As a consultant with numerous projects, you should know how to write a consultant proposal.
To reach an agreement as fast as possible, you need to ensure that you create an effective plan and strategy that will convince the client that you are the person for the job. Let's find out more!
Note: if you want to customize a pre-made template with everything you need in a flawless proposal, try Bonsai. Bonsai's templates are simple to edit and you can reuse the template to edit and pitch to future potential clients. Claim your 14-day free trial here.
A consulting proposal is a formal document that a consultant will write for a potential client, discussing the project they will be working on together.
Usually, a good consulting proposal is written after the owner of the consulting business discusses the matter with the prospective client. At that point, the consultant will get an average idea of what they wish to achieve.
Once those details are done, the business proposal will reveal a description of the project, as well as some details in regard to the working conditions.
Each project you pitch to new clients will require a great consulting proposal.
You may need a management consulting proposal template or a similar on in another domain.
The problem is that if you spend all of your time writing consulting proposals, you will have less time to do the things that matter: in simple terms, doing your job.
This is where a consulting proposal template comes in handy. By following a sample consulting proposal, you may easily create a winning proposal that will get you the green light from your client.
Before starting your work on your consulting proposal, there are several things that you need to do first. These will include:
For you to write effective consulting proposals, you should know exactly what you are writing about. As a result, you should first have a chat with your prospective client.
For new clients, you may want to hold a face-to-face conversation first. On the other hand, if you are dealing with old customers whose style you already know, you may easily get away with a phone call.
Bear in mind that even if you meet face to face, you still need to call first. If you can't call, you should at least send them an email beforehand, to inquire about their consulting needs.
The better you get a grasp of your client's pain points and challenges, the better you can shape your consulting proposal.
Consulting proposals shouldn't be a one-size-fits-all kind of document. Instead, they should cater to the needs of your customer.
Even if you have to make additional phone calls, make no hesitation. The more thorough you are, the better your consulting proposal will turn out.
Consultants are not cheap, and you don't want your clients to think that your work doesn't value that much. You'll want them to know that if they decide to invest in you, they will get great results.
While a special section called "value proposition" is not absolutely necessary, you still need to be specific on how you deliver. You may use a cover page, for instance, to talk about the ways in which you will deliver results.
A successful proposal will reflect the scope of the project, as well as all the relevant details required to keep your goals aligned. Even if it sounds like something meager, a perfect consulting proposal misses no beat.
Make sure to ask about things such as their desired timeline, the deadline, and what expectations they have from your project. Write a clear and concise proposal if you want your potential customers to turn into paying customers.
Note: if you want a pre-structured proposal example you can reference and edit, try Bonsai. Bonsai's templates are easy to customize and add all the details for a perfect pitch. Change proposals according to new projects and start sending professional looking pitches today. Claim your 14-day free trial here.
A business proposal for consulting services will have several sections for you to cover. These can include:
When you write a consulting proposal, you must make sure that you add some sort of greeting first. It doesn't have to be longer than two or three sentences. Simply greet the potential client, thank them for their interest, and express your wish of working together.
Sort of like an introduction, you need to write a project summary. Again, this doesn't have to be a long summary; just three to four sentences should be enough.
Talk about the nature of the project, along with the issues that you are trying to solve. A winning consulting proposal may also include some information about you and your consulting services - although make sure you don't make the entire introduction about it.
After all, your prospective client must know why they should choose you over anyone else. As a result, the introduction should include your key qualifications and strengths.
The next section of an effective consulting proposal is the project scope. Here, you will add 3-5 bullet points about the tasks or action items that you plan on taking on.
This section will include everything that you'll be doing, so it pays to be as specific as possible. If you don't make a clear outline of everything that you plan on achieving, then you risk causing headaches both for you and your client later on.
The objective section should contain the 3-5 main objectives of your project. You covered your intention, but now your potential client needs to know what value they will reap after working with you.
You won't be addressing the final products here, but rather, the results - the effect that those products will have. You will be going into the "how" of the project. This needs to be put out as early as possible, especially when you are working with a new client.
Next are the deliverables - or, in other words, the final product they will receive. If the project scope works around the "how," then the deliverables will identify the "what."
For example, at the end of the entire project, the prospective client's deliverables may be a revamped brochure collection or a redesigned website. This section should also include the proposed changes that affect the deliverables directly.
A consulting proposal should also include a timeline for every item of your project. In this particular section, you will be discussing the "when."
Here, you should not only add the final deadline of your project. Instead, you should include dates for specific items. Whether it's an office visit or the promise of a follow-up email, everything should be included there.
When filling out a consulting proposal template, you should also add the investment that the client is expected to make. You need to write down the consultant fees as well as what they include, and you should also discuss how and when you expect to receive payment.
If you have a payment portal that you prefer to use such as Bonsai Cash, then you will have to add that information there as well. Moreover, if you require a down payment or expect the payment in increments, then you may include the information in that section too.
