Contact us

MSP backup revenue playbook

Build a Managed Backup Service You Can Sell and Deliver

Get practical tools to package Microsoft 365, endpoint and server backup services, plan delivery costs and prepare the client conversation.
  • Service package worksheets across three workload paths
  • A margin planning model built on your own delivery costs
  • Discovery questions and client conversation templates
  • A repeatable delivery workflow and 30-day launch plan
Get the MSP Backup Revenue Playbook
A practical playbook for MSP owners, service leaders, vCIOs and Microsoft practice teams.

Clients need more than a backup product. They need a recovery service.

Backup can become a practical attach service when the offer makes three things clear: which workloads are protected, what recovery support is included, and how the MSP will keep the plan current. This playbook helps you turn those decisions into a repeatable service your sales and delivery teams can use.

Build once, deliver repeatably

What the playbook helps you build

01

A workload-led service menu

Match Microsoft 365, endpoint and server backup to the data each client depends on.
02

Clear package boundaries

Define coverage, monitoring, restore support, review cadence and client responsibilities.
03

A margin planning model

Account for product, storage, onboarding and service delivery costs before setting a client price.
04

A repeatable delivery workflow

Account for product, storage, onboarding and service delivery costs before setting a client price.
05

A practical go-to-market plan

Use discovery questions, proposal language, QBR prompts and a 30-day launch checklist.

Three backup workload paths

Service package worksheets

Margin planning model

30-day launch plan

Service package preview

Package recovery around the workloads each client needs

Use these examples as a starting point, then adjust coverage, service levels and pricing to your own clients and delivery model.

Foundation

Microsoft 365 recovery essentials

  • Exchange, SharePoint, OneDrive and Teams coverage
  • Backup status monitoring and exception alerts
  • Defined restore request process
Most common

Workforce and workload bundle

  • Microsoft 365 plus endpoint device coverage
  • Scheduled recovery test and review cadence
  • Included restore requests in the recurring fee
Business-critical

Full workload recovery service

  • Microsoft 365, endpoint and server coverage
  • Authorized escalation path and support window
  • Quarterly review with coverage and risk changes

Illustrative MSP service packages. Not official OpenText product bundles, SKUs, pricing tiers or guaranteed margin models.

Backup coverage across client data

Build services around Microsoft 365, endpoints and servers

Use the OpenText backup portfolio to align protection and recovery with the client workloads that matter most. Start with the business outcome, then select the product path that supports it.

Microsoft 365 backup

Automated backup for Exchange, SharePoint, OneDrive, Teams and Groups, with granular, point-in-time and non-destructive recovery options.

Endpoint backup

Policy-based backup for Windows and macOS devices, with centralized management, flexible storage and remote restore.

Server backup

Changed-data backup after the initial seed, encryption in transit and at rest, and recovery of files, folders, volumes or entire servers.

Built for MSP operations

Simplify the partner operations around your cybersecurity services

Use the OpenText backup portfolio to align protection and recovery with the client workloads that matter most. Start with the business outcome, then select the product path that supports it.
Explore OpenText Secure Cloud

MSP proof

Expand the client conversation beyond a single point product

Use these examples as a starting point, then adjust coverage, service levels and pricing to your own clients and delivery model.

OpenText partners use a broad cybersecurity portfolio to cross-sell services, streamline operations and support client growth.

See how an MSP expanded its services with ARS Technology — growth reflects the broader managed-services business, not backup alone.

See how an MSP expanded its services
20%
year-over-year services revenue growth

Built for MSP operations

Build a backup service your team can sell and deliver

Get the worksheets, package examples and launch steps to shape a repeatable backup and recovery service for your clients.

  • Practical worksheets, no pricing commitment
  • Use the model with your own service costs
  • Fits Microsoft 365, endpoint and server workloads

Ready to put the plan into action?

Review your backup service opportunity with an OpenText partner specialist

Use these examples as a starting point, then adjust coverage, service levels and pricing to your own clients and delivery model.

Book a partner growth session →

FAQs

Who is the playbook for?
No. It is a planning estimate based on the assumptions entered. Actual losses vary and some cost categories may overlap.
RTO is the time the business can tolerate before operations resume. RPO is the maximum acceptable age of the recovery point and indicates potential data exposure.
It includes a margin planning worksheet and cost model. It does not prescribe a universal client price or promise a specific margin.
Secure Cloud supports MSP operations around supported cybersecurity products, including account management, license provisioning, billing and customizable bundles. Server Backup – Public Cloud is integrated into Secure Cloud and the existing management console.
Yes. Use client-approved inputs, keep the estimate disclaimer visible, and validate the technical assumptions before using the result in a proposal.

Turn backup into a service clients can understand and your team can repeat

Start with the playbook, define the client outcome and build the delivery model around the workloads your clients rely on.

Build your backup service
Book a partner growth session

Book a partner growth session