Proposal Kits
Proposal Templates for Consultants
Proposal, pricing sheet and follow-up email templates for consultants pitching strategy, operations and advisory projects.
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Clear filtersProposal Templates for Consultants that do the heavy lifting
Clients compare proposals side by side. These templates help consultants send a proposal that is clear, specific and easy to say yes to, with example wording for the projects you actually sell.
What each template does
- Consulting Proposal Template ($299): client proposal with scope, timeline, pricing and terms sections.
- Consulting Pricing Sheet Template ($249): packages and rate card in an editable layout.
- Consulting Proposal Follow-Up Email Pack ($229): 5 follow-up emails that move proposals to a signed deal.
Where to start
Start with the proposal template and adapt the example scope to your client. Attach the pricing sheet so the client can pick a package, then send the follow-up emails if you do not hear back.
Need all of them? The Consulting Complete Proposal Kit includes all 3 templates for $459 instead of $777.
Frequently asked questions
Will the proposal template work for small and large projects?
Yes. Remove the sections a small job does not need, or expand the scope and timeline for larger projects.
Should I include pricing in the proposal?
Usually yes. The pricing sheet shows clients clear package options, which speeds up decisions and cuts the back-and-forth.
How soon should I follow up after sending a proposal?
Two to three days after sending is a good first follow-up. The follow-up email pack spaces the rest over about two weeks.