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Consulting Proposal Template

Here’s how to use Indy’s Proposal Template to get started:


  • 1. Sign up for a free Indy account
  • 2. Launch Indy’s Proposals tool
  • 3. Edit your proposal template

That’s it! Your new proposal is ready to save, send, and use right away so you can land your next client sooner.

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Consulting Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Thank you for contacting me. I put this proposal together based on our conversations. Here are a few quick observations:

I want to increase the sales closure rate of their salespeople from 8% to the industry standard of 14% within the next three months.

I will meet with the managers and salespeople, and then craft a specific training and growth plan to improve the performance of the sales team.

A new system for tracking leads, conversations, and closures will be implemented to make tracking success easier.

As you continue through this proposal, you will see how my Consulting services can help you meet your goals and your deadlines.

My work enables companies like yours to maximize their profits by boosting their sales closure rates. I’ve been assisting companies with training of sales teams for over 23 years. I bring a lot of sales experience and insider knowledge to the table and am confident I can help you achieve their goals.

Why Indy?

Your work may start with sending a proposal, but it doesn’t end there. Sign up for Indy to manage all your admin in one place.

  • Take the next step in your workflow with contract and invoice templates.
  • Connect your client information to projects, time tracking, invoicing, and messaging, all in one place, for a smoother project workflow.
  • Manage your schedule, to-do's, and get feedback and approval on your work.
  • Find support, build your team, and network with other freelancers by creating an Indy Profile.
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Consulting Proposal Template FAQ

What is a Consulting proposal template?

A proposal template is a document you prepare in advance with reusable blocks of information to help you write proposals faster. When you are ready to write a new proposal, simply customize the old template with relevant and useful info for your client.

Creating an attractive proposal is a great first step towards winning new jobs and taking on exciting projects. Sending a potential client a clear, attractive proposal puts you miles ahead of the competition.

You can invest time and effort into creating a template for your proposals that will make them look professional. Your proposal should include all the necessary information such as business logos, contact info, etc., along with sections to cover topics like previous clients' positive feedback or examples from other projects you've completed.

Creating a proposal template is an easy way to professionalize your documentation. Every new proposal will have the same level of design quality that establishes your brand and makes a great impression on clients you want to win.

How to write a Consulting proposal template?

Writing a great Consulting proposal isn’t difficult. We will show you how to build your own template in just a few easy steps!

First, you need a few things:

  • You’ll be using a document editor. You could use a separate app such as Word, Google Docs, Adobe InDesign, or Pages.
  • Indy's Proposals tool is a great way to create your proposal for clients, as it integrates with client records, job contracts and time tracking.
  • You should also have access to any external files or media you want to include. For example, you will want your logo and pictures of landing pages you have already finished.

Now that you have those things, you can begin writing your Consulting proposal template.

To make a strong proposal template, you can begin by looking at an existing proposal for guidance. If you have previous examples of successful proposals on hand, then start with those and copy or note all the information that can be reused. For example, if your proposal contains customer success stories it would be good to include them in your template as well.

If you don’t have a completed template, then writing a proposal template from scratch using Indy’s proposal template is easy. Simply create a new template and you are ready to start editing.

Here are the basic steps:

  1. In your new proposal template, add your company information and branding.
  2. Review the sections in the template and add or remove sections as you need them.
  3. Add information to each section. Focus on what you can reuse for every client.
  4. Once you have added all the reusable information, save your work.

That’s it! Your new proposal template is finished.

As you are creating a full proposal, test the template by making note of any information that is missing. When done with your proposal, go back to add it to your template.

What should be in a Consulting proposal template?

Consulting is an industry that requires professionalism, creativity, and the ability to present yourself in a positive light. To do this for your potential client, you must have a clear proposal structure with an attractive design.

Here are the elements we think you should include in every Consulting proposal:

  • Beautiful Cover Page. Your proposal should make a big impression on your client. Your cover page should be visually stunning to capture their attention.
  • Service Description. The next section is where you describe what will be done for your client and how it can benefit them. The job scope should be laid out here in clear language, as well as any specific approaches that have been discussed already between the two parties involved.
  • Consulting Process and Milestones. This section of the proposal is where you should try your best to help clients understand what will happen, when it will be finished and exactly which tasks you'll accomplish throughout this journey together.
  • Social Proof. Your client is beginning to trust you. Show them your portfolio section that showcases case studies, customer testimonials and feedback in order for potential clients to see the quality they can expect when working with you.
  • Costs and Pricing. Now is the time to lay out your prices clearly without being pushy about money. By now, you can assume they are considering hiring you so don’t move this section further up in their decision-making process by asking for payment too soon or making it seem like they need to hire immediately.

From here, you can wrap up the proposal template with next steps the customer can take. These can include:

  • A digital signing service for making the approval process happen much faster.
  • A standard contract your client can review. Your contract can reference your proposal to make the client-specific sections relevant.
  • You can also include a payment method here to help your client get started quickly.

Your proposal will show your new customers you are a professional, mean business, and work hard so they can relax. From the first stunning cover page to the last page with payment options, every element is carefully crafted to convince them you are their best choice when it comes time for action.

How Can a Free Consulting Proposal Template Help You Win More Clients?

