SOP-01: Service Offerings & Pricing Guide

The AutomationSurgeon's Complete Service Menu


Version	6.0
Owner	Founder
Purpose	This document provides a comprehensive overview of all service offerings across 6 tiers, including pricing structures, timelines, ROI messaging, and engagement models. For the strategic framework and positioning, refer to `SOP-00_Core_Principles.md`.

1. Service Overview

We offer services across 6 tiers, from fast audits that generate quick trust to long-term fractional and productized engagements.

Core Positioning: "I fix email deliverability problems, build AI agents that save you 20 hours/week, and handle M365/Azure projects you don't have time for — from a $750 audit to a $17,500 compliance migration."

TIER 0.5: Audits & Health Checks (Trust Builders)

These are fast, fixed-price discovery products. Their job is to surface real problems, make you look sharp, and create a natural path to Tier 1–3 projects. Template the reports and these take 3-5 hours to deliver.

A1. Azure FinOps Cost Optimization Audit

Investment: $750 - $1,500

Timeline: 2-3 days (5-8 hours of work)

What's Included: - Automated scan of Azure environment (subscriptions, resource groups) - Identification of idle/unused resources (orphaned disks, stopped VMs, idle NICs) - Oversized VM analysis (right-sizing recommendations) - Missing Savings Plans and Reserved Instance opportunities - Storage optimization review (LRS vs. ZRS vs. hot/cool tier mismatches) - Cost anomaly identification - Written report with prioritized savings recommendations - ROI projection (estimated savings per year)

The Pitch: "I will find you enough wasted Azure spend to pay for my fee — or the audit is free. I did exactly this at CNS Australia and OnePath."

Typical Results: - 20-40% reduction in monthly Azure bill (identified savings) - Avg. $800-$5,000+/month in identifiable waste for mid-size tenants - Clear prioritized action plan with implementation options

Best For: SMBs and startups on Azure with no dedicated FinOps function; companies that "just grew into the cloud" without a cost strategy.

Natural Upsell: Azure Infrastructure (Tier 3) to re-architect for cost efficiency long-term.

A2. M365 Zero Trust Security Health Check

Investment: $750 - $1,500

Timeline: 2-3 days (5-8 hours of work)

What's Included: - Entra ID configuration review (guest access, legacy auth, role assignments) - Conditional Access policy gap analysis (coverage vs. CIS benchmark) - Intune device compliance posture review - Defender for M365 threat protection status - Secure Score benchmark and gap analysis - Red/yellow/green scorecard with executive summary - Top 5 critical gaps with remediation guidance

The Pitch: "Are you actually secure, or just hoping? I'll give you a red/yellow/green scorecard of your Microsoft environment against CIS benchmarks — in plain English."

Typical Results: - Clear visibility into actual security posture (most clients are surprised) - Prioritized list of quick wins vs. longer remediation projects - Defensible documentation if an incident occurs

Best For: M365 Business/Enterprise tenants with 20-500 users; compliance-sensitive industries (healthcare, legal, finance, government contractors).

Natural Upsell: M365 Security Quick Win (Tier 1) or Intune Deployment (Tier 3) to close the gaps.

A3. Email Deliverability Assessment

Investment: $350 - $750

Timeline: Same day - 24 hours (1-2 hours of work)

What's Included: - SPF, DKIM, DMARC record inspection and validation - MX record review - Blacklist check across major registries - Test send and inbox placement check - Written findings report (what's broken and why) - Recommended fix plan

The Pitch: "I'll tell you exactly why your emails are going to spam before you pay me to fix it. Takes a few hours, costs less than a lost deal."

Best For: Any business with email deliverability concerns before committing to the full fix.

Natural Upsell: Email Deliverability Fix (Tier 1).

Note: Often bundled into the Email Deliverability Fix at no extra charge for direct prospects. Use as a standalone entry point for cold outreach targets who aren't ready to commit.

