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Consulting Proposal Template

Consultants provide their services in the hope that they will be solving problems that prevent clients from excelling in business. Some consultants have a knack for providing excellent solutions all the time. Others are considered worth avoiding for the simple reason that they cannot do what clients hire them to do. Still, many others end up solving the wrong problems thus incurring the wrath of their clients. The latter group can change this by following the example displayed in consulting proposal template.

The consulting proposal template is the first step towards a contract with a consulting client. Most clients will require that you sent them a proposal before they can think of giving you the job. It is in the consultant proposal that you will jot the working relationship with your client and showcase your understanding of the problem(s) at hand.

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The following are different ways this consultant proposal template doc can help solve clients’ problems.

1. Makes it easy to establish the need for solutions

First, the document helps consultants to establish that a need for solution exists. Obviously, solutions are required whenever problems emerge. Otherwise, the consultant’s help and intervention would not even be necessary. The proposal should highlight the problem clearly. Before rushing to the solution, the proposal should zero in on the heart of the matter. Learn to read the consulting proposal template to learn how it addresses problems specifically. Use this knowledge to write your own proposal while tackling the issue at hand head-on.

Good research on your client’s organization will be key to help you identify the problems that are limiting the success of the business. This is the chance you have to show the client that you have diagnosed the problem and that your heart is in the job. When the client understands the problem it will be easy for them to see the need for a solution.

Remember to state the problem, the desired outcome, and likely beneficiaries. You want to keep it brief - remember quality over quantity. You want to capture the client’s problems in one precise statement. When you explain the problem in detail to the client, it will be easy to convince them of the need for solutions. 

After explaining the problem clearly, your next task is justifying the need for solutions. The proposal should be clear on the steps the consultant will take to resolve the anomaly. Ideally, any solution offered should be in alignment with the client’s known strategies. Get as much detail as possible on the client's budget, timeline, resources, the organization’s expected outcomes and goals. With these details, it would be easy to tailor an implementable solution.

 In solving the problem, the consultant also needs to serve the client’s strategic goals. Goals and objectives are crucial to any client. It’s worth noting that 90% of businesses never execute strategy. Your job doesn't  just end at writing and giving the consultation, but as a good consultant, monitoring the implementation of the solutions you provide is part of the job. This would also be great for your profile as you are able to show how you have helped many clients implement solutions to problems.  Learn how to help clients execute their business strategies using the consulting proposal template.

2. Enables contextualization of the problem

Consultants must never ignore the importance of contextualizing the problem. All past efforts that the organization has undertaken to solve the problem needs a rethink. In some cases, the problem may seem impossible to eliminate because it’s replicated in the entire industry. A one-size-fits-all solution may not work out for your client’s business. It is important then, to write a customized approach for the given organization you are working for. 

Speak with the organization about the approaches it used before to find solutions. Highlight this issue as clearly as possible in the consulting proposal. The better you understand the challenges the clients faced in a bid to find a solution, the better the proposal that you will write. Getting to know their previous strategies will give you ideas on what you should and should not do. Check the consulting proposal template doc for examples that you can learn from and copy.

3. Better penning of problem statement

The best consultants know how to pen the problem statement clearly on the consulting proposal. There is a right way of writing the problem statement down. Again, learn how to do this from the example published in the consulting proposal template. Identifying, understanding and defining the problem are parts of the first step worth taking. This kind of skill is hard to acquire in a class setting. It’s a skill that the best consultants acquire through experience. Defining the problem transforms a consultant’s relationship with clients.

However, what you cannot achieve through experience, you can do through the use of research. Take your time to go through more experience consultant’s works and find out how they went about diagnosis, creating and penning down a problem statement. Take your time to understand the problems before you embark on coming up with a great problem statement. A good place to start is by using previous research, if available, to prepare a problem statement. This may include research from other similar businesses in the same industry. 

