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Business proposal template

One-page consulting proposal template, with example

Consulting is the proposal that is easiest to write badly. Since the client is buying knowledge, the temptation is to fill the page with method, methodology and résumé. What they need to see is something else: what they will receive, in which phases, with how much involvement from their team and for how much.

See a complete example and what changes in a consulting proposal. To put yours together with your own details, use the business proposal generator.

What must not be missing

  • A deliverable is a document, meeting or decision
  • Fixed scope or hourly, in writing
  • Phases with dates
  • What you need from the client
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Complete consulting proposal example

Prado & Reis Financial Management makes a proposal to Marcelo Antunes, from Antunes Beverage Distributors. Both companies are fictional; the structure is the one the generator delivers: six blocks, one page, the price in plain sight and a single next step.

To write yours, with your client and your price, use the one-page business proposal generator. It takes a few minutes and requires no sign-up.

Prado & Reis Financial Management

Business proposal

To: Marcelo Antunes, from Antunes Beverage Distributors

The distributor's cash flow organized in eight weeks

1Context

The distributor has grown over the last two years, but cash is always tight at the end of the month and nobody can say with confidence how much is left. As you put it, purchases today are decided by looking at the bank balance.

2Solution

We organize accounts payable and receivable, separate the company's money from the partners' and build a cash flow forecast for the next 90 days. At the end, your finance person keeps the forecast up to date without depending on us.

3Deliverables

  • Assessment of the last six months of accounts, presented in a meeting
  • Revised chart of accounts and bank reconciliation up to date
  • 90-day cash flow forecast spreadsheet
  • Four fortnightly follow-up meetings with the partners
  • Training for the person in charge of finance to keep the forecast

4Investment

R$ 9,600 for the project, in three monthly installments of R$ 3,200. Fixed fee: no overtime is charged within this scope.

5Timeline

Eight weeks from the first meeting, with the assessment delivered by the end of week two.

6Next step

Shall we book 30 minutes with both partners to plan the start? I am free next Tuesday or Wednesday at 9 am.

How to write a consulting proposal

1

A deliverable is a document, a meeting or a decision

"Strategic support" is not a deliverable. "Assessment presented in a meeting by week two" is. If the client cannot tell whether they received it, rewrite it.

2

Fixed scope or hourly: choose and write it down

A fixed fee gives the client security; hourly billing gives you flexibility. Whatever you choose, say what happens when the scope grows.

3

Split it into phases with dates

Two to four phases, each with what comes out of it. It helps the client see progress and helps you bill by phase.

4

Say what you need from the client

Access to reports, one person available, meetings with the partners. Consulting projects fall behind for lack of information from the client more than for any other reason.

5

Promise what depends on you

You control what you deliver, not the client's revenue. Replace "increase sales" with "sales process designed and team trained to use it".

Free toolBuild your proposal on one pageDescribe the case; artificial intelligence writes the six blocks and you edit on screen, print to PDF or send as a link.Open the generator

More business proposal templates

Services proposal

Maintenance, cleaning, support, works: ongoing service or one-off delivery.

Supply proposal

Recurring sale of products to other companies.

Sales representation proposal

A sales representative proposing to take a manufacturer's line to a region.

Frequently asked questions

How should I price a consulting proposal?

By project (a fixed fee, in installments or by phase), by month (for ongoing support) or by the hour. To calculate the amount from your costs, use the pricing calculator.

Should I include my résumé in the proposal?

On the proposal page, at most one line showing why you are the right person for that problem. A full résumé and case studies can go as an attachment for anyone who wants to read them.

Need more people to send proposals to?

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