Free Consultant Proposal Template

Fully editable with custom branding and templated offering.

Free Consultant 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 Consultant Proposal Template

Fully editable with custom branding and templated offering.

Free Consultant Proposal Template

Fully editable with custom branding and templated offering.

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

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business owners

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

What is a Consulting Proposal?

A consulting proposal acts as a sales pitch to a prospect. It outlines project scope, outline, deliverables, and payment terms

Simply put, a consultancy proposal helps you set expectations by defining clear goals and means to achieve them. It also presents an opportunity for you to communicate your knowledge and expertise. 

As you create this consulting proposal template, you want to include:

  • Summary: of problems that the prospective client wants to solve
  • Solution: to show how you’ll solve these problems
  • Results: that you’ll achieve to meet the project goals
  • Contractual information: to specify project fees and other terms

The Fundamental Elements of a Consulting Proposal Example

Adding the right sections is key to converting prospects into clients. Consider using a logical structure to present information while engaging prospects with high-quality images and personable copy. 

Here are a couple of important sections to consider adding to the sample project proposal letter for consulting services:

Cover page

This is the first page of your consulting proposal. Use this space to explain why you and your team are best suited to solve the client’s problem. 

Keep the content on this page interesting to compel the client to dive into the rest of the proposal. Consider including these elements to create a lasting impression:

  • Personalized offer: to outline how your unique approach solves the problem
  • Relevant references: to mention your previous experience with similar projects
  • Visuals: consider adding visually attractive callout boxes to emphasize important points 

Executive summary

An executive project summary condenses your consultancy proposal into a briefer format. It introduces your project plan to clients and takes them through important pointers. While there’s no set length for the executive summary, keep this as concise as possible. 

Consider highlighting relevant points related to potential challenges and the proposed solution. This helps clients gauge your understanding and ability to handle the project right from the get-go.

Company overview

This section of the proposal lays out the key company information, including services, strengths, portfolio, and target market. Use this section to inform clients about your company’s history and track record. Here’s an idea of what to include:

  • Mission: to define your goals, values, and culture
  • History: to briefly recount how your consulting business has grown
  • Services: to mention the range of your consulting offerings
  • Strengths: to specify your consulting specializations
  • Experience: of working with similar clients 

Team members

If you work with a group of consultants, this is the place to showcase team roles, biographies, and individual expertise. Consider giving clients an overview of:

  • Name and photo: so that they know who’s who
  • Team roles: to clarify who works on what
  • Brief biography: to mention the professional history of team members
  • Expertise: to showcase the diverse skill set of your team

If you work alone as a consultant, use this space to explain how your skills, work experience, and professional history make you the perfect fit for this job. 

five women working in an office


A portfolio shows instead of tells and acts as a testament to your skills. That’s why it’s super important to include one in your proposal template to showcase your previous project experience. Here’s what you can include in this section:

  • Previous projects: completed for clients in similar industries
  • Results: of these projects 
  • Case studies: to show the impact of these projects
  • Testimonials: from previous clients to show your credibility
  • Awards: that vouch for your consulting abilities

Project scope

Project scope is the foundation of your relationship with the client. It defines project activities, specific tasks, deliverables, and timelines

Use this section to break your project visions into concrete details. Here’s an idea of what to include:

  • Project purpose: to mention the strategic goals of the project
  • Deliverables: to list tasks that you will be performing and what the client can expect to be updated on
  • Performance: to outline key performance indicators for measuring project success
  • Project timeline: to establish the project duration and milestones

Having a well-defined and comprehensive project scope limits the chance of scope creep and provides a detailed view of what’s required. 

Project schedule

This is where you’ll outline the expected timeline of the project. This enables prospective clients to consider how this fits into their desired timeline. 

Avoid being too specific at this point–you can save that for the consulting contract. A good consulting proposal gives accurate information and avoids setting unrealistic expectations. Making promises you can’t keep only leads to disappointment further down the line. 

Give an overview of the entire project, and provide your potential client with enough information to make their decision. A good idea here is to avoid specific dates and instead opt for date windows.

Consulting process

A methodical consulting process helps ensure you and the clients are on the same page. This process breaks down the entire consulting process into manageable elements. 

