Consulting Proposal Template

This consulting proposal sheet is for advisors and service firms that need a simple way to outline a project. It includes fields for Client, Engagement, and Date, plus sections for Situation, Objectives and measures of success, Approach, and Terms. The middle section has a step table with columns for Step, What we will do, and Output, with rows for Assess, Recommend, and Implement/support. It also includes engagement options with columns for Option, Scope, Duration, and Fee.

Free printable · PDF

1 page
US Letter — choose “Fit to page” for A4
PDF, 51 KB

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Free for personal, family and classroom use.

Fill in the client details, describe the current situation, list the objectives, and map each step to a clear output. Use the engagement options section to compare scope, timing, and fees before sending or reviewing the proposal.

Good for

Scope a consulting project
Compare engagement options
Outline proposal terms

Tip: Print on letter size and keep one copy blank for quick client edits.

8 files · PDF, DOCX, XLSX

Get every sheet: Business Proposal Template Kit

This sheet plus 7 more in one download, with the editable Word and Excel files. Four proposal templates, an executive summary, cover letter, Excel pricing & timeline workbook and a pre-send checklist.

$12.00 USD, one-time 8 files · about $1.50 each