Smart Pricing Table is interactive proposal software for agencies, firms & B2B companies

Proposal for Consulting Services

If you've ever had a consulting engagement fall apart midstream, there's a good chance the proposal didn't lay the right foundation.

Whether you're advising on strategy, operations, finance, or transformation, a strong proposal is essential. It should clarify your approach, define what success looks like, and spell out the details—so both sides stay aligned from day one.

Here are the essential elements of a winning consulting proposal:

About us – Introduce your background, expertise, and consulting philosophy to establish credibility
Scope of work – Outline your services by phase or focus area (e.g., discovery, analysis, delivery, or by department/goal)
Timeline – Provide a schedule for workshops, deliverables, checkpoints, and wrap-up
Pricing table – Show clear pricing for strategy sessions, reports, deliverables, and optional add-ons
Payment terms – Define retainer structure, invoicing cadence, and payment terms
Assumptions & exclusions – Set boundaries around what's included (and what's not), like travel, implementation, or ongoing advisory

Consulting Proposal Template Example:

Consulting Proposal

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Like What You See, Consultant?

The template above was built with Smart Pricing Table — proposal software built for consultants who need to present clearly, price with confidence, and win trust fast.

Whether you're pitching a strategic engagement, outlining a phased advisory project, or offering an ongoing retainer, Smart Pricing Table helps you build modular, client-friendly proposals with flexible pricing, reusable components, and clear deliverables that set expectations.

Try it free or to access this template and streamline your next proposal.

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Powerful Features

Line Item Upsells

Smart Pricing Table line item upsells feature interface

Add extra options and services to your proposals with interactive checkboxes and pricing.

Price Visibility Controls

Smart Pricing Table price visibility controls dashboard

Show or hide individual line items and sections to customize what your prospects see.

Expand & Collapse

Smart Pricing Table expandable proposal sections interface

Organize your proposals with expandable sections for better readability and navigation.

Assemble Quickly

Built for Efficiency

Cut down your proposal process by as much as 90% with our easy-to-use, blazing fast interface.

Line item library
Expand/collapse for scalable content
Drag and drop interface
Line item configurations (upsells)
One time and recurring frequencies
Quantities
Paul Weinstein

"We've been looking for this solution for over 8 years!"

Paul Weinstein

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Stone Reuning

"We can now produce a SOW and have it reviewed & executed by our prospect in 20% of the time we used to spend."

Stone Reuning

President, Tech Company

Ryan Redmond

"It's almost like a game. After using it I even found I had better understanding of my own packages."

Ryan Redmond

CEO, Cold Outreach Systems

Stuart Amidon

"My clients love using the product. It's simplified our process times ten. Some of my clients have even started utilizing the software!"

Stuart Amidon

Owner/CEO, Page50

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BUILT FOR MODERN CONSULTING TEAMS

Consulting Proposal Software Built for Clarity, Speed, and Scale.

Smart Pricing Table was purpose-built for consulting firms managing strategic engagements, multi-phase advisory work, transformation projects, and ongoing client retainers.

Whether you're quoting a single discovery phase, outlining a long-term consulting engagement, or offering a monthly advisory retainer, Smart Pricing Table gives you the tools to scope clearly, price confidently, and close deals faster—with fewer revisions and more alignment.

Popular consulting proposals you can create:

Discovery & assessment phase proposals
Strategy & planning engagement scopes
Financial, HR, or operational consulting packages
Change management or transformation proposals
Monthly or quarterly retainer agreements
Implementation oversight & advisory support
Training, workshops, and enablement sessions
Tiered service bundles with optional add-ons
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Proposal for Consulting Services | Smart Pricing Table