I receive after purchase?

A ZIP package containing the Excel workbook, editable MSP proposal template, editable managed-services scope template, and Quick Start PDF.

FieldOps Pro Toolkit

Know your price before you send the proposal

Build recurring-service pricing from the actual cost of delivering the service—then keep tracking it after the client signs.

Launch price$129one-time purchase

Instant digital delivery after successful payment. Includes the Excel workbook, proposal template, managed-services scope template, and Quick Start Guide.