Consulting Proposal Template
FREE PROPOSAL SAMPLE
Consultants! Get Ready to Provide Great Services to Your Clients With This Consulting Proposal Template
Get this ready to use this Business Consulting proposal for free and close your next consulting deal faster. This Business consulting proposal template includes all the elements that’ll make it much harder for the client to say “no”.
We’ve put together all the elements that you’ll need in the template you just have to fill in the blacks and customize it as per you feel right.
Consulting Proposal Template Format
When it comes to creating a consulting proposal, you’ll be able to save a lot of time and energy if you have this master proposal template to lean on.
With this proposal template you have
Spectacular Cover Page
Even the best written proposal will be dead in the water if you fail to make a first impression. This clean, professional and beautifully designed cover page will reflect the best of who you are.
Remarkable Cover Letter
After the cover page this business consulting proposal template opens with a compelling cover letter. This cover letter will have all the elements to showcase you or your company as the ideal solution to their problem right from the captivating opening paragraph, reasons for the pitch, baseline metrics (before & after), goal.
Consulting Project Activities
Following your cover letter, this section will have an outline of your customized consulting solution for your client’s business challenges. This is where you can show them that you’ve done your research by giving all the necessary details about the deliverables.
Timeline For Each Activity
This proposal template will answer questions like “when does the project begin?”, “when does the project end?”, “are there any milestones in between?”. This way with this timeframe section you can build confidence in the client that things are going as planned.
Business Consulting Fees
You can set your figures using our interactive estimate block. The idea behind this interactive pricing table is to give control in their hands. Your client can customize pricing according to branding services and quantity they need.
Case Study
This is where great storytelling really comes into play. Using our pre-organized structure make your client visualize themselves working with you by telling the past clients success stories.
Acceptance and T&C
This section where your contract terms, fine print, and signature live. Please note, we are not legal experts, seek legal expert’s opinions about T&C mentioned in this section before sending a proposal to your clients.
How to Write a Consulting Proposal Template?
We already have an excellent consulting proposal guide that gives you all the guidelines for writing a consulting proposal, right from the common mistakes consultants make when creating a business consulting proposal to preparation before writing a proposal and major components you must include talks about things one should keep in mind. This is an ultimate guide packed with tips to help you create a winning consulting ptoposal proposal and close the deal.
Consulting Proposal
What is a consulting proposal?
When an organization needs assistance in fixing the budget, organizing marketing strategy, or reshaping the company, they ask a potential consultant to write a consulting proposal for the project in hand.
A consulting proposal is a document that outlines how that particular consultant will approach and complete the project. It covers all the areas of the project including the client’s obstacles, consultant strategy, timeline, and a complete budget.
Who writes a consulting proposal?
A business consulting proposal is written by a business consultant who intends to provide a solution to a huge range of business issues.
Life as a consultant is always interesting. There are already so many businesses out there that request proposal from experienced consultants, it is up to each consultant to research the particular business and create a proposal that’ll help the consultant stand out from the crowd and get hired for the job.
In simple words, consultants use a consulting proposal to actually sell himself and his experience and explain why he is the best person for this job as a consultant.
Why should you use a template for your consulting proposal?
More than having some ready language, the consulting proposal template helps you set the
- Clear structure to your proposal that is easy for your prospect to navigate your understanding of the client’s problem, your proposition, approach, capabilities, timeline, showcase other work and quotation,
- The right tone that makes it easy for your prospect to see that you are already involved with him/her to solve the problem
- The right visuals which enable the prospect to subconsciously engage you for the next stage.
What clients usually expect from consultants?
When your prospective client thinks about hiring a consultant for their organization, they have many questions and concepts in their minds, so your consulting proposal must answer all those questions beforehand. Here’s a list of some of those questions,
- Which areas do they do before, cutting costs or raising revenues?
- What is their professional experience before becoming a consultant?
- How many professionals work with them at their firm?
- Will they sign a letter of confidentiality?
- How many clients do they work at one time?
FREQUENTLY ASKED QUESTIONS
FAQ
Is your consulting proposal customizable?
Yes absolutely! All parts of your template are 100% editable and customizable. Open your consulting proposal template in an “editing mode” and customize it to create your own that suits your brand. The text, color, images everything is customizable.
Can clients sign the consulting proposal online?
Absolutely! With the online signature, you can provide a seamless digital experience to your prospects and save everyone from the hassle of printing, signing, scanning, and sending physical copies of your proposals. This will allow you to seal the deal faster.
Does it offer interactive pricing?
Yes, it does have an interactive pricing table, meaning if you want, the client can change the quantity, select/deselect services and s/he can check the final total (again configurable) along with applicable taxes & discounts.
Can I export or save this consulting proposal as PDF?
Sure you can. You and your client can download the proposal PDF for future reference.You can also configure whether to allow your clients to download the PDF or not, before signing & accepting the proposal.
Can I add images, videos in an consulting proposal?
