Proposals & Quotes

Consulting proposal

Templates › Proposals & Quotes

A consulting proposal is a business proposal for advisory or strategy work — the deliverable is usually a recommendation, an assessment, or expertise applied to a specific problem, rather than a tangible product.

When to use it

Use this when you're proposing advisory, strategy, or expert-guidance work rather than a concrete deliverable like a website or a campaign — it's built to state objectives and approach clearly, since a consulting engagement's value is harder to pin down than "build this thing" work.

What's typically included

• Background
• Objectives
• Approach/methodology
• Scope and deliverables
• Timeline
• Fees and payment
• Assumptions
• Confidentiality
• Governing law

This template is a general starting point, not legal advice — customize it and have it reviewed for your situation.