For solo & small MSPs Β· 2026 edition

Stop losing money
on every quote you send.

The average MSP burns 90–180 minutes per quote stitching Excel, Word, and Pax8 together β€” then forgets the dual-licensing math, eats scope creep, and ships at 8% net. This toolkit fixes all three.

Reserve early access β€” $79 Launching this week Β· founding-buyer discount locked Β· 30-day refund
8 Excel calculators 35-page playbook 30 email scripts Pre-send checklist

If you've ever shipped a quote and thought "wait, did I even include…"

You're not alone. 28% of MSPs are unprofitable (Service Leadership Index 2026). The median is 8% net β€” and it's not because their work is bad. It's because quoting is broken.

$33–44K

Lost on a single 500-user M365 migration when the dual-licensing overlap isn't billed through

90–180 min

Per quote when you're stitching Excel, Word, Pax8, Ingram, and DocuSign by hand

5%

Of annual MSP revenue lost to billing leakage β€” forgotten escalators, missed change orders, sub-margin contracts (ChannelInsider)

What's in the toolkit

Built for the solo-to-10-employee MSP. Stack-aware: Pax8, Halo, Syncro, Atera, SuperOps, NinjaOne, Huntress, M365 NCE, GDAP.

πŸ“Š

8 Working Excel Calculators

Drop in your numbers, get a margin-checked quote in 5 minutes.

  • βœ“ Network refresh (switches/firewall/AP)
  • βœ“ M365 / Workspace migration (with dual-license math)
  • βœ“ Cybersecurity audit + hardening
  • βœ“ Co-managed IT (recurring + tier modeling)
  • βœ“ vCIO / vCISO retainer
  • βœ“ Backup + DR (setup + recurring)
  • βœ“ Endpoint / RMM rollout
  • βœ“ Master Quote Builder (custom projects)

Margin guardrails built in. Cells turn red when you're about to ship below 15%.

πŸ“•

The MSP Quoting Bible (35-page PDF)

Every margin-killer, every escalator clause, every "wait, did I include this?"

  • βœ“ The 10 line items every MSP forgets (with $ examples)
  • βœ“ Pricing model decision tree (per-user / tiered / project)
  • βœ“ Tiered labor rates that hold up to client pushback
  • βœ“ Change-order language that holds in court
  • βœ“ Annual escalator clauses that don't trigger churn
  • βœ“ Vertical premium math (HIPAA / CMMC / SOC2 / PCI)
  • βœ“ Buffer math for legacy environments
  • βœ“ Renegotiating sub-15% legacy contracts
πŸ“§

30 Copy-Paste Email Scripts

For every awkward conversation in the quoting cycle.

  • βœ“ 6 cold pitches (incl. NCE-spike angle, healthcare/legal compliance)
  • βœ“ 6 quote-sending templates (incl. dual-licensing explained)
  • βœ“ 6 follow-up sequences (Day 3, 7, 14)
  • βœ“ 6 objection responses (price, scope, "let me think")
  • βœ“ 6 existing-client scripts (escalator, NCE pass-through, scope creep)

Each script includes 3 subject line A/B variants and pro tips on cadence.

🎁

Bonuses included

  • βœ“ Pre-send Sanity Checklist β€” print this, run it on every quote
  • βœ“ 5-day buyer onboarding email sequence β€” extract maximum value from the toolkit in week 1
  • βœ“ Lifetime updates β€” pricing benchmarks refreshed quarterly
  • βœ“ Founding-buyer Discord access β€” peer Q&A with other MSP owners using the toolkit

The math: $79 once, recovered on quote #1

Conservative example β€” solo MSP doing 4 quotes/week.

Without the toolkit

  • β€’ 2 hours per quote Γ— 4/week = 8 hours/week
  • β€’ At your $200 effective rate = $1,600/wk tied up in quoting
  • β€’ 1 forgotten dual-license per quarter = $5–15K/yr margin lost
  • β€’ 1 scope creep per month = $8K+/yr eaten

With the toolkit

  • β€’ 30 min per quote Γ— 4/week = 2 hours/week
  • β€’ Saves $1,200/wk in time
  • β€’ Margin guardrails catch dual-billing before send
  • β€’ Change-order language stops scope creep at the door

Pays for itself in ~30 minutes of recovered time.

Founding price Β· first 100 buyers

$79 $129

One-time payment Β· lifetime updates Β· all bonuses

Bundle is built and ready. Gumroad checkout going live this week.
Reserve now β†’ get the founding-buyer link first + 30-day refund window starts only after you download.

Want a peek before reserving? See what's inside Β· or DM me on X with questions.

Quick answers

Will this work if I use ConnectWise / Halo / Syncro / Autotask?

Yes. The toolkit is PSA-agnostic β€” Excel calculators import into anything, scripts and playbook content are tool-neutral. References use industry-standard terms (NCE, GDAP, SOW) that work across all major PSAs.

I'm a solo MSP doing $300K ARR. Is this for me?

Built for exactly your tier. Solo to ~10 employees, $250K–$1.2M ARR, 15–60 SMB clients. If you're past 50 employees or use Service Leadership-tier consulting, this will feel basic.

Are the Excel templates locked or editable?

Fully editable .xlsx files. Customize rates, formulas, brand colors. They open in Excel, Google Sheets (with minor formula adjustments), and LibreOffice.

What's the refund policy?

30 days, no questions. If you ship one quote with the toolkit and don't recover the $79 in time saved or margin protected, email back and I'll refund you.

Will there be updates?

Yes β€” quarterly. Pricing benchmarks (Pax8 NCE, Microsoft, distributor) shift constantly. Updates are free for life if you bought during the founding cohort.

Who built this?

Glivox β€” a small studio building tools for service-business operators. The MSP Toolkit is our first launch. We read every Reddit r/msp thread for two months before we started writing.