To define the problems the client faces, the consultant has to:

  1. Focus on exploring the prevailing circumstances
  2. Focus on explaining the problem to clients clearly
  3. Ask questions and seek answers

A consultant who does not write a problem statement will not find viable solutions. To have a good understanding of the difficulties a business is facing consultants must have one on one communication with the clients. This could be face to face communication, phone call communication or via email. The client who has the most experience with the company's problems is the source of figuring out the problems of the business. This first- hand information coupled up with your research skills should help pen down a working problem statement. 

Consultants should never forget that they are building businesses. They are an important cog without which the wheels of any business they are hired to evaluate might come off. The input they bring in is essential for supporting many aspects of any organization. Their expertise provides the foundation on which the business stands strong like a well constructed building. The solutions consultants provide to any problem-riddled client will remain in place for a long time; hence, must be well thought out, properly researched and highly customized for each business.

Understanding the job description helps you as a consultant to figure out how you are supposed to come in and help your client. You will have to review financial statements, evaluate the businesses’ competition, their practices vs competitors practices, review their goals and objectives among many other roles. It is important to speak to the client about all these but also your independent research is much needed. 

A consulting proposal template is a tool all consultants need for solving client’s problems. The problem statement will be the point of focus for the entire problem-solving team that will be working on the solution. The consultant should keep in mind that it is the problem statement that will be used to validate the solution to the problems that the business has been running through. 

Image credits: proposal-samples.com

4. Focus on your client and not your business

When writing, do not give the client an entire history of your expertise and how long you have been at the job. The best way to win the heart of your client is by ensuring that you show them that you understand their business. Therefore you want to write on the possible diagnosis of the client’s business’ problems and how they may be solved. Show the client that you understand and are able to remove them from their current quagmire to the forecasted future.

5. Create a simple and easy to follow structure

Here is a simple yet effective structure that has been tested and proved to be working for many consultants over the years. 

5.1. Salutations

A formal greeting is very important to open up your proposal. In most cases, it will work out for your advantage. Use your client’s official name while addressing them.

5.2. Qualifications and skills

In a brief statement let the client know why they should hire you. You can impress your client with either your certifications, training, education or by the work experience and success history or both. 

5.3. Summary

A good consulting proposal template should have a summary that discusses the challenges and possible solutions. A good summary should be concise, clear and well researched giving the gist of the whole proposal at a glimpse. You stand a good chance of converting a prospective client by showcasing your understanding of the business and the problem at hand. 

5.4. Goals and objectives

Your proposal should include the results that the organization should expect. These can be put in a list form for easy visualization. Having a working plan will help everyone know what they are working towards. 

5.5. Details of the project

Ensure you have in this section the timeline, budget, and possible implementation strategies. Timelines and milestones should be noted clearly in the consulting proposal template and the factors that may cause delays also included. If you are going to be working with other agencies, it is good to also include it in your proposal. 

5.6. Responsibilities

You want to make everyone in your team know what their role in the project will be. The client and his/her team should know what they will have to bring in to the team. On the other hand, you should make it clear to your prospective clients what they should expect from you. You may choose to include what you will not cover under your scope of practice. This would help eliminate any role confusion for a smooth operation when the project finally kicks off. 

5.7. The terms of engagement

When penning down your proposal the client would want to know all about the expenses they may incur while engaging you. Make sure your terms of service are clear and these may include; working hours, payment methods and any other special requests.  

Remember the client approaches you as a consultant because they are already at a loss on how to go about the issues that are ailing their business. You don’t want to confuse them some more with a lot of information on how to solve the problem. Therefore, having a clear and logical structure that is easy to understand will help increase your chances of converting your prospective client.

Working on your ability to write awesome consultant proposals can just be what you need to convert prospective clients. A good proposal should be concise, clear and straightforward enough for your prospective client. Before setting off to draft  a consultant proposal, ensure that you gather as much information as you can about the project and state it in your consultant proposal template. This you can achieve, as discussed above, through one on one communication with the client, independent research or by using previously done research.

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