Consulting proposal template

Consulting is hard to buy because the client cannot see the work in advance. This template makes it visible: a diagnostic that ends in a written summary, a roadmap they can hold you to, six weeks of support while the first changes go in, and a handover report. Each stage has a deliverable and its own price, so the client is approving outcomes, not hours.

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What your client receives

This is the page your client opens from your email, drawn exactly as PropoBox sends it. Your name, logo and client replace the placeholders; the prices are examples to replace with your own.

Your Studio

Proposal

Consulting engagement: review and roadmap

Prepared for Client company

A fixed-scope engagement that starts with a diagnostic of how the work runs today, ends with a written plan your team can follow, and includes support while the first changes go in.

Proposal no.: PROP-SAMPLE
Issued: October 25, 2026
Valid until: November 8, 2026
Delivery: January 3, 2027
Total: $9,400

Prepared by

Your Studio

Your name

you@example.com

Prepared for

Client company

Client name

client@example.com

Services and pricing

Diagnostic and stakeholder interviews
Up to 6 interviews, a review of your current documents and data, and a written summary of what is working and what is not.
$2,400
Recommendations and roadmap
A prioritized plan with owners, sequence and expected effort for each change, presented in one working session.
$3,200
Implementation support, 6 weeks
Up to 6 weekly 60 minute calls, review of work in progress and answers by email between calls.
$3,000
Handover and final report
A closing report with decisions made, open items and the measures to watch over the next quarter.
$800

Total$9,400

Terms

Payment: 40% to start, 30% when the roadmap is delivered, 30% at the end of implementation support.
Revisions: The diagnostic summary and the roadmap each include one round of written feedback.
Additional terms: Fees cover the time described above. Work beyond it is quoted before it starts, and travel is billed at cost with your approval. You give access to the people and documents needed within the first week. Results depend on your team acting on the recommendations, so no specific outcome is guaranteed.

How to scope and price it

Price the diagnostic separately and charge for it. It is where you do the thinking, and a separate line stops it from being treated as a free sales call.
Name the deliverable at each stage: a written summary, a roadmap, a closing report. Clients accept a fee more easily when they can say what they will hold at the end.
Cap implementation support in time, here six weekly calls. Open-ended support turns a fixed fee into unpaid work.
If you prefer a day rate, keep the stages and put the days next to each line. The structure stays the same and the client still sees where the money goes.

The terms, and why

Splitting payment 40, 30 and 30 across the roadmap and the end of support keeps cash flow steady and gives the client a clear point to pause. The clause about access to people and documents matters most, because a diagnostic stalls when interviews are not scheduled. The last line says results depend on the client acting on the advice, which is accurate and avoids promising an outcome you do not control.

Payment: 40% to start, 30% when the roadmap is delivered, 30% at the end of implementation support.
Revisions: The diagnostic summary and the roadmap each include one round of written feedback.