Consulting Services Proposal Template

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How to create a consulting services proposal with Xtensio

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Follow along step-by-step with the Consulting Services Proposal how-to guide

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:

1. 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.
2. 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.
3. Describe your approach and process. What’s your strategy? How are you going to reach the objectives you outlined in the overview?
4. 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.
5. 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.
6. 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.
7. 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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