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Cloud migration proposal template

A free cloud migration proposal template for cloud partners and MSPs: what the assessment found, the target architecture, migration waves, cutover and rollback, the cloud cost estimate and how workloads are run after go-live. Cobl builds it from your discovery notes and the client's application inventory.

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Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

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We never train a model on your content.
Format
Slides
Length
14 to 18 slides
Sections
9 sections
Exports
PowerPoint · PDF
Hosted in the EU. No model training on your data.
What's inside

The nine sections a CIO and CFO read

A migration is approved by IT and by finance. Each section answers one of their questions about risk, cost or timing.

1
Why move now
The business trigger in the client's terms: a data center lease ending, hardware support expiring, a cost target or a security finding.
2
Assessment findings
Applications and servers reviewed, dependencies found, and the workloads that are not ready to move. It shows the plan rests on their environment.
3
Target architecture
Cloud provider, landing zone, networking, identity and security controls, at a level the client's architects can challenge.
4
Migration approach
Rehost, replatform or refactor for each application group, with the reason. Buyers expect a choice per workload, not one method for everything.
5
Waves and timeline
Migration waves with the applications in each, dates, and the business owners who must be available for testing.
6
Cutover and rollback
Downtime windows, how data is synchronized, go or no-go criteria for each wave, and how you roll back if a wave fails.
7
Cloud cost estimate
Expected monthly cloud spend next to today's cost, with the assumptions on sizing, reserved capacity and growth. Finance will test these numbers.
8
Run-state support
Who operates the workloads after go-live: monitoring, patching, backup and cost optimization, with the service levels that apply.
9
Pricing and responsibilities
Fixed fees for assessment and migration, monthly fees for managed run, and a table of what you, the client and the cloud provider each own.
How it works

From this template to client-ready

1
Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

2
Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

3
Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Priced for the move and the run

Many migration proposals price the project and stop at go-live. The client's real question is what the next three years cost and who is accountable.

Each workload has a reason

The proposal names an approach per application group and explains it. Client architects trust a plan that admits some workloads should not move yet.

Rollback is planned up front

Cutover criteria and rollback steps are in the proposal, not in a later runbook. It answers the risk question before the steering committee asks it.

Cloud spend is visible

The estimate shows its assumptions next to today's cost. Finance can challenge the inputs instead of rejecting a single number they cannot check.

FAQ

Questions about this template

Is the cloud migration proposal template free?

Yes. You can download the cloud migration proposal template as it is and fill it in yourself. You only need a Cobl account if you want Cobl to rewrite it with your own discovery notes and the client's application inventory, which you then review and edit before anything goes to the buyer.

What should a cloud migration proposal include?

The business reason to move, assessment findings, the target architecture, the approach per application group, migration waves and timeline, cutover and rollback, a cloud cost estimate, support after go-live, and pricing with a responsibility table. The part most proposals leave out is run-state support: the client is buying the next three years, not only the move.

How do you price a cloud migration project?

Most partners split it into three parts: a fixed fee for the assessment, a fixed or capped fee per migration wave, and a monthly fee for managed services after go-live. Show cloud consumption separately, since the client usually pays the provider directly. If the client qualifies for a cloud provider funding program, state what it covers and its conditions.

How do you estimate cloud costs in a proposal?

Start from the assessment: current server sizes, utilization, storage and network traffic. Right-size each workload, price it with the provider's calculator, and state the assumptions, such as reserved capacity, growth and hours of use. Show the estimate as a range next to today's cost, so finance can see which inputs move the number.

What is the difference between rehost, replatform and refactor?

Rehost moves an application to the cloud as it is, often called lift and shift. Replatform makes small changes to use managed services, such as moving a database to a managed database. Refactor changes the application itself to use cloud-native services. Each step costs more and takes longer, so the proposal should justify the choice for each application group.

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