Consulting Services Proposal

Project Name

Attn: Client you are addressing

Last updated on this date: Month Date, Year

Project Overview

Begin your proposal by explaining the big picture, who is this for, what are you doing and why are you doing it. Provide a brief summary of services being proposed.

This section should address the client's current needs. Include a paragraph illustrating how you have understood their company and their pain points. Reiterate their business goals, mention their strengths and where they need support.

Start date: When are you proposing to start?

Completion date: Give your client a sense of the timeline with a proposed deadline.

Objective / Goal

In a concise statement, explain the goals you are trying to achieve or the problems you are trying to solve.

Briefly describe each objective.

Objective 1
Objective 2
Objective 3

How will success be measured?

key performance indicators
- KPI 1
- KPI 2
- KPI 3
Benchmark metrics
Statistics

Approach

Explain what distinguishes your approach. What makes your company especially qualified for this project? Speak to your client's unique needs and how your methods compliment their team.

1 Explain your first approach

What makes this approach effective? How will you apply it to this specific project or client?

2 Explain your second approach

What makes this approach effective? How will you apply it to this specific project or client?

3 Explain your third approach

What makes this approach effective? How will you apply it to this specific project or client?

Process

In this area you can elaborate on how you conduct your research and dive into understanding your clients needs. List out the efforts that go into your process. Utilize columns and layouts to describe how you craft your strategic plan, or creative output.

Research

Here, you can go into detail about your methodology. Include information about how you understand your client's target audience, position in the marketplace, strengths and weakness. Describe what data points you will look at and approach in analyzing this data. Explain how you will establish benchmarks, identify issues and craft a strategy. Showcase the tools and reports you will share with your client as a result of your research.

List out some of the key research or methods you will be using:

Data Analysis
Audience Segments
Market Research
Interviews

Explain how you will identify your client's ideal customer based on research, data analysis and psychographic studies. Hint your early assumptions about the target audience, list out the challenges, and possible audience segments you will consider.

One time customer
Power user
Enterprise user

Deliverables

Explain the nature of the strategic documents, creative assets and other materials you will deliver to your client at the end of the project. List out deliverables, formats and requirements.

Timeline

Layout how you plan to execute the project and where resources will be allocated. Rearrange this timeline according to the length of your engagement and structure of your workflow.

1 Week 1

How are you kicking off the project?

2 Week 2

What are you achieving or delivering? Any milestones?

3 Week 3

What are you achieving or delivering? Any milestones?

4 Week 4

What are you achieving or delivering? Any milestones?

5 Week 5

What are you achieving or delivering? Any milestones?

6 Week 6

What are your deliverables?

Team & Workflow

Here, you can go into detail about the team members and resources that will be assigned to the project. Include what to expect in terms of communication, documentation, tools, and team members.

Who will be involved in producing the work?

Role 1
Role 2
Role 3
Role 4

What should your client expect in terms of workflow, documentation and communication?

Weekly meetings
Project management tools
Documentation tools
Communication channels

Budget

What is the total value of your services? Are there multiple scope options with additional costs associated? Be sure to explain any potential supplementary costs, whether that's outside tools, materials or testing.

Plan 1

$0000

Plan 2

$0000

Plan 3

$0000

Related Work or Case Studies

Include some case studies or success stories that your client can refer to. You can also highlight what makes your process unique with a closing statement or proposition.

1 Case Study

Describe what you achieved in this case study and how it is applicable to this scope. Read More

2 Case Study

Describe what you achieved in this case study and how it is applicable to this scope. Read More

3 Case Study

Describe what you achieved in this case study and how it is applicable to this scope. Read More

"Think about your target audience and include testimonials from similar projects. This will help validate your offering to your client."

Previous Client

CEO @ This Company

Conclude your proposal with some logos of previous companies you have worked with.

Add a brief thank you!

Company Name
Company@email.com
123 Main St. Los Angeles, CA 90028
Phone: 310-555-1234
www.companywebsite.com