TIER 1: Easy Wins (Low Barrier to Close)

These are your door openers. Clients know they have these problems. Conversations are quick and confident.

1. Email Deliverability Fix

Investment: $1,050 - $1,750

Timeline: 3-5 hours (often same-day or next-day turnaround)

What's Included: - SPF/DKIM/DMARC record audit - Configuration of missing or broken records - Email authentication setup (includes BIMI if applicable) - Validation and testing (inbox placement verification) - Report of improvements with before/after comparison - 14-day support for follow-ups

Why This Sells: Every business with email issues knows they have a problem. Proposals, invoices, and appointment reminders go to spam. It's costing them money right now.

Typical Results: - 90%+ inbox delivery rate (up from 40-60%) - 3x email campaign effectiveness - Immediate impact within 24-48 hours

Best For: Professional services, healthcare, e-commerce, SaaS companies relying on email.

Sales Conversation Starter: "Are your emails going to spam? Most businesses don't realize their DMARC/SPF/DKIM records are broken. I can fix that in a few hours and guarantee better deliverability."

2. AI Email Triage Agent

Investment: $1,750 - $2,800

Timeline: 1-2 weeks (build + testing + deployment)

What's Included: - AI model trained on your email patterns - Automatic email categorization rules - Smart routing to appropriate team members/departments - Integration with existing email system (Outlook, Gmail, etc.) - Documentation and training - 14-day support

Why This Sells: Everyone drowns in email. The idea of an AI agent automatically sorting and routing emails is compelling and immediately demonstrable.

Typical Results: - 50-70% reduction in time spent sorting email - Faster response times (inbox triage happens automatically) - Better customer satisfaction (emails reach right person faster)

Use Cases: - Support tickets automatically routed to right team - Sales inquiries pre-qualified and sent to sales - Finance emails separated from general inbox - Urgent items flagged for immediate attention

Best For: Any organization with high email volume (support teams, sales teams, professional services firms).

Sales Conversation Starter: "What if your team didn't have to manually sort email? AI can learn your patterns and route emails automatically. Save 20 hours/week and get faster response times."

3. M365 Security Quick Win

Investment: $1,400 - $2,100

Timeline: 1 week (1-2 hours per week)

What's Included: - Security audit (30 min baseline) - Enable MFA across organization (Entra ID) - Configure basic Conditional Access policies - Enable Microsoft Defender for M365 threat protection - Secure Score baseline and improvement report - Before/after comparison - Recommendations for next steps - 14-day support

Why This Sells: Security is a fear motivator. "You could get hacked" is a powerful conversation. Secure Score is visible, measurable, and shareable.

Typical Results: - 40-60 point Secure Score improvement (immediate) - MFA enabled across organization - Threat detection configured - Visible, documented security posture improvement

Best For: SMBs using M365 who haven't locked down security basics; companies that just moved to M365 without security configuration.

Sales Conversation Starter: "Your M365 security is probably leaving doors open. MFA should be mandatory. I can turn it on in a day and show you exactly how much safer you are."

TIER 2: Standard Projects (Medium Complexity)

These are your upsell plays. Clients have either worked with you on Tier 1 or have a specific known problem that requires more than a quick fix.

4. Email Migration

Investment: $2,100 - $4,200 (tiered by mailbox count)

Pricing by Complexity: - Small (1-50 mailboxes): $2,100 - $2,800 - Medium (51-200 mailboxes): $2,800 - $3,500 - Large (200+ mailboxes): $3,500 - $4,200

Timeline: 2-3 weeks

What's Included: - Migration planning and timeline documentation - Source system audit (legacy Exchange, Gmail, Zoho, etc.) - Zero-downtime migration approach - Full mailbox migration (email, calendar, contacts, archives) - DNS cutover and configuration - User communication templates and training - Verification of data integrity (100% mailbox count audit) - 14-day post-migration support

Why This Sells: Downtime = lost productivity. Data loss = career risk for the IT lead who approved the project. Clients will pay to have someone accountable.

