Consulting Proposal Template


Consultants! Get Ready to Provide Great Services to Your Clients With This Consulting Proposal Template  

Get this ready to use this Business Consulting proposal for free and close your next consulting deal faster. This Business consulting proposal template includes all the elements that’ll make it much harder for the client to say “no”.

We’ve put together all the elements that you’ll need in the template you just have to fill in the blacks and customize it as per you feel right.

Consulting Proposal Template Format

When it comes to creating a consulting proposal, you’ll be able to save a lot of time and energy if you have this master proposal template to lean on.  

With this proposal template you have

Spectacular Cover Page

Even the best written proposal will be dead in the water if you fail to make a first impression.  This clean, professional and beautifully designed cover page will reflect the best of who you are.


Consulting Proposal Template- cover page

Remarkable Cover Letter

After the cover page this business consulting proposal template opens with a compelling cover letter. This cover letter will have all the elements to showcase you or your company as the ideal solution to their problem right from the captivating opening paragraph, reasons for the pitch, baseline metrics (before & after), goal. 

Consulting Proposal Template- cover letter

Consulting Project Activities

Following your cover letter, this section will have an outline of your customized consulting solution for your client’s business challenges. This is where you can show them that you’ve done your research by giving all the necessary details about the deliverables.

Consulting Proposal Template- scope of services

Timeline For Each Activity

This proposal template will answer questions like “when does the project begin?”, “when does the project end?”, “are there any milestones in between?”. This way with this timeframe section you can build confidence in the client that things are going as planned.

Consulting Proposal Template- timeline

Business Consulting Fees

You can set your figures using our interactive estimate block. The idea behind this interactive pricing table is to give control in their hands. Your client can customize pricing according to branding services and quantity they need.

Consulting Proposal Template- investment

Case Study

This is where great storytelling really comes into play. Using our pre-organized structure make your client visualize themselves working with you by telling the past clients success stories.

Consulting Proposal Template- Case study

Acceptance and T&C

This section where your contract terms, fine print, and signature live. Please note, we are not legal experts, seek legal expert’s opinions about T&C mentioned in this section before sending a proposal to your clients.

Consulting Proposal Template- Terms

How to Write a Consulting Proposal Template?


We already have an excellent consulting proposal guide that gives you all the guidelines for writing a consulting proposal, right from the common mistakes consultants make when creating a business consulting proposal to preparation before writing a proposal and major components you must include talks about things one should keep in mind. This is an ultimate guide packed with tips to help you create a winning consulting ptoposal proposal and close the deal.



Consulting Proposal 

What is a consulting proposal?

When an organization needs assistance in fixing the budget, organizing marketing strategy, or reshaping the company, they ask a potential consultant to write a consulting proposal for the project in hand.

A consulting proposal is a document that outlines how that particular consultant will approach and complete the project. It covers all the areas of the project including the client’s obstacles, consultant strategy, timeline, and a complete budget. 

Consulting proposal
Consulting proposal

Who writes a consulting proposal?

A business consulting proposal is written by a business consultant who intends to provide a solution to a huge range of business issues. 

Life as a consultant is always interesting. There are already so many businesses out there that request proposal from experienced consultants, it is up to each consultant to research the particular business and create a proposal that’ll help the consultant stand out from the crowd and get hired for the job. 

In simple words, consultants use a consulting proposal to actually sell himself and his experience and explain why he is the best person for this job as a consultant.

Why should you use a template for your consulting proposal?

More than having some ready language, the consulting proposal template helps you set the 

  • Clear structure to your proposal that is easy for your prospect to navigate your understanding of the client’s problem, your proposition, approach, capabilities, timeline, showcase other work and quotation
  • The right tone that makes it easy for your prospect to see that you are already involved with him/her to solve the problem
  • The right visuals which enable the prospect to subconsciously engage you for the next stage.
 Consulting proposal
Consulting proposal

What clients usually expect from consultants?

When your prospective client thinks about hiring a consultant for their organization, they have many questions and concepts in their minds, so your consulting proposal must answer all those questions beforehand. Here’s a list of some of those questions,

  • Which areas do they do before, cutting costs or raising revenues?
  • What is their professional experience before becoming a consultant?
  • How many professionals work with them at their firm?
  • Will they sign a letter of confidentiality?
  • How many clients do they work at one time?





Is your consulting proposal customizable?

Yes absolutely! All parts of your template are 100% editable and customizable. Open your consulting proposal template in an “editing mode” and customize it to create your own that suits your brand. The text, color, images everything is customizable. 

Can clients sign the consulting proposal online?

Absolutely! With the online signature, you can provide a seamless digital experience to your prospects and save everyone from the hassle of printing, signing, scanning, and sending physical copies of your proposals. This will allow you to seal the deal faster.

Does it offer interactive pricing?

Yes, it does have an interactive pricing table, meaning if you want, the client can change the quantity, select/deselect services and s/he can check the final total (again configurable) along with applicable taxes & discounts. 

Can I export or save this consulting proposal as PDF?

Sure you can. You and your client can download the proposal PDF for future reference.You can also configure whether to allow your clients to download the PDF or not, before signing & accepting the proposal. 

Can I add images, videos in an consulting proposal?

Totally! You can give your consulting proposal an elegant & branded touch by adding images or you can show your best work to your prospects by adding videos.


Does your consulting proposal also include consulting contract?