Totally! You can give your consulting proposal an elegant & branded touch by adding images or you can show your best work to your prospects by adding videos.
Does your consulting proposal also include consulting contract?
Yes, we do have a sample proposal content and a sample contract for your use. It comes with a section that includes a consulting contract, terms on services terms, and an online signature. Please note, even though this proposal comes with a consulting contract but we are not legal experts, seek legal expert’s opinions about the T&C mentioned in this section before sending a proposal to your clients.
What are the most common difficulties faced when creating a consulting proposal template?
Here are the challenges you and your sales team faces when developing a consulting proposal template,
Challenge 1: Making requests
Challenge 2: Too many versions of consulting proposals
Challenge 3: No central library
Challenge 4: Review and approval
Challenge 5: No transparency
What are the benefits of consulting proposal template?
4 hidden benefits of a consulting proposal template for the process of proposal creation,
- It saves time
- It increases your chances of winning the deal
- You’d have less burden as you’re well-prepared
- It will promote consistency
What should you avoid when creating a consulting proposal template?
Here are some of the top mistakes you must avoid when creating a consulting proposal template,
- Proceeding with unqualified leads
- Telling your story instead of theirs
- Sending proposals without an overview
- Keeping it all monotonous and not at all dazzling
- Failing to keep it brief
What are the factors you should consider when choosing the right consulting proposal template?
Here are the things that you need to tick off before you create or select a consulting proposal template and enjoy its benefits,
- Tone
- Looks
- Structure
- Design
- Color
CONSULTING PROPOSAL DOCUMENT PREVIEW
Cover Letter
Dear Client,
{my_company} is pleased to provide {Client_Name} with the following consulting proposal. I’m glad that we had the opportunity to discuss so that my team I could get a clear understanding of your business goals.
We can provide the expertise and an objective eye to help guide your business. Our consultants specializing in different areas will guide you through,
- Your strategy and management
- Business operations
- Finances and funding opportunities
- IT and sales & marketing
This consulting proposal outlines the scope of services we offer. Feel free to contact us if you have any queries. We look forward to welcoming you.
Sincerely
{user_name} ,{email-id}
{company_name}
Scope of Services
Our business consulting services will include,
- Strategy consulting: Our strategic consultants will help you with higher-level decision making in your business
- Finance management: We’ll identify cost-cuttings to improve {client_company}’s profit. To set you on the right path we’ll help you with budgeting, planning, and forecasting.
- Operations consulting: We’ll use data and research to assist {client_company} with streamlining its activities.
- Risk Management: It’s important to identify, classify, and assess the risks in order to avoid them. Our consultants will help secure the future of the company with our risk management service.
Timeline
| Task | Months |
| Discovery phase | 2-3 |
| Analysis of the current phase and setting the goals | 3-4 |
| Building a customizable solution | 2-3 |
| Implementing the solution and managing it | 12 |
Terms of Services
Payment
{Client_company} agrees to make initial payment at the time this contract is signed in order for {sender_company} to undertake the work mentioned in the proposal. Once the {client_company} makes the initial payment, the new contract will be constructed with a definite timeline for execution and specific terms of payments.
Warranty
{Sender_comapny} guarantees that the work will be done in a respectful way and that all the work carried out under this agreement will be original work of {sender_company}. {client_company} will not face any copyright issue.
Termination
If {sender_company} or{client_company} choose to terminate the contract, {sender_company} reserves the right to obtain payment for the services that have been provided.
Agreement
Once you feel confident about everything and are ready to move forward, please click on the “sign here” button. Once we receive notification about your acceptance we will contact you to discuss further steps.
Advantages of Proposal Templates
Make The Best First Impression: Hook Them Up
When your client receives your proposal, they would want to open it right away. Use this free proposal template to get the reactions like, “Wow”, “Cool”, “These guys are impressive”
Ready to Use Templates : Save Time
Get your proposal in front of your prospects quickly so that you don’t lose the next business. Pick this ready to use polished proposal template and outrank your competitors. No more struggling with proposal pieces.
100% Customizable: Make It Your Thing
These templates are 100% editable and customizable. Pick your free proposal template and customize it to suit your brand. The sections, text, color, images everything can be changed.
Clean Structure: Easy Navigation
With clean structure in your proposal, you can make it super easy for your clients to uncover, understand your proposal better. Clear structure helps your clients to set their expectations, right from the beginning.
Interactive Quotation / Pricing
This proposal template has interactive quotation; meaning if you want, client can change quantity, select/deselect services and s/he can check final total (again configurable) along with applicable taxes & discounts
Export and Save as PDF
Would you ever need proposals in Microsoft Word format? I doubt. With online editor, tracking for proposal, you are better off with Fresh Proposals software. You can also save proposals as PDF files.
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100 % Customizable Template
Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.
Show Your Best Work
Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better
Interactive Quote
One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.
Drag-n-Drop Content Editor
You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.
Track Prospect Insights
Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.
Online Signature, Acceptance
Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.
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