To make everything official, you also need to ask for a signature from your client. Make sure that you leave enough space for them to add in the date, their signature, as well as their name.
You may want to add this directly into the consulting proposal, even if your services are still in the approval stage. This way, it will be easier for you to obtain approval if they are satisfied with what you have to offer.
Note: Edit Bonsai's free proposal templates. Just sign up, personalize the pre-made template and start landing more deals. Our software lets you design the proposal with your company's colors and insert your logo. Start sending professional looking proposals today here.
Aside from simply filling out the sections, there are certain steps that you need to follow when you write a winning proposal. Here is what you need to do:
The cover page pretty much speaks for itself: it is a page that acts as a cover for your business proposal. It includes your client's same, your company's name, the date on which you sent out the proposal, and more.
If there are any other significant elements of your branding, you should add them to the cover page. For instance, your logo and other relevant information should also be there.
When writing a consulting proposal, the first step that you need to check is the executive summary. Here, you will be covering the pain points of the project, as well as the obstacles that you want to clear.
The executive summary should not be too long, nor too short. However, it should be detailed enough so that your client knows what you intend to do. Don't write more than a couple of sentences or bullet points, as this will seem more like a drag than a benefit to your client.
If you sent a consulting proposal to your client, there is a good chance that other people have already sent one to them as well. This is why you will have to convince them that you are the right person for the job and that they will not regret collaborating with you.
You may be tempted to add your experience and qualifications there, but this is not exactly what your client wants to know about. Instead, they'll want to know what they can get if they end up choosing you.
You shouldn't brag too much here; your client will end up being more bored rather than interested. Around two sentences will be enough to get your point through.
Next, you need to be very specific about the outcome that your client may expect. For example, if one of your main objectives is to drive traffic to their website, this should be added to their proposal. It will be very useful for you once you start drafting your project scope.
You may want to steer clear of any generic buzzwords or jargon. If there were any particular words that you used during your meetings or phone calls, you may want to add them to the proposal.
This will help you on several fronts. First, you will be resonating with them, as you will be using words that they already know. Second, they will show that you were listening to them, in case the words came from them.
Go back to the first time you talked to your client and look at your conversation notes. Perhaps they require a new advertising plan or a new strategy for their marketing campaign. These are also referred to as "tangible products" or "deliverables."
By adding them, your client will know exactly what they will get by working with you. This way, you will not have any surprises by the end of the project. Bear in mind that you need to briefly describe these, with only some essential details relevant to your project.
Your client needs to know precisely what to expect in terms of payments. Discuss firsthand what the fees will be - both total and individual and what each payment is for. Be clear about every fee, whether it's in regard to labor fees or material fees.
If you prefer a certain payment structure, this needs to be included as well. For instance, you may want to receive your payment in increments, at different stages of the project - in which case, you have to say exactly when and how much you expect to receive.
You also need to set an end date for when the final payment will occur - whether it's the full cost or the last payment. If you require a deposit, this should be included as well.
Make sure to add the method of payment in the outline of the payment terms. More and more people prefer debit and credit cards instead of cash, so you need to have this in mind. Use a payment platform such as Bonsai that can support you in making this kind of payment.
Are there any specific terms that your client needs to be aware of? Whether it's in regard to the payment or the time frame of the project, all terms must be covered. The client should know what they are agreeing to. Also, there shouldn't be any loopholes to affect you throughout the project.
To write winning proposals, you need to be as concise as possible. Quality matters more than quantity to your clients. Make sure to keep the accuracy and readability at the highest points possible.
The last thing you want is for your client to stop reading your proposal midway, discarding it to view another business. This is why you should make sure the proposal is concise and highly engaging, to keep your client interested in your work.
A great proposal is very often a two-way street - meaning that both parties should have a say in the things that it includes. As you type down the proposal or fill out a template, you must ensure that every question that your client might have is clarified.
Once it is finished, you should make sure to send it to your client for feedback. Ideally, you should build it in Google Docs or any other processor that allows shared collaborations. This way, your customer can leave suggestions and comments that can make the proposal better.
If you find it challenging or simply do not have the time to write your consulting proposal from scratch, then you may want to use Bonsai's services.
With Bonsai, you can easily get a free consulting proposal template that you may customize exactly the way you want it. You just have to sign up to Bonsai and download a template, along with a consulting proposal example to work on.
Bonsai's consulting proposal templates are well-detailed, and you may easily add the information that you need in the appropriate sections. Bonsai makes it easy for you, as you may easily have the document delivered to your potential client's email address.
Bonsai is one of the most useful consulting proposal tools. Not only does it help you with the documents, but it also aids you with the finances. If your proposal is accepted, you may use Bonsai Cash to send or receive payments.
In order to be successful, you should know how to write a consultant proposal for potential customers. If the entire document is written properly, then you may easily generate leads and bring more clients your way. If you don't want to miss anything, using a template might save you a lot of time and effort.
A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?