Consulting proposal and engagement letter
Propose a consulting engagement with a situation summary, three fee packages, scope, timeline, terms and a signature block.
- Industry
- Technology-Oriented Consulting
- Team
- Sales
- Use case
- CRM and sales
- Tags
- Proposal
Template preview
Overview
What this template supports
A proposal and engagement letter for prospective consulting clients. It pairs a situation summary with three fee-tiered package options, a scope of work table for the recommended package, a kickoff timeline, terms and an acceptance signature table.
- Situation summary
- Three-tier package comparison tabs
- Scope of work table
- Kickoff timeline steps
- Terms definition list
- Acceptance signature table
How to use this template
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Confirm the prospect's situation
Summarize the prospect's current state and what triggered the proposal from the discovery call.
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Set current fees for each package
Pull fees from the current pricing sheet rather than a prior proposal; mark unconfirmed fees Needs review.
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Recommend one package
State which package fits the prospect's stage and why, as shown in the recommendation callout.
Frequently asked questions
What does Consulting proposal and engagement letter help me do?
Propose a consulting engagement with a situation summary, three fee packages, scope, timeline, terms and a signature block.
What is included in this template?
It includes Situation summary, Three-tier package comparison tabs, Scope of work table and Kickoff timeline steps.
Who is this template designed for?
It is designed for Sales teams working in Technology-Oriented Consulting.
What should I review before using this template?
Summarize the prospect's current state and what triggered the proposal from the discovery call. Pull fees from the current pricing sheet rather than a prior proposal; mark unconfirmed fees Needs review.
Does the proposal recommend one package?
Yes. It shows three ways to engage and recommends one, with the reason, in a callout.
What is outside the proposed scope?
Paid media spend, compliance review by a securities attorney and custom software development are listed as not included and quoted separately.