M.03Early Adopter Program · in build

Proposal Generation.

Margin-aware proposals, same-day.

Three scope variants delivered the day of the discovery call, priced for the margin you actually want. Follow-up sequences and win/loss capture built in.

●Pays back inside Year 1 · $5.5K setup · $1.0K/mo

Book onboarding call→See pricing

Early Adopter Program · 12-month commit

Early adopter preview · Module 03 build

The problem

Most MSP proposals nail the scope. Margin is where the math gets quiet.

The shop has standard templates, but the templates can't easily reflect actual margin per service line, deal-specific cost, or the variant the buyer would accept. By the time a senior engineer eyeballs it, the deal has cooled — and the proposal often becomes the discount the buyer asked for. Not because anyone did the work wrong, but because the system in front of the work was built for scope, not margin.

What’s in the box

What this delivers.

→Same-day proposal generation from discovery-call notes
→Three scope variants per opportunity, margin-aware
→Proposal PDF branded to your firm
→Five-touch follow-up sequence per proposal, automated
→Win/loss capture on every proposal sent
→CRM deal-stage advance on send
→Monthly close-rate report by variant tier
→Per-customer cost view tuned to your service catalog

Spec sheet

The honest details.

What runs, where, on what data, with what latency. No black box.

Data sources	PSA service catalog · CRM · discovery notes
Refresh cadence	Per-discovery generation · daily
Setup	2 weeks · concierge onboarding
Where it runs	Catalyst infra · SOC 2 Type II in progress · US-only
Customer data	Never used to train cross-MSP models
Data retention	13 months rolling · purged on offboard
Pricing	$5.5K setup · $1.0K / month