Typical Results: - Zero downtime (users don't notice the switch) - Zero data loss (100% integrity verified) - Complete mailbox migration including archives - Faster experience on M365 vs. legacy systems

Best For: Companies outgrowing legacy email systems; G Suite to M365 migrations; acquisitions consolidating email systems.

Sales Conversation Starter: "Migrating email is scary — you're worried about downtime and losing emails. I do this routinely with zero downtime and zero data loss. Let me handle it."

5. Automated Employee Onboarding/Offboarding System

Investment: $2,800 - $5,600 (tiered by complexity)

Pricing by Complexity: - Simple (account creation + M365 licensing): $2,800 - $3,500 - Medium (account + licensing + Intune + Teams/SharePoint): $3,500 - $4,200 - Complex (full lifecycle: trigger → provision → notify → deprovision): $4,200 - $5,600

Timeline: 2-4 weeks

What's Included: - Process discovery and current state documentation - Trigger setup (HR email, ticketing system, CSV upload, or manual form) - Automated Entra ID account creation with role templates - M365 license assignment (correct SKU per role) - Teams/SharePoint group membership automation - Intune enrollment and policy application - Welcome email automation - Offboarding workflow (license removal, account disable, mailbox archive) - Manager notification workflow - Documentation and runbook - 30-day support

Why This Sells: Manual IT onboarding takes 3-6 hours per employee. At $50/hour IT cost, 50 hires/year = $15,000+ in admin labor alone. This pays for itself in year one.

Typical Results: - Onboarding time reduced from 4-6 hours to under 15 minutes - Consistent provisioning (no missed licenses or permissions) - Offboarding is complete and auditable (eliminates zombie accounts) - IT team freed up for higher-value work

Best For: Companies with 50+ employees and regular hiring/attrition; HR-IT integration pain points; compliance-sensitive environments needing audit trails.

Sales Conversation Starter: "How long does it take your IT team to set up a new employee right now? I'll turn that into a 15-minute automated workflow."

6. AI Workflow Agent

Investment: $2,800 - $5,600 (tiered by complexity)

Pricing by Complexity: - Simple (single workflow, 2-3 integrations): $2,800 - $3,500 - Medium (multi-step workflow, 4-5 integrations): $3,500 - $4,200 - Complex (advanced logic, 5+ integrations, AI decision-making): $4,200 - $5,600

Timeline: 2-4 weeks

What's Included: - Workflow discovery and process mapping session - Custom AI/automation design and architecture - Integration setup (CRM, databases, APIs, M365, etc.) - Build, testing, and validation - Training documentation and Loom walkthrough - 30-day support with optimizations - Optional: Managed hosting

Why This Sells: "Save 20 hours/week" is a concrete ROI story. Humans are expensive and inconsistent; automation is cheap and reliable.

Use Cases: - Invoice Processing: Auto-extract invoice data, populate accounting system, flag for approval - Lead Qualification: Auto-qualify incoming leads, route to sales rep, send follow-up sequences - Data Entry Automation: Extract from forms/emails, populate CRM or database - Approval Workflows: Route documents for approval, auto-approve by rules, notify stakeholders - Customer Onboarding: Automate new client setup — create accounts, send welcome sequence, schedule kickoff

Typical Results: - 50-80% reduction in manual time for the target process - 99%+ accuracy (better than human data entry) - Faster turnaround (no human delay) - Measurable ROI visible within 30 days

Best For: Any organization with repetitive admin, finance, operations, or support workflows.

Sales Conversation Starter: "You're probably spending hours on [specific process]. What if that happened automatically? I build AI agents that handle these workflows."

