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Strategic IT plays a critical role in helping companies improve their offerings across the board. We believe technology has the power to improve your chances of success—opening doors by making communication easier, security tighter, and work more productive.

Most companies don’t need a full-time technology specialist, but they do need some guidance along their path to success.

Ultimately, the role of the technology consultant is to help you transform the way your company uses technology. These transformations typically cover a wide range of benefits—improving your digital strategy and guiding you through changing technological standards. Other goals include helping you keep your data safe and secure and saving more money.

But—we’ll need to get to know you before we dive in. If you’re launching a new product or updating your internal procedures, we’ll need to understand your business strategy. The process starts with a consultation. We’ll connect in person or over the phone to talk about your goals and existing plan. We’ll also look at what needs to change.

From there, we’ll hit the drawing board and come up with a proposal. This might result in a monthly retainer where we’ll offer our guidance and expertise for a certain amount of hours per month. Or, we’ll come up with a plan for what needs to change. The latter involves conducting an audit and working with you to adopt new technologies, equipment, and a method for digital transformation.

We get it, outsourcing to a technology consultant is a big decision. We’ll walk you through the process of onboarding to adoption. Whether it’s time to update communications, scale your IT solution, or move some things into the cloud—we’re here to help.

Download Proposal PDF

Technology Services Proposal Template

Hey John,

It was a pleasure meeting you and your team earlier today.

After hearing your requirements I've put together this proposal for you. I think these services are a great fit for your business.

Let me know if you have any questions.

If you're ready to go, just add your payment details and sign here.

Best,

Tom

Your Summary
Monthly Consulting

This solution is ideal for the company that lacks on-site tech expertise but could use a push in the right direction. We’ll work with you for a few hours each month—how much is up to you—and help you come up with a plan to modernize equipment and update processes.

Additionally, we’ll come into your office a few times a month to offer support, training, and advice on all things tech. We’ll look at storage options and cybersecurity, software solutions, and your digital infrastructure. The goal is to help you build a scalable IT solution, keep up with the changing technological tides, and cut costs when possible.

Technology Modernization

Technologies like voice search, artificial intelligence, cloud computing, and updated communications are transforming the way we work. Still, change is happening fast, and many companies are struggling to keep up.

Our goal is to get you all up-to-date, putting together an industry-specific solution that works for you. We’ll get to know your business goals and find the technology that allows you to keep doing your work—but better and faster than ever.

We kick off the process by conducting an audit on existing equipment, software, and other tools and ask you where you feel things could be working better. From there, we’ll recommend new equipment and software and compile a list of new skills required for the team.

Payment Schedule
On Service Recurring Total
$4,000.00
Monthly Consulting
Including $400.00 GST
On Service Estimate Total
$250.00
Technology Modernization
Including $25.00 GST
Payment Details Required

Please enter or select your payment details. Charges will appear on your statement from PI*SKYRISE ACCOUNTI AU.

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Please read your terms of service as it contains important information.

Terms and Conditions

This document serves to confirm that both the client and contractor understand the terms of the agreement. It also covers the services we provide and any limitations that might come into play.

Purpose, Scope, and Deliverables

Our firm will provide technology consulting services to the client. This work covers strategy, training, and implementation of new equipment, software, and internal procedures.

Period of Performance and Payment Schedule

The project will begin on (DATE). Technology modernization will be scheduled on an as needed basis and billed monthly. The monthly consulting package will also be charged monthly ongoing for the duration of the contract. Contracts are for six months or one year. When the contract ends, it will automatically renew. Changes or cancellations must be communicated 30 days in advance.

Fees

Fees are charged on an hourly or monthly basis, depending on your need. All costs will be determined, in writing, before services are performed. In some cases, additional fees may apply to the client invoice for materials, equipment, or travel.

Confidentiality

Any documents, intellectual property, or trade secrets that belong to the client will be kept confidential. We will refrain from disclosing any company information without permission from the client.

Confirmation

Please sign and return this letter if you agree with the arrangements outlined above. The contract is effective upon signing.

I accept the above terms and payment terms.
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