Cloud migration proposal: Free template

Customize this free cloud migration proposal with Cobrief

Open this free cloud migration proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the client’s infrastructure, goals, and preferred cloud platform. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for quoting cloud migrations, pitching managed services, or responding to infrastructure RFPs. Whether you're handling small server moves or enterprise-wide transformation, this version gives you a structured head start and removes the guesswork.

What is a cloud migration proposal?

A cloud migration proposal outlines how a business’s infrastructure, data, or applications will be transitioned from on-premise or legacy systems to the cloud. It covers the migration strategy, scope of services, risk management, and projected outcomes.

Use this proposal to:

• Show how you’ll plan and execute the migration process
• Set clear expectations on downtime, phases, and security
• Break down responsibilities between your team and the client
• Help the client understand the benefits and risks before proceeding

This type of proposal is most often used by cloud consultants, MSPs, DevOps teams, and IT service providers. It’s typically used in competitive sales situations or after an initial scoping conversation.

Why use Cobrief to edit your proposal

• Edit the full proposal instantly: No setup or formatting — start customizing in your browser.
• Use AI to tailor sections: Adapt technical language to match the client’s familiarity or concerns.
• Run an AI-powered review: Catch unclear risks, vague timelines, or missing deliverables.
• Apply AI suggestions in one click: Accept all edits instantly or tweak them manually.
• Save, send, or download in seconds: Share your proposal as a live link, email, or branded PDF.

When to use this proposal

• When pitching a full cloud migration project to a mid-sized company: Show how you’ll move systems with minimal disruption.
• When responding to an RFP for cloud services: Present a clear plan, cost estimate, and technical approach.
• When quoting a lift-and-shift migration: Lay out the scope, hosting platform, and cost structure.
• When offering re-architecture or optimization services: Propose cloud-native restructuring with modern tooling.
• When formalizing a migration plan post-discovery: Send a structured proposal after scoping the existing stack.

What to include in a cloud migration proposal

• Client overview: A brief summary of the client’s current infrastructure and migration goals.
• Migration approach: A high-level strategy (e.g. lift-and-shift, re-platforming, re-architecting) with rationale.
• Scope of work: A breakdown of phases such as discovery, planning, migration, validation, and handover.
• Timeline: A clear timeline for each phase, including any scheduled downtime or risk windows.
• Roles and responsibilities: Who’s doing what on both sides, including escalation points.
• Risk management: Key risks, mitigation strategies, and how business continuity will be maintained.
• Pricing: A full breakdown of cost, including optional add-ons like monitoring or support.
• Next steps: A CTA such as booking a technical walkthrough, approving the plan, or reviewing the contract.

How to write an effective cloud migration proposal

• Tailor it to the client’s risk appetite: Some clients want speed, others want zero disruption — show that you’ve understood.
• Be specific about tools and platforms: Don’t just say “we’ll migrate your app” — say to what, with what tools, and how.
• Clarify where responsibilities lie: Be explicit about what the client must provide or approve to stay on schedule.
• Simplify technical language where needed: Make sure non-technical stakeholders can follow your approach.
• Highlight credentials and experience: Briefly note certifications, past clients, or similar projects you’ve handled.
• End with a confident next step: Guide the client into action — whether it’s scheduling, reviewing, or signing.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.