Free Consulting Proposal Templates [Word, PDF]

technology consulting proposal template

A consulting proposal template is a document that contains a description of the job you will do. This document is usually made by the consultant and given to a client. There are several consulting proposal templates that can help you to learn more about this document and what it should include.

Furthermore, the main purpose of this document is to provide all information that you want to convey to the client. You should discuss your consulting services in it. Provide as much information as possible by keeping your proposal brief and interesting.

The purpose of a consulting proposal:

With the help of a consulting proposal, both consultants and clients come to an agreement before they start working together on a project. That’s why, consulting proposal should include detailed information regarding the project in order to make sure that the client understands project details, the role and the pay rate of the consultant, and more. This document also indicates the potential clients that why they may select a consultant for a project.

Different types of consulting proposals:

You have to learn a lot about a particular industry if you have been working in it for a long time. You should know the ‘ins and outs’ of the industry. For this purpose, you have to become a professional consultant. However, it’s a different kind of job through which you can gain enough knowledge about your selected career.

For the clients who need advice, as a consultant, you will provide solutions to them. In order to do this effectively, you have to make a well-made proposal to indicate to your clients that you are professional. It shows your expertise in the industry and indicates that you know what you are doing. Moreover, consultants help companies to perform their tasks more effectively. They can also improve their productivity. Here are some different types of consulting proposals;

  1. Business consulting proposal
  2. Retainer consulting proposal
  3. Project consulting proposal
  4. HR consulting proposal
  5. Management and marketing consulting proposal
  6. Healthcare consulting proposal
  7. Engineering consulting proposal.

These are a few types of consulting proposals. You can download their templates easily from any website and modifies them according to your need.

What to include in a consulting proposal?

Here are a few key elements that you must include in your proposal;

Contact details and date

Contact information is one of the most important elements to include in the consulting proposal. Include the client’s name, role, and company in the heading. For the record-keeping purpose, you must include the date of the proposal.


Here, you have to briefly greet the person to whom you’re addressing the proposal. Also, you should thank the client for their consideration. The greeting can be used as means of explaining your interest in working with the client.

Summary of project

A project summary is another key element of a consulting proposal. Explain the project briefly in this section as well as give the client an overview of the project. Specify the goal of the project, the problem it is addressing, and the main points of the project.

Project objective

The client’s main project objective should also include in the proposal. Your project objective should be clear and understandable.


List your project deliverables as the consultant in this section. When you include deliverables in the proposal, you can make sure that the client knows what to expect from contracting with you. In addition, it decreases the likelihood of disputes over responsibilities.

Consulting background and credentials

Here, you can include your credentials to specify to the potential clients that you’re the optimal consultant for their project. In order to be qualified to take on the client’s project, briefly state your consulting background, skills, and experiences.

Project terms and conditions

The terms and conditions of your project should include in your consulting proposal. In this section, specify your consulting rate and a timeframe for the project. Clearly mention the expected start and end date.


At the conclusion of your consulting proposal, thank your potential client again to indicate your appreciation and hopefully build a strong relationship with them. Also, state that the clients are free to contact you in case they have questions about the project details.


The signatures of both parties are necessary to confirm that they have agreed upon the proposal’s contents. You can start the project once you and your client sign the proposal.

How to write the consulting proposal?

Let us discuss step-by-step how to write the consulting proposal;

  • At first, take start by addressing your potential client. Likewise, a formal letter starts this document in the same way. Write a summary of the work that you want to accomplish for your client. You have to express that you are the best candidate for the job as it is the proposal. To show a more personal tone, write the name of your client.
  • After that, write the description of your job in detail. Emphasize what your jobs are to show that you understand what your clients need. In this way, you can also indicate that you understand their expectations based on what you mentioned. You should also clearly explain the scope of your work.
  • In the next paragraph, discuss qualifications. Without making any unrealistic promises, market yourself. Mention your experiences, training, and jobs you have completed. The most important component is your qualifications so explain them in detail.
  • Now, move forward, and in this paragraph define the work you are proposing to do. Provide the list of all activities you are going to perform. By using technical terminologies, explain to your clients that you have a plan to solve their problems. Most importantly, define your time frame and your work methods. Also, inform your employees what you expect from them. These things can save you from future problems.
  • During working as the client’s consultant, explain the things that you don’t do. To avoid the risk of ‘mission creep’, list all the jobs you are planning to perform. The risk of mission creeps usually occurs when your client has assigned you more responsibilities. It is necessary to clearly mention the work you won’t deal with during the course of the project. However, this information is critical and sensitive.
  • When you have done the above step, give your price proposal for your services. It depends on your job and client. Propose a competitive price because you are in competition with other consultants.
  • If you foresee and extra costs then provide all information related to it. It will be helpful in the future when you need the money from your client for those extra costs. Don’t keep asking for extra money because your clients won’t appreciate it.
  • Now, close your proposal by providing a precise summary. The main objective is to provide your client a brief and comprehensive summary of your complete document. Here you have to use a warmer tone by staying professional.
  • In the end, write the date and affix your signature and provide a space for your client to sign.

Some additional tips for writing a consultant proposal:

Here are some that you must consider while writing a consultant proposal;

  • Make sure your proposal should be short and compelling. Explain yourself and the job you are planning to undertake accurately. Instead of quantity, aim for quality. Usually, the consulting proposal is 1–2 pages long. The information you include in your proposal must be clear, complete, and easy to understand.
  • Don’t use too many buzzwords (meaningless phrases that people use to sound important). Make use of succinct and professional language to write a proposal.
  • Before presenting your work to your client, proofread it thoroughly. Check it to make sure that it doesn’t contain any spelling and grammatical errors.

The advantages of making a consulting proposal:

Let us discuss some advantages of making and using such documents;

  • The first and foremost benefit of this document is that it develops your scope of work. Some clients provide you a long list of tasks that you have to achieve within the project. With the help of consulting proposal, you can list all these tasks in an organized way to develop your scope of work. This list is very useful in the future because by having this you can know what you have to do exactly. It lowers the chance of misunderstandings and confusion.
  • This document establishes the expectations and responsibilities of the client. Hence, you can save yourself from future disappointments. Additionally, clients will understand what they have to do for the project.
  • It highlights all the activities that you will do in order to promote your services. It also allows you to explain all the skills which you will apply to the project.
  • You can develop a better relationship with your clients especially if you are working as a freelance consultant. It is used by the clients for other purposes such as to prove that you are a regular employee of the company.

For your consulting business, should you use templates?

If you make consulting business documents from scratch, it will take you a lot of time. So, you should make use of templates to generate your proposals. It can help you to streamline the process of making this document and allow you to add all relevant details. This way, you pay more attention to establishing the strategic deliverables for a specific project.

Make use of a templatized workflow instead of making each proposal from scratch. It can save you time and improve the accuracy of each proposal you make.


In conclusion, a consulting proposal template is a marketing tool that serves as a legal document. It provides a detailed description of the job you will do. It contains all the essential information that you want to convey to your client. You should keep your proposal short and comprehensive. Additionally, you can find various types of consulting proposal templates on You can easily download them and edit them according to your requirement.

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