Create your own

Free Consultant Proposal Template

with estimates, read receipt notifications & e-approval

Customize and create a

Consultant Proposal Template

with Bonsai.

It's fast, free, and easy to use.

Oops! Something went wrong while submitting the form.
Consultant Proposal TemplateConsultant Proposal TemplateConsultant Proposal Template

Bonsai has helped people create over 95,936 proposal templates and counting

"I did a lot of research before switching to Bonsai from another invoicing service. The ability to send and sign contracts was a game changer for me. No one else offers such a seamless process from proposal to contract to invoice. It has saved me a lot of time and lets me focus on creative work."
Kevin Tudball
Create a proposal

Save time

with simple contracts & invoices

Protect yourself

from late payments & scope creep

Get peace of mind

with a standard & transparent process

Bonsai handles the back office.
You focus on the work you love.

How it works

Choose a contract

from a library of vetted, plain English templates

Select your terms

and fully customize them based on your needs

Sign electronically

and store securely

Create beautiful invoices

and accept payments worldwide

Do the work you love

Bonsai handles the back office

So after learning how to get into consulting, you’ve just ended a  successful call with a prospect, and you've got a client who is eager to work with you based on your conversation. Congrats! But now, the sudden excitement and hope to seal a contract is beginning to give way to dread because the prospect has requested you send your proposal for review.

Such a situation is what many consultants experience in their day to day business activity. If you are in this shoe, getting a ready individual consultant proposal sample will suffice in bailing you out of that situation. 

Consultant Proposal Template
Image Credits:

Business proposals have to be unique in dealing with a particular project and must be crafted to take care of the scope of the job they are covering. If you have to draft a template, you must understand the basic sections and relevant information that must be included in your individual consultant proposal sample.

A professional consulting proposal usually has the following sections:

  • Cover page
  • Executive summary
  • Project objective/ goals
  • Project scope
  • Consultant deliverables
  • Pricing
  • Material requirement
  • Terms/ conditions

1. What to know about consultant proposal templates

It is not uncommon for some to see proposals like just another piece of paper or a mere formality. Some others often consider a proposal as a quote, but the truth is, proposals are more than just a paper as they can make or break a budding business relationship with a prospective client.

Also, it is similar to a quote but quite different in usage. Before you begin drafting your individual consultant proposal sample, see the information below.

2. Discuss with the prospective client before submitting your consultant proposal template

Individual consultants should send a proposal to a prospective client only when they’ve met or discussed over the phone with the client. If you draft and submit your individual consultant proposal sample without discussing the details, objectives, and goals of your client, the chances of your document successfully wowing your client are low.

Consultant Proposal Template Sample
Image Credits:

3. Understand your prospect’s goal/objective and mention it in your consulting proposal

Before writing a word, ensure you have understood the goals and objectives of your prospective client. Find the motivation for their project and see how you can best meet their request. Once you are clear o what your prospective client wants, put their ideas in writing using some of the words used by your client to show them you listened properly to their request. 

4. State your deliverables in the consultant proposal template

Avoid too much jargon and fluffs while communicating your deliverables to your potential client in your individual consultant proposal sample. Instead of sounding high, be simple like telling your client, "I will create a strategy that will increase your productivity and save you 15 hours a month in lost hours.

5. Evaluate project scope, timeline & pricing in your consultant proposal template

So now, the next thing you need to know is how to bill for consulting services. Project scope evaluation, timeline, and pricing are essential to the life of every project. This section is perhaps the most challenging part in the writing of an individual consultant proposal sample. One of the ways to evaluate project scope and the timeline is by sending a questionnaire to the client and the people involved to gather relevant data for project evaluation. Pricing is another aspect that needs to be spelled out on every proposal.

Some jobs are priced per hour, while others take the form of a flat price. Either way, consultants should break down tasks and their corresponding fees as well as the terms and conditions for payment. Add payment timeline, define the responsibility of clients towards finance and materials, and provide any clause that will give you the freedom to operate in achieving the goals of your prospective client.

6. How to create a consulting proposal template

What are the chances that your management consulting proposal PDF will win the client’s approval? What would you do after learning that you can prepare a proposal that stands a 100% chance of earning the client’s approval all the time? Yes, it’s true that life has few guarantees. Nonetheless, you can learn to make your own guarantees, especially in your career as a consultant. One way of doing this is by learning from the best consulting proposal sample PDF.

