Consulting Proposal Template
Secure projects with a persuasive, well-structured, and professional Consulting Proposal – build a tailored, actionable, and insightful proposal fast.
About this template
Secure projects and impress potential clients with our interactive template. Designed for efficiency and impact, this template enables your team to create a persuasive, well-structured, and professional consulting proposal that demonstrates your unique insights, actionable recommendations, and expertise.
Present a polished, tailored, and insightful proposal that addresses your client's needs, ultimately fostering trust and winning more business.
What's included?
- Proposal
- Background
- Goals
- Process
- Outcomes
- Indicative investment
- Team
- A Culture of Excellence
- Get in Touch
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
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Frequently asked questions
To write a consulting proposal: 1. Define the problem: Start by defining the problem that your potential client is facing. 2. Offer a solution: Offer a detailed proposal of how you can help solve the problem. 3. Provide a cost estimate: Include a detailed estimate of what your services will cost. 4. Outline your approach: Outline the steps and processes you plan to follow to complete the project. 5. Include a timeline: Provide a timeline for the project so your client knows when they can expect results.
An effective consulting proposal should have the following sections:
- Introduction
- Problem statement
- Proposed solution
- Methodology
- Timeline
- Pricing
- Testimonials or case studies
- Terms and conditions
- Call to action
A consulting proposal should include:
- Overview of the problem
- Proposed solution
- Scope of services
- Cost estimate
- Timeline for completion
- Proposed method for measuring success
- Assumptions and dependencies
- Proposed next steps
You should present a consulting proposal in person or via video call, if possible. This will give you the opportunity to answer any questions the client may have and to address any concerns. Make sure to be professional and confident, and emphasize the value that your services will provide.