Finance

How to Write the Perfect Consulting Proposal With The Best Tools and Templates

Every freelance consultant needs a go-to consulting proposal template.

So you’ve had a successful prospecting call and now there’s a client who’s eager to work with you. Excitement has given way to dread because they’ve asked you to send a proposal for them to review first.

Your mind might be swimming with questions: What should you include in the consulting proposal? How long should it be? And how soon do you need to send it over?

In this article, I’ll show you the easiest way to write a consulting proposal in no time using the right templates and tools.

Editor’s note: This article was originally written by Amy Rigby but has been updated and fact-checked by David Hobson, Foundr’s Head of Marketing, whilst retaining the original author’s writing style. David has worked with multiple large brands in the past and is hugely experienced in entrepreneurship and business development.

In some ways, a consulting proposal can seem like a mere formality. But the truth is, it can make or break your budding relationship with this potential client. The consulting proposal outlines everything you’re going to deliver so they can rest assured they’re getting exactly what they’re paying for.

Even if they’ve said “yes” over the phone, the deal’s not done until they signed on the dotted line.

Even if they’ve said “yes” over the phone, the deal’s not done until they signed on the dotted line. And the only way to get them there is to send a proposal they can’t resist. Here’s exactly how you’re going to write that winning consulting proposal.

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Before You Begin

Before you start writing a consulting proposal, there are a few general guidelines you need to follow.

Tip #1. Get Them on the Phone or Meet in Person First

Timing is key. Only send a consulting proposal after you’ve had a successful initial phone call or meeting with the prospect. If someone’s asking you to submit proposals without having spoken to you first, the chances of wowing them are very low. While a consulting proposal can be a powerful tool for winning clients, it’s not the only one, or the first one you should reach for.

You should do your best to get your prospect on the phone, or even better, meet them in person before you even talk about submitting a proposal. Hearing your voice or seeing your face will do wonders for your prospect in terms of trust.

Note: There are times when a company will put out a Request for Proposals (RFP) during which anyone can submit a proposal without any contact with the company beforehand. Obviously, in these cases, competition is fiercer and your chances of winning are lower.

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Tip #2. Fully Understand Your Potential Client’s Desires

Before you write a word of your proposal, you need to understand your prospect’s true desires. It’s not just about what they tell you they want (e.g., a new website). You need to dig deeper to find the motivation behind the project (e.g., a new website for them to showcase and sell their artwork more efficiently).

Bonus: When writing your consulting proposal, try to reflect the exact words you keep hearing from your client when they discuss what they want. Why? Because it shows you were listening to them and that you understand. There’s even a psychological phenomenon known as the chameleon effect, where one person mimics the other to gain empathy. It occurs in social situations where people are trying to build rapport and, interestingly enough, is the reason some people pick up the accents of the places they travel to or live in. We try to be like the people we like!

At the end of the day, the client wants to know what you’ll do for them.

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Tip #3. Get as Specific as Possible About the Value You’ll Provide

Don’t make the mistake of stuffing your proposals with accolades and fluffy jargon that make your work sound important.

At the end of the day, the client wants to know what you’ll do for them. So instead of saying, “Using my patent-pending business streamlining formula, I will conduct a business analysis that generates your optimal productivity and organization workflow,” try, “After thoroughly reviewing your business, I will create a strategy document that will save you 20 hours a month in lost productivity.”

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Tip #4. Properly Evaluate the Scope, Timeline, and Value

This is probably the hardest part of writing a consulting proposal if you’re new to it. The two best ways I’ve found to properly evaluate project scope, timeline, and value to the client is through sending an initial client questionnaire and then following that up with a phone call.

By doing these two things, I can gather all the data I need to figure out just what’s at stake in this project.

Tip #5. Be Open to Making Mistakes

If you’re new to consulting or freelancing, you probably will make mistakes when it comes to evaluating scope and timeline. This is because, often, you won’t really know how long things will take you due to lack of experience. That’s okay!

As you write more proposals and gather more data about your workflow, it’ll get faster and more accurate each time. Be open to making mistakes; you’ll learn quickly from them.

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The Best Tools for Creating Consulting Proposals

Eversign

Every proposal needs a signature and Eversign makes it easy to get your documents e-signed. I’ve been using it a lot lately because I really like one particular e-signature feature. You can either type, draw, or upload your signature to the service and then “stamp” your signature onto any document.

If you use the free version, you can sign up to five documents for signing every month. That limit is lifted with their Basic plan which costs $9.99 a month, or $7.99 if billed annually.

signing consulting proposal eversign foundr

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AND.CO

AND.CO allows you to draft proposals and contracts (it has free templates for both!), which you can then email to your client via its platform. As a bonus, you’ll get email notifications when your proposal is viewed, and your client can e-sign and pay you online.

AND.CO offers a free plan which supports 1 client and their branding watermarked on your documents. Their PRO plan lifts the client limit, removes watermarking, and allows you to edit their contract templates for $18 a month.

consulting proposal template andco

Honeybook

Honeybook is a paid service that lets you create proposals and contracts, send them for e-sign, get notifications when they’ve been viewed, and accept payments online. It’s a little more pricey at $40 per month or $400 annually, but it really is an all-in-one solution.

honeybook contractor proposal foundr

READ MORE: How to Write the Perfect Consulting Proposal With The Best Tools and Templates

Bonsai

Bonsai is another paid all-in-one suite of services with proposals, invoicing capabilities, contract signing, and client CRM features that are similar to Honeybook.

With Bonsai, you can create proposals, email them to be signed, receive notifications when they’re viewed, and get paid online. Their freelance service proposal templates are beautifully designed, and there are many to choose from!

Bonsai’s basic “Workflow” plan costs $19 a month and offers everything you need to get going.

bonsai freelance proposal template foundr

Better Proposals

Simple yet powerful, Better Proposals is a paid proposal writing software, popular for its trackable proposals with beautiful and modern consulting template design. You’ll get notifications when your proposal is viewed and e-signed, and you can get paid online.

Their Starter plan allows for 10 proposals a month at just $19/mo. That limit is increased to 50 proposals in their Premium plan for $50 a month.

better proposals consulting template foundr

Any Word Processor

Yes, if you want to keep it low-cost and no frills, you can simply fire up Microsoft Word, Google Docs, or any other word processor, and type up your consulting proposal. Google Docs actually offers a few really great project proposal templates in their Template Gallery.

From there, simply export it as a PDF and sign it in Eversign.

google docs consulting project proposal template foundr

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The Anatomy of a Great Consulting Proposal

Every great consulting proposal should have the following elements:

  • Cover page
  • Executive summary
  • Project outline/scope of work
  • Deliverables
  • Timeline
  • Fees and payment terms
  • Client requirements
  • Expiration date

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Cover Page

A cover page is exactly that, a cover for your proposal that displays your company’s brand, the client’s name, project, and date for reference.

Executive Summary

The next part is forming an executive summary, which is basically the entire project summed up on a single page. The executive summary should broadly highlight the client’s issues and challenges, and how you plan on tackling or addressing them.

Project Outline/Scope of Work

Now, this is the part of the document where you want to be ultra-specific because when the dreaded “scope creep” rears its ugly head, you’ll have this document for reference, which clearly outlines what you will (and will not) do for the proposed fee.

So, if you’re being hired to write for a client’s blog, be sure to outline how many words you will write, how many revisions are included, etc. Or if you’re being hired as a life coach, specify how many coaching calls are included, how long each call will be, if there will be any email support allowed, etc. You don’t want to leave any room for confusion here or you might lose out on time and money.

Deliverables

Similar to scope of work, you might also find it necessary to outline deliverables, which are basically the identifiable end products you will be “delivering” to the client.

There can be a lot of overlap here, but the difference between the scope of work and deliverables might be best explained with an example.

Let’s say you’re a freelance copywriter being hired to write an ebook to generate leads for a company. Your scope of work section might include things like learning more about the company’s brand, researching competitors, writing the ebook, and revising it.

Your deliverable, however, might be a 10,000-word ebook, fully-formatted and delivered via Google Docs.

Timeline

A good consulting proposal manages expectations so no unwanted surprises pop up. Part of that requires outlining when you expect to complete the project.

So, in your timeline section, answer:

  • When does the project begin?
  • When does the project end?
  • Are there any milestones in between?

On the latter point, with long projects it can be helpful to have checkpoints for completed work. This can help you manage your time and build confidence in the client that things are going as planned.

You can also use milestones to release partial payment of funds. Just be sure not to pin yourself down with too many milestones, to allow some flexibility in your workflow.

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Fees and Payment Terms

Make it clear what your fees are and what they include. Also, specify due dates, accepted payment methods, and payment terms.

For example, if you require a 50 percent initial payment, make sure you clearly state that you will not begin work until the client has submitted the first payment.

Client Requirements

This section of a consulting proposal isn’t that popular, but I personally always include it and find it important.

Many times, when there are delays on consulting projects, the bottleneck lies with the client. For example, every web developer knows the pain of being stalled on a build because they’re waiting on assets from the client.

If there is any part of your job that could be stalled through no fault of your own, make sure to list it here.

Expiration Date

Again, this isn’t a popular section for consulting proposals, but for me, it’s a must-have! Putting an expiration date on the proposal protects you from having a prospective client come to you three months later wanting to accept your proposal.

As you know, by that time, you might be fully booked or your prices might be higher. A client can’t reasonably expect you to drop everything and fulfill the project in your proposal if they don’t act quickly. That’s why I strongly recommended telling the client when the proposal will no longer be valid.

Optional: Contract Terms

Some consultants will send over a proposal for the client to sign and approve first, then will send over a separate contract for the client to sign. I prefer to save time and energy by having my proposal serve as a contract too.

If you choose to make yours a proposal-contract combination, add any terms and conditions here.

Common ones include cancellation, payment terms, and an independent contractor clause. If you need help, use a proposal template from any of the services mentioned above.

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Good Consulting Proposal Examples

Now that we’ve gone over the steps to creating a consulting proposal that’s stellar, it’ll be helpful to see real-life examples.

Below, I’ll share some good consulting proposal examples and what makes them special. You can click each one to get the full details.

Sample PR Proposal

This public relations proposal template from PandaDoc showcases a strong cover page. It starts with addressing the client and their needs, outlines the PR consultant’s unique experience and how that will help the client, and then closes with expressing confidence in the consultant’s abilities. Get the full PR proposal template here.

pr proposal consulting consultancy template foundr

Sample Interior Design Proposal

This interior design proposal from PandaDoc combines the Scope of Work and Timeline into one easy-to-read table. Get the full template here.

interior design proposal consulting template foundr

Sample Web Design Proposal

This web design proposal template from Proposable displays the difference between the Scope of Work section (here, called “Project Details”) and Deliverables section.

While the scope of work will include things such as determining the site hierarchy, creating page mock-ups, and coding the site, the deliverables are a fully functional website and a WordPress feature that allows the client to add blog posts.

You can get the free web design proposal template here.

web design consulting sample proposal template foundr

Sample SEO Consulting Proposal

This SEO consulting proposal includes a contract at the end, where upon signing binds the client to payment and sets terms for termination.

You can get the free SEO proposal template here.

seo proposal template consulting contract example foundr

Sample Content Marketing Proposal

This is an excerpt from a free template from Proposify. I like how they broke down the fees in the “Your Investment” section and clearly outlined the terms of payment (“A deposit of $2,000 is due upon signing”).

You can find the free content marketing proposal template here.

marketing proposal consulting service template example foundr

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Parting Words Before You Draft That Winning Proposal

Now that you’ve learned the elements of a winning proposal and seen some examples, you might still have a few hesitations as you begin drafting your consulting proposal. I wanted to leave you with some parting words of advice:

  • When in doubt, keep it simple: Some of the examples I shared in this post have colorful designs and even photos included–I’ve never done any of that. I try to keep my proposals to one or two pages and create them in Google Docs.
  • Expect negotiation and requests for edits: It’s extremely common for a client to want to ask questions about the proposal or even edit it. That’s okay! Be open to negotiation, and don’t worry if the proposal needs to go through a couple of rounds of edits.
  • Follow up, no matter what: If you send the proposal and hear crickets, don’t panic! Follow up in an email to the client and ask if they have any questions or would like to hop on a call. Often, a client will need to carefully review the proposal, share it with colleagues, and discuss its contents, so it might take some time. That’s why, as I said before, you should put an expiration date on your proposal so things don’t drag on for too long.

So, to recap, here are the basic parts of a great consulting proposal:

  • Cover page
  • Executive summary
  • Project outline/scope of work
  • Deliverables
  • Timeline
  • Fees and payment terms
  • Client requirements
  • Expiration date

When drafting your proposal, consider where your client is now and where they want to be. Think of your proposal as the plan that outlines how you’ll get them there.

Do this, and you’re one step closer to landing your next consulting client!

Do you have any tips that have helped you craft winning consulting proposals? Share the knowledge with your fellow entrepreneurs by leaving a comment below!

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