Consulting Proposal Template

Management consulting proposal. Example: 'Business Process Review - 4 week engagement, $18,000 fixed fee.'

What to include in a consulting proposal

A short summary of the client’s problem in their own words
Your proposed approach and deliverables
A clear scope with assumptions and exclusions
Timeline and key milestones
Pricing, payment schedule and what is not included
Relevant experience or examples
What happens next and how to accept

Professional services notes for a Consulting Proposal

Management consulting proposal. Example: 'Business Process Review - 4 week engagement, $18,000 fixed fee.'

The engagement scope and any assumptions the fee depends on
Who the responsible practitioner is, and their credentials where relevant
Disbursements and third-party costs shown separately from your fee

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General information only — not legal, tax or financial advice. For contracts and tax documents, confirm your obligations with a qualified professional or the relevant authority.