Consulting Proposal Template
A consulting and services proposal that takes a client from their problem to your fee, with a prompt in each section and a finished example. Edit it online, then send it as a live link or PDF.
Free template · Opens in your browser · Nothing to download
Made for consultants, agencies and freelancers who win work with proposals.
What’s inside the template
Six parts, in the order a client reads and decides. Each has a short prompt telling you what to write. The pictures show our finished example.
Cover
Project name, client name and date, so the proposal reads as written for them.
Overview and objective
The client’s situation in their words, then the goal as a number to hold you to.
Approach and process
How you will work, in three or four steps, and why it fits this client.
Deliverables and timeline
Exactly what the client receives, and when, laid out week by week.
Team and budget
Who does the work, and your fee presented as one to three clear options.
Proof and next step
Related work, a client quote, and exactly how to get started with you.
Edit it online. Send it as a link.
Xtensio is the living deliverables workspace for firms that send work to clients. Your consulting proposal sits next to your capability statement and client reports, all on your brand.
Edit it in your browser
Sign up free and Xtensio offers to draft the proposal with AI from your notes, or start from the template. Then click any text to edit it.
Apply your brand
Enter your website and Xtensio picks up your logo and colours. Check they look right. Need a first draft of a section? Edit with AI writes one from your notes.
Send it, then keep it current
Share a live link, present it on a call, or download a PDF for procurement. Change a figure and the link updates, with no new attachment to send.
Prefer to start with AI? The AI Consulting Proposal Generator writes a first draft you can edit.
Everything you need to deliver it
Compare Free and Plus →Draft with AI 500/mo on Plus
Draft the whole document from your notes or website, or rewrite any section with Edit with AI.
Live links
One link that always shows the latest version. Set it public or private.
Present full screen
Walk a client through it on a call, straight from the browser.
Download PDF and PNG
For bid portals and email. Watermark-free on Plus.
Export to HTML Plus
Hand the page to a web team or host it yourself.
Link analytics Plus
See views and engagement for every link you share.
Project workspaces Unlimited on Plus
Group deliverables by client and invite the client in. Three on Free.
Your domain and links Plus
clients.yourfirm.com/proposal, with optional passwords.
Your team, your history Plus
Up to 5 people working together, with 365 days of version history.
Often sent with a consulting proposal
Templates for the rest of the engagement. Each one opens in the Xtensio editor, ready to fill in.
“Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types.”
How to write a consulting proposal
The short version. The full guide covers structure, pricing and how to send a proposal so it gets read.
1. Start from the client’s problem
Restate their situation and goal in their words before describing your work.
2. Make the goal measurable
Give one number and a date the client can hold you to at the end.
3. Show the path before the price
Put approach, deliverables and timeline ahead of the budget section.
4. Offer options
Two or three scopes let the client choose how to work with you, not whether.
Questions about consulting proposals
What is a consulting proposal?
A document that sets out a client’s problem, how you will solve it, what they will receive and when, and what it costs. It is what a client approves before work starts.
What should a consulting proposal include?
An overview of the client’s situation, a measurable objective, your approach, deliverables, a timeline, the team, the budget, and proof such as related work or a testimonial. This template has each of those.
How long should a consulting proposal be?
Long enough to answer the client’s questions and no longer. For most projects that is three to six pages, with a summary at the top for busy readers.
What is the difference between a proposal and a statement of work?
A proposal persuades the client to choose you. A statement of work is the contract-level detail you agree after they say yes.
Should I send it as a PDF or a link?
A live link always shows the latest version, so you can fix a figure without resending. Download a PDF when a procurement team asks for one.
Is this template free?
Yes. Create a free Xtensio account, then start from the template or draft it with AI. No credit card required. Exports on the free plan carry a small Xtensio mark. Xtensio Plus ($12 a month) removes it and adds your own fonts and domain.
Make your consulting proposal today
Free account, opens in your browser. No credit card required.
Made for consultants, agencies and freelancers who win work with proposals.