Whether you’re new in the freelance business, or an expert in the field, you need to work with consulting proposal sample PDF to increase your chances of winning a project. Competition is quite stiff in the freelance world, and you need to be smart to soar above the rest. Of course, you have to sharpen your skills and become better in the field, but how you present your expertise determines whether the client will consider you for the role. 

The truth is, your client will be meeting you for the first time, and they’ve got no idea about your prowess and skills. They only depend on what they see on the proposal. That’s why you need to have a consulting proposal sample PDF that covers all the areas of the application. 

If you’ve written several proposals, you shouldn’t find it challenging to draft one. But for those who are trying for the first time, you might find it daunting. Even so, don’t panic. With several consulting proposal sample PDF templates available online, you can always make one that captures the attention of the client. Most templates are already structured and formatted, and so all you need to do is to fill in the required information in different sections. 

Individual consultants and freelancers work for themselves; they manage their business, monitor finance, and also handle the paperwork involved. If your business fall in this category, you'd be required to prepare a proposal or contract to seal the deal. To ensure you close a deal, you will have to need to work on an existing consulting proposal example to meet the requirement and terms of your client create one for yourself.

Simple Consultant Proposal Template
Image credits:

Usually, when clients hire consultants, both parties need to reach an agreement before starting the project, hence the need for a binding contract. If you are not familiar with such a document, don't worry. There are a lot of sample consulting proposal letters online, and you can check our customizable consulting proposal example and download one of the templates for quick use.

Consultants spend countless hours writing proposals. All proposals need a lot of time to write well regardless of how simple or complex they are. Writing a proposal well increases your chances of landing clients. All consultants have to spend time polishing this particular skill. Even writing a simple consulting proposal needs some skill. If you feel your skills are not up to scratch, do not hesitate to hire an expert proposal writer to help you write one.

Writing even a simple consulting proposal is not easy. It’s a thankless, time-consuming and tedious task. Do them correctly, however, and you will never be short of clients seeking your expertise. In fact, many freelancers have made a great career out of writing excellent consulting proposals for clients in different niches. There are many reasons for writing consulting proposals, and some of these include:

  • complying with legal complications
  • measuring progress and results
  • compliance with procedural requirements
  • marketing

The following are the three essentials for writing a simple consulting proposal.

Nevertheless,remember that other freelancers will be using the same templates. So, to avoid ending up with similar proposals, consider giving your consulting proposal sample PDF template a few tweaks. Just be a little more creative.

Your consulting business will thrive when clients rate your proposal highly. Here are the lessons you will learn by using this consulting proposal sample PDF.

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.

One of the key aspects of a consulting freelance business is generating work, and that’s often done with proposals to prospective clients. That means you could be generating proposal letters on a regular basis, as you continue to search for new clients and respond to requests for proposals. To make this task easier, you can prepare a sample consulting proposal letter in advance, to use as a template any time you need to send a proposal. But you may be wondering:

  • What are the essential components of a consulting proposal letter?
  • What’s contained in the best sample consulting proposal letter?
Consultant Proposal Template Google Docs
Image credits:

We’re here to help with tips for creating the best sample consulting proposal letter.

6.1. Build a consultant proposal template

While it’s true that no two proposals will be the same, there are some essential pieces of information that will be included in every proposal letter you complete. At the very least, the material will be in each proposal, but possibly modified depending on the request of the client.

So the first step is to create a template that will serve as your sample consulting proposal letter. Do this by inserting information that will be the same for any client and any job:

6.1.1. The basics of a consultant proposal template - names and addresses

The proposal letter will likely start with your business name and contact information, and include a logo or letterhead.

There will also be a section where you will insert the name of the client and the job that’s related to the proposal, along with the client’s business name and contact information.

6.1.2. Your skills and qualifications need to be in the consultant proposal template

While there may be specific skills that your client will want to know that address their specific needs, you have skills and qualifications that are relevant to any of your consulting jobs.

Therefore, consider the proposal letter as your chance to sell yourself as a consultant, clearly outlining why you’re the best person for the job. Your education, training and any certifications can be part of this section. Any work experience or volunteer work that’s relevant to your consulting business can also be included. 

If you spent a number of years in a specific industry or industries, or you have a specific niche of expertise, that should be described. Then add other industries in which you have experience, to show the client that you’re a well-rounded candidate who can adapt to different environments and expectations.

