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example of a consulting proposal


This is where a consulting proposal template can come in handy, like this free consulting proposal template you can use in Word or PDF format.

Get this consulting proposal template if you are used with Word. The most effective consulting proposals follow an engaging and logical structure. A personalized greeting sets apart your consulting proposals from a generic proposal. Have fun experimenting and adding your own twist to it.

Use the client’s formal name (e.g. If the project scope describes “how,” the deliverables are the “what”.

This section is all about what you’ll be doing to reach those goals and objectives you outlined above.

Sample Consulting Proposal. Proposals aren’t paper formalities — they signify the start of an important client-consultant relationship. Don’t forget to ask about your client’s ideal timeline, budget, expectations, and outcomes. Similarly, if you require a down payment or staggered fee structure, don’t forget that information, too. Good Consulting Proposal Examples. (The specific details will vary depending on your client and their preferences and needs.).

While a consulting proposal template can help get the job done, the details in your proposals should not be one-size-fits-all; they should be tailored to each client and their needs. This section is incredibly important for setting expectations and creating boundaries with clients. Also, avoid buzzwords and generic jargon. It is easy to edit, and it allows you to show sales and marketing steps in an organized manner. In fact, do your best to use the same words they did in your meetings — this will resonate with them and show you were listening. Email will suffice for getting to know your client and their consulting needs, but letting them see your face and/or hear your voice will help you build trust with them. In this post, I’ll explain how to write a consulting proposal that your prospective clients can’t resist. While the proposal shouldn’t be focused on your work as a consultant, it never hurts to include a short section in which you explain why the client should choose you. Specificity is key here — unless you clearly outline what you’ll be doing for your client, you may experience scope creep.

You may unsubscribe from these communications at any time. Premium plans, Connect your favorite apps to HubSpot. Before You Begin: 5 Pre-Proposal Steps. In this section, we’ll discuss the anatomy of a well-written consulting proposal. Be as specific as possible about the value and outcomes your client can expect. Consider this section the introduction, or hook, of your proposal. The most effective consulting proposals follow an engaging and logical structure. The timeline part of the proposal should outline specific project dates and deadlines for different parts of your project. People need mentors, coaches, and even partners partially for that purpose.

Congratulations! Consider building your proposal in Google Docs or a similar word processor in which your client can collaborate and leave comments or suggestions.
Proposals are especially critical in marketing specifically. 1. After all, your proposal is a reflection of your unique value! Make it crystal clear what your consulting fees are, what they include, and how and when you prefer to get paid.

Lastly, outline a few key goals or objectives of your consulting project. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '46d46c9b-bd8f-4aa6-b239-a7db137df24a', {}); Knowing how to write a clear, concise consulting proposal can make or break your ability to convert prospective clients. Ding, ding — it’s the “when”. Originally published Aug 13, 2020 2:00:00 PM, updated August 13 2020, How to Write a Consulting Proposal [Template], The Complete Guide to Starting a Consulting Business, What a Retainer-Based Approach Can Do for a Consulting Business, Management Consulting: What It Is & How to Succeed in It. While it may be tempting to hone in on your qualifications and experience, your consulting proposal should focus on what your client will get from working with you.

Stay up to date with the latest marketing, sales, and service tips and news. Download or free consulting proposal templates & examples! number of consulting hours and a reasonable date of completion. This free marketing proposal template is a great place to start: A well-written consulting proposal not only serves as a guidepost for a consultant-client relationship, but it can help convert prospects into loyal, long-term clients. A Consulting Proposal is a document sent by a consultant to a potential client describing a job they wish to take on and the conditions under which they will do so. Don’t give your client a reason to stop reading your proposal and potentially view another consultant’s — instead, keep your proposal concise and engaging.

When it comes to consulting proposals, quality matters much more than quantity. 1.

Do your best to set up a phone call for this conversation; if you can, meet in person. For more information, check out our privacy policy. Summarize the challenges your prospective client is facing and what value you can provide through your consulting services. You can never be too detailed in the project scope section; it’ll only save you and your client a headache later. Sample Consulting Proposal. Of course, adjustments can and should be discussed whenever appropriate. The Best Tools for Creating Consulting Proposals. Free and premium plans, Customer service software. Need feedback from the client? Why?

15+ Consulting Proposal Examples – PDF, DOC, AI, PSD Even the most experienced professionals need to see things from a different perspective every once in a while.


