Free Consultant Statement of Work Template

Fully editable with custom branding and templated offering.

Free Consultant Statement of Work 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 Statement of Work Template

Fully editable with custom branding and templated offering.

Free Consultant Statement of Work 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 Statement of Work?

A consulting statement of work is a client-facing and legally binding document that outlines the work details proposed by a consultant. It sets the client’s expectations, summarizes project details, and mitigates scope creep.

Think of a consulting SOW as a high-level overview of the project, delivery details, timeline, and payment terms. This document is flexible—consider understanding its purpose first and then create it according to your needs. 

Note: Sign up to Bonsai free and start editing your consulting statement of work today. 

The Purpose of a Consulting Statement of Work

The purpose of a consulting SOW is to create structure around verbally discussed project details and terms. Consultants usually include an SOW in the contract to offer clients transparency when it comes to:

  • Project deliverables
  • Success metrics
  • Dispute resolution
  • Project schedule
  • Project resources
  • Payment terms

The contractual obligations included in the SOW lay down the law for internal and external stakeholders. This process helps consultants acquire the necessary resources from clients for completing a project, as well as avoid any misunderstandings further down the line. 

Two women looking at a laptop

Fundamentals of Consulting SOW Template 

Now that you know the importance of a consulting SOW, it’s time to get into what it takes to create one. While there are no set rules for creating an SOW, consider making it:

  • Simple and straightforward: so that the client easily understand the core aspects of the project
  • Personalized: based on your conversation with the client
  • Visually pleasing: support content with graphs, tables, and mock-ups

Project introduction

The project introduction summarizes the SOW. It briefs the client on what they’re about to read and lays the groundwork for your SOW.

You can use this section to offer any background information that might aid the client in their understanding of the project. You can also use this space to highlight the need for the project. 

Project background

Adding a project background shows that you have done the legwork required for executing the project successfully. Use this section to showcase how your expertise aligns with the project goals and get the clients on board with your reasoning. Here’s an idea of what to add:

  • Current problems: that led to the project being initiated
  • Proposed solution: that you’ll implement to solve these problems
  • Explanations: on how the proposed solution will solve the problem
  • Assumptions: that a consultant expects to happen during the project lifecycle
  • Desired outcomes: that the client wants to achieve through the project

It’s essential that all parties understand the need for the project, and the problems that you’re being contracted to solve.

Project objectives

This section explains the project goals in detail to ensure a successful approach to project management.

Writing clear and concise objectives helps clients to get a sense of end results and the way a service provider contributes to it. For example, a social media consultant should look to achieve goals, such as:

  • Introduce a marketing plan that will increase inbound leads by 10%
  • Deploy five organic and paid media campaigns over the space of three months
  • Define five KPIs for measuring audience engagement
A man working on a laptop with stickers

Project scope

A project scope is the architecture of a project. It outlines the desired goals and explains how they will be achieved. Putting all these details down on paper helps ensure both parties are on the same page about project requirements and potential issues. Here’s a list of what you can add:

  • Phases: that detail the steps to be taken throughout the project
  • Budget overview: to mention expected costs for the duration of the project
  • External factors: that could influence the consultant ability to hit project goals
  • Requirements: that you are needed to successfully consider the project as complete

Clearly defining the work you’ll be doing limits scope creep and provides insights into the project timeline. You can then further develop this in the project schedule.

Project schedule

This is where you include the start and end dates for all project-related tasks. Once approved by the client, this schedule is a timeline for hitting project milestones. For creating a comprehensive project schedule, consider adding:

  • Time: you expect each project phase to take
  • Milestones: which must be completed in order to progress with the project
  • Resources: that you’ll require to complete a project on time

Depending on your initial conversation with the client, you can determine the type of schedule to create. Consultants usually use one of these project schedules:

  • Master project schedule: highlights the duration of key tasks and phases
  • Milestone schedule: monitors major milestones and progress at a glance, such as project approval and critical task completion
  • Detailed project schedule: tracks every project activity at an operational level

Bonsai top tip: Use a consulting timesheet to keep track of the time you spend on a project.

Project deliverables

Deliverables are tangible and intangible outputs that clients expect consultants to achieve by the end of a project. These deliverables often stem from project aims and may include additional outcomes as well. 

Before deciding on specific deliverables and a deliverable schedule, consider talking to the client about:

  • High-level goals: that the client hopes to achieve through this project
  • Specific requirements: that are complete and final in order to avoid scope creep
  • KPIs: so that you can track progress from start to finish
  • Approval process: to define the project review process and how it’ll be managed

It’s then your responsibility to keep track of the deliverables schedule throughout the different phases of the project plan.

