Business services proposal
Consulting proposal template
A complete proposal you can send after filling in the brackets. Copy the text or download the PDF, then make it yours.
Make it yours before sending
- Replace every [bracket] with the client's real details. Search for "[" to catch them all.
- Set real prices in the investment tiers, and cut to one option if tiers do not fit the job.
- Rewrite "Understanding your goals" in the client's own words from your call. It is the section they read closest.
- Delete anything that does not apply. A shorter, true proposal beats a longer, generic one.
Consulting proposal
Consulting proposal template
1. Overview
Prepared for [Client Company] by [Your Name], [Date].
Thank you for the opportunity to work with [Client Company]. This proposal outlines the outcome we are aiming for, how I will get you there, and the engagement options, so you can move forward with confidence and a clear return in mind.
2. Understanding your goals
[Client Company] wants to [describe the outcome: fix a bottleneck, enter a new market, improve a metric] and needs an outside expert to shorten the path.
The core challenge is [describe]. Success in this engagement means [specific, measurable result] within [timeframe].
3. Proposed approach
- Phase 1, Diagnose. I review the situation using [interviews, data, a current-state review] and confirm the real problem, not just the symptoms.
- Phase 2, Recommend. I deliver a clear, prioritized set of recommendations with the reasoning and the trade-offs, so decisions are easy to make.
- Phase 3, Plan. We turn recommendations into an actionable roadmap with owners and sequencing.
- Phase 4, Support. [Optional] I support the rollout with regular check-ins and course-corrections.
4. Scope and deliverables
- A current-state assessment of [area]
- A prioritized set of recommendations with rationale
- An action roadmap with owners and sequencing
- A findings presentation to your team
- [Optional] implementation check-ins over [X] weeks
- [Optional] templates and tools relevant to the work
5. What is not included
- Hands-on implementation beyond the agreed support
- Ongoing operational management
- Work outside the defined problem area
6. Timeline
7. Investment
Assessment
[$X]
Diagnose and recommend.
- Current-state assessment
- Prioritized recommendations
- Findings presentation
- One follow-up call
Assessment plus roadmap
[$X]
Add an action plan.
- Everything in Assessment
- Action roadmap
- Owner and sequencing plan
- Two follow-up calls
Advisory retainer
[$X]/mo
Ongoing guidance.
- Everything above
- Monthly strategy sessions
- Async support
- Quarterly review
Prices are placeholders. Set your own before sending.
8. Why work with me
- I confirm the real problem before proposing solutions
- Recommendations are prioritized, so your team knows what to do first
- Clear scope and outcome, so the engagement stays focused
9. Terms
This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.
Advice is provided in good faith based on the information available. You remain responsible for decisions and actions taken. Deliverables become your property on final payment.
10. Next steps
To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.
Accepted by: ______________________________ Date: ____________
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