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.

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.

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.

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.