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.
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.
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
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
Add a brief thank you!
Company Name
123 Main St. Los Angeles, CA 90028
Phone: 310-555-1234