6.2. Do your research before drafting a consultant proposal

A good proposal is written with the help of the client. Here’s why.

In the best scenario, you have had contact with the client to ensure you understand everything you need to know to write an excellent consulting proposal letter. That means asking any questions, getting clarification, and even checking on the budget for the project. 

If you feel comfortable, ask the client exactly what they want from a proposal or what they’re trying to accomplish with the work.

If there are formal requirements, make sure you have the complete set of requirements, and that you understand them completely before preparing your proposal letter. Once again, ask questions if needed. 

Just be sure you spend time preparing all your questions in advance, so that you can contact the client only once, and not become a nuisance. After all, your proposal is the first step in establishing a relationship with a prospective client that you hope will be lasting and fulfilling.

Marketing Consultant Proposal Template
Image Credits:

6.3. Add job-specific material to the consultant proposal template

Once you have your template ready to go, you can use it anytime to build a proposal letter for any prospective client or job. When it comes to outlining the work you propose to do, put the client first.

It’s easy to provide great detail about your expertise and methodology, but it’s imperative to think like the client instead. Focus on helping the client solve their problem or achieve their goal, and use their communication method and style. 

To do that, you will likely have to do research on the client and their industry, but it will be time well spent. Your approach needs to be tailored to each client and the work they want done.

Think of your proposal letter as a sales tool. It’s not always easy for those who aren’t in sales to “sell themselves.” But a proposal letter is exactly that, a sales tool, in which you need to explain to the prospective client why you’re the best consultant for the job. 

6.4. Build a section on terms and fees in your consultant proposals

These are part of most proposal letters, and are also tailored to the client’s needs, your approach to the problem, and what the client has asked for in a request for proposal. Clearly outline what work you will do - and in some cases will not do - along with any milestones and payment schedules.

Spend time getting this section right, for the sake of the client and your business. You don’t want to undersell yourself, and you don’t want to scare away prospective clients with extraneous tasks and costs. 

6.5. Complete the final section of the consulting proposal

The last two sections can be part of your sample consulting proposal letter and used in most of the proposals you complete: an expiration date and an opportunity for feedback and questions.

Not everyone is a fan of an expiration date, but consider it for consulting jobs that are not in response to a formal request for proposals. In this instance, the client may have contacted you or met with you and asked for a proposal. By including a reasonable deadline, you won’t have to wait 6 months and then finally hear from the client. Your plate may be full by then, or your rates may increase. 

Finally, it’s good to include a request for the client to contact you for clarification or with any questions about your proposal letter, or an offer to meet to discuss it further. 

6.6. Make sure you meet the deadline stated in the consultant proposal template

You can spend all the time in the world creating the best proposal template and completing the information relevant to a specific job, but it won’t matter if you miss the deadline for the proposal, or you spend too long leaving the client waiting. Ensure you understand the deadlines, and seek to meet or exceed them. 

As well, find out how the client wants to receive the proposal letter when you’re completing the research phase. After all, you don’t want to work on the proposal until deadline day, intending to send an electronic version, only to find out the client wants a hard copy sent in the mail.

6.7. Makes it easy to establish the need for solutions using your consultant proposal template

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.

6.8. A consultant proposal template 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.

6.9. Gain better penning of problem statement with a consultant proposal template

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. 

Consultant Proposal Template Word
Image credits:

6.10. Focus on your client and not your business when drafting a consultant proposal

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.

6.11. Create a simple and easy to follow structure for all your consultant proposal templates

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

6.11.1. 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.

6.11.2. 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. 

6.11.3. 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. 

6.11.4. 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. 

6.11.5. 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. 

6.11.6. 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. 

6.11.7. 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.

6.12. About us section for your consulting proposal template

The About Us section is an important feature on any management consulting proposal PDF. However, consultants don’t have to dwell on it too much. After all, the proposal should focus heavily on meeting the client’s needs and solving problems. In fact, the consulting proposal sample PDF will help you learn the importance of focusing on others rather than on yourself. The best leaders know this rule and live by it. All the same, mention just a bit about yourself and the accomplishments you have helped your clients to attain over the years.

At this point, you don’t need to go deep into your skills. This section is just meant to give the client a hint about who you are and the kind of services you offer. Remember that the client will only hire you if your services are relevant to his needs. Therefore, while keeping the section brief, ensure your service description addresses client's specific needs. If you miss it at this point, they’ll not even waste time reading through the entire consulting proposal sample PDF. You can also go through the project details before working on this part.