7. SharePoint/Teams Setup

Investment: $2,100 - $3,500 (tiered by scope)

Pricing by Scope: - Basic (file organization + sites): $2,100 - $2,800 - Medium (file org + client portals): $2,800 - $3,150 - Full (file org + portals + Power Automate integrations): $3,150 - $3,500

Timeline: 2-3 weeks

What's Included: - Current file structure analysis and chaos audit - SharePoint/Teams information architecture design - Site and team creation and configuration - File migration (shared drives, network folders, email attachments) - Permission structure setup (least privilege model) - Integration with M365 tools (Forms, Power Automate, etc.) - 2-hour group user training session - Documentation and runbooks - 14-day support

Why This Sells: "Final_FINAL_v2_ACTUAL.docx" is a universal pain. "Stop emailing attachments" resonates immediately with anyone who's lived through document chaos.

Typical Results: - 70%+ reduction in email attachments - Faster document retrieval (findability improves dramatically) - Proper version control from day one - Improved team collaboration, especially for remote/hybrid teams

Best For: Professional services firms, healthcare organizations, manufacturing companies, any document-heavy workflow environment.

Sales Conversation Starter: "Do your teams email attachments back and forth all day? SharePoint fixes that permanently — centralized, secure, organized."

8. Custom Azure/M365 Dashboards & Reporting

Investment: $2,100 - $4,200

Pricing by Scope: - Basic (single dashboard, Secure Score + license utilization): $2,100 - $2,800 - Medium (multi-dashboard, custom KPIs): $2,800 - $3,500 - Advanced (executive reporting + automated alerts + scheduled delivery): $3,500 - $4,200

Timeline: 2-3 weeks

What's Included: - Requirements gathering (what questions does leadership need answered?) - Data source identification and connection (Log Analytics, Graph API, Cost Management) - Dashboard build in Power BI or Azure Monitor Workbooks - Custom KPI design (license utilization, Secure Score, cost trends, user activity) - Executive summary view (non-technical audience) - Scheduled automated report delivery (email/Teams) - Documentation and training - 14-day support

Why This Sells: IT leaders pay for visibility. "I don't know what I'm spending on Azure" or "I can't prove our security posture to the board" are common and expensive blind spots.

Typical Results: - Leadership visibility into cloud spend, security, and compliance posture - Proactive alerts before issues become incidents - Audit-ready reporting with automated monthly snapshots - Reduces ad-hoc requests to IT team

Best For: Organizations with M365/Azure but no operational visibility; CIOs/IT Directors reporting to non-technical executives; compliance-sensitive environments.

Sales Conversation Starter: "Can you pull up right now what your Azure is actually costing you this month? What about your Secure Score trend over the last 90 days? I build dashboards that answer those questions automatically."

TIER 3: High-Value Projects (Complex, High Ticket)

These are your 4-8 week consulting engagements. Clients are fully committed and understand they're getting specialized expertise.

9. Intune Deployment

Investment: $3,500 - $5,600 (tiered by device count)

Pricing by Device Count: - Small (10-50 devices): $3,500 - $4,200 - Medium (51-150 devices): $4,200 - $4,900 - Large (150+ devices): $4,900 - $5,600

Timeline: 3-4 weeks

What's Included: - Current device inventory and audit - Intune environment setup and configuration - Device enrollment policies (Windows, Mac, iOS, Android) - Mobile Device Management policy design - Application deployment automation (Win32, MSI, LOB apps) - Conditional Access integration (device compliance gates) - Compliance policies setup (encryption, password, patch level) - Testing and validation across device types - Phased rollout planning with communication templates - 30-day post-deployment support

Why This Sells: IT admins know they need device management. They don't have the bandwidth or Intune expertise to implement it correctly. You provide the execution.

Typical Results: - 100% device inventory visibility - Automated app deployment (no manual setup per device) - Security policies enforced automatically across all endpoints - Compliance tracking for audit purposes - Reduced support tickets from standardized configuration

Best For: Mid-size organizations (50-500 employees) with growing device fleets; remote/hybrid workforces; compliance-sensitive industries.

