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Templates / Proposal

Free Consulting Proposal Template

A consulting proposal covers the scope of work, who delivers it, the fee option, how payment works, and what changes when scope shifts.

Consulting Proposal template preview

Language:

en

Last updated:

October 2026

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The numbers need agreeing, the next steps need writing down, and the buyer needs proof the work won’t turn into a slide deck that still leaves the team guessing. This consulting proposal gives that conversation a structure, so the client reads the scope, the people involved, and the way decisions get made before they ever reach the fee. Rust accents and Lora headings keep the page feeling controlled and deliberate, with Roboto body text for the detail.

The proposal opens with an overview of the engagement and the outcome it’s aiming at, then moves into background, who the client will work with, and the team roles. The middle sections show selected work and a short portfolio, then the process section explains how the work runs from kickoff through discovery and into decisions. Pricing sits under What it costs as one fixed-fee option, and the close covers what happens on acceptance, payment timing, and how Changes to scope get handled so extra work gets written up before it starts.

  • Overview Introduces the engagement and the outcomes, so the client knows what the work is meant to change.
  • About us Explains the approach and what gets produced, so the client knows what kind of consulting this is.
  • Team Names the delivery roles, so the client knows who leads, maps operations, and owns the KPI work.
  • What it costs Holds the single priced item, leaving you to replace the template numbers with your own price.
  • Getting started Collects acceptance with Signature and a Fee summary, so the client can sign and move into booking and payment.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a consulting proposal

PartWhat it covers

Overview

Frames the engagement outcome and the shape of the work, then points to the first access and interview steps that kick it off.

About us

Explains the team’s working style and what gets written down during the engagement, focusing on decisions, reporting, and owners.

Who you will work with

Clarifies who stays involved throughout the work, so the client knows where decisions and outputs sit.

Team

Lists the delivery team and what each person owns, covering leadership, operations mapping, and finance and KPI work.

Selected work

Signals the kinds of engagements included as examples, so the client can place the work in a management consulting context.

Portfolio

Gives short examples of outcomes, covering operating model and reporting resets, process documentation, and pricing and margin work.

How we work

Describes the working rhythm and the early phases, including kickoff, data access, interviews, and walk-throughs that feed decisions.

What it costs

Holds a fixed-fee price under priced items, so you can swap in your own number for the single option.

Getting started

Closes with acceptance steps and includes a signature block and fee summary, so the client can sign and proceed to booking and payment.

Payment

Spells out the deposit and final payment split and when each invoice is due, plus what access and scheduling gets agreed early on.

Changes to scope

Explains how extra work gets approved, who owns the outputs after payment, and how confidentiality is handled during the engagement.

Who it is for

Independent consultants, management consulting teams, and operations or strategy advisors who need to quote a fixed-fee engagement and get the scope, payment, and acceptance agreed in writing.

The proposal in full

Overview

You can run the business from a small set of KPIs, a weekly rhythm, and a plan with named owners, so growth stops depending on you being in every decision.

We’ll run management consulting that turns what you already sense into a numbers-led plan, clear roles, and decisions your team can follow. You’ll finish with a 12-24 month plan and a 90-day rollout with owners and dates. Next, we’ll confirm access to data and book the first interviews.

We start by getting the facts in one place, then we pressure-test how work moves today, and we rebuild the few numbers you can actually run the business on. From there we reset roles and meeting rhythms, and we leave you with a short plan that has owners, dates, and a decision log you can use weekly.

About us

We’re Motława & Co, a three-person management consulting team. We’ve sat on both sides of the table: building plans, then living with the consequences in day-to-day operations. That’s why we start with how the work and the numbers move through the business, not with a blank slide deck and a long list of assumptions.

Most owners call us when the company is adding complexity faster than it’s adding clarity. We keep the work tight: short interviews, direct process walk-throughs, and decisions written down while everyone is in the room. We won’t leave you with “recommendations” that need translating. We build the reporting, reset the operating model, and tie every change to an owner and a date.

Who you will work with

You’ll work with the same three people throughout, and you’ll know who owns which decisions and outputs.

Team

Katarzyna Nowak, Managing consultant. Katarzyna leads the engagement, runs the decision meetings, and keeps the plan tied to what you can actually resource over the next 12-24 months.

Michał Zieliński, Operations consultant. Michał maps how work moves today, tests it in walk-throughs with your team, and turns it into a process set people can follow on a busy week.

Aleksandra Wójcik, Finance and KPI lead. Aleksandra rebuilds the management numbers, from KPI definitions to reporting packs, and makes sure budgets and forecasts match how you make decisions.

Selected work

A few recent management consulting engagements that show the kind of operational and numbers work you’ll have in hand at the end.

