CONSULTING PROPOSAL

Consulting Proposal

A proposal from Northwind Studio outlining the consulting engagement, methodology, and deliverables.

Engagement Overview

This proposal outlines the strategy consulting engagement Northwind Studio will run for Acme Co. Our approach pairs structured diagnostics with executive-level analysis to surface the highest-leverage opportunities, then translates them into a prioritized roadmap your leadership team can execute against.

Objectives

• Validate the current-state picture of the business across growth, ops, and GTM.
• Identify the top opportunities that will move the needle in the next 12 months.
• Build a prioritized roadmap with sequencing, owners, and expected impact.
• Align the leadership team on where to focus and what to stop doing.

Scope of Work

The engagement runs across three phases. Each closes with a written deliverable and a working session with leadership before the next begins.

What is included

• Leadership and functional interviews (20+ conversations)
• Data analysis across financials, pipeline, and operating metrics
• Competitive and market benchmarking against 5-8 peers
• Final recommendations and prioritized roadmap document
• Executive readout session with the leadership team

Not included: implementation support, hands-on execution of the roadmap, systems or tooling changes, and ongoing advisory beyond the term of this engagement. New scope can be added in writing at any time.

Investment

The engagement is a fixed fee, invoiced against the three phases below. Line items map to the scope of work and are inclusive of all consulting time and materials.

Payment Schedule

Invoices are due within 15 days. The full engagement runs 10-12 weeks from kickoff, subject to the kickoff month you provide on the acceptance page.

Acceptance

To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.

PURCHASE ORDER NUMBER

PREFERRED KICKOFF MONTH