10. Azure Infrastructure (Landing Zone)

Investment: $5,600 - $10,500 (tiered by complexity)

Pricing by Scope: - Simple (single environment, basic governance): $5,600 - $7,000 - Medium (multi-environment, moderate governance): $7,000 - $8,400 - Complex (multi-environment, advanced governance, security, compliance): $8,400 - $10,500

Timeline: 4-6 weeks

What's Included: - Azure environment audit and strategy session - Landing zone architecture design (CAF-aligned) - Subscription and management group structure - Identity and access management (RBAC design, PIM) - Network design (VNets, subnets, NSGs, private endpoints) - Storage and database configuration - Monitoring and logging setup (Log Analytics, Diagnostic Settings) - Backup and disaster recovery planning - Cost optimization analysis and guardrails (Budgets, Policies) - Documentation and runbooks (Visio + written) - 30-day post-deployment support

Why This Sells: Setting up Azure wrong costs more money long-term and creates security and compliance risk. Clients need someone who's done it before to do it right the first time.

Typical Results: - Scalable, secure, governed Azure environment from day one - 30-50% cost reduction vs. poor architecture over 12 months - Automated backups and DR configured - Compliance-ready infrastructure (HIPAA, NIST, SOC2 baseline)

Best For: Organizations migrating to cloud; startups scaling infrastructure; companies with compliance requirements needing a proper foundation.

11. Infrastructure-as-Code (IaC) Modernization

Investment: $5,600 - $10,500

Pricing by Scope: - Small (single workload, Terraform/Bicep template): $5,600 - $7,000 - Medium (multi-workload, CI/CD pipeline integration): $7,000 - $8,400 - Complex (full environment, modular library, state management): $8,400 - $10,500

Timeline: 4-6 weeks

What's Included: - Current environment audit ("click-ops" documentation) - IaC tool selection (Terraform vs. Bicep based on client needs) - Reverse-engineering existing Azure resources into code - Modular template library build (reusable components) - State management setup (remote state, locking) - CI/CD pipeline integration (Azure DevOps or GitHub Actions) - Environment parity validation (dev/test/prod from same code) - Documentation and team training - 30-day support

Why This Sells: "Click-ops" environments are fragile — one wrong move in the portal and you can't reproduce it. IaC means every change is version-controlled, reviewable, and repeatable. This is a hard sell to pitch, but an easy sell to any cloud-native-aware client who's been burned by drift.

Typical Results: - Full environment reproducible in <30 minutes from code - Infrastructure changes go through code review (like application code) - Disaster recovery time reduced from days to hours - Onboarding new cloud engineers becomes faster

Best For: Startups and scale-ups with Azure environments built manually; organizations moving toward DevOps maturity; teams with developer-heavy culture.

Sales Conversation Starter: "If your Azure environment was wiped out today, how long would it take to rebuild? With Infrastructure-as-Code, the answer is 30 minutes."

12. GCC High Migration & Compliance Implementation

Investment: $8,400 - $17,500 (tiered by scope)

Pricing by Scope: - Assessment Only: $2,800 - $4,200 - CMMC Level 1/2 Implementation: $8,400 - $11,200 - CMMC Level 3 / FedRAMP / GCC High Full Migration: $11,200 - $17,500

Timeline: 6-10 weeks

What's Included: - Compliance gap assessment (CMMC, FedRAMP, NIST 800-171, DFARS) - GCC High tenant setup and configuration - Security documentation (System Security Plan, POA&M, controls mapping) - Infrastructure migration planning and execution - Data migration with compliance audit trail - User access and authentication setup (PIV/CAC readiness) - Security monitoring and logging (GCC High SIEM integration) - Compliance reporting automation - ATO documentation support - 60-day post-migration support - 90-day ongoing compliance consulting

Why This Sells: Defense contractors MUST have GCC High compliance. It's a mandatory requirement to maintain government contracts. The cost of losing a contract dwarfs the cost of compliance. Limited competition in this space at this price point.

