Revenue-growth opportunities across 3 clients — recommended upgrades, security add-ons, Copilot and backup, with monthly uplift and margin.
| Client | Opportunity | Category | Seats | +/seat | MRR uplift | Margin | Confidence | |
|---|---|---|---|---|---|---|---|---|
| Contoso Ltd | Copilot for Microsoft 365 16 knowledge workers with no Copilot — start a pilot to win the AI conversation before the client shops elsewhere. 🎁 Business Premium + Copilot 25% bundle (ends 30 Jun) | AI & Copilot | 16 | $47.00 | +$752 | 28% | High | |
| Fabrikam Inc | Copilot for Microsoft 365 13 knowledge workers with no Copilot — start a pilot to win the AI conversation before the client shops elsewhere. 🎁 Business Premium + Copilot 25% bundle (ends 30 Jun) | AI & Copilot | 13 | $47.00 | +$611 | 28% | High | |
| Fabrikam Inc | Entra ID P2 (Identity Protection) Secure score is 72% — add risk-based Conditional Access & PIM with Entra ID P2. | Identity | 37 | $13.00 | +$481 | 32% | Medium | |
| Contoso Ltd | Microsoft 365 E5 (security step-up) 20 users on E3 without Defender XDR & Purview — step up to E5 for advanced threat protection & DLP. | Security | 20 | $20.70 | +$414 | 30% | Medium | |
| Northwind Traders | Copilot for Microsoft 365 8 knowledge workers with no Copilot — start a pilot to win the AI conversation before the client shops elsewhere. 🎁 Business Premium + Copilot 25% bundle (ends 30 Jun) | AI & Copilot | 8 | $47.00 | +$376 | 28% | High | |
| Contoso Ltd | Business Premium (from Exchange-only) 14 email-only users could move to full Microsoft 365 Business Premium. | License Upgrade | 14 | $24.30 | +$340 | 35% | Medium | |
| Fabrikam Inc | Business Premium (from Exchange-only) 13 email-only users could move to full Microsoft 365 Business Premium. | License Upgrade | 13 | $24.30 | +$316 | 35% | Medium | |
| Fabrikam Inc | Microsoft 365 E5 (security step-up) 15 users on E3 without Defender XDR & Purview — step up to E5 for advanced threat protection & DLP. | Security | 15 | $20.70 | +$311 | 30% | Medium | |
| Northwind Traders | Business Premium (from Office 365 E1) 12 users on Office 365 E1 lack desktop Office, Defender & Intune — upgrade to Business Premium. | License Upgrade | 12 | $17.90 | +$215 | 35% | High | |
| Contoso Ltd | Wizer Security Awareness Roll out phishing simulation & training to all staff — reduce human risk & meet cyber-insurance requirements. | Awareness Training | 87 | $2.20 | +$191 | 60% | Medium | |
| Northwind Traders | Business Premium (from Exchange-only) 7 email-only users could move to full Microsoft 365 Business Premium. | License Upgrade | 7 | $24.30 | +$170 | 35% | Medium | |
| Northwind Traders | Microsoft 365 E5 (security step-up) 7 users on E3 without Defender XDR & Purview — step up to E5 for advanced threat protection & DLP. | Security | 7 | $20.70 | +$145 | 30% | Medium | |
| Northwind Traders | Wizer Security Awareness Roll out phishing simulation & training to all staff — reduce human risk & meet cyber-insurance requirements. | Awareness Training | 59 | $2.20 | +$130 | 60% | Medium | |
| Contoso Ltd | Business Premium (from Office 365 E1) 7 users on Office 365 E1 lack desktop Office, Defender & Intune — upgrade to Business Premium. | License Upgrade | 7 | $17.90 | +$125 | 35% | High | |
| Fabrikam Inc | Business Premium (from Office 365 E1) 7 users on Office 365 E1 lack desktop Office, Defender & Intune — upgrade to Business Premium. | License Upgrade | 7 | $17.90 | +$125 | 35% | High | |
| Fabrikam Inc | Barracuda Cloud-to-Cloud Backup 25 mailboxes not protected by cloud backup — close the data-loss gap. | Backup & Continuity | 25 | $3.00 | +$75 | 55% | High | |
| Contoso Ltd | Barracuda Cloud-to-Cloud Backup 21 mailboxes not protected by cloud backup — close the data-loss gap. | Backup & Continuity | 21 | $3.00 | +$63 | 55% | High | |
| Northwind Traders | Barracuda Cloud-to-Cloud Backup 19 mailboxes not protected by cloud backup — close the data-loss gap. | Backup & Continuity | 19 | $3.00 | +$57 | 55% | High |
| Client | Opportunities | MRR uplift | Quote |
|---|---|---|---|
| Fabrikam Inc | 6 | +$1,919/mo | Proposal → |
| Contoso Ltd | 6 | +$1,885/mo | Proposal → |
| Northwind Traders | 6 | +$1,093/mo | Proposal → |