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A consulting proposal that respects the client's time.
Decision-makers don't read 30-page consulting proposals. They scan the question you're answering, the approach, the price, and decide. Our consulting template fits on one screen for a reason.
The 30-page problem
The default consulting proposal is a relic of pre-internet enterprise sales. Three pages of company background. Five pages of methodology. Eight pages of case studies. By the time the buyer gets to the price, they've forgotten what the engagement is for. Most modern engagements get decided on a Loom video and a one-page summary. Your proposal should be the summary.
How proposalonce works for consultants
- Pick the Strategy Consulting template — built for fixed-scope, fixed-price engagements
- Define the question — what strategic question are you answering together?
- Show the approach — deliverables, boundaries, responsibilities and achievable milestones
- Price it transparently — line items per phase, optional follow-up advisory
What's in the consulting template
- The Question section (what you're answering)
- The Approach (weekly breakdown)
- Deliverables (the actual artifacts)
- Investment block with phase-by-phase pricing
- Optional: follow-up advisory session, implementation support — client picks what they want
- Validity 14 days, custom-editable
What the client actually sees
They open a link on their phone: a short header with their company name, issue date and validity, then The Question, The Approach, Deliverables and Investment — each as its own block. Optional items have a checkbox that updates the total live. At the bottom there are two buttons, Accept and Decline, and the decision is timestamped in your dashboard.
What you can edit before sending
Every heading and body text, the order and number of sections, all price line items and their amounts, optional add-ons, discount and VAT lines, your logo and the validity window (14 days by default). Nothing in the template is locked.
Next step
Sign in with your email, open the Strategy Consulting template, adapt the example sections to your engagement, and send. Your first proposal is free and without a watermark; after that one credit is used when first sharing a watermark-free proposal, including later edits/resends.
FAQ
Does this work for retainer engagements?
For retainers, specify one agreed start/end period and quote all included work for that period. Label any setup fee separately. Renewal is a separate agreement; the proposal does not automatically bill or renew.
How do I show optional services?
Add them as "Optional add-ons" — your client clicks to add them during review, the total updates live.
Can I include attachments?
Not directly. Instead, link to a separate Google Doc or Notion page in your section body — it stays embedded.
Ready to send one?
Try it free — pay only when you're ready to send a clean, watermark-free proposal.
Send a consulting proposal — free