Compliance Standards Covered: - CMMC: Level 1, 2, or 3 - FedRAMP: Moderate or High baseline - NIST SP 800-171: DFARS compliance - DISA STIGs: Pre-hardened infrastructure deployment - HIPAA/HITECH: Healthcare contractors

Best For: Defense contractors; government agencies; healthcare organizations with federal contracts; subcontractors pursuing DoD work.

Sales Conversation Starter: "If you work with the DoD or are pursuing government contracts, GCC High compliance isn't optional — it's mandatory. I handle the migration and compliance documentation so you can focus on winning contracts."

TIER 4: Retainers & Fractional Services (Recurring Revenue)

These provide predictable Monthly Recurring Revenue by becoming an integrated part of the client's team. Target: 2-4 active retainers at any time.

R1. Fractional Cloud Architect

Investment: $3,500 - $6,000/month

Hours Included: 10-20 hours/month (client chooses tier)

What's Included: - Monthly cloud strategy session (1 hour, recorded) - Architecture review for new deployments and changes - Azure DevOps pipeline oversight and guidance - Cost optimization review (monthly Azure bill review) - Security posture review (Secure Score monitoring) - On-call advisory via Slack/Teams (async, response within 4 business hours) - Monthly written report: cost, security, and health summary - Quarterly roadmap planning session

Why This Sells: SMBs and startups can't afford a full-time Cloud Architect ($150K-$200K/year). A fractional engagement gives them senior expertise for the decisions that matter, without the headcount.

Typical Client Profile: - 20-200 employees - Using Azure/M365 for core operations - No dedicated cloud or IT architect - CTO or IT Manager overwhelmed with day-to-day, can't do strategic work

Natural Upsell Path: Start as a post-project retainer after completing Azure Infrastructure (Tier 3). Client already trusts you — this is a natural extension.

Sales Conversation Starter: "After we finish the infrastructure build, most clients keep me on for 10 hours/month to review new deployments and keep costs in check. It's the difference between an investment and an ongoing bill."

R2. Automation-as-a-Service (for MSPs)

Investment: $2,000 - $4,000/month

What's Included: - Maintenance of all automation scripts and workflows built during project phase - Microsoft Graph API updates (when Microsoft deprecates endpoints — happens regularly) - 1 new workflow or automation per month (included) - Bug fixes and optimization (unlimited, within scope) - Monthly report: automation health, tasks processed, errors caught - Priority response for automation failures (same business day)

Why This Sells: Automation built today breaks tomorrow — Microsoft changes APIs, clients add new apps, workflows drift. MSPs need someone accountable for keeping automation running. This is the "insurance policy" for their automation investment.

Best For: MSPs or SMBs who have had custom automation built (ideally by you) and need it maintained and expanded over time.

Natural Upsell Path: Every Tier 2 AI Workflow Agent project should end with this retainer offer: "For $2,000/month I'll keep this running, fix any issues, and add a new workflow every 30 days."

TIER 5: MSP & Productized Offerings

These are scalable, repeatable products — either white-labeled for MSP partners or sold directly as digital products. The goal is to create revenue that doesn't scale linearly with your time.

P1. MSP White-Label Automation Engineering

Investment: Custom (typically $15,000 - $40,000 project + $2,000-$4,000/month retainer)

What It Is: You become the "automation engineering team" for an MSP partner. They sell automation services to their clients under their own brand. You build and maintain the backend.

Scope Typically Includes: - RMM script library (NinjaOne, Datto, ConnectWise Automate) - PSA workflow automation (ConnectWise Manage, HaloPSA) - M365 tenant provisioning automation (per their standard onboarding) - Custom reporting and dashboards for their NOC/vCIO team - Ongoing: maintain, update, and expand scripts as their product evolves

Why This Sells to MSPs: "I build the backend automation so your helpdesk can handle 3x the ticket volume without hiring more staff. You white-label it as your own IP."

