Consulting template
Consulting Proposal Template
A clear consulting proposal template you can use for strategy, operations, marketing, and management consulting engagements — fixed fee or retainer.
Who this template is for
- Strategy consultants
- Operations consultants
- Marketing consultants
- Boutique consultancies
What's included
- Cover page with client and project details
- Executive summary tailored to the project
- Detailed scope of work and deliverables
- Itemized pricing table with totals and tax
- Project timeline and milestones
- Terms, payment schedule, and assumptions
- One-click client approval signature block
Sample scope of work
Discovery
- • Stakeholder interviews
- • Data review
- • Current-state assessment
Engagement
- • Workshops and analysis
- • Recommendation roadmap
- • Implementation support
Handover
- • Final report
- • Executive presentation
- • 30-day follow-up
Sample pricing
| Item | Qty | Unit | Total |
|---|---|---|---|
| Discovery sprint (2 weeks) | 1 | $8,000 | $8,000 |
| Engagement (8 weeks) | 1 | $32,000 | $32,000 |
| Final deliverables | 1 | $4,000 | $4,000 |
Sample terms
- • 50% deposit required to start, balance due on completion of milestones.
- • Quote valid for 30 days from issue date.
- • Any change of scope will be quoted separately and added as an addendum.
- • Client to provide all required information and approvals within 5 business days.
Frequently asked questions
Can I use this for retainer engagements?+
Yes. Switch the fee type to monthly retainer in the editor and add ongoing deliverables.
Does it include a clear scope of work?+
Yes. The template ships with a structured scope of work, assumptions, and exclusions.
Can I track if the client opened it?+
Yes. Create My Proposal shows when each proposal was viewed and how often.
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