Consulting Proposal Template

Ready to step up your consulting business? Try out our fully customizable consulting proposal template. With a professional-looking proposal at your fingertips, you can confidently pitch clients and secure new business.
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Consulting Proposal Template
Consulting Proposal Template
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Tiffany Hummer
4825 White Avenue
Friendly Advice
Lawana Keeley
2723 Michigan Avenue
The Fox and Hound
Proposal block placeholder


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

Here are a few quick observations:

  • Lawana Keeley wants to increase the sales closure rate of their salespeople from 8% to the industry standard of 14% within the next three months.
  • Tiffany Hummer 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 Tiffany Hummer for Consulting services?

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 Lawana Keeley achieve their goals.

Here are some testimonials from previous clients:

  • Tiffany Hummer 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.
  • Tiffany Hummer 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

Based on your information, Lawana Keeley 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.


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.
  • Tiffany Hummer 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

Deadline and deliverables

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 Lawana Keeley.

Payment terms

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.


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 Lawana Keeley.


Lawana Keeley

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How it works

Templates make a good starting point, but the key to gaining clients is to stand out from the crowd. Indy’s proposal builder helps you close deals faster by letting you quickly customize proposals to your prospective client’s needs, turning cookie-cutter templates into professional, winning proposals that you can use again and again.
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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.
  • Seal the deal with legally vetted contracts that protect your work, time, and money.
  • Manage your tasks and clients with simple yet powerful to-do lists and boards.
  • Record your time automatically and track which hours have been paid or need to be billed.
  • Get paid fast with invoices and accept multiple payment methods right through Indy.
  • Get a bird’s-eye view of everything due with a personal command center that monitors the status of your proposals, contracts, tasks, and invoices.

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 project 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, project summary, 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 consulting success 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.

Crafting the Perfect Consulting Proposal: A Comprehensive Guide

The world of consulting is full of possibilities, but it all starts with one crucial document: the consulting proposal. This document serves as the first step in the journey of turning potential clients into partners. In this guide, we will help you understand the nuts and bolts of a great consulting proposal and how to write one that is irresistible to prospective clients.

What is a Consulting proposal?

A consulting proposal is an essential document that illustrates the nature, scope, and timeframe of a particular consulting project. It is akin to a salesperson's pitch, highlighting the problem your potential client is encountering and positioning the specific project and you, the consultant, as the ultimate solution.

Consulting proposals are more than just formal paperwork. They signify the commencement of a vital client-consultant relationship. This document transforms your discussions with the prospect into an active working alliance. That's why writing a compelling consulting proposal example is critical.

An effective consulting proposal should encompass:

  • A brief of the problems or issues your prospect is dealing with.
  • A comprehensive description of how you plan to address those issues.
  • An outline of the results you aim to accomplish for their business.

The proposal also entails contractual information, and project details such as consulting fees and conditions.

The Preliminaries: Before Crafting a Sample Consulting Proposal

Creating a good consulting proposal involves a certain degree of groundwork. Understanding your client's needs and objectives is paramount.

1. Establish Communication with Your Client

Creating a compelling consulting proposal begins with a conversation with your prospective client. Endeavor to set up a phone call or, if possible, meet in person. An email may suffice for initial communication, but seeing your face or hearing your voice can enhance trust.

2. Comprehend Their Challenges and Needs

Understanding your potential client's challenges and pain points will empower you to make your proposal more impactful. The details in your proposals should not be generic; they should be customized to each client and their requirements. Don't shy away from scheduling additional phone calls or meetings to gain a deeper understanding of your client and their needs.

3. Emphasize Your Value Proposition

Hiring a consultant is a significant investment, and your client needs to appreciate that they're investing in you because you'll deliver results. Get specific on how you'll deliver value. For instance, you could highlight how you'll enhance a certain metric, mitigate a negative outcome, or generate specific results for their business. Customizing your value proposition to each specific consulting project will make every effort into a winning proposal.

4. Inquire About the Details

A successful proposal mirrors the project scope and details to keep both parties on the same page. Ask about your client's ideal project objective timeline, budget, expectations, and outcomes. These details are crucial for selling a prospective client on your services and giving your client a clear understanding of how exactly you two will collaborate.

How to Write an Unforgettable Consulting Proposal?

Now that you've done your homework, let's dive into the process of crafting an unbeatable, consulting services proposal.

  1. Write an Executive Summary: This section should provide a snapshot of your entire proposal, including the client's problem, your proposed solution, and why you're the best consultant for the job.
  2. Describe Why You're the Best for the Job: Highlight your unique skills, consulting background, and qualifications that make you the ideal consultant for the project. Talk about why you will complete the proposed project better than others.
  3. Specify What the Client Can Expect from the Project: Outline the scope, deliverables, timeline, project milestones, and potential results of the project. This clarity about the entire job will help set the right expectations.
  4. Establish Your Deliverables: Clearly define what you will deliver, when, and how. This transparency will help avoid any misunderstandings later. Being super clear about the project schedule keeps everyone on the same page.
  5. Confirm and Outline the Costs: Be upfront about your fees, payment terms, and any other expenses. Clear communication about costs can help prevent disputes down the line.
  6. Specify Any Other Contract Terms and Conditions: Include other important details, such as confidentiality agreements, liability clauses, or dispute resolution procedures.
  7. Keep the Proposal Concise: While it's important to be thorough, avoid unnecessary jargon or fluff. Stick to the facts and keep your proposal as clear and concise as possible.
  8. Ask for Feedback: Encourage your potential client to provide feedback on your proposal. This step not only shows that you value their opinion, but it can also help you refine your proposal and improve your chances of success.

Writing a winning consulting proposal is an art that requires understanding the client's needs, emphasizing your value proposition, and providing clear, concise information about how you will solve the client's problems. By following the guidance provided in this comprehensive guide to consulting proposal templates, you will be well on your way to crafting proposals that not only win clients but also foster strong, long-lasting partnerships.

Which consulting proposal tools are best?

Indy has several consulting proposal examples you can use as a starting point for your consulting projects. Indy's Proposals tool is easy to use, integrated into your workflow, and provides a great way to keep all your consulting business proposals together.

How many pages should a consulting proposal be?

Many proposals, especially if they have not been requested, are very brief. they may even be as short as 1-2 pages. If you've already met the client company, you can provide a proposal for the entire project instead of a brief overview. This will, of course, be longer.

What does a freelance consultant do?

A freelancer is simply a person who works for businesses as an independent contractor rather than a full time employee. It's possible for freelancers to specialize in several different areas such as marketing, finance and more.

How are freelance consultants paid?

Consultants working as freelance or independent contractors usually offer multiple payment options including hourly payments on projects or retainers. Several clients prefer billing hourly. Similarly others pay for projects and see this as an alternative to padding their time with consultants.

What are ROI based consulting fees?

ROI-based contracts utilize a hybrid fee/incentive structure to link consultants fees to their goals. These agreements may require smaller upfront fees or larger fees later in case it fails.

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