Target Partners: MSPs with 50-500 managed clients who are technically capable but don't have a developer on staff.

How to Find Them: ConnectWise and NinjaOne partner communities; MSP-focused LinkedIn groups; direct outreach to MSP owners.

P2. Employee Onboarding Automation Starter Kit (Digital Product)

Investment: $497 - $997 (one-time, digital purchase)

What It Is: A packaged, ready-to-deploy automation template for M365 employee onboarding. Includes PowerShell scripts, Logic App templates, documentation, and a Loom walkthrough. Designed for IT admins at SMBs who can't afford custom development.

What's Included: - PowerShell script library (create user, assign license, add to groups) - Azure Logic App template (trigger → provision → notify) - Entra ID role template configuration guide - Intune enrollment automation trigger - Welcome email template (HTML) - Offboarding counterpart workflow - Step-by-step deployment guide (written + Loom video)

Distribution Channels: - Gumroad (organic search, developer community) - LinkedIn (founder-led marketing, post about the problem it solves) - MSP partner referrals

Natural Upsell: Clients who buy the template but can't implement it become leads for the Automated Employee Onboarding/Offboarding Service (Tier 2, Service 5).

P3. Purview Compliance Launchkit (Digital Product)

Investment: $997 - $1,997 (one-time, digital purchase)

What It Is: A packaged Terraform + PowerShell template library for deploying Microsoft Purview compliance controls (Data Loss Prevention, Information Protection, Communication Compliance) aligned to CMMC/NIST/HIPAA frameworks.

What's Included: - Terraform modules for Purview environment setup - PowerShell configuration scripts (sensitivity labels, DLP policies, retention policies) - Pre-built policy templates per framework (CMMC L1, CMMC L2, HIPAA baseline) - Deployment runbook and sequence guide - Loom walkthrough of each module - 30-day email support from the author

Target Audience: IT professionals and MSPs who need to implement compliance controls but don't have the Purview expertise to configure from scratch.

Distribution: - Gumroad - LinkedIn content marketing (compliance posts → product mention) - Direct to MSP partners as a white-label tool

2. Pricing Philosophy

2.1. The Tiered Logic

Tier	Price Range	Purpose	Sales Channel
0.5 (Audits)	$350 - $1,500	Build trust, surface problems	Cold outreach, Upwork
1 (Quick Wins)	$1,050 - $2,800	Easy close, fast ROI	Upwork, direct
2 (Standard)	$2,100 - $5,600	Core revenue, upsell from Tier 1	Direct, referrals
3 (High Value)	$3,500 - $17,500	Margin builders	Direct, MSP channel
4 (Retainers)	$2,000 - $6,000/mo	Predictable MRR	Existing clients
5 (Products)	$497 - $1,997	Passive/scalable revenue	Gumroad, LinkedIn

2.2. Volume Discounts

For engagements involving multiple services or ongoing work: - 2-3 services bundled: 10% discount on total - 4+ services bundled: 15% discount on total - Ongoing retainer (Tier 4): Replaces ad-hoc work; discount built into retainer structure

2.3. MSP Partner Pricing

MSP partners who bring multiple client engagements receive: - 20% discount on all project work they refer - Priority scheduling (dedicated capacity reserved monthly) - Co-branded deliverables at no extra cost

3. Payment & Engagement Structure

3.1. Payment Terms

Tier 0.5 (Audits): - 100% upfront (low-risk product, fast delivery)

Tier 1 (Quick Wins): - 100% due upon completion (or 50/50 with deposit) - Timeline: 1-2 weeks

Tier 2 (Standard Projects): - 50% upfront, 50% upon completion - Timeline: 2-4 weeks