6.13. Project summary in the consulting proposal template

A project summary is crucial. Check the proposal sample PDF and you will notice that it has a project summary. The summary highlights everything you plan to do. It summarizes the solutions you will provide to solve specific problems the client faces in running the business. The summary is important because it offers clients a glimpse of the plans the consultant has. It is ideal for clients who do not have the time to read the entire proposal right away. The summary should reflect everything that appears on the rest of the proposal.

While it might be challenging to summarize the content of a consulting proposal sample PDF, it’s an essential part of the proposal, and you should endeavor to do it correctly. Here, the client is interested in knowing how you’re going to help them achieve their business goals in a nutshell. 

Therefore, put more emphasis on your skills and expertise while at the same time touching on previous work samples. Only that, don’t make the section lengthy, as the client will get to know more by reading through the remaining parts of the consulting proposal sample PDF.

6.14. Project timeline in the consulting proposal template

All projects must be completed on time. They must also be completed within budget. Check the consulting proposal sample PDF to see an example of the importance of the timeline and how to include it in your management consulting proposal PDF.  A single project cannot go on forever. At some point, it has to stop so that you embark on something different. Showing how long you intend to take on any project is a mark of professionalism. The time taken on any project depends on the consultant and client. The consultant must factor the client’s needs and schedule into the timeline. As usual, a client expects you to deliver within a given time-frame, depending on their needs. 

In most cases, a client will indicate the length of time they expect the project to take. While drafting your proposal, it’s essential to let the client know whether you’ll finish the task within the stipulated time or take longer. As such, they’ll be prepared to work with you at a favorable pace for both of you. Clients are happy when their work is done within deadlines. 

Even so, be honest when it comes to stating a timeline, only promise what you can achieve to increase your chances of rehire.

6.15. Team bios in the consulting proposal template

If you’re working on the client’s project with other professionals, you must include their details under Team Bios. Even if you’re working alone, do not forget or ignore to publish your bios. The clients should have no doubt in their minds about the identity of every person that will be working on their projects. Do not leave this information up in the air. Do not task clients with the responsibility of finding this information on their own. Including such information shows the client that you’re ready for any eventuality.

Of course, you may still win a project without including this section, but it’s proper to include the bios of those you’re working with to demonstrate professionalism. Remember, freelance business is all about creating a strong network. So, show your prowess to attract more clients to your business.

6.16. Investment mentioned in the consulting proposal template

This section refers to the money that is involved from the start to finish. Remember, the client is making an investment by spending a lot of money on the project. It’s your responsibility to show clients what they will be getting in return for the investment made. They are spending money on your expertise and skills. Use this opportunity to show how much the entire project will cost. Also, use this section to display your pricing and any other offers you’re willing to make to the client. Learn how to tell the client your rates from the consulting proposal sample PDF.

6.17. Contract after accepting the consulting proposal template

This last section deals with terms of the contract you sign with the client. Here, the focus should be on how and when the client will pay you. Consultants should use this section to include any information on expenses, travel, invoicing and other aspects of payment. As you will see from the consulting proposal sample PDF, the management consulting proposal PDF can never be complete without the terms. It’s advisable to include terms the two of you already agreed upon. The fastest way of losing clients is to publish strange terms.

6.18. Write and send consulting proposals only when necessary

First, it’s tempting to feel like writing and sending a new proposal every time a client asks you for one. As a consultant, you will receive numerous requests to send proposals. Instead of doing what the clients want, take time to ask as many questions as you can first. The questions will provide answers that you can then use to develop an in-depth proposal. Some of the questions you need answers for include:

  • Does the client have another consultant?
  • How did the consultant please or disappoint the client?
  • What’s the scope of the project?
  • Does the work fall within your area of specialization or comfort?

It’s fine to show clients that you’re selective with the kind of projects you pick.

6.19. Address the client’s specific problems in your consultant proposal

Next is the need for addressing the client’s exact problems. The consulting proposal should clearly spell out the measures you wish to take to address the core problems your client has pointed out. Define the client’s problem(s) in the simple consulting proposal you write. Confirm that you’re providing solutions to the correct problem. Importantly, the proposal should show that your solutions are different from what clients get from their workers.

