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Consulting Services Proposal

Project Name


Attn:

Client Name

Client Company


Last updated on MM/DD/YYYY

Project Overview


Begin your proposal by explaining the big picture. Who is this for? What are you doing? And why are you doing this? 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 complement their team. 


3

Explain your third approach


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

1

Explain your 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?

Process


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

calendar
graphical user interface, text, application, email
diagram

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


  • One-time customer
  • Power user
  • Enterprise user

Work on identifying your personas with Xtensio's Persona Template.

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 weaknesses. 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 Segmentation 
  • Market Research. Use the Competitive Analysis Template.
  • User Interviews

Deliverables


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

graphical user interface, website
graphical user interface, text, email
graphical user interface, text

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 the structure of your workflow. 

6

Week Six

What are your deliverables?

1

Week One

How are you kicking the project off?

2

Week Two

What are you achieving or delivering? Any milestones?

3

Week Three

What are you achieving or delivering? Any milestones?

4

Week Four

What are you achieving or delivering? Any milestones?

5

Week Five

What are you achieving or delivering? Any milestones?

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 and additional costs associated? Be sure to explain any potential supplementary costs, whether that's outside tools, materials, or testing. 

Plan 1

$0000

Plan 3

$0000

Plan 2

$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. Use Xtensio's Case Study Template to write the details of how you have helped improve a client's business, challenges, KPIs, and results.
letter, engineering drawing
text, letter

2

Case Study

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

1

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


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


Previous Client 

CEO @ This Company 


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Add a brief thank you! 


Company Name 

Company@email.com

123 Main St. Los Angeles, CA 90028

Phone: 310-555-1234

www.companywebsite.com


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