The secret to winning more clients as a freelancer is to build your client’s confidence in your abilities. Proposal templates helps you do this in a few ways:

  • If you are on the ball, you can chat with a potential client about their work and finish a new proposal for them in 10-20 minutes. Your new proposal won't look rushed or half-done because it already contains so much useful information. Clients will be impressed by your speed and efficiency!
  • An attractive, well-designed proposal template will make you look better because it is efficient and impresses clients. Customizing a template so that it looks good sets you apart from others who send plain emails or unattractive proposals.
  • A proposal template will help you win more clients by freeing up your time. If turning the template into a live proposal takes just fifteen minutes, use that saved time to go find even more potential clients!

Those are three ways your proposal template can help you land more jobs. Get started with one as soon as possible to begin reaping the benefits.

Consulting Proposal Template
FROM
Sender's Name
Sender's Address
Sender's Company
TO
Client's Name
Client's Address
Client's Company

Introduction

Say hello to your potential client. This is a great space to mention how you engaged with the client, what you understand about their plans, and any other information you know about this project. The main goal of your proposal is to make a connection with the client about your Consulting services.

Thank you for contacting me. I put this proposal together based on our conversations. 

Here are a few quick observations:

  • {CLIENT NAME} wants to increase the sales closure rate of their salespeople from 8% to the industry standard of 14% within the next three months.
  • {YOUR NAME} will meet with the managers and salespeople, and then craft a specific training and growth plan to improve the performance of the sales team.
  • A new system for tracking leads, conversations, and closures will be implemented to make tracking success easier.

As you continue through this proposal, you will see how my Consulting services can help you meet your goals and your deadlines.

Why {YOUR NAME} for Consulting services?

Every business needs to show off sometimes. Use this space in your proposal to talk about your past work and competitive advantages. You could include pictures, links, and customer quotes to build up some proof about your skills.

My work enables companies like yours to maximize their profits by boosting their sales closure rates. I’ve been assisting companies with training of sales teams for over 23 years. I bring a lot of sales experience and insider knowledge to the table and am confident I can help {CLIENT NAME} achieve their goals.

Here are some testimonials from previous clients:

  • {YOUR NAME} was great to work with. She saw our problems during the first few days of conversations, made a plan to fix them, and then delivered excellent training to our staff.
  • {YOUR NAME} is a brilliant professional. She quickly gained real insight into our sales difficulties, made a customized plan for each member of the sales team, and then offered tremendous support to each person. Every member of the team smashed their sales targets that year!

My clients value my professionalism, commitment to deadlines, and the results I give them.

Project description

You introduced yourself to the client. Now, it’s time to show them you understand what they need and can deliver it for them. Write a paragraph or two in your proposal about the Consulting services they need and how you can deliver them.

Based on your information, {CLIENT NAME} needs to increase their sales closure rate from 8% to 14%. This is only the first step, but the goal is to bring the sales closure rate up to the industry standard and then make plans for further improvements.

Sales team training is one of the core consulting services I offer. Over the past 23 years, I’ve developed several training systems that can be quickly customized to meet the needs of your sales team. Each system has a few common components:

  • Group and individual conversations to gain insight into the challenges and opportunities facing your sales staff.
  • Specific training plans for every member of your sales staff.
  • Systematic review of sales team management and oversight, including new approaches to helping salespeople make permanent and positive changes in their sales techniques.

Objectives

In this section, you can be even more specific about your Consulting services. Your proposal can include specific targets to be met, software and equipment to be used, and reporting structure can be included. Cost and deadlines will be covered later.

Here is the plan for how my Consulting services will meet your goals. Let me break down the specific targets and how they will be met.

  • I’ll meet with the leadership and sales team to discuss the challenges and opportunities facing your business.
  • Following these meetings, I will create specific plans for each member of your sales team.
  • During the course of the consulting phase of this project, regular training and feedback will be conducted.
  • A new Customer Relationship Management (CRM) system will be implemented to improve the management and growth of the sales team.
  • {YOUR NAME} will prepare a final report highlighting the progress made and the challenges that still remain.

Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at {YOUR EMAIL}.

Deadline and deliverables

You should commit yourself to reasonable deadlines. Be sure to allow plenty of time for the Consulting work to be completed. Specific delivery formats can be highlighted in the proposal if this is relevant to the project.

I am committed to meeting your deadlines and delivering quality Consulting work on schedule. Here are the milestones for this project:

  • The initial period of meetings to gather insights will last up to two weeks. The pace of this phase will be determined by the availability of staff.
  • Following the initial meetings, I will prepare a briefing and plan for approval by management.
  • Once the plan has been approved, the training and development outlined in the plan will be carried out for the remainder of the project.
  • A final report will be prepared two weeks prior to the specified end of the project. Any further actions or changes will be recommended in this report.

My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for {CLIENT NAME}.

Payment terms

Structuring your payments is important for your cash flow and the client’s clarity. List specific payments and dates in your proposal to avoid any confusion. You should also include details about any extra work or extra charges for your Consulting services.

Projects such as this one run for several months before they finish. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:

  • My services are paid on a monthly basis, with each month paid in advance.
  • Upon acceptance of the contract, an invoice will be raised for the first month’s services. 

Electronic invoice will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.

Agreement

Once you agree to this proposal, I will prepare a simple contract for this Consulting project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.


Thank you very much. I look forward to working with {CLIENT NAME}.


Signed _____________________________________________________________

{CLIENT NAME}

Date: ______/______/____________

The Independent Worker

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