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

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Consulting Proposal Template Example:

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Like What You See, Consultant?

The templates above were 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 book a demo to access this template and streamline your next proposal.

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Powerful Features

Line Item Upsells

Price Visibility Controls

Expand & Collapse

Assemble Quickly

Built for Efficiency

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

Notable features:

Line item library

Expand/collapse for scalable content

Drag and drop interface

Line item configurations (upsells)

One time and recurring frequencies

Quantities

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

Paul Weinstein, General Manager

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

Stone Reuning, CEO

"It’s almost like a game — and using it gave me a clearer view of our own services."

Ryan Redmond, CEO, CO Systems

"My customers love using the product. It's simplified our process times ten. Some of my customers 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