Consulting Services Proposal Template
Consultants, marketing professionals and agencies use the consulting proposal template to land a prospective client. Essentially, it’s a sales pitch. Your business proposal should include all the necessary components of a strategic game plan to detail how you would handle a specific project.
- Outline the project summary, scope and proposed solution.
- Demonstrate your company’s services, strategic framework and ability to succeed.
- Build upon your existing marketing strategies to showcase how you’re the best fit for the job.
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How to create a consulting services proposal with Xtensio
- Click and start editing, no account or credit card required.
Follow along with the instructional consulting proposal details. Add charts, graphs, images, and videos to customize the proposal template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.
- Customize everything in the consulting proposal template to match your brand.
Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your business proposals and more.
- Work on your proposals together on the cloud.
Add colleagues (or clients) to collaborate on the consulting proposal template. Changes automatically save and sync across all devices, in real-time.
- Share a link. Present a slideshow. Embed. Download a PDF/PNG.
The consulting proposal template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
- Reuse and repurpose.
Save your own custom consulting proposal templates. Or copy and merge into other documents.
What is a consulting proposal?
A consulting business proposal is a document that consultants, marketing professionals and agencies send to potential clients; it acts as a sales pitch for a specific project. Consulting proposals are also marketing deliverables that demonstrate why and how the consultant’s experience and skills make them the best fit for the project. That being said, your proposals should be persuasive, personalized for the client’s needs and visually engaging.
How do I write a consulting services proposal?
The proposal itself won’t win the client. You should only send a project proposal once you’ve engaged the potential client and agreed that they have an issue or opportunity they’d like your help with. Before you get started creating a proposal, think about how you can add value to your client’s work.
- What is my brand identity? What kind of work does my consultancy do?
- What service will I be providing for this potential client?
- How do I compare to the competition?
Once you identify your value-add, get the potential client on the phone or schedule a meeting to talk about the prospect of working together in-person. This will add trust to your brand and give you the chance to plant the idea. Once it’s clear that you can add value for the client, simply ask them if you can create a project proposal and give them a specific date.
Xtensio Tip: If/when your proposal sparks interest, there is a good chance that your potential client will ask for a meeting. Be prepared with a well-structured meeting agenda:
Check out our meeting agenda templates.
Learn how to create an efficient meeting agenda.
Then it’s time to write a consulting proposal:
- Start by introducing yourself with a cover page: list your company and your name, the prospective client’s name and the date of submission. Add your branding with your colors, logo and a nice background image.
- Write an executive summary that gives an overview of the client’s problem, how you plan to tackle the challenge and a call-to-action.
- Describe your approach and process. What’s your strategy? How are you going to reach the objectives you outlined in the overview?
- Outline the scope and timetable of the project, including what you will (and will not) work on. Be explicit; clearly outline milestones, how you intend to carry out the project, and where resources will be allocated.
- List solutions and project deliverables. Whether you’re doing a website audit, creating a content marketing proposal or assisting the company in digital transformation, be clear about what deliverables are expected during the project. List out deliverables, formats and requirements.
- Outline budget, pricing, terms and conditions. Be transparent about the cost of your services and help your clients quickly determine if they can afford to work with you. Include how you wish to be compensated and describe any potential extra costs, such as outside tools, materials, or testing.
- Showcase related work and case studies. Sell yourself! Explain your background and experience related to the scope of this project. Add logos of bigger name companies that you’ve worked with.
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Can I create a free proposal?
Yes. Any Xtensio template is FREE TO TRY. No need to add your credit card information to start editing. Create an account if you would like to save and share your work.
What would I get by upgrading to a premium plan?
By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.
You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view project stats to stay updated on all of your projects. Here’s more about our premium plans.
What would I use the business proposal template for?
A well-developed consulting proposal will show your game plan to your next potential clients. Consultants, marketers and agencies can use this template to create an easy-to-read and mobile-friendly business proposal.
Do you have a sample consulting proposal?
Yes! We have a couple of sample consulting proposal templates above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration. Just click on one of the examples further up on this page to save it as a folio and start editing with your own content.
How do I create a consulting proposal to land new clients?
To create an effective business consulting proposal, you’ll want to show a potential client your past successful projects. You can use the case study template to showcase a compelling story of how your company solved a particularly challenging problem.
Can I add colleagues to edit the consulting proposal template?
Yes! You can invite as many people as you’d like to collaborate on your proposals. As a platform, Xtensio helps improve the way your team works.
How do I share my client consulting proposal?
Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.
Do you have other tools for working with clients?
We do! There are a number of different templates, examples and resources to guide you through the process of landing clients and creating beautiful client-facing deliverables. Check out our Xtensio for Consultancies and our Business Development toolbox to find more tools and resources.
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