How a Consulting Proposal should look like in 2021?

Nowadays every prospective client asks for a proposal before signing the deal. Generally, proposals bridge the gap between you and your potential client. It outlines the expectation of both parties.

If you are working on a Consulting Proposal for the first time, you will be overwhelmed with so many questions like how to write it, what should include or how long it should be; now you don’t have to worry, in this blog you will know about;

• What is a Consulting Proposal?
• Consulting Proposal checklist
• How to write a Consulting Proposal?
• Benefits of using Consulting Proposal Template
• 5 Mistakes to avoid when creating a Consulting Proposal

Let’s get started;

What is a Consulting Proposal?

When an organization needs assistance in fixing the budget, organizing marketing strategy, or reshaping the company, they ask a potential consultant to write a consulting proposal for the project in hand.

A consulting proposal is a document that outlines how that particular consultant will approach and complete the project. It covers all the project areas, including the client’s obstacles, consultant strategy, timeline, and a complete budget.

Consulting Proposal Checklist

Set Up a Meet or a Phone Call with your Client

For a winning proposal, you need to know the requirements of your prospects and it can not be possible without having a conversation. Try to understand what they exactly want from you.

Try to connect with them

People appreciate it when we try to connect with them. Try to build a meaningful conversation, but be careful though, don’t cross the fine line between personal and professional.

Be specific about the values you will deliver

Let them know, how you will help them in achieving their goals. Every prospect is interested in what’s in it for them because that’s the whole point of signing a deal.

How to write the Consulting Proposal?

Proposal cover

A cover page of your Consulting Proposal should look neat and should be easy to read. A good cover page typically includes,

• Name of applying organization and logo
• Project title
• Date
• Contact Information (personal contact name, address, country, phone, email, website)
• Name of the client you are applying to

Cover Letter

The best practice of writing an impressive pitch is using your prospective client’s words. This means simply describe the problem they are facing. Your cover letter should include,

• Opening paragraph
• Reason for the pitch
• Showing you understand the problem
• Baseline metrics ( before and after)
• Goals

Specifications About the Services

The key here is to give a rough sketch of the method you will use for the execution. Include the list of the specific services that are being offered.

Timeline

This is the most crucial factor to perform. But let them know about the dates on which the activities should be completed or the expected duration of a task, just to give them more confidence.

Investment

Keep things short and to the point and use a pricing table with a range of options that let your prospect or customer edit the quantities, select the services that best fit their needs, and allow them to customize your solution.

Why Work With Us

You can fill out this section with your achievement, expertise, awards, are you a known vendor in the market, success stories, or your client’s review. Anything which tells them why they choose you.

Terms and Conditions

Always keep the contract and your terms and conditions part of your proposal and get them signed together to avoid future conflict.

Signatures

This is the final step where your client is ready to accept your deal. Include a signature section (digitally with e-signature) for you and your client to make things legally official.

Benefits of using Consulting Proposal Template

In this article, we’re going to figure out the benefits of a consulting proposal template for the process of proposal creation.

Time-saving

The templates are professionally designed and it has a pre-built framework where you just need to fill in the details, you can also reuse them. The proposal template also comes with pictures and illustrations which look more engaging.

It increases your chances of winning the deal

The clear structure of the proposal makes it easy for your prospect to navigate your understanding of the client’s problem, your proposition, approach, and so on. This way you’ll have a better chance of winning the deal.

Promote consistency

The template gives your consulting proposal a consistent structure. It ensures that every piece of information stays exactly in the same position on each page without any errors.

The proposal templates come with their own set of advantages. Consider these things before you create or select a consulting proposal template and enjoy its benefits.

5 Mistakes to avoid when creating a Consulting Proposal

• Try to avoid storytelling, if you are talking mainly about your company then it would be a big mistake because Prospects only want to know about the benefits you're going to provide them.
• Do not send the proposal without an overview.
• Do not make it lengthy, Keep it short and simple.
• Not examining the document, again.
• Do not make it monotonous, use visuals to make it interactive.