Consulting Proposal Template

About the Consulting Proposal Template 

A Consulting Proposal Template allows you to craft the perfect presentation for your upcoming proposal. Using ready-made slides (that you can edit), you’ll show prospects what you can do to improve their business and make their lives easier. 

When done well, the presentation can signify the start of a productive working relationship. 

What is a consulting proposal? 

A consulting proposal (sometimes known as a project proposal or a business proposal) outlines the scope and timeline of a consulting project. Think of it like a sales pitch. It highlights the pain points that your prospective clients face and shows how you can solve these challenges. 

Usually, the prospective client will submit a ‘request for proposal’ after meeting you for the first time. If you hit it off at the first meeting, they’ll ask you to create a proposal. It’s your chance to sell yourself and your consulting services and show potential clients why they should work with you. 

What should an effective consulting proposal include? 

The specifics of your consulting proposal will be unique to you and your business. However, there are some common topics that you’ll cover. These include: 

• An introduction/salutation

• A summary of the potential clients’ challenges and pain points 

• An action plan of how you’ll solve those problems

• The results you’ll achieve for the business

• Case studies from your past clients 

• An estimated time frame for the work

• Contractual information (such as consulting fees and your consulting agreement)

How to use the Consulting Proposal Template 

Miro’s digital workspace is the perfect virtual notepad to jot down notes, share ideas, and gather resources. When you’re ready to create your presentation, start by selecting our interactive Consulting Proposal Template. Then, follow these steps to plan your next consulting proposal with our free template. 

Step 1: Customize the presentation. Now that you’re set up with the template, you can start to customize it. Here are the pre-made slides you’ll have access to:

• Introduction

• Agenda

• Executive summary

• Background

• Options and key deliverables

• Case Studies

All of these slides have placeholder text, but they’re easy to edit. You can simply select the slide, choose the piece of text you want to change, and start editing. You can also change the order of the slides, so it’s better suited to your specific presentation. Not to mention, you can change the color and logo of the slides so that they align with your company branding. 

Step 2: Add your content. When you’ve created the perfect presentation structure, you can start to develop the project details. Add customer challenges, outline how you’ll solve the problem, and create clear goals and objectives for your prospects. You can also use Miro's OKR templates to set goals and track progress effectively, ensuring alignment with your overall strategy and making it easier to measure success over time.

Step 3: Get feedback from colleagues and stakeholders. Before you deliver the presentation, it’s a good idea to get feedback from your team members. With Miro, you can easily share your presentation, and colleagues can add their feedback directly to the presentation. 

Step 4: Deliver the proposal to your prospective clients. To deliver your consulting proposal with Miro, simply select presentation mode. This will automatically set your presentation to full screen, and you can move through the presentation using your arrow keys. 

Tips for presenting a successful proposal 

How you deliver your consulting proposal can make or break your potential partnership. Fail to hit the nail on the head, and your prospect might use another consultant. To give yourself a better chance of success, here are some best practices: 

• Rehearse with a real audience

This is a great way to see if your presentation flows well and if you’ve covered everything you need. It could be a colleague, a manager, or even a friend or family member. It’s also a good idea to track how long the presentation takes to make sure you stay on schedule. 

• Keep the audience engaged

Your entire proposal presentation needs to be engaging. If it’s not, your prospect might lose interest. To hold their focus, make sure your presentation only covers relevant information. It shouldn't be in the presentation if it’s not helpful for them to know. 

• Create a professional presentation

Think about how your presentation looks and the perception it’ll give to your prospects. You want to give a good impression with a professional and well-designed presentation, which is why using Miro’s template is helpful. With our template, the design work is pretty much done for you. You don’t have to start from scratch — you can simply edit the existing slides. You can also add charts and visuals to support the key information. 

• Address prospects' problems from the get-go

Don’t start the presentation talking about what you do and how much your services cost. Instead, show your prospects that you understand their challenges right from the start and position yourself as the solution later. This will put them in a better headspace when you talk about payment terms.