Free Consulting Proposal Template

Fully editable with custom branding and templated offering.

Free Consulting Proposal Template

Fully editable with custom branding and templated offering.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Consulting Proposal Template

Fully editable with custom branding and templated offering.

Free Consulting Proposal Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents
Consulting Proposal PPT
Use this consulting proposal now for free

What is a Consulting Proposal?

After speaking with a prospective client about their project needs, a consultant should follow up with a detailed consulting proposal. The proposal document outlines the entire project, details the proposed solution and is the first step of the sales process for winning new business. A great consulting proposal should do the following:

  • Provide the project scope
  • Explain all deliverables and expected outcomes 
  • Detail the project schedule
  • Itemize consulting fees 
  • Spell out the terms and conditions for the working arrangement

An effective consulting proposal details your consulting services for prospective clients in such as way as to give them confidence that you are the best choice for their specific project. Along with providing a quote for your services, consulting proposals are persuasive documents that win new clients for your consulting firm.

To download a free consulting proposal template that you can start customizing for your project, sign up to Bonsai for free now!

Why Consulting Proposals Win More Clients

Writing a consulting proposal takes time, and time is money. Writing them isn’t the most fun you could be having either. However, they are a necessary part of the process for turning prospective clients into new business. Your consulting proposals won’t always win, and they shouldn’t always be written. There are a few hurdles that need to be cleared first to give your winning proposal the best chance of being accepted.

Qualify Prospective Clients

A formal proposal for your consulting services is only going to be worth your time and effort if you have a clear understanding of exactly what the potential client needs. If you can answer the following, it’s a good indicator your prospect is ready for your proposal.

  • How does the client describe their problem?
  • What are the likely outcomes of their problem going unsolved?
  • What will it cost their business?
  • What have they already tried to fix the issue?
  • Who is involved?

When you can answer all of these, you have the indications and information you need to add value for the client with your proposal.

Verbal Agreement

Before you pull out any consulting proposal templates, it’s best to get a verbal agreement from the potential client that this is what they really want. One way to do this is by digging into the problem that you can solve and getting to know their pain points better.

Chat with them about what your consulting business could do for them, the kinds of challenges you might face and let them know what it’s like to work with you. This builds a firm foundation for the business relationship and gives them a feeling for what you might be able to achieve together. When they can imagine working with you, it’s time to move ahead with a proposal.

A consulting proposal wins clients because it helps you bring all of this work qualifying and building relationships to a head. It provides a destination for the discussions you’ve been having and focuses yours and the client’s intent for solving their problem with your specific project plan.

What to Include in the Consulting Proposal

Although freelance management consulting is a growing industry, consultants can find it difficult to clinch a deal and sign a client for a specific consulting project. A clear project scope embodied within a consulting proposal can move a potential client toward agreeing the project. Great consulting proposals help you win work and create a schedule you can follow once you get started.

Winning consulting proposals always show potential clients you have a clear understanding of their needs while highlighting your strengths throughout. This is done over a number clearly defined sections, starting with the executive summary.

Executive Summary

After your cover page comes the executive summary. Here you need to provide a brief overview of the client’s problem and their desired outcome. Explain how you plan to resolve their problem and the methods you will use to do so. Identify the risks associated and how these will be mitigated and finish up with a brief summary of your recommendation for their business plan.

This section of the proposal needs to be succinct and brief, communicating the key points with enough information for the client to get a good grasp of the direction your consulting proposal will take. If relevant, include key statistics and be specific about what is needed for the desired outcome to be possible.

This is also where you need to state your value proposition - what you’re bringing to the table and why the client will benefit from it. You should state this clearly and as simply as possible. It needs to fit snuggly with the client’s problem and your proposed solution.

Project Outline and Scope

Now it’s time to get into more detail about the project. Be specific - if your consulting services are in the area of creating business growth or marketing strategies, you’ll need to outline what it will and won’t cover. If your consulting business develops business intelligence and analytics include the major and minor details about how you’ll go about this.

The more detailed you can be with your consulting proposal, the less room there is for misunderstandings and the greater level of expertise you’ll display to the prospective client. A winning consulting proposal builds trust while showcasing your strengths and capabilities. If you are taking the time to create proposals for your prospective clients, more detail also helps you stay on track once the work has begun.

Project Deliverables and Expected Outcomes

What can the client expect to get from the project? This should be a combination of tangible outcomes, like a report, process map, or performance recommendations along with the intangible benefits such as confidence in their new direction, deeper understanding of their market forces and trends or clarity for increasing production and revenue.

Schedule for Work and Key Milestones

Building a schedule as part of your consulting proposal puts you ahead when you begin working on a project. The clear outline of what will happen and when also guides the working relationship and provides structure for payments and milestones throughout the project. People like to know what to expect, so building a schedule into your proposal also adds to value for your client.

Pricing Structure and Terms and Conditions

What you charge and your pricing structure in terms of when and how the client will be invoiced for your work are just as important for your consulting proposal as the outline of the solution you are selling. Deposits to get started on the project and installments or your invoicing cadence should be clarified.

