One of the services an MSP might offer to win new customers is a cost assessment. Getting in front of a customer and presenting information and guidance on things the customer might be struggling with can help your MSP to seem knowledgeable and confident in providing the service where the customer will feel comfortable that their money is being looked after.
Below are some ideas on how you may position this.
As a Turbo360 customer / partner there are a number of ways we can help you to provide this cost assessment capability in an efficient and timely manner.
1. Positioning the Offer
Emphasize value without commitment: “We’ll show you where you can save — no strings attached.”
Stress credibility and expertise: “We use proven FinOps methods and Microsoft best practices.”
Make it customer-centric: “This isn’t a generic report — it’s specific to your environment.”
2. Messaging to a Sales Lead (Email / Call Script)
Subject line (email):
💸 “Free Azure Cost Assessment – See where you can cut 15–40% of waste”
Body (email / call script):
Hi [First Name],
Many Azure customers tell us the same thing — their bill is higher than expected, and they don’t always feel confident someone is actively looking after their spend.
To help, we’re offering a free Azure Cost Assessment. Here’s what’s included:
🔎 A review of your current Azure environment
📊 Identification of inefficiencies (e.g. over-provisioned or unused resources)
💡 Specific recommendations for cost savings (reservations, automation, right-sizing)
👥 A playback session where we share findings and outline potential savings
There’s no cost and no obligation — just a chance to see how much you could be saving (most customers see 25–40% of wasted spend).
Would you be open to scheduling your free assessment session next week?
Best regards,
[Your Name]
[Your Company]
3. How to Present in the Playback Session
Keep it visual (charts of current vs. optimized costs).
Show “quick wins” they could realize immediately.
Highlight future ongoing savings with your service.
End with a simple choice:
👉 “You can implement these one-off savings yourself, or we can continue to manage this for you as part of our FinOps service — ensuring costs are optimized every month.”
4. Elevator Pitch for Prospecting Calls
“We’re offering a free Azure Cost Assessment — we’ll review your environment, identify wasted spend, and then sit down with you to walk through specific cost-saving recommendations. Most organizations find 15–40% of their cloud spend could be optimized. The goal is to show you the kind of results we deliver for customers — and if you like what you see, we can continue managing this for you as part of our service. Would you be interested in booking one?”
✅ This way, you position the free assessment as:
A valuable diagnostic (not a sales pitch).
A demonstration of expertise.
A risk-free “try before you buy” path to your FinOps service.
Email Sequencing to Promote your Cost Assessment Offer
Below is an example of an outreach campaign you might use to connect with customers who might want to take up your cost assessment offer.
Email 1 – Initial Outreach
Subject: Free Azure Cost Assessment – cut wasted spend
Hi [First Name],
Many organizations are frustrated that their Azure bill is higher than it should be. We hear the same pain points again and again:
❌ Unused or oversized resources still running
❌ Unpredictable bills with cost spikes
❌ No clear visibility between IT & Finance
To help, we’re offering a Free Azure Cost Assessment.
👉 We’ll review your environment, identify waste, and provide specific recommendations you can act on straight away.
Most customers uncover 25–40% in wasted spend during the first review.
Would you be open to a quick call to set this up?
Best regards,
[Your Name]
Email 2 – Reminder & Social Proof (3–5 days later)
Subject: [First Name], still interested in reducing your Azure bill?
Hi [First Name],
Just checking in — did you see my note about the Free Azure Cost Assessment we’re offering?
This isn’t a generic report. We’ll look at your actual environment and come back with:
📊 A clear breakdown of your current state
💡 Specific cost-saving recommendations
⚡ Quick wins that reduce spend immediately
For example, one customer saved £18,000 a year by right-sizing a handful of VMs we flagged in the first session.
Would you like to schedule your assessment next week?
Best,
[Your Name]
Email 3 – Urgency & Call-to-Action (5–7 days later)
Subject: Last chance: Free Azure Cost Assessment this month
Hi [First Name],
We’re wrapping up this month’s round of Free Azure Cost Assessments, and I’d love to include your organization.
No cost. No obligation. Just a chance to see how much of your Azure bill could be optimized.
Most companies discover 15–40% of wasted spend they can cut straight away.
👉 If you’d like to book your session, let me know this week and I’ll secure a slot.
Thanks,
[Your Name]
Pro Tips for Execution
Channel mix: Follow emails with LinkedIn connection requests and a short DM referencing the assessment.
CTA simplicity: Always end with a yes/no question — “Would you like to schedule?” makes it easy to reply.
Timing: Space touches 3–5 business days apart to stay present but not spammy.