Click a card to preview the full template with its theme applied.
CONSULTANT PROPOSAL
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
CONSULTANT PROPOSAL
A proposal from Northwind Studio outlining a focused advisory engagement, timeline, and investment for the work ahead.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
CONSULTANT PROPOSAL
This proposal outlines the advisory engagement Northwind Studio will run for Acme Co. My approach pairs focused working sessions with written recommendations you can act on, so your team leaves the engagement with a clear plan, the artifacts to run it, and the context to keep going without me.
SESSIONS
8
Working sessions with your core stakeholders.
DURATION
8 weeks
End-to-end from kickoff through handoff.
ACCESS
Unlimited
Async access over email and shared channel.
Northwind Studio
CONSULTANT PROPOSAL
The engagement runs across three phases. Each closes with a written deliverable and a review call before the next begins.
PHASE 1 · DISCOVERY
Kickoff workshop with your core stakeholders, review of current state, interviews with the people closest to the work, and a written summary of what I heard and where I see the biggest opportunities.
PHASE 2 · ANALYSIS AND RECOMMENDATIONS
Weekly working sessions to pressure-test options, followed by written recommendations with prioritized next steps, tradeoffs, and the reasoning behind each call.
PHASE 3 · HANDOFF AND ENABLEMENT
A playbook document your team can operate from, a wrap-up training session, and a final review to make sure the plan is owned and understood before I step out.
Not included: implementation execution, third-party costs (software, tools, vendors), additional stakeholders beyond the named contacts, and travel. New scope can be added in writing at any time.
Northwind Studio
CONSULTANT PROPOSAL
The engagement is a fixed fee, billed across the phases below. Line items map to the phases in the scope of work.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Discovery | $3,500 | 1 | $3,500 |
| Core engagement | $12,500 | 1 | $12,500 |
| Handoff and enablement | $2,000 | 1 | $2,000 |
| Total | $18,000 | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (discovery) | 30% | $5,400 |
| Midpoint (core engagement) | 50% | $9,000 |
| Handoff (enablement complete) | 20% | $3,600 |
| Duration | 8-10 weeks | End-to-end |
Invoices are due within 15 days. Kickoff is scheduled within 2 weeks of signature, subject to the kickoff date you provide on the acceptance page.
Northwind Studio
CONSULTANT PROPOSAL
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 DATE
CLIENT
Acme Co
PROVIDER
Northwind Studio
The Individual Consultant Proposal template is a five-page document for putting your engagement on paper before it starts. It carries an overview with stat cards, objectives, a three-phase scope of work, an investment table with a computed total, and an acceptance page with inputs and signatures.
It is intentionally simple: rename what needs renaming in Bonsai, list your actual deliverables, and set the price. Merge fields handle the client details and date, and the last page collects a PO number, start date, and both signatures.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Can I edit every section? Yes — every heading, paragraph, stat, table row, and signature block is fully editable in Bonsai.
Can I add more pages? Yes — add, reorder, or duplicate pages once the template is open.
Do merge fields auto-fill? Yes — Sender, Receiver, and Date pull from your client contact and the current date automatically.