Proposal Tools
Build the deliverable — mid-cycle assembly
Features in matrix
Across all M365 products
SoW output formats
Tailored to engagement type
Deliverable formats
Business case builder
M365 SKUs mapped
Feature matrix coverage
Microsoft 365 Upsell Playbooks
Structured upgrade paths for MSPs to guide customers from basic licensing to comprehensive security and compliance coverage. Each motion lays out the security gaps the customer is living with today, what closing them costs, and how to walk the conversation.
From email-only to full security baseline
Business Basic customers have email and cloud storage but zero security infrastructure. No device management, no endpoint protection, no conditional access, no DLP. Every device accessing company data is unmanaged and unprotected. This is the highest-impact upgrade in the Microsoft stack.
They have the apps — now they need the security
Business Standard customers already have desktop Office apps, Teams, and SharePoint. They feel productive and don't think they're missing anything. But they have the same security gaps as Basic — no endpoint protection, no device management, no advanced email security, no conditional access. The conversation shifts from 'what do I get' to 'what am I risking.'
From baseline security to enterprise-grade protection
Business Premium customers have a solid security foundation — Intune, Defender for Business, Plan 1 email protection, conditional access. But they have critical gaps that only surface when you dig deeper: no advanced threat hunting, no automated attack disruption across workloads, no insider risk management, no advanced DLP across endpoints and cloud apps, no auto-labeling, no Copilot data governance. The suite add-ons close every gap.
Close every security and compliance gap in one move
E3 customers have strong productivity and basic security but critical gaps in advanced threat protection, SIEM, compliance, and analytics. E5 closes every gap and adds Power BI, Teams Phone, and advanced analytics. For budget-constrained customers, the Defender and Purview Suites added to E3 provide the security uplift without the full E5 price — but miss Power BI and telephony.