Free Management Consulting Proposal Template

Fully editable with custom branding and templated offering.

Free Management Consulting Proposal Template

Fully editable with custom branding and templated offering.


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

Free Management Consulting Proposal Template

Fully editable with custom branding and templated offering.

Free Management Consulting Proposal Template

Fully editable with custom branding and templated offering.

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

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

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

The Contract is dated January 23, 2023.


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

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

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

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

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

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

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


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

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

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

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


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

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

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

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

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

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


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

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


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

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

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

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

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

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

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

- The Coach is responsible for its own taxes.

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


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

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

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


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


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

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

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


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

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

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

9.4. Noticies.

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

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

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

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

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

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



Acme LLC.

Corporation Corp.
Table of contents

As a freelancer, running a business that seems to be perpetually unable to win any contract can drain you emotionally, mentally, and financially. At times, failure to write a good management consulting proposal interferes with your success rate as a freelancer.

While most people think writing a management consulting proposal isn’t any complicated, many consultants are not as skilled at writing effective proposals as they imagine. Such consultants only realize their mistakes upon realizing that they lost the business they were after. And that’s really sad if you had high hopes in getting the business.

To get past such disappointments, it’s necessary to get things right from the start. Remember, your management consulting proposal determines whether a client will pay attention to you or not. So, you’ve got to write one that convinces your prospective client that you’re the right candidate for the job.

Here, you don’t need to be a pro to design a proposal that captures the attention of your client. With a few tips, you should be good to go. Again, you can always borrow some ideas from the management consulting proposal samples available online.

So, what are the most effective ways of writing a consulting proposal?

Let’s see.

1. Don’t compromise the future of your business with the management consulting proposal template

First, do not bet the future of your business on the proposal. There’s nothing wrong in believing in your business. You’re entitled to do whatever it takes to give the business the best chance of growing and being successful. At the end of the day, your determination and personal efforts determine where you’ll be tomorrow.

Therefore, not unless you aren’t willing to do much, you should dream big things for your business.  Even when it seems hard to, you can use your well written management consulting proposal to win your first client. You only need one client to get started.

At least this will give you the motivation to try again and again. Most of the successful management consulting freelancers you know started from here. So, don’t think you can’t make it. It’s possible to get there with a well-written management consulting proposal.

Remember, management consulting services are in great demand. Annuals revenues from consulting services are $130b- $150b. So, why not take advantage of this by writing a management consulting proposal that can win you one of the many projects posted daily.

2. Focus on the customer with the management consulting proposal template

Next, the actual premise of the management consulting proposal should be on the customer. The aim of writing a management consulting proposal is to win a client. Therefore, at no time should it ever be on you as the management consultant.

Do not forget that the purpose of writing the consulting proposal is to inform organizations of the managerial expertise and assistance they will receive to improve performance. It’s up to you as a freelancer to convince your prospective client that your services will help their business soar to greater heights.

So, make sure you cover this properly in your management consulting proposal.

The organizations can benefit through different ways, which include:

  • An in-depth analysis of the problems they face
  • Developing plans for improving the situation

Therefore, let the client know how you’ll achieve this. Remember, they’re meeting you for the first time. So, they’ll only believe what you tell them. Apart from listing the services you offer, tell the organization how you’ll help them achieve their goals. In that way, they can be sure you’ll dig out their problems and offer the appropriate solutions.

3. Clarity in your objectives with the management consulting proposal template

Also, management consulting services have clear objectives. First, they help in increasing sales, cash flows, revenues and profits. Secondly, they solve all personnel, sales, and internal marketing problems. Additionally, these services help to producing the cultural change that a specific department within an organization needs. None of these should be left out in your management consulting proposal.

Therefore, the consulting proposal should highlight all these objectives if the consultant writing it hopes to win some contracts. Don’t just mention these objectives. Go an extra mile to explain how you’ll help the organization achieve this. You can highlight some of the approaches you’ll take in handling the problems facing the organization. Remember it’s all about winning a client’s trust. So, make them believe you’ve got the solution to their problems.

4. Understand your role better with the management consulting proposal template

Often, management consultants handle tasks and responsibilities that nobody else wants to touch. As a management consulting freelancer, you’ve got to be familiar with your roles. Understanding what the consultant does is crucial to writing an effective management consulting proposal. Otherwise, how will you help your clients achieve their business goals if you don’t know your role as a consultant?

The type of training consultants receive enables them to get a better understanding of how businesses work. Consultants have a deeper and better appreciation of a business’ operations, management, structure and strategy.

They’re able to tell when things aren’t working out and something needs to be done. Again, they don’t just offer solutions. They go an extra mile to assess whether the measures put in place are working or not. You see how your skills are needed as a consultant? So, before writing a management consulting proposal, know your roles as a consulting freelancer.

5. Eliminate confusion with the management consulting proposal template

Inaction is often the result of confusion. Where confusion thrives, inaction will blossom. You can make the client confused and unable to act by the kind of consulting proposal that you write. A good proposal should be as clear as daylight in the desert. In fact, the content should reflect the points that you already agreed with the client, especially when you discussed the issues at length in a previous meeting or session.

Avoid empty words. Make sure you’re as relevant as possible. Otherwise, your prospective client may doubt your skills and end up not hiring for the job. In addition to this, highlight the services and objectives that directly address the needs of the client. That’s the only way to assure them you’ll help them achieve their business goals.

A well written management consulting proposal has no grey areas. So, keep it straight to the point for the client to understand easily.

6. Use proper structure with the management consulting proposal template

Also, never forget or underrate the importance of proper structure. The kind of proposal that attracts and captures new clients is one that’s structured properly. So, follow a clear, sensible structure for all proposals you write marketing your expertise as a management consultant. Even so, there is room for creativity. You don’t have to stick to the same management consulting proposal format. You can always add or subtract some sections depending on the kind of client you’re reaching out to.

We’ve got some management consulting proposals online. You can always check them out to get an idea of what’s expected of you.

Nevertheless, the best structure for a management consulting proposal includes:

  • a summary
  • goals and objectives
  • project details
  • responsibilities
  • investment
  • terms and conditions

Lastly, it’s important to reiterate that there is more to consulting than merely giving out advice. The management consulting proposal plays a crucial role. It enables management consultants to lay out their visions clearly for clients to understand. It provides an avenue through which consultants can educate their clients on what to expect. Consultants use this tool to communicate, explain, educate, and inform clients on the changes they will see in their businesses. So, make sure your management consulting proposal covers this.

Frequently Asked Questions
Questions about this template.

How do you write a management consulting proposal?

Use the pre-made templates from Bonsai as a guide while writing a freelancer proposal. Our templates are simple to adapt to your project or requirements. Include your relevant management experience and the reasons why are the ideal applicant for the consulting position.

How many pages should a consulting proposal be?

A consulting proposal should be less than 5 pages. Keep it concise. Showcase your expertise/relevant background and why the project is a good fit for you.

How do you pitch a consulting project?

Successful pitches for consulting projects share a story about your prior experiences and how they particularly qualify you to work on this particular project. Remember to keep it concise, short and easy to read.