Pre-Proposal Meeting

Preparing Your Proposal

Work with Collabrance to ensure you're leading with effective solutions, win-win pricing, and have positioned your sale with the best possibility of closing.

What is the purpose of "Pre-Proposal Meetings" with Collabrance?

After you've completed the first appointment and assessment, work together with Collabrance to polish your proposal and ensure you're leading with the best possible solution that's positioned to help you win!

• Review questions and information gathered from sales and technical teams
• Establish pricing, sizing and solution based on customer's needs
• Determine if more information is needed & next steps

What reports do MSPs need to perform and include for the Pre-Proposal Meeting?

Use these N-Central Discovery Reports to better understand the customers current infrastructure and devices, as well as identify which devices meet minimum standards and need upgrades. This helps provide a more accurate quote to the customer.

• Hardware Inventory Report
• Network Assessment Report
• Active Directory (AD) Report

What Collabrance resources should I review for the Pre-Proposal Meeting?

Take a look at these before going into your final sales proposal meeting.

• Assessment Checklist
• Business Implication Questions
• Discovery Reports
• Pricing
• Pre-Requisites of a Sale
• Proposal
• Example Exhibits and Agreement (Review with your legal team)
  • IT Support Services
  • Schedule of Fees
  • Customer Selected Services
  • Onboarding Requirements
  • Vendor IT Services Agreement

What's next after the Pre-Proposal Meeting with Collabrance?

After you make adjustments based on your Pre-Proposal Meeting with Collabrance, you should now be prepared to present the proposal!