Consulting proposal templates
A consulting proposal restates the client’s problem, sets out your approach in phases, names the outputs and decisions at each stage, and explains your fees. Start from the template closest to the engagement and write the problem in the client’s own words.
See the templatesStrategy and operations
Business Process Consulting
Process mapping, redesign and rollout.
Brand Strategy and Positioning
Positioning, messaging and brand strategy.
Customer Success Consulting
Onboarding, retention and success processes.
Proposal and Sales Enablement Consulting
Sales process, content and proposal improvement.
Discovery Sprint
A short paid discovery before a larger engagement.
Fractional leadership
Fractional CMO
Part-time marketing leadership.
Fractional CTO
Part-time technical leadership.
Fractional Finance and Bookkeeping
Bookkeeping and finance support.
People and training
Corporate Training and Enablement
Workshops and training programmes.
Recruitment and Talent Search
Search and hiring support.
Cybersecurity Assessment
A security assessment with recommendations.
How to choose and adapt a template
Lead with the client’s problem
Open with the situation and the decision the client needs to make, not your credentials.
Phase the work
Break the engagement into phases with a clear output at the end of each.
Explain the fee basis
Say whether you charge a fixed fee per phase, a monthly retainer or a day rate, and what it includes.
Frequently asked questions
What should a consulting proposal include?
The client’s situation and objectives, your approach in phases, the outputs of each phase, what the client must provide, the timeline, your fees and payment terms, and how to accept.
Should I charge for discovery?
Many consultants run a short paid discovery sprint before quoting a larger engagement. It reduces guesswork for both sides and produces a scope the client has already seen.
Do I need a consulting agreement as well?
A proposal agrees the scope and price; an agreement sets the legal terms. Use the Consulting Agreement from the contract templates and have it reviewed for your jurisdiction.
Start from a template.
Preview any template, then customise it with your client’s details. The trial is free for 14 days.