Project reporting

This is where you offer a high-level overview of the critical project data that highlights your success. It’s key to communicate this to the client using an easy-to-understand format. 

These reports provide insights into ongoing projects and help determine any next steps. Depending on the one-on-one discussions you’ve had with the client, you can create any of these following types of reports:

  • Project status report: offers a general snapshot of project advancement
  • Project health report: provides insights into project timeline deviation
  • Risk report: identifies potential roadblocks 
  • Variance report: tracks project milestones and objectives to measure variance
  • Time tracking report: measures time spent on specific tasks

These reports come at different stages of the project, and it’s up to you and the client to discuss details. Some projects will require long-term reporting methods—it’s important to include who’s responsibility this is. 

Check out this consulting report example.

A man looking at charts displayed on a tablet

Payment terms and conditions

Payment terms and conditions outline the project cost, payment mode, schedule, and other related conditions. Consultants usually charge either by the hour or a fixed project fee. 

Customize this section after understanding the client’s preferences and make sure to include payment terms and consequences.

Note: For more info on how to bill for consulting services, take a look at this guide.

Project acceptance

This is the last section of a consulting SOW. It requires that the client sign to confirm that both parties understand the acceptance criteria and agree to the terms of the project. 

Consider mentioning change control methods here to establish the process for altering the statement of work. Hopefully, everything will go to plan, but it’s essential to include details on what happens if it doesn’t. 

Once the statement of work is accepted, you can begin the project as per the stages outlined.

Tips for Drafting a Statement of Work Template for Consulting Services

Adding the right elements is key to creating a winning statement of work. The best way to create a flawless SOW is to customize a consulting statement of work template according to the clients’ needs. Here are some tips on how to pull it all together:

Understand the clients’ needs

A solid understanding of the project is crucial for project success. That’s why it’s best to get on a one-on-call or a virtual meeting to understand the project’s purpose. 

Asking the right questions during these conversations will help you get a sense of what the client wants to achieve, how, and by when. It also lays the foundations for a strong business relationship and sets the tone for the incoming project.

Keep it simple and be flexible

While you want to include every important detail in an SOW, you don’t want to overburden clients with jargon. So, keep it simple by avoiding passive tenses and using short declarative sentences. 

You want to make the process as simple as possible for the client—you’re the expert, after all. This is one of many projects they’re likely managing, and you can make it a whole lot simpler just by prioritizing transparency and flexibility. 

For example, consider creating a change request form that a client can use to make change requests going forward. This will help keep track of changes throughout the project, and ensures the client understands and has access to the change process.

Add a CTA

What do you want a client to do next? You’ve created this statement of work for a reason.. 

Clearly mention what’s next—whether that’s a signature on the dotted line, an advance payment, or an exploratory call. This pushes them towards your desired outcome, and allows the project to progress swiftly.

Creating a Consultant Statement of Work Template is Simple with Bonsai

Creating a consultant SOW may seem like a lot, but it becomes easier when you use a statement of work template for professional services. 

Create your next statement of work with Bonsai—where you’ll find thousands of consulting templates, invoices, contracts, and more. Here’s how to get started:

  1. Sign up for free to Bonsai
  2. Find a suitable consultant SOW template
  3. Edit and customize your SOW

Once you customize it, you can also send it to your client, get it signed, and manage it throughout the entire process. Better yet, you can do all this without ever leaving the platform.

Consultant Statement of Work FAQs

What is a consultant statement of work?

A consultant statement of work is a client-facing document that outlines the requirements, details, timelines, and payment terms of a project. It keeps a consultant and a client in the loop about the decided details of a project.

A statement of work is a longer, legally binding document, whereas a project charter is shorter and non-binding. Consider which of the two fits your needs best.

Is a statement of work legally binding?

Yes, a statement of work is a legally binding document that defines the client-vendor obligations during a project. Depending on your location, you may want to add a formal legal contract before starting your work on a project.

Frequently Asked Questions
Questions about this template.

How do I write a statement of work template?

On a document, write down the introduction, vision, project requirements, deadline, scope of work, schedule and resources. You could also customize Bonsai's free statement of work template to easily customize and send off.

How detailed is a statement of work?

Statements of work are highly detailed. They define the different components of the tasks, project deadlines, milestones and schedules. Easily edit all of the details with Bonsai's free template.

Who writes the SOW?

It usually the client who writes the SOW. But if you ever find yourself being tasks to write one, just simply sign up with Bonsai. You can download their consulting SOW templates and edit.