Portfolio

Second-site readiness reset. We rebuilt the operating model and weekly reporting ahead of a second location launch. The owner moved from ad hoc check-ins to a set agenda, owners per KPI, and a 90-day rollout plan the new site could follow.

Process map to SOP pack. We walked the end-to-end order flow, found the points where work got stuck, then wrote SOPs that matched how the team actually works. After rollout, rework dropped because handoffs had one owner and one definition of done.

Pricing and margin workshops. We ran a pricing and margin analysis workshop series and rebuilt the product margin view. The leadership team left with a price-change shortlist, a discount rule set, and a review cadence that prevented margin drift month to month.

“Clear numbers, clear owners, and decisions we could act on immediately.”

Owner-manager, a growing multi-team company

How we work

You’ll see a tight loop: facts, choices, owners, dates. We keep disruption low by scheduling interviews in blocks and using walk-throughs to confirm how things really run, then we write decisions down while the right people are present.

1. Kickoff and access Week 1 We start with a short kickoff to confirm goals, constraints, and decision makers. You’ll get a data request list that names each item, why we need it, and who can provide it. We book interviews in blocks, and we set up a shared decision log from day one. 2. Current-state picture Weeks 1-2 We run discovery interviews across leadership and key operators, then we do current-state process walk-throughs on the work that drives revenue, delivery, and cash. We bring back a single view of what happens today, where it breaks, and which breaks cost time or margin. 3. Numbers and operating reset Weeks 3-5 We rebuild the management reporting so the same numbers show up the same way each week. In parallel, we design the operating model that matches your next layer of managers: roles, decision rights, and meeting cadence. We review options with you as choices, not as “findings.” 4. Plan and rollout Weeks 6-8 We turn decisions into a 12-24 month plan and a 90-day plan with owners and dates. We run a working session to confirm resourcing and sequencing, then we set up the first month of the new rhythm. We close with a handover that leaves you running the system without us.

What it costs

These are fixed-fee options for the 8-week engagement below. We’ll recommend the right tier after Week 1, once we’ve seen the data and the current-state picture.

Priced items

Getting started

If you want to move ahead, we can book the first week and start pulling the information we need.

1. Sign this proposal to confirm the scope and start date. 2. Pay the 40% booking invoice within 14 days of its date. 3. Send the first data pack so we can schedule interviews and walk-throughs.

Signature

Fee summary

Payment

To book the work, we invoice 40% when you sign. We invoice the remaining 60% when the engagement is complete. Each invoice is payable within 14 days of its date.

What we need first. In the first two weeks we’ll ask for a short data pack and time with a small set of people. You’ll get the request list in Week 1, with due dates next to each item.

Access and scheduling. We’ll agree an interview and workshop schedule during Week 1. You’ll need to make time available and help us get access to the right systems and reports so Weeks 1-2 do not slip.

How we work with your team. We keep disruption down by working from a tight list of interviews and focused walk-throughs. We’ll share agendas in advance, run to time, and leave each session with a written decision log.

Changes to scope

If you ask us to add work beyond kickoff and access, current-state picture, numbers and operating reset, and plan and rollout, we’ll write the change up with the fee and timing before we start it.

Ownership of work. Once the final invoice is paid, you own the documents and working files we produce for you in this engagement. We keep our underlying templates and ways of working, and we do not reuse your data.

Confidentiality. We treat your information as confidential and share it only within our three-person team. If we need to involve anyone else, we’ll ask first and agree what they can see.

Questions about this proposal template

What should a consulting proposal include?

A consulting proposal usually includes the scope and outcomes, who will do the work, how the work runs, the fee, and how acceptance and payment work. This template also covers what happens when scope changes and how confidentiality is handled.

What do you need from the client in the first two weeks of consulting?

The early stage typically needs access to a defined data pack and time for interviews and process walk-throughs. This proposal describes how access and scheduling get agreed up front and sets expectations for what gets requested early.

How do consultants show they’ll turn analysis into actions?

A consulting proposal can make the handoff concrete by naming decision points, owners, and what gets produced, not just analysis activities. This template talks in terms of written decisions, reporting and KPI definitions, and a rollout plan with owners.

How do you explain who will be involved without disrupting the team?

A proposal can name who the client will work with and the kind of interviews and walk-throughs involved, so the time cost is clear. This template describes interview blocks and focused walk-throughs as the way discovery gets done.

How do you price a fixed-fee consulting engagement in a proposal?

A fixed-fee proposal states what the fee covers and puts the price next to that defined scope. This template includes one priced option under the costs section, and you replace the template figure with your own.

What should a consulting proposal say about payment terms and deposits?

Payment terms usually say when the deposit is due, when the balance is invoiced, and how long the client has to pay each invoice. This template specifies a 40% invoice on signing, 60% on completion, and a 14-day payment window.

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