Free Consulting Proposal Template

1. Executive Summary

This proposal outlines the consulting services to be provided by {{MyCompany.Name}} to {{Client.Name}}. The goal of this engagement is to [describe the primary objective, e.g., improve operational efficiency, develop a new business strategy, etc.]. This document provides details on our company, the scope of services, deliverables, timeline, and fee structure.

2. Company Overview

{{MyCompany.Name}} is a leading consulting firm specializing in [briefly describe your consulting firm's area of expertise]. Since our founding in [Year], we have successfully helped numerous clients achieve their goals through our innovative solutions and expert guidance.

• Company Name:{{MyCompany.Name}}
• Address: {{MyCompany.BillingAddress.Street}},
  {{MyCompany.BillingAddress.Street2}}, {{MyCompany.BillingAddress.City}}, {{MyCompany.BillingAddress.State}} {{MyCompany.BillingAddress.Zipcode}}
• Phone: {{MyCompany.Phone}}
• Email: {{MyCompany.Email}}
• Website: {{MyCompany.Website}}

3. Client Needs Assessment

Based on our preliminary discussions and assessment, {{Client.Name}} requires assistance with:

• [List identified needs or challenges]
• [Example: Streamlining business processes]
• [Example: Implementing new technology solutions]
• [Example: Developing a strategic growth plan]

4. Scope of Services

{{MyCompany.Name}} will provide the following services to address the needs identified:

• Service 1: [Detailed description of service 1]
• Service 2: [Detailed description of service 2]
• Service 3: [Detailed description of service 3]

These services will be tailored to meet the specific requirements of {{Client.Name}} and will involve close collaboration with your team.

5. Project Timeline

The project is expected to commence on [Start Date] and will be completed by [End Date]. Below is a proposed timeline outlining the key milestones:

• Project Kickoff:[Date]
• Milestone 1:[Description and Date]
• Milestone 2:[Description and Date]
• Final Deliverable:[Description and Date]
• Project Completion:[Date]

6. Deliverables

Upon completion of the project, {{MyCompany.Name}} will deliver the following:

• Deliverable 1: [Description of deliverable 1]
• Deliverable 2: [Description of deliverable 2]
• Deliverable 3: [Description of deliverable 3]

These deliverables will be provided in [format, e.g., PDF reports, presentations, etc.] and will include detailed analyses, recommendations, and actionable plans.

7. Fee Structure and Payment Terms

Retainer Fee:

• The Client agrees to pay a retainer fee of $[Amount] upon acceptance of this proposal. This retainer covers initial project planning and consultation.

Project Fee:

• The total project fee is $[Total Amount], which includes all services outlined in the scope of work.

Payment Schedule:

• Initial Payment: $[Amount] due upon signing the agreement.
• Milestone 1 Payment: $[Amount] due upon completion of Milestone 1.
• Milestone 2 Payment: $[Amount] due upon completion of Milestone 2.
• Final Payment: $[Amount] due upon project completion and delivery of final deliverables.

Payment Terms:

• Invoices will be issued [Monthly/Upon Milestone Completion] and are payable within [Number] days of receipt.
• Payment can be made via [Accepted Payment Methods].

8. Confidentiality and Non-Disclosure

Both parties agree to keep all information exchanged during the course of this engagement confidential. This includes but is not limited to business strategies, financial data, and proprietary processes. Neither party shall disclose any confidential information to any third party without prior written consent from the other party.

9. Terms and Conditions

This proposal is subject to the following terms and conditions:

• Term: This agreement will commence on [Start Date] and continue until [End Date] or until all deliverables have been provided and payments have been made in full.
• Termination: Either party may terminate this agreement with [Notice Period] written notice. In the event of termination, the Client will pay for all services rendered and expenses incurred up to the termination date.
• Amendments: Any amendments to this agreement must be made in writing and signed by both parties.
• Governing Law: This agreement shall be governed by and construed in accordance with the laws of the State of [State].

10. Acceptance and Signatures

By signing below, both parties agree to the terms and conditions outlined in this proposal and commit to the successful completion of the project.

[Signature Block] [Date]	[Signature Block] [Date]
{{Client.Name}} {{Client.Contact1.Name}}	{{MyCompany.Name}} {{Document.Owner.Name}}