A strong, well-written consulting proposal can help your business thrive but a poorly-written proposal can send your qualified lead packing. Let’s face it, this is one document you don’t want to mess up. And for that, not only you need to know how to write a consulting proposal but you also need to learn about what really goes into a winning consulting proposal template.
So how do you create one then? In this post, we are going to address all the important factors of a consulting proposal that can help you close more deals with your prospects in 2021.
How Long Should a Consulting Proposal Be?
While drafting consulting proposals, there is one thing you need to keep in mind that they should be long enough to get to the key points such as who is offering what and how they will overcome the pain point. Simultaneously, they should be concise enough to hold their attention.
However, the length also depends on who is reviewing it.
If your Consulting proposal is being reviewed by one decision-maker with whom you’ve had the discussion before and built a personal relationship then you can keep it short.
Group of decision-makers:
If your consulting proposal is being reviewed by a group of decision-makers and you haven’t got the opportunity to communicate with each and everyone then you must invest a little more time in your proposal and explain each section in detail.
Typical Structure of Your Consulting Proposal
If you’re still finding it challenging to develop a consulting proposal template then here’s a structure for you.
Even though the exact format of the consulting proposal varies depending on the company and the project, the typical sections you should include in your proposal are these:
1. Front Cover
You only get one chance to make a first impression and the cover page of your consulting proposal is your only chance. A cover page of your business proposal template should look neat and should be easy to read. A good cover page typically includes,
- Name of applying organization and logo
- Project title
- Contact Information (personal contact name, address, country, phone, email, website)
- Name of the client you are applying to
2. Executive Summary
The executive summary in your proposal sets the tone for the rest. So ensure you don’t make any common consulting proposal writing mistakes which cost the business tremendously. The best practice of writing an impressive pitch is using your prospective client’s words to them. This means simply describe the problem they are facing. Your executive should include,
- Opening paragraph
- Reason for the pitch
- Showing you understand the problem
- Baseline metrics ( before and after)
3. Statement of Work
This section should include the details about your approach. However, the details should only be about the approach and not about the solution.
- The key here is to give a rough sketch of the method you will use for the execution.
- Include the list of the specific services that are being offered.
- You should be ultra-careful about not going into detail.
4. Implementation Plan/Timeline
You must break down all the key steps and the timeline for your client. Providing an accurate timeline with deliverables allows you to set the client’s expectations early.
- A detailed timeline showing responsibilities
Keep things short and to the point and use a pricing table with a range of options that let your prospect or customer edit the quantities, select the services that best fit their needs, and allow them to customize your solution.
- Standard package (includes all the services mentioned)
- Less expensive package (where a client can choose the services)
- Deluxe package (with extra services)
6. Why Work With Us
You can fill out this section with the expertise you have, the awards you won, the big list of your happy clients.
- Name, faces, and credentials of the people who will be working on the campaign
- Client benefits
7. Case Study/Testimonials
In this section, you can make your clients visualize themselves working with you by telling the past clients success stories with similar issues.
- Project goal
8. Terms of Services
Look and Feel of Your Consulting Proposal Template
Selling and design always go hand in hand.
For example, when you roam around in a supermarket, you usually notice only those products that show some creativity in the design. Just like that only those business proposals dazzles potential clients that shines with the design.
A messy and unattractive consulting proposal can be a real turn-off to your prospective clients. It sends a message that you didn’t care enough to make your proposal look good. So, make sure you include the following elements in your business proposal,
Table of Contents
- It is sometimes overlooked but is still a major part of a proposal design.
- All consulting proposals must include a table of contents as it gives readers a route map to go directly to a particular section.
- Visuals such as maps, graphs, infographics, screenshots, and photos complement your business proposal to another level.
- You can also include the video testimonials of your other happy clients.
Responsive Pricing Table to Up-sell your Business
As the world is embracing digital experience, in all probabilities, you would have used Amazon or eBays of the world to buy things online. How was your experience of adding products to the cart, checking/updating quantities, going for optional add-ons? It is pretty well done, right? How about offering similar experience to your prospects/clients as they choose your products/ services, value-add-ons?
You need to incorporate interactive price tables with a variety of pricing options where customers can modify the quantity, select consulting services that suit their needs. In short, they should be able to create a customized version of your services for them.
An interactive pricing table also allows clients to select additional services and at the end can check the updated pricing in real-time. Unless you use any sophisticated tool you can not create an interactive pricing table in your business proposal.
Interactive pricing experience is not possible with Word or PDF file. You need a proposals software to offer such interactive experience to your client.
Read more about what is a proposal software?.
Electronic Signatures to Close Proposals Faster
You need to keep up with the trend if you want to be successful in the marketing industry. Innovations are meant for
- making certain processes easier
- saving time
- boosting efficiency
And e-signature is one of the digital transformations that you need to implement in your sales proposal process. GO DIGITAL.
- It saves time & money for you and your clients
- The documents eSigned are legally binding and admissible in the court of laws
- It is secure and fast
- The experience of signing proposals online makes your impression as a professional entity
Just make sure you let your prospect know that they can sign the consulting proposal digitally if they want! And with proposal software, you can easily incorporate eSignature in your consulting proposal.
In 2021, submitting a consulting proposal as a PDF will not work for you. It’s time to break the pattern, make a fresh start, and create something exciting.