Consulting proposal template

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Find a partner in our global community of service providers who can help you grow. Win new clients with this impressive customizable consulting proposal template. You are an expert in your field, and you have useful advice to give to other professionals.

But what is the best way to share your services with potential clients? A consulting proposal helps you present your solution, show your credibility, and name a price for your work.

This template will help you develop a proposal to successfully pitch your consulting services to win contracts with new customers. HubSpot Tip: This template provides a foundation for bidding work with new clients, but you should feel free to update it to meet the unique needs of your specific professional field and customers. That is why each consulting proposal should be tailored to the individual client and specific project.

Perhaps you have had phone calls to discuss the issues they are facing. If you know little about the client but want to propose your services in order to begin a new relationship, you can do independent research online to increase your understanding. Write a few sentences describing the client and the issues you will address with your proposed consulting project.

Then, in a brief paragraph, introduce your consulting firm and what you do. Close the introduction by providing a one-sentence summary of the project.

In the previous section, you described in general the needs of your potential client. In this part of the proposal, lay out the specific objectives of the project, clearly defining what you will be trying to achieve.

HubSpot Tip: Whenever possible, you should define how you will measure successful outcomes for each of your objectives. What metrics will you use to know whether the objective was achieved? Instead, use the opening of your proposal to re-establish the opportunity and challenge that you previously discussed with the buyer.

This opening think executive summary confirms for the buyer that you understand their business and situation — and that you know how to get them from where they are now to where they want to be. A proposal is not an RFP. You want to get a signed proposal in the shortest time possible. Keep your language clear and simple in a short proposal.

Most consultants I work with and coach in the Clarity Coaching Program do the same. Longer proposals provide no extra value. They tend to talk more about YOU than they do about the buyer.

You should have already achieved a verbal agreement from the client before submitting the proposal. Keep the content focused on the discussion that you had with the buyer. For example: listing all the benefits they should expect as a result of implementing your recommendations. One of the best ways to do that is to show them how their investment will provide them with a significant return. She asked for my feedback — and after reviewing her situation I uncovered that she was creating significantly more value than she thought.

The ROI you provide should be so great that your buyer has no qualms over your fee. They want to know what the end result will be outputs. Use your proposal to show what your client is going to get out of the engagement. These are the types of questions your buyer will ask themselves. Take this chance to answer those questions for them again in the proposal. Unless your goal is to confuse your client with jargon and legalese, keep the legal terms and lawyer-talk out of your proposal.

If your goal is to receive a signed proposal in the shortest time possible, keep your language clear and simple. Looking for more detailed training to master the consulting proposal? Are you looking for personal help with your proposals? As part of the Clarity Coaching Program for Consultants , we work with you and help you create and position winning consulting proposal.

This includes how to structure them, position your services, price effectively to earn higher fees , have a conversation that allows you to communicate value to the buyer — and win more business. Ask yourself this — if you were to win a BIG proposal, how much revenue would you earn? I charged high fees by the hour and thought it was smart. Two brief conversations with Michael changed that. Structuring proposals in a way that reduces my workload while enabling me to charge significantly more is now the new normal.

Do it. Learn more about the Clarity Coaching Program — and how you can take your consulting business to the next level. Excellent points, Michael. Clients are interested in solutions, not processes that will be used to fix their problems and challenges.

Everything is about them and their situations, not about us as consultants. A thought-provoking article Michael, thank you. Sounds unusual, but I have found the proposal itself to be an incredibly valuable piece of work — outlining in detail the solution…for free. Doing so typically pits my proposal against 2 to 3 others, so I may have a 1-in-4 chance of winning. Sounds tough, and it is — so very much still a work in progress for my practice.

But once that hard work of trust-building, positioning and brand development is established up front, along with the effective sales conversation you described, a portion of buyers will always only ever pick 1.

And yes, then the proposal becomes much more of an afterthought confirming what has already been agreed to. Wow, i love this, the points are so accurate. This was extremely helpful to me. Am thankful Michael. The Omega Inc. Make it easy for the client to move forward. Get the Consulting Proposal Template Now. What makes a great Consulting Proposal? The best consulting proposals are built different.

The Essential Anatomy of a Consulting Proposal Each project has its own unique challenges to address. Give a concise overview of the whole proposal, from intent to plan to requirements. Keep it to one page. Business Goals - The purpose of the entire project. Always keep your eye on the Why. Qualifications - Why are you the one to take on this project? What is your experience solving similar problems for other clients?

Management Plan - Show you already have a fully-evolved plan of attack. A comprehensive timeline format is a great way to approach this. Responsibilities and Scope - Detail what you will be responsible for. Then detail what you will not be responsible for.

Make sure there is no confusion on this part. Requirements - What team members, representatives, access, contact information, access, and agreed-upon payment terms fees will you need from the client? Who on the client side should be involved in the project, and in what capacity? What is the definition of success for this project? Are there competing views within the client company regarding a plan of action?

What deadlines and other constraints will affect the project? To stay on the right track, keep an eye out for the following pitfalls: Writing a Proposal Too Early A consulting proposal should be the very last step in getting hired.

Flesh it out the business plan completely.