Tier 3 (Complex Projects): - 25% upfront, 25% at midpoint, 50% at completion - OR: 33% / 33% / 34% based on milestones - Timeline: 4-10 weeks

Tier 4 (Retainers): - Monthly, invoiced first of each month - 30-day cancellation notice required

Tier 5 (Products): - One-time purchase, payment before delivery (Gumroad handles this)

3.2. Support Included

Tier	Support Period
0.5	7 days (questions on the report)
1	14 days bug-fix support
2	30 days with optimizations
3	60-90 days optimization period
4	Ongoing (included in retainer)
5	30 days email support

3.3. Optional Ongoing Support (Post-Project)

Monthly Retainer: $2,000 - $6,000/month (see Tier 4)
Managed Hosting: $500 - $3,000/month (for n8n, Azure Functions, Logic Apps)
Break/Fix Support: $250/hour (for former clients outside retainer)

4. Hosting & Implementation Options

4.1. Default: Client-Hosted

We deliver the solution (code, configuration, workflows)
Client hosts on their infrastructure or cloud subscription
We provide documentation, setup assistance, and Loom walkthrough
Cost: Included in service price

4.2. Optional: Managed Hosting

We host on our Azure infrastructure
Includes monitoring, backups, maintenance, optimization
Monthly fee: $500 - $3,000/month (varies by complexity)
30-day notice to migrate to client-hosted if desired

4.3. Tool Selection

We choose the right tool for the job: - Azure Functions / Logic Apps: Microsoft-centric environments, custom code, complex integrations - n8n: Projects requiring many pre-built connectors, visual workflows, non-technical team operation - PowerShell: Windows/M365 administration automation - Terraform / Bicep: Infrastructure-as-Code, repeatable environment provisioning - Hybrid: Multiple tools combined to leverage their respective strengths

5. Common Add-Ons & Extensions

Rush delivery (same-week completion): +20% to service cost
Migration from old platform (Zapier/Make to n8n): $500 - $2,000
Custom analytics dashboard: $500 - $1,500 (or see Service 8)
Advanced monitoring & alerting: $200 - $500/month
Team training session (2 hours): $300 - $500
Extended documentation package: $300 - $700
Compliance gap report (standalone): $750 - $1,500 (or see Tier 0.5)

6. Guarantees & Risk Mitigation

6.1. Satisfaction Guarantee

If you're not satisfied with the quality of work, we'll refund 50% of the project cost within 14 days of completion.

6.2. ROI Guarantee (Tier 2/3 Only)

For Tier 2 and Tier 3 projects, we back the ROI story we pitched: - AI Workflow / Onboarding Automation: If you don't save at least 10 hours/week, we provide 10 hours of additional development at no cost - Email Migration: Any data loss or unexpected downtime = 30 days of free support and remediation - Azure Infrastructure: If the environment doesn't meet your compliance/security requirements, we remediate at no cost - Azure FinOps Audit: If we don't identify savings exceeding the audit fee, the audit is free

7. Upsell Map

Every engagement should have a clear next step. Use this map to guide the conversation:

Audit (0.5)
  → Tier 1 fix (address the gaps found)
    → Tier 2 project (deeper implementation)
      → Tier 3 high-value work (full architecture/compliance)
        → Tier 4 retainer (ongoing partnership)

MSP Partner
  → White-label automation (P1)
    → Automation-as-a-Service retainer (R2)

Digital Products (P2, P3)
  → Buyers who can't implement become leads for Tier 2 services

8. Next Steps

To engage AutomationSurgeon: 1. Free 20-minute consultation to diagnose your problem and recommend the right service (or audit) 2. Proposal with exact scope, timeline, and cost 3. Engagement agreement and kickoff

For sales and qualification strategy, see SOP-02_Lead_Generation_&_Sales_Protocol.md. For audit delivery templates, see SOP-39_Email_Deliverability_Services_Protocol.md and SOP-38_Mail_Migration_Services_Protocol.md.