Consulting Proposal Template To Close Deals

For professionals providing general consulting services, our example consulting proposal template can save time when preparing estimates for new clients. Whether you offer management consulting, small business consulting, strategy consulting, or other general business consulting services, this free proposal guide allows you to customize your information to produce a well-designed, professional presentation of your business offerings.

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All Proposify proposal templates are 100% customizable.

What is included in this consulting agreement template?

This simple consulting agreement contains everything you need to win more clients. It contains sections like about us, project summary, timeline, team bios, investment, and contract. Plus we provide the ability to add a legally-binding electronic signature to make it easier for your client to sign off.

A Professionally-Designed Cover

First things first, you'll need an impressive cover to capture your prospective client's attention and make your pitch stand out.

This free consulting proposal example already includes a professionally designed cover, complete with all the essential information. Proposify's intuitive document editor makes it easy to customize the aesthetic to suit your brand or style.

Sample cover page for a business consulting proposal.
Executive summary example for a consulting agreement.

A Persuasive Executive Summary

You're a leader in your field, and you have invaluable expertise to share with other business professionals.

The executive summary is where you demonstrate your credibility as an expert and sell your potential client on how and why you're uniquely positioned to help tackle their business challenges.

This sample consulting proposal template contains a pre-written executive summary to help spark inspiration if you're not sure what to write.

Your Strategy

What is it about your consulting firm's approach to today's business challenges your prospects can't live without?

This section of your free consulting proposal sample is where you lay out how you'll drive results for your new clients and get them to their desired state.

This consulting services agreement is 100% customizable, so you can easily tweak or rewrite the text that is there to describe your unique approach.

Example strategy or approach section for a consulting proposal.
About us or team page on a sample consulting agreement template.

About Us/Our Team

Time to put some faces to those names!

Whether you're a team of one or one hundred, your new client will love reading the bio and background of the new business development consultants they're working with.

This is where you can go into detail about your team's specific experience and expertise.

Deliverables and Timeline

What can your prospective clients expect to receive from your management consulting firm?

This section of our simple consulting agreement contains a sample deliverable timeline that you can use to set your own schedule for your prospects.

Make sure you're detailed so your clients know what they can expect, but not so much that they get overwhelmed with unnecessary information. If you're not sure what to write, use our professionally-written copy as a guide for length and detail, and edit to include the specifics of your consulting agreement.

Project summary or project deliverables and timeline section of an example consulting proposal template.
Pricing page for a sample consulting agreement template.

Pricing Page

Now you've described the scope of your consulting strategy, you can tell your prospect how much your services will cost.

The pricing or investment page of your consulting services agreement is the place to list and describe the financial commitment for your potential sponsors.

This sample consulting agreement includes Proposify's interactive pricing tables, which makes it easy to lay out the financial portion of your consulting proposal. Tables are completely customizable so you can list all of your services, taxes, optional extras, and discounts.

Contract and Sign-Off

Be sure to include a detailed contract or terms and conditions that describe the business relationship between your consulting firm and your new client and the obligations for each party.

Once your new client is ready to sign, Proposify's legally-binding, secure, and completely free electronic signatures make closing the deal fast and simple.

Example contract section and signature page for clients to esign a consulting proposal.

Tips for creating a winning consulting proposal

Crush your next consulting services pitch with these data-backed proposal tips.

Increase your close rate by 26% by adding images to your consulting proposal

Are your current proposals bland, text-based documents? If so, you could be leaving a full quarter of your potential revenue on the table.

Adding imagery to your consulting bids doesn't only help add a sense of professionalism and sharp design, it helps increase your close rate.

This sample consulting proposal template contains example images that you can easily swap for your own branded material.

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Using esignatures for sign-off on your consulting agreements can significantly increase success rates

Esignatures are the modern way to close new business. They're fast, secure, and your new consulting clients can sign from anywhere, on any device.

They also increase close rates by a massive 465%, and help deals close up to 60% faster.

Proposify's free esignature tool is included on this free consulting services agreement. Simply plug in your clients' name and you're in business.

esignatures get 32 percent faster sign-off

Consulting proposals that get to clients faster, close faster

Proposify's free consulting agreement template makes it easy to move with speed and confidence at closing time.

An easy-to-use editor helps you quickly create impressive consulting proposals and tighten up your deal turnaround.

Detailed proposal analytics give you insight into how prospects are interacting with your proposals and find out what could be costing you a quicker close.

track proposal views and metrics

of Proposify proposals are created and sent in under an hour


of winning proposals close within 24 hours or less


of proposals are signed within 11 minutes of opening

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Frequently asked questions about consulting proposal templates

What is a consulting proposal?

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.

How do I write a consulting proposal?

The best consulting proposals or agreements are concise summaries of the problems your prospect is facing, your strategy on how you plan to solve those problems, a timeline of when you expect to see results, and what those results are likely to be.

To be effective, consulting proposals need to be convincing, well-written, and organized into sections for easy reading. This example consulting proposal template contains all the sections required to address these topics, and professional copy to serve as inspiration.

Why not just send my consulting proposal as a PDF?

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.

How do I send a consulting proposal to a prospective sponsor?

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!

How do I get a consulting agreement signed?

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.

Can I edit this sponsorship proposal template?

Yes! All Proposify templates are 100% customizable.

What makes a good consulting proposal?

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.

How many pages should a consulting proposal have?

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.

What should a consulting proposal include?

First, lead with an eye-catching cover to help your consulting agreement stand out from the competition. Then include a brief but persuasive consulting agreement letter to sell your prospective clients on why they should hire your business consulting firm. Next, lay out the specific objectives and deliverables you are trying to achieve, and the timeline to which you want to achieve them. Remember to include an about us section that introduces your team. Clear pricing comes next, where you let your prospect know how much your consulting services are going to cost. Finally, a contract to protect your business, and a signature page to electronically sign-off on the deal.

I’ve received an RFP for consulting services. What should I do next?

After you've received an RFP for consulting services, you have a short window of opportunity to get your pitch in before the competition does. Our research shows that 42.5% of proposals sent through Proposify close within 24hrs of a prospect opening the document. Turns out time really does kill deals. Proposify helps you move with speed and confidence after you've received an RFP so you can get an impressive proposal to your prospect quickly.

Why do I need a Proposify account to use this template?

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.

And of course, you're able to select our no-cost plan, Proposify Free, whenever you like.

Why should I choose Proposify over the competition?

At Proposify, we know proposals. Our team has studied millions of deal docs over the 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.

Use this free consulting proposal template to dominate your next deal.

Grab this free, customizable consulting proposal template now and get ready to crush your next pitch.

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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