Here’s what you can include in this section:

  • Industry discovery: for diving deep into client’s problems
  • Problem statement: for understanding problems
  • Data collection: for collecting data to validate key problems
  • Solution framing: for moving forward with issues you identify
  • Key findings: for sharing data analysis and insights
  • Feedback: for sharing recommendations based on data analysis
  • Support: for helping clients implement new systems

Fees and finances

This is where you talk about proposed consulting fees. Consultants usually charge a flat hourly rate or a fixed project fee. Try to understand prospective clients’ preferences during the initial conversation, and construct this section of your proposal template in accordance with your desired fee structure. 

Use this space to add details on:

  • Payment methods: that you accept and clients are comfortable with
  • Payment milestones: to ensure everyone is on the same page about the payment timeline
  • Payment terms: to outline payment terms and conditions, and consequences of not meeting them
  • Acceptance: so that both parties know the next steps to enter  into a contractual agreement

Here you can also include information on what happens in the case of failure to pay. Of course, you don’t want this to happen, but you need to be prepared in the case that it does.

Bonsai top tip: Find out what taxes on consulting fees you need to consider when drafting your fee schedule.

two men having a conversation while working

How to Write an Effective Individual Consultant Proposal

A highly effective consulting proposal increases your chance of winning consulting projects. Knowing what to include is great but you also need to learn how to put it all together. 

Find out what the client wants

Whether you are a seasoned consultant or just starting out, you are competing against some big players. The only way to win consulting projects is to have a solid understanding of clients’ needs and the skills necessary for meeting these needs. 

Consider organizing a one-on-one call or virtual meeting with your client before putting it all together using a consultancy proposal pdf template or individual consultant proposal sample. 

Use these meetings to discover more about:

  • Industry: so that you can learn industry-specific requirements in depth
  • Challenges: that they are facing
  • Benefits: that the clients seek to achieve with this project
  • Technologies: that you’ll be using to deliver the project
  • Project timeline: so that you can create a project roadmap accordingly 

Highlight what sets you apart

A project consultant utilizes resources efficiently, manages budgets, and executes strategies. This means you must excel at all these qualities and show that you’re a perfect fit for the job. 

That’s why it’s necessary to show you can deliver results within the budget. 

Use this section to highlight the value of money for your consulting services. Also, consider talking about how your previous work experience and specialization align with the job at hand. 

Include a CTA

A CTA tells clients what to do next. Mention whether you want clients to sign the consulting proposal or get on an exploratory call—that'll give them an idea of the next step in the process. 

Creating a Consultancy Proposal is Simple with Bonsai 

If you’re finding it difficult to create a consultancy proposal, Bonsai’s got you covered. Create dazzling consulting proposals and more using the thousands of ready-to-use and customizable templates available on Bonsai. 

Here’s how to get started with consulting proposal templates and more:

  1. Sign up for free to Bonsai
  2. Select a sample consulting proposal template
  3. Edit and customize your proposal 

You can create a consultancy proposal, send it to clients for signing, and manage it throughout the proposal lifecycle without ever leaving the Bonsai platform. 

Consulting Proposal FAQs 

What is a consulting proposal?

A consulting proposal is a sales pitch document aimed at persuading the client to opt for a consultant’s services. It outlines project scope, key project details, deliverables, payment terms, and other conditions.

A consultant sends a consulting proposal after talking to the client about job requirements. You can choose to create one from scratch, or you can use a consulting proposal template.

How do you write a consulting proposal?

Here are the steps to writing a consulting proposal:

  1. Understand the client’s problems
  2. Start with a cover page
  3. Summarize the project details with an executive summary
  4. Create a project scope
  5. Write the project outline
  6. Specify project deliverables
  7. Define project budget
  8. Proofread your consulting proposal
  9. Send the proposal with a CTA

You can easily edit consulting proposal templates on Bonsai to create winning consulting proposals.

Frequently Asked Questions
Questions about this template.

What should a consultant proposal include?

A consultant proposal should contain a summary, a description of your experience, client's needs, costs plus deliverables, time line, and terms/conditions. Try Bonsai's pre-made templates to send professional-looking bids for freelance projects.

How do you structure a consulting project?

Have a clear outline of the work plan to solve a project's problem. Structure it in a way which breaks down the costs, plans, project schedule, issues, and recommended solutions.

How do you pitch a consulting project?

To successfully pitch a project for a consulting gig, write down why you are experienced or an expert at solving the specific problem. Showcase past results or happy clients as they make great selling points to new clients.