Consulting Proposal - Word, PDF

Benefits of using a consulting proposal template

Our consulting proposal template helps you:

• Save time: While each proposal you send must be unique, you’ll frequently address many of the same points for each client. A consulting proposal template doc helps you cut the time spent on each proposal so you can focus on other needle-moving tasks for your business.
• Reduce paperwork: Instead of creating a new proposal each time, you can work with a template and populate it with client-specific details.  
• Communicate clearly: A template helps you give prospects a comprehensive view of every part of your proposal. Plus, having a consistent format ensures you don’t forget to add key details like schedules or objectives.

How to fill our consulting proposal template doc

Our consulting proposal template for Word is broken down into eight sections. Here’s what you should include in each one of them:

• Introduction: Introduce your brand and highlight the services you plan to provide.
• Objectives: List out the goals of your consulting proposal in great detail, including the metrics you’ll use to measure success.
• Approach: Describe how you plan to achieve the objectives and, if relevant, a list of deliverables.
• Schedule of Project Activities: Outline the tasks you or your team will perform, who will be responsible for them, when they will be completed, and the deliverables attached to them.
• The Team: Introduce yourself and your team members. Make sure to note their role and the impact they’ll have on the project.
• Your Investment: Break down how much your services will cost.
• Signatures: Add a space or page for customers to sign their agreement.
• Appendices: Include any important details. For example, contracts or terms and conditions.

Tips to make the most out of your consulting proposal template

To make the most out of your template, follow these tips:

• Communicate first: Start by getting acquainted with your prospect’s pain points. Understanding your potential client will help you craft a more convincing proposal.
• Focus on the client: While you want to play up how you can help, remember you’re trying to solve their problem. Moreover, if your business targets different segments (e.g., small and large businesses), consider using our template to prepare a proposal for each one. That way, prospects in each segment will feel like the proposal is truly made for them.
• Include details in addition to the big picture: Assure clients you know how to help them reach their goals by including measurable, attainable steps to reach them.
• Review frequently: While filling out each section in your template, review the content to ensure everything is clear and accurate — especially when discussing legally binding elements like contract terms and conditions.