As a consultant, you excel in your area of expertise. But, