Consultant Proposal Template

Last updated November 16th, 2023

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A consulting proposal is a sales pitch from consultant to potential client. It details the proposed project, the consultant’s terms, and why they’re well-suited to the project.

Sample

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CONSULTANT PROPOSAL

[CONSULTANT TITLE]
[CONSULTING FIRM NAME]
[OFFICE ADDRESS]
[INSERT LOGO]

Date: [DATE]
RE: CONSULTING PROPOSAL

Dear [CLIENT NAME],

Thank you for the opportunity to consult with [COMPANY NAME] on [PROJECT]. Below you will find how I hope to contribute to this project.

Project Overview: [PROJECT DESCRIPTION]

Deliverables: [DELIVERABLES]

Timeline: [PROJECT TIMELINE]

Consultant Background: [CONSULTANT EXPERIENCE AND QUALIFICATIONS]

Payment Terms[PAYMENT TERMS]

Thank you for your consideration.

Sincerely,
_________________________
[CONSULTANT NAME]

How to Write a Consultant Proposal

A consultant proposal should present the consultant’s vision of the project and how their skill set will serve the client. The following elements are often included:

  • Executive Summary. The proposal’s key takeaways so that the reader may quickly understand its main points.
  • Project Overview. The proposal should explain the project and its objective.
  • Deliverables. The consultant should detail exactly what they’ll accomplish for the client should they be hired.
  • Timeline. The timeline of the project expected by the consultant.
  • Consultant Background. The consultant’s skills and experience that are relevant to the project.
  • Payment Terms. The project’s payment terms, including who will be responsible for the project’s expenses and whether there will be additional fees such as a retainer or contingency fee.

When to Use

A consultant proposal can be used when a client considering the consultant’s services is seeking more information before making a final decision. The document shows the consultant’s seriousness and that they’re ready to begin work. If the client accepts the letter’s terms, the parties can proceed to enter into one of the following documents:

  • Consulting Agreement – This form establishes the consultant’s terms of service.
  • Consulting Engagement Letter – This letter formalizes a working relationship between the parties, though it is generally shorter and less formal than a consulting agreement.