Scope disputes later
Unclear agreements can lead to disputes over extra work.
For IT service providers and MSPs
From first meeting to a proposal with clear scope.
After a conversation about workplaces, security or migration, Scalyx prepares the proposal and follow-up. You check the technical details and price.
ScalyxAI Sales Agent
BalancedIT services · project and support
Scalyx
•••I will separate the two items in a proposal draft. Add and check the amounts before approving.
Example: you ask Draft a proposal: one-off migration and monthly support per workstation. I will separate the two items in a proposal draft. Add and check the amounts before approving. Workstation migration: One-off implementation · price to confirm. Workstation support: Monthly · review quantity and price
Does this sound familiar?
Engineers sell too
Writing the proposal gets squeezed between client work.
Recurring structure
Implementation and managed services often share a structure with different quantities.
Fictional example
From conversation to action
After a meeting about a Microsoft 365 migration, Scalyx prepares a draft with one-off migration and monthly management. Quantities and rates remain open for your review.
What Scalyx prepares for you
One-off and recurring
Present implementation and management separately.
Scope from the conversation
Carry agreed scope into the draft.
Tasks for the team
Record who needs to request what and when.
Sourced opportunities
Research growth, relocation and other relevant changes.
Fictional example
What your follow-up email could look like
Subject: Following up on our Microsoft 365 meeting
Dear client,
Thank you for discussing the migration and management of your workplaces. I will draft the scope and leave pricing open until we confirm the quantities. Could you share your current license list?
Kind regards, Your IT partner
Frequently asked questions
Can I use a transcript?
Yes. You can add a transcript or your own notes.
Does Scalyx connect to our CRM?
You can import contacts from supported CRMs. Check what each integration exchanges.