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Free Consulting Proposal Template

A professional consulting proposal template with phased scope, deliverables and fees. Perfect for management, marketing and IT consultants.

Consulting Proposal
Consulting Engagement Proposal
Prepared by Meridian Advisory for Acme Corp · 2026-07-26
01
Phase

Situation

Acme's revenue growth has slowed from 30% to 8% YoY. The commercial team lacks a clear ICP and consistent qualification framework.

02
Phase

Objectives

  • Define ICP and buyer personas
  • Rebuild qualification and pipeline management
  • Drive 15% pipeline lift in 90 days
03
Phase

Phase 1 — Discovery

  • Executive interviews
  • Win/loss review
  • Deliverable: findings and ICP proposal
04
Phase

Phase 2 — Design

  • Qualification framework
  • Sales enablement content
  • Deliverable: playbook v1
05
Phase

Phase 3 — Rollout

  • Team training
  • Manager coaching
  • Deliverable: adoption dashboard
06
Phase

Fees

  • Fixed fee $85,000
  • $30K deposit, $30K at Phase 2, $25K at completion
  • Timeline: 12 weeks
Signature
Meridian Advisory
Acme Corp
founder@yourcompany.com +1 (555) 000-0000 123 Main St, City, State

Who this template is for

  • •Management consultants
  • •Marketing and sales consultants
  • •IT and cybersecurity consultants

How to use it

  1. 1.Fill in situation and objectives.
  2. 2.Detail each phase.
  3. 3.Set fees and timeline.
  4. 4.Export PDF and send for signature.

Frequently asked questions

Fixed fee vs. hourly?

Fixed fee for scoped engagements. Hourly for open-ended advisory.

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