Know which accounts to work and why now. Cobl reads the signals and gets you the meeting with the right person.
Know what is proven, what is missing and who really decides, after every meeting and email.
Give each stakeholder a reason to say yes. Cobl builds the argument, the proof and the documents your champion can share.
Know what to do next on every deal. Cobl watches each deal and plans the path to signature with the buyer.
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.
Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.
Use this templateA migration is approved by IT and by finance. Each section answers one of their questions about risk, cost or timing.
Click “Use this template”. You start from a real example, with its structure, its method and its design.
Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.
Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.
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.
The proposal names an approach per application group and explains it. Client architects trust a plan that admits some workloads should not move yet.
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.
The estimate shows its assumptions next to today's cost. Finance can challenge the inputs instead of rejecting a single number they cannot check.
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.
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.
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.
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.
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.
Cobl runs your deals with full context: follow-ups, proposals, entire RFP responses, at the right moment.