Yes, we do have a sample proposal content and a sample contract for your use. It comes with a section that includes a consulting contract, terms on services terms, and an online signature. Please note, even though this proposal comes with a consulting contract but we are not legal experts, seek legal expert’s opinions about the T&C mentioned in this section before sending a proposal to your clients.

What are the most common difficulties faced when creating a consulting proposal template?

Here are the challenges you and your sales team faces when developing a consulting proposal template,

Challenge 1: Making requests

Challenge 2: Too many versions of consulting proposals

Challenge 3: No central library

Challenge 4: Review and approval

Challenge 5: No transparency

What are the benefits of consulting proposal template?

4 hidden benefits of a consulting proposal template for the process of proposal creation,

  • It saves time
  • It increases your chances of winning the deal
  • You’d have less burden as you’re well-prepared
  • It will promote consistency
What should you avoid when creating a consulting proposal template?

Here are some of the top mistakes you must avoid when creating a consulting proposal template,

  • Proceeding with unqualified leads
  • Telling your story instead of theirs
  • Sending proposals without an overview
  • Keeping it all monotonous and not at all dazzling
  • Failing to keep it brief
What are the factors you should consider when choosing the right consulting proposal template?

Here are the things that you need to tick off before you create or select a consulting proposal template and enjoy its benefits,

  • Tone
  • Looks
  • Structure
  • Design
  • Color


Cover Letter

Dear Client,

{my_company} is pleased to provide {Client_Name} with the following consulting proposal.  I’m glad that we had the opportunity to discuss so that my team I could get a clear understanding of your business goals.

We can provide the expertise and an objective eye to help guide your business. Our consultants specializing in different areas will guide you through,

  • Your strategy and management
  • Business operations
  • Finances and funding opportunities
  • IT and sales & marketing

This consulting proposal outlines the scope of services we offer. Feel free to contact us if you have any queries. We look forward to welcoming you.


{user_name} ,{email-id}


Scope of Services

Our business consulting services will include,

  • Strategy consulting:  Our strategic consultants will help you with higher-level decision making in your business
  • Finance management: We’ll identify cost-cuttings to improve {client_company}’s profit. To set you on the right path we’ll help you with budgeting, planning, and forecasting.
  • Operations consulting: We’ll use data and research to assist {client_company} with streamlining its activities.
  • Risk Management: It’s important to identify, classify, and assess the risks in order to avoid them. Our consultants will help secure the future of the company with our risk management service.



Task Months
Discovery phase 2-3 
Analysis of the current phase and setting the goals 3-4
Building a customizable solution 2-3
Implementing the solution and managing it 12 

Terms of Services


{Client_company} agrees to make initial payment at the time this contract is signed in order for {sender_company} to undertake the work mentioned in the proposal. Once the {client_company} makes the initial payment, the new contract will be constructed with a definite timeline for execution and specific terms of payments.


{Sender_comapny} guarantees that the work will be done in a respectful way and that all the work carried out under this agreement will be original work of {sender_company}. {client_company} will not face any copyright issue.


If {sender_company} or{client_company} choose to terminate the contract, {sender_company} reserves the right to obtain payment for the services that have been provided. 


Once you feel confident about everything and are ready to move forward, please click on the “sign here” button. Once we receive notification about your acceptance we will contact you to discuss further steps.

Advantages of Proposal Templates

Proposal Templates Software

Make The Best First Impression: Hook Them Up

When your client receives your proposal, they would want to open it right away. Use this free proposal template to get the reactions like, “Wow”, “Cool”, “These guys are impressive” 

Ready to Use Templates : Save Time

Get your  proposal in front of your prospects quickly so that you don’t lose the next business. Pick this ready to use polished proposal template and outrank your competitors. No more struggling with proposal pieces.

Advantages of Proposal Templates - 100% Editable

100% Customizable: Make It Your Thing

These templates are 100% editable and customizable. Pick your free proposal template and customize it to suit your brand. The sections, text, color, images everything can be changed.

Advantages of Proposal Templates - Clear Structure

Clean Structure: Easy Navigation

With clean structure in your proposal, you can make it super easy for your clients to uncover, understand your proposal better. Clear structure helps your clients to set their expectations, right from the beginning.

Advantages of Proposal Templates  - Interactive Quotation / Pricing

Interactive Quotation / Pricing

This proposal template has interactive quotation; meaning if you want, client can change quantity, select/deselect services and s/he can check final total (again configurable) along with applicable taxes & discounts

Advantages of Proposal Templates  - Interactive Quotation / Pricing

Download and Save as PDF

Would you ever need proposals in Microsoft Word format? I doubt. With online editor, tracking for proposal, you are better off with Fresh Proposals software. You can also download proposal PDF file.


Request more information about sales proposal by entering your email id below.




Send Professionally Designed Proposals. Clients Will Readily Prefer You

Photography Proposal Template

100 % Customizable Template

Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.

Corporate Photography Proposal Template - Portfolio

Show Your Best Work

Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better

Corporate Photography Proposal Template - Quote

Interactive Quote

One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.

Corporate Photography Proposal Template - Online Editor

Drag-n-Drop Content Editor

You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.

Corporate Photography Proposal Template - Get Prospects Insights

Track Prospect Insights

Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.

Corporate Photography Proposal Template - Online Signature

Online Signature, Acceptance

Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.


Start Converting Prospects Today

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