Consulting proposal template
Consultant proposal template for an advisory engagement
Advisory work is easiest to buy when the client can see where it ends. This consultant proposal template splits the engagement into three fixed fee stages, diagnose, recommend and roadmap, finishing in week seven with a 12 month plan that names owners, milestones and measures.
9 sections, a cover page, 4 priced items (1 optional), AUD with GST, 30% deposit, valid 30 days
Opens the proposal generator with this template chosen. Describe the job and the AI writes it in this section order, or choose Open as is to start from the template's own text and sample prices.
The template, in full
Text in square brackets is what you replace. Prices are the template's sample prices in AUD.
About us
[Your company] advises leadership teams on [your specialism]. [State your background, the kinds of organisations you have worked with and how you work.]
Understanding your needs
[Client company] is facing [the problem described in the briefing] and needs an independent view and a plan the team can act on. [Add the constraints: timing, budget, people involved.]
What success looks like. A shared diagnosis the leadership team agrees with, three to five prioritised recommendations, and a roadmap with owners and dates.
Our approach
The engagement runs in three stages with a written output at the end of each, so you can stop or redirect at any point.
- Diagnose:
- Interviews with [8 to 10] people, a review of existing data and documents, and a short findings paper.
- Recommend:
- Options assessed against your goals and constraints, presented in a half day workshop with the leadership team.
- Roadmap:
- A 12 month roadmap with owners, milestones and measures, plus a one page summary for the board.
Deliverables
- Findings paper
- Options assessment and workshop
- 12 month roadmap with owners and measures
- Board summary
- Two follow up check-ins
Timeline
- Interviews complete:
- Week 2
- Findings paper:
- Week 3
- Options workshop:
- Week 5
- Roadmap delivered:
- Week 7
Investment
Fees are fixed per stage. Travel outside [city] is charged at cost with your prior approval.
| Item | Qty | Unit price | Tax | Amount |
|---|---|---|---|---|
| DiagnoseInterviews, data review and findings paper.1 at $8,500.00, tax 10% | 1 | $8,500.00 | 10% | $8,500.00 |
| RecommendOptions assessment and leadership workshop.1 at $6,500.00, tax 10% | 1 | $6,500.00 | 10% | $6,500.00 |
| Roadmap12 month roadmap and board summary.1 at $5,000.00, tax 10% | 1 | $5,000.00 | 10% | $5,000.00 |
| Implementation supportOptionalSuggested: Two days a month alongside the team.3 month at $3,200.00, tax 10% | 3 month | $3,200.00 | 10% | $9,600.00 |
- Subtotal
- $20,000.00
- GST
- $2,000.00
- Total
- $22,000.00
- Deposit due now
- $6,600.00
- Balance
- $15,400.00
Optional items show their price but stay out of the total until the client ticks them.
Why us
- Engagements led:
- [60+]
- Years in the field:
- [15]
- Repeat clients:
- [70%]
Terms
1. Payment. A 30 percent deposit is due on acceptance and secures the start date. The balance is invoiced on completion and payable within 14 days. Work does not begin until the deposit is received.
2. Changes to scope. Each written output includes one round of changes. A change to the questions, scope or number of interviews is agreed in writing with any change to fee and timing before it starts.
3. Cancellation. Either party may end the engagement with 14 days written notice. Stages completed are invoiced in full and a stage in progress is invoiced for the days worked.
4. Intellectual property. Ownership of the final deliverables passes to [Client company] on receipt of final payment. [Your company] keeps the right to show the completed work in its portfolio unless asked in writing not to.
5. Confidentiality. Everything learned about [Client company] during the engagement stays confidential, is used only for this work and is returned or destroyed at the end on request.
6. Validity. This proposal is valid for 30 days from the date on the cover. Prices after that date may change with notice.
Next steps and acceptance
To go ahead, sign below or click Accept on the online version. We will send the deposit invoice and confirm the start date within one business day, then book the kickoff call.
Signature: Accepted for [Client company] (name and date).
Signature: For [Your company] (name and date).
Questions people ask
What are the three stages and what do they cost?
Diagnose at $8,500 covers interviews with eight to ten people and a review of existing data. Recommend at $6,500 assesses options against the client's goals and runs a workshop. Roadmap at $5,000 delivers the 12 month plan and a board summary. With GST the sample comes to $22,000.
How is implementation help offered?
As an optional line: implementation support at $3,200 a month for three months, not ticked by default. That keeps the core engagement price clean while showing the client the next step. If they tick it on the proposal link, the totals and the 30 percent deposit are recalculated before acceptance.
What happens if the client changes the questions halfway?
The changes to scope clause includes one round of changes on each written output. A change to the questions, the scope or the number of interviews has to be agreed in writing, with any change to fee and timing, before it starts. Stages already finished stay billable.
How does confidentiality work in this template?
A dedicated clause says everything learned about the client during the engagement stays confidential, is used only for this work and is returned or destroyed at the end on request. Replace it with your own wording if your firm has a standard non disclosure clause you prefer.
Can the engagement be ended early?
Either party can end it with 14 days written notice. Completed stages are invoiced in full and a stage in progress is invoiced for the days worked. That clause pairs with the staged pricing, because each stage is a natural stopping point with its own price in the table.
Should I open it as is or generate from it?
Open it as is when your engagement really has these three stages and you only need to replace names and numbers. Use the generator when the work is shaped differently; describe the client and your fee hints, and the AI writes a new consultant proposal in this section order with your prices in the table.