A good consulting proposal also outlines the basic terms and conditions for the project. This can include where you will work, the hours they can expect to reach you, confidentiality clauses, termination of services, ownership of intellectual property and any other relevant terms that impact how you work and clarify this for the potential client.


The final, and arguably most important section, is the part where the client signs their agreement for all of the above. It may be that your consulting proposal needs further negotiating and sections are changed before agreement can be reached. This is perfectly normal and negotiating terms is simply part of the proposal process.

Knowing what you are prepared to negotiate on can help to move the project proposal forward faster. It’s a good idea to keep this in the back of your mind when you create proposals. Once the prospective client signs the proposal, it can become a supporting document for the consulting agreement to create a detailed contract.

How to Write a Consulting Proposal

Each project that you pitch for will have different details. However, large parts of your consulting proposal will remain the same, so it’s helpful to create a copy of a winning proposal and strip out the customised elements to create your own consulting proposal template. This can be used time and again to write consulting proposals faster and with more confidence.

When it comes to actually sitting down to write your consulting proposal, there is no need to start at the very beginning and work your way through in order. In fact, it is often easier to begin with the project outline and scope as this informs nearly every other element of your business proposal.

Show a Clear Understanding of the Client’s Issues

No matter what type of consulting you offer - from project management to process optimization and transformation and on to growth strategies - your project summary must show you understand the potential client’s problem inside and out. This is the only way you can be sure your consulting proposal answers their needs adequately.

Cover All Aspects of the Project

There’s a lot to remember when writing a consulting proposal, noting down all of the elements you need to cover and ticking them off as you address them is a great way to make sure nothing is forgotten. A consulting proposal template ensures everything is laid out in the right order, the following checklist will make sure nothing is left to chance.

  • Contact information for you and the prospective client
  • Introduction
  • Overview and project scope
  • Objectives and deliverables
  • Experience and credentials
  • Pricing
  • Terms and Conditions
  • Recommendations
  • Agreement

Highlight your strengths

Never forget that your proposal should be selling your services to the client. Highlight your strengths and talk about your successes with similar projects. Include customer testimonials or add visual interest with icons that highlight key stats and help them stand out in the client’s mind. Be memorable and back up your claims with hard figures wherever you can.

Proof and Send

Before you submit proposals, you should leave them for at least half a day and then proof them. Check carefully for mistakes and typos. Winning proposals are mistake free - no matter how great your skills and credentials are, you won’t appear professional if you have spelling and grammar errors throughout.

Finally, send the proposal and let the client know you will be available to answer any questions they may have about it. Be open to negotiating parts of the proposal. Intangible services like consulting often take a little back and too before a business relationship can be confirmed with a signed agreement. Once the proposal is signed, quickly follow up with a customised consulting agreement template so work can begin.

Creating a Consulting proposal is simple with Bonsai

Consulting proposals can take a long time to write and there is a lot riding on them. It’s not just a matter of winning new clients, there’s also your consulting business reputation to consider and the way your consulting services are presented. Even when using a sample consulting proposal, it can be too easy to leave out essential elements for your business proposal and lose out to a larger consulting firm.

Sign up with Bonsai to download a free consulting proposal template that can be instantly customized for any project!

Working with a consulting proposal template gives you the assurance that your consulting services, skills and credentials will be presented in the best possible light. A proposal template will help you write a consulting proposal faster and with more confidence - even if you’ve written consulting proposals before.

Consulting proposal FAQs

Are consulting services taxable?

When sales tax was first introduced in the United States in the 30s, it was only applied to tangible personal property. However, a lot has changed since the 30s and much of America’s economy is now service-based. Tax laws have changed accordingly and each of the fifty states have their own laws on how services are taxed.

Generally speaking, consulting services are regarded as either a business or a professional service (depending on the nature of the consultancy work). Consulting services attract varying levels of sales tax, depending on the sate they are delivered in and which category they fall into.

What consulting services are in demand?

Consulting is a broad term that covers many types of expertise and advice. The top five most in demand management consulting services are:

  1. Risk and Compliance
  2. Operations Management
  3. Financial
  4. Strategy Management
  5. Human Resources

How does consulting work?

Consultants work with clients to solve specific business challenges. Often, specific teams are brought together for consulting projects with a focus on a particular area - strategy and technology implementations being two of the most in demand areas for business consultants. 

Before a project can begin, a project summary is agreed along with the desired outcomes and deliverables. A proposal created for a consultancy project gives the team of professionals guidance and clarity on their work.

Frequently Asked Questions
Questions about this template.

How do you write a simple consulting proposal?

Sign up with Bonsai and customize one of our free templates. Our pre-made consulting template can help you send professional looking proposals in no time. Just personalize the bid according to your business and send it off.

How do I propose as a consultant?

On a document, include your contact info, intro, project objectives, deliverables, background, project terms, conditions. and cost. You could also edit one of Bonsai's pre-made templates to quickly send a bid to a potential new client.

hat is the purpose of a consulting proposal?

You'll give your clients a breakdown of the problem, how you'll solve it and the cost/ delivery details. A company would frequently request a lot of bids from a lot of experts to gather a lot of suggestions.