Consulting Agreement Template

Establish clear client relationships with the Consulting Agreement Template – outline project scope, terms, and expectations professionally.

Consulting Agreement Template

About this template

Establish clear expectations with our Consulting Agreement Template. Designed to outline the scope of work, deliverables, and payment terms, this template ensures a smooth consulting engagement and protects both parties' interests.

Provide a solid foundation for your consulting projects by leveraging our Consulting Agreement Template. This professionally crafted document fosters trust and transparency, setting the stage for successful outcomes in your consulting engagements.

What's included?

  • Proposal welcome
  • Background context
  • Goals of the agreement
  • Project process
  • Outcomes of the agreement
  • Investment
  • Savings
  • About us
  • Our company
  • Our team

About the author

Jess Tassell, Fractional CMO

Jess Tassell|Fractional CMO

Jess is the Fractional CMO at Qwilr, looking after product marketing, growth, content functions and more. Prior to Qwilr, Jess was the International CMO of StubHub International (eBay owned $5B marketplace), where she led a team of 44 marketers across 69 markets. Jess also has extensive strategy consulting experience in Australia and the United States from starting her career at EY.

A consulting agreement template, optimized through proposal software, is a strategic tool that sets the foundation for a productive consulting relationship. It meticulously outlines project requirements, timelines, and deliverables, providing clarity on the consultation's objectives and scope.

  1. Consultation Goals: The agreement begins with a synopsis of the consultation's objectives, highlighting the problems it aspires to solve and the target clients it seeks to serve. This understanding is pivotal to customizing the consultation to address client needs effectively.
  2. Market Analysis: This vital component facilitates the identification of market trends, competitor evaluation, and anticipation of potential challenges that may emerge during the consultation process.
  3. Service Specifics: The agreement delves into the unique services required for the consultation, specifying areas of expertise, methodologies, necessary tools or resources, and potential collaborations.
  4. Project Management: To ensure a seamless consultation process, the agreement delineates the project's scope and maps out the consultation strategy, performance metrics, and project management approach.

Industries and Projects: Consulting agreements are pervasive across diverse sectors such as technology, finance, and healthcare, catering to an array of projects.

Establishing Clear Expectations: One prime advantage of a consulting agreement lies in its ability to set clear expectations for all parties involved. It should succinctly outline the project scope, deliverables from the consultant, and the completion timeline.

Deciphering Payment Terms: Payment terms form another integral component of a consulting agreement. It should detail the consultant's hourly rate or project fee, and any reimbursable expenses.

Addressing Additional Aspects: Beyond the scope of work and payment specifics, a consulting agreement can cover a host of other vital issues. For instance, it may encompass confidentiality provisions safeguarding sensitive information, or non-compete clauses restricting the consultant's engagements with competitors.

By using Qwilr's consulting agreement template, you can save time and ensure that your agreement includes all of the necessary details.

Some of the benefits of using Qwilr's Consulting Agreement Template include:

  • Easy customization
  • Professional design
  • Integration with other project management tools
  • Secure digital signature capability

Using Qwilr's Consulting Agreement Template, powered by a proposal creation software, is simple and straightforward:

- First, you'll need to start a free trial account with Qwilr.
- From there, you can access the template and customize it to meet your needs.
- You can add your own branding, adjust the scope and payment terms as needed, and customize other details.
- Once you've finalized the document, you can send it to the consultant for review and signature.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

Writing a consulting agreement can be complex, especially if you are not familiar with legal contracts. Qwilr's Consulting Agreement Template can help simplify the process by providing a framework for the document. Some tips for writing a consulting agreement include:

  • Start with a clear description of the scope of work
  • Include payment terms and details
  • Outline any deadlines or milestones
  • Include provisions for termination or extension of the agreement
  • Consider including a confidentiality or non-disclosure agreement if necessary

A consulting agreement should include a number of important details, including:

  • A clear description of the scope of work
  • Payment terms and details
  • Deadlines or milestones
  • Terms for termination or extension of the agreement
  • Confidentiality or non-disclosure provisions if necessary
  • Any other relevant details or requirements