With so many areas of specialization, channels, deliverable types, and metrics to keep up with, you'll need to set expectations for the relationship between you and the client. A personalized greeting sets apart your consulting proposals from a generic proposal. Following the example from above, while your project scope would be reviewing and analyzing marketing strategies, your deliverables may be a detailed analysis document, a presentation of proposed changes, or even a brand new marketing plan. Keep your proposal as brief as possible to accurately describe the project scope and expectations. It would usually contain a description of the job you will do. A proposal is a detailed outline of the problems, and the proposed solutions, together with the method you intend to use to solve the problem as well as the promised results. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, 'c9343fac-a76b-4c83-8bc9-5671b5b1c0bb', {}); Editor's note: This post was originally published in December 2019 and has been updated for comprehensiveness. Are you ready to start working together and simply need a signature? Finally, don’t forget to include a strong call-to-action in your proposal. Free and premium plans, Sales CRM software. The Anatomy of a Great Consulting Proposal. “Mr.,” “Mrs.,” or “Dr.”) unless you’re on a first-name basis. When you treat your proposal as a personal letter, prospective clients are more likely to trust you and want to build a relationship with you.

Consulting Services Proposal Examples & Templates. A consulting proposal is a two-way document, meaning both parties should have a say in the content it includes. A consulting proposal template is a document made by a consultant and given to a client. In short, a consulting proposal outlines your working relationship so that both parties can stay aligned and understand the other’s expectations. Even if you pitched yourself during your initial prospective call, you can reiterate your key strengths and qualifications here. Salutation. To help you with that, this article will provide you a sample and template collection to create one convincing proposal.

While each proposal you create should be tailored to each prospective client, it can be tedious to write out the entire document every time. A consulting proposal example must clearly state a consultant’s experience in handling such matters, aims and objectives, way of working and fees for the benefit of the particular company to which he or she wants to be assigned as a consultant. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. Don’t hesitate to follow up with additional phone calls or meetings to better understand your client and what they need from you. Consulting services could act as a mighty key for a company to succeed. So … if the project scope describes “how” and the deliverables outline the “what”, can you guess what the timeline section is? How to Write a Consulting Proposal. Whether you’re making office visits, creating documents, or simply sending follow-up emails, try to detail every possible date in your proposal. At the very least, make sure you include the project start, final project deadlines, and any milestones in between. In this section, we’ll discuss the anatomy of a well-written consulting proposal.

In accepting this proposal, FGG states that it has reviewed these assumptions, and the process itself, to ensure they are valid and acceptable for its purposes. Give clear instructions in this final section so clients know how to move forward. They’re interested in working with you.

Free and premium plans, Content management system software. See all integrations. (Note: If you use a template, don’t forget to double-check that all client-specific details are updated and correct!).

These involve decisions, actions, and solutions for the company; hence, it is indeed a delicate task. You’ve just wrapped up a call with a prospective consulting client. If you’ve found your way to this blog post, it’s safe to assume you now need to develop a consulting proposal for this client — and you need help doing so. If you recommend using a certain payment portal, include that information here. It may also contain the conditions which the client prefers. For reference, the average length is one to two pages long. Many prospective clients request proposals before officially signing on the dotted line. This section outlines the tangible, identifiable end “products” you will be providing your client as a result of the project. You can’t write an effective consulting proposal without chatting with your prospective client first. It also shows different aspects of the proposal like expected outcomes, scheduled plans, and much more. Marketing automation software. This sample consulting proposal template should work well for most consulting services and even for selling products, but don’t just copy everything you read in this guide. We're committed to your privacy. Implement these consulting proposal best practices and start developing winning proposals for your consulting business. For example, if you’re being hired to review and analyze a client’s marketing strategies, this section would outline how long your phone calls or office visits will be, how many calls or visits you commit to each week, the length of each visit, etc. Download our Free Consulting Proposal Template. When finished, send it to your client for review and feedback. A consulting proposal for marketing might include an outline of your strategic framework, the overall goals, and perhaps even the smaller milestones you want to be measured by. These details are important for selling a prospective client on your services as well as giving your client a better understanding of how exactly you two will work together. A successful proposal reflects the project scope and details to keep both parties aligned. As you develop your proposal, clarify any questions or concerns you have with your prospective client.

The better you understand your prospective client’s challenges and pain points, the more impactful your proposal can be. In this section, you should also thank your client for considering you and give them a brief overview of what they can expect from the rest of the proposal.

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