Remember these:

  • Provide solutions that guarantee you more work from the client or other referrals
  • You not a sheep but a consultant; hence, your proposal should show that

6.20. Convince clients to say yes in multiple ways using your consultant proposal template

Third, finding multiple ways of convincing the client to say “yes’” to your proposal. The essence of writing a proposal is to get the client’s approval. There is nothing wrong in drafting more than one option. When clients show a bit of apprehension with one option, present them with the second, third, fourth or fifth alternative. Some clients will accede to the first presentation. Others will ask for more details and continue negotiating with you.

Learn the art of negotiation. You will need it when drafting the simple consulting proposal.

The options worth developing and including in your simple consulting proposal are:

  • an option that addresses the problem with minimal effort and cost
  • an option that requires more work and is more costly
  • an option that goes over and above what the client wanted

Now that you know the three essentials of a simple consulting proposal, feel free to use this information to write one. Impress clients with your excellent proposal writing skills. Remember to write it based on the answers you get to all questions you ask. Additionally, base it on addressing the needs and problems the client wants resolved and making it impossible for the client to say no to your proposal.

Marketing Consultant Proposal Template Sample
Image Credits:

7. Types of consulting proposal examples

If you have worked in a particular industry or niche for a long time, chances that you are have acquired so much knowledge in that field is high. Thus, you might want to consider working as a professional consultant after learning so much about the ins and outs of the business.

s a consultant providing solutions to clients, you need to provide a consulting proposal example that would make you appear professional. At some point, companies may need your expertise and advice, maybe to increase productivity or raise their profit.

These demands professionalism, and you must show it in your sample proposal for consulting services as well. Below are some of the consulting proposals to give you an idea of the different types:

  • Consulting services proposal
  • Marketing consulting proposal
  • HR consulting proposal
  • Engineering consulting proposal
  • Business consulting proposal
  • Accounting consulting proposal
  • Medical consulting proposal
  • Management consulting proposal
  • Consulting retainer proposal 
  • Restaurant consulting proposal
  • Web development consulting proposal 

8. Essentials of a consulting proposal example 

The primary purpose of submitting a consulting proposal is to provide clients with information. Your consulting proposal example should talk about your services and inform your client about your deliverables. Meanwhile, make the document information brief but clear to the recipient.

Do the following to craft a simple consulting proposal template that will represent your business professionally:

  1. Provide specific details about your services. Make your deliverable clear regarding the expectation of your client.
  2. Ensure you have researched the project. This will help you in estimating the charges and also describing the service you will provide.
  3. Describe your role and that of your client in the project as you prepare your ideal consulting proposal example. Let them decide if they are satisfied before offering your service.
  4. Clarify the service charge before you finalize an agreement on the project.
  5. Let your client be the focus of the document. 

9. Benefits of making a consulting proposal example

Sometimes, your previous clients talk to you about a job, and straightway you both reach an agreement. Although it is tempting to have a handshake and jump to work immediately, that may not be the best approach. In order to appear professional and make things clear, you need to come up with your consulting proposal example to avoid conflict in the future.

Besides, the document becomes legal and also stands as a reference point once your client signs the document. Also, you can make use of your simple consulting proposal template to promote your business and establish the scope of your work. If the project entails several tasks and milestones, stating in your document will help you have a perfect definition of your work.

Additionally, a simple consulting proposal template will help establish a good relationship with your client; it proves to them that you are not a regular freelance consultant. 

10. How to create a marketing consultant proposal template

A marketing consultant proposal is a document drafted to offer consulting suggestions for marketing services to a particular business. Thus, the marketing consulting proposal provides the prospective client a preview of solutions that you (the marketing consultant) will provide in response to issues they may be facing regarding marketing - keep good track of what you promise, as it will be essential to capture it in your marketing agreement once you and the client shake hands.

As such, you have to understand how significant this document is to you as a freelance consultant and to your client. After all, you must portray to the client that you understand that their success on the project will greatly depend in your expertise.

The marketing consulting proposal template is developed by the marketing firm, outlining solutions the marketing consultant has in response to the prospective client's needs. Whether the potential client approached the marketing consultant or vice versa, it is up to the marketing consultant to research the prospective client profoundly and thus, draft a sample proposal for marketing consulting services that will win the potential client's confidence and thus enter into a business relationship.

Now, the first step to writing an effective marketing consulting proposal template is to eternalize what it is and its significance to you. You have to keep in mind that the proposal is meant to offer a service towards solving an identified problem. Therefore, you must understand the problem the client and their business may be facing and then place yourself in a position to solve it effectively. 

However, before you can solve the problem, you have to present the sample proposal for marketing consulting services to the client for approval. This means that as a freelance consultant, you have to showcase in-depth knowledge of the clients business in your presentation.

Consultant Proposal Template Example
Image Credits:

11. Purpose of the marketing consultant proposal PDF

The goal of the marketing consultant proposal is to help the prospective client determine if the marketing consultant has the best solutions for solving the marketing issues of the company. This will be determined by how a consultant presents a thorough analysis and presentation of the problem and the solution. Businesses tend to ask for numerous proposals from different consultants before settling on one particular marketing consultant, and thus, if you are to stand out, you need to conduct in-depth research on what the prospective client needs, and also to determine that your marketing consultancy can provide the best solutions at the most competitive market rates.

In order to stand out from the rest, your marketing consulting proposal template must sell you as a professional in the field. It must engage the client from the first word to the last word you draft. Essentially this speaks of how well you can keep the client engaged in the manner in which you present your analysis of the marketing issue. How well you convince them that you not only understand their business, but also understand what their competition is doing better. Keeping the client engaged means they get to trust that you will have a better solution because you understand the issue at hand.

So ask yourself does your marketing consultant proposal template attempt to offer a marketing solution for the client. After you have effectively highlighted the pain points of the business, come out clear on the solutions you have. The proposal is not meant to merely identify the marketing problems the client has. If you leave the client guessing what it is you think should be done, they will not have confidence to hire you as a consultant. Therefore, always remember with every point that you bring out, that the purpose for the proposal is to offer a solution to an existing problem.

Whether you choose to draft the marketing consulting proposal template from scratch or a template, here are a few things to keep in mind.

11.1. Maintain focus on the prospective client in your consultant proposal

While you may need to showcase your consultancy skills and (hopefully) win the business, this approach often backfires. If you are writing the marketing consultancy proposal, it means that you are a skilled marketing consultant already. The urge to moonlight on your strengths as a marketing consultant should be ignored.  

The prospective client doesn't need to know how good you are (they expect that already). They want to see what you can do for them. Thus, the sample proposal for marketing consulting services should primarily focus on the client instead. It is the reason why understanding the clients industry is essential. You don’t need to talk directly about your expertise, instead show them through your understanding of their business and solutions needed. When they feel you understand their needs and vision, they will feel comfortable enough to work with you. If you are going into details as to how well equipped you are, it should be to address a particular need that you know will be handled by your skills. 

Therefore, when drafting the executive summary, make sure you confirm to the prospective client that you understand their pain points and that you do have the solutions they need to address these issues. While at it, don't make the first executive summary too long. It adds no value. Also remember that despite being in an industry, not all players suffer the same exact problems. Therefore research well into the clients business and be careful not to generalize. Even if you have written a marketing consulting proposal template before, remember that your clients’ needs are unique to them. So be specific and thorough in the way you present your ideas.

11.2. Avoid adding new information to the marketing consultant proposal

The marketing proposal is drafted after prior conversations have been held with the prospective client with regards to their needs in marketing consultancy. Therefore, unless very necessary, avoid adding new information – especially negative information. Make sure the content focuses on the previous discussions held with the prospective client.

New information may make you come out as someone who cannot adhere to instructions. This can hurt your chances of getting the contract even when you maybe the right fit for the job. Everyone wants someone that will require less supervision, so that they can focus on other important issues. Be that person by sticking to the agreement!

The marketing consulting proposal PDF is based on research into the prospective client. This effort is to know what unique marketing strategies they need, understanding their unique business styles and working environment as well as current plans that no longer serve them. This may seem like new information, but it's not – most likely the prospective client suspects as much as you do, but needs help getting their marketing campaigns on track.

Your job is to ensure that the marketing consulting highlights a problem, even if it is one they are already aware of. What you need to do is to research extensively so that your presentation shows the client that the problem is more serious that they initially took it. Show the client what changes need to be made and good can come from addressing that issue.

During previous conversations, most of these issues should have cropped up anyway. The problem of introducing new information is that it will lead to confusion, and confusion will lead to inaction. You don't want your prospective clients getting confused as to whether they need you or not. Keep it simple.

Consultant Proposal Template PDF
Image Credits:

11.3. Be detailed and clear in your consultant proposal template

Whichever techniques you feel should be implemented to solve the issues highlighted in the marketing consulting proposal template. Think like a third party as you read through your proposal, and get to see how they would understand it. This will help you ensure that you are not sounding vague in anyway, and that your points are as clear as possible.

Ensure that your proposal answers several questions that can determine which proposal is chosen and which one is not. Which marketing strategies will you use? What impact will these strategies make and do you have any references? Why do you prefer what you have suggested over what the client is already using? When your proposal answers most of the questions that easily crop up in the clients mind, then it is easier for them to see you as the best pick.

Being detailed and clear is beneficial also to avoid misunderstandings. You need to have the contract, but more than anything else you need a smooth working relationship. Therefore ensure that the client understands what you are proposing and what is not included. When you talk of what you are offering and the benefits the client is likely to get from them, be clear on what else you can do. This will ensure that if the client decides to take your offer, then they do so fully aware of what you are bringing to the table and what not to expect.

11.4. Maintain a clear, logical structure for the consultant proposal

There is nothing more important and beneficial to you as a freelancer that to be very realistic when drafting the marketing consulting proposal template. In as much as you know that you are up against other consultants, rushing into ideas will only work to paint you are reckless. It will also confuse you at the end of it all making it very difficult to organize your thoughts into meaningful ideas. Having a logical structure is very mandatory and of great benefit to you as a consultant. Your structure also shows how organized you are and how professional you are in your work.

Maintaining a clear, consistent structure aids in decision making. Regardless of how good a marketing consultant you are, a poorly-structured document will take you nowhere. Take time to study how a marketing consulting proposal template is structured.

Below outlines the basic outline:

  • Executive summary
  • Goals and objectives
  • Details of the project
  • Responsibilities
  • Investment
  • Terms and conditions

This outline isn't definite as some proposals tend to be more detailed than others. A clear flow of ideas with proper structure and a clear, concise business language is what will make your marketing consultant proposal earn the respect it deserves.

You can also opt to go with available templates that are made professionally. The advantage of using these online templates is that you are able to fit any standard and you can tweak it to fit the industry. Plus the fact that you can tweak it as you please means that it will not look the same as of any other person. The marketing proposal consulting template can help you appear professional and very well informed. Don’t risk your reputation by not appearing professional; make a positive first impression seamlessly without much effort.

11.5. Asses marketing atmosphere

For a client to feel confident in what you have to offer, you have to present deep understanding their marketing environment. This means that you have to research on both the local and global marketing environments to better suggest what can work and cannot. This will means highlighting to the clients some of the demographic trends, what the competition is doing including what works and doesn’t, what the client is currently doing that is counterproductive and what should be emphasized. Essentially this speaks of the need to understand some of the significant factors that play a role in either success or failure.

When your marketing consulting proposal presents how much insight you have regarding the clients marketing environment, then you stand a better chance at closing the deal.

12. How to create a business consultant proposal template

As a consultant, you are trained to offer specialized services in your niche, and you excel in your area of expertise. But closing deals with new clients? Perhaps, it's a bit challenging, and you are probably that's an area you are still trying to figure out. A well-written business consultant proposal template may be just what you need to get more green lights from prospective clients. 

Business Consultant Proposal Example
Image Credits:

An organized proposal would help turn lukewarm leads into winning contracts if only you can craft one. Creating a proposal doesn't have to be a pain; in this article, we will deliver a useful guide and tips on designing a unique business consultant proposal template. You can build on this knowledge to start creating winning proposals.

13. How to write a business consulting proposal template

A business consultant proposal is a document that outlines the details of a specific project: scope, cost, services, timeline, and more. The document is also a marketing tool and acts as the sales pitch, showing why the consultant's experience and skills make him fit for the job. Hence, it is essential to know how to draft a clear, concise consulting proposal because it makes or breaks your ability to convert prospective clients. See steps to pull together a winning business consultant proposal. 

13.1. Discuss with the potential client before creating the consultant proposal

Your proposal wouldn't be effective if you didn't have any discourse with your prospective client personally or over the phone. Let the client see your face or hear your voice and get to know their consulting needs.

13.2. Understand their challenges and state them in the business consultant proposal template

The better you understand your prospect's challenges and pain points, the better you communicate it in writing and hence a more impactful proposal. While a template would help you get the job done on time, the details of your business consultant proposal should be tailored to meet the needs of clients. 

13.3. Ask questions in your consultant proposal template

A successful proposal reflects the scope of a project and its goals align with a client's needs. Ask questions about the details, and don't forget about the client's ideal timeline, expectations, budget, and outcomes. These details in your business consultant proposal are essential for showing your competencies to handle the project at hand.

13.4. Focus on outcomes and less on consultant input

It is not a bad idea to hone in your qualifications and experiences, but don't forget that your business consultant proposal's focus is on what the client gets from working with you. Avoid generic jargon, focus on value, and specific outcomes to show that you listened to the client during your conversation. 

13.5. Be brief and ask for feedback using a consultant proposal template

Quality matters and arrangement of points and sections are not left out when it comes to proposal writing. Keep it brief, and don't give your prospect a reason to stop reading your business consultant proposal until the last word by using meaningless phrases and buzzwords. Please send proposals to the prospect when done and ask them to review and give you feedback on the document. 

Business Consultant Proposal Sample
Image Credits:

14. Essential elements of a business consultant proposal template

Effective business consultant proposal templates follow an engaging and logical structure. See the sections to include:

  • Salutation
  • Identification of parties
  • Summary
  • Project scope
  • Deliverables
  • Timelines
  • Pricing and cost
  • Why choose you
  • Terms and conditions

15. How to create your IT consulting proposal template

As a freelance IT consultant, you have extensive experience in various areas like enterprise IT consulting, solutions consulting and platform consulting. You have successfully implemented IT strategies to help the client realize their business goals. While you are an expert with IT consulting, you have problems when it comes to drafting a proposal to a client, you lack confidence. 

As a consequence, you are losing clients and money! The only way you can overcome this challenge is by drafting a perfect proposal. There are a lot of online resources from where you can get a template for a freelance consulting proposal but to write an effective proposal, there are some tips which need to be followed.

Consultant Project Proposal Template
Image credits:

We are going to share these tips, which will help you in drafting an IT consulting proposal template that improves your chances of winning more clients. The proposal will be professional and will help you negotiate better terms.  

16. Tips for writing an IT consulting proposal

Here are some tips you need to consider when writing your IT consulting proposal template: 

16.1. Addressing the client in a consultant proposal template

It might seem like the easiest part of writing a consultant proposal, but the way you greet the client in an IT consulting proposal template could make or break your chances of winning the contract! If the concerned person is a doctor or someone from the armed forces, you should address them as Dr. or Major as the case may be. Use the first name of the client only if you have that kind of a relationship with the client. 

16.2. Summarizing client's challenges in your consultant proposal

You can gain the confidence of the client through this section of your IT consulting proposal template. If the client is having problems with geographical expansion, you need to mention that you can solve this problem through your expertise in IT strategy consulting. You should mention the objectives of the project as a freelancer and what the client can expect from you through this proposal. 

16.3. Scope of the project covered by the IT consultant proposal

You need to mention here exactly how much time and other resources you will be committing to the project as a freelancing IT consultant. This section of the IT consulting proposal template will have the complete breakup of the tasks being performed by you for this project, so the more detailed and specific you are, the lesser problems you will have with the client later on. 

16.4. Project deliverables stated in the consultant proposal

What are the benefits that the client can expect once the project is complete? This question needs to be answered in this section of the IT consulting proposal template. To handle your first consulting gig like a pro, ensure that you define the deliverables, such as a formal IT strategy to improve your client's margins, properly. 

16.5. Highlight your strengths in the consultant proposal template

You should mention in this section why you are the right choice by providing your qualifications and client references if possible in your freelancing proposal.

16.6. Fee payment structure in a consultant proposal

When you mention your fee in the IT consulting proposal template, you should specify the detailed fee component. This section of your freelance proposal has to mention the frequency of the payment. 

16.7. Action from the client after sending the consultant proposal template

You should specify clearly in your IT consulting proposal template what the client needs to do after receiving the proposal. Do they need any further clarifications or are they ready to send a confirmation?

Enjoy a successful consulting business with Bonsai

To be a successful consultant, you need a freelancing proposal that assures the client that you will do a satisfactory job. Download the template you need from Bonsai and watch your business grow!


Take a look at a Bonsai proposal


proposal templates

Create your own

Free Consultant Proposal Template

Securing your account...
Oops! Something went wrong while submitting the form.