Consulting Proposal Template To Close Deals

Proposify knows proposals.  Our team has studied millions of deal documents over many years and understands what it takes to close deals.  We are dedicated to delivering a solution that puts you and your team in control of the closing process.  From template and content management to analytics and reporting, you'll have consistency and visibility across your entire sales team and cycle.

Reps will love the flexible design editor and be armed with a powerful tool to create professional, error-free proposals.  to top it off, our experienced support team is second to none and here to ensure you succeed with our product and in winning business.

To write an effective consulting proposal, the most efficient way is to start with a professionally designed consulting proposal template and then customize it to fit your specific project requirements. Here's how you can do it:

1. Choose a Template: Begin with a high-quality consulting proposal template from Proposify. Our templates are structured to include all crucial sections such as project overview, scope of work, pricing, and terms and conditions.
2. Customize the Template: Modify the template by adding detailed information about the consulting project, including objectives, strategies, timelines, and specific client requirements.
3. Personalize Content: Replace placeholder text with detailed descriptions of the services you offer. Highlight the unique aspects of your consulting solutions to make your proposal stand out.
4. Include Visuals and Reports: Add relevant charts, graphs, and analytics reports to make your proposal more engaging and visually appealing.
5. Review and Finalize: Thoroughly review the completed proposal to ensure all information is accurate and clearly presented. Make any necessary adjustments, and it is ready to be presented to your client.

By starting with a Proposify consulting proposal template, you streamline the proposal writing process and create a professional, comprehensive document tailored to your client's needs, increasing your chances of winning the project.

A consulting proposal is a document submitted by a business strategy or management consultant to a potential client. It is a sales document that provides an overview of your services and sells how you will address your client’s business challenges. It also provides a timeline for completion so that both parties are clear on expectations from day one.

As a business consultant, you know that you need data to make informed business decisions. When you send your consulting agreements in PDF format, you get no data and no insight into what happens after your proposal is in a prospect’s hands.

Proposify’s online proposal software allows you to track how your potential clients interact with your sales documents, including the sections they spend the most time on and how many times they open the document. This insight lets you track how your pitch is progressing from the second you send your proposal to the moment your new client signs.

The most effective method of sending a consulting services agreement to a client is via a link to an online document. That way, large files won't get stuck in your prospect's spam folder, there's no need to download anything, and they (and you) won't need to mess around printing, signing, scanning, or sending physical documents ever again!

After you’ve convinced your new client to proceed with your consulting services, you need a signature to make it official. Esignatures are the only way to go in the modern world of business. They’re fast, secure, and with Proposify, completely free.

Every Proposify proposal template includes our free esignature tool. Forget the printing, plug-ins, and downloading, and get your deals closed faster, from anywhere.

A successful consulting proposal needs to include everything your potential client needs to make an informed decision. Be sure to include only the essential information so your reader doesn't get distracted by superfluous details.

Proposal data from more than 2.6 million sales documents indicates the ideal consulting proposals are around 11 pages long, and organized into 7 sections. We've organized this free consulting proposal template into those sections, so your pitch won't miss a beat.

When you sign up with Proposify, you get access to this template and every other template in our extensive template gallery. You can also upload all your company and client information so you can plug it into your proposals fast. After you sign up, you'll get access to all of our Team plan features for 14 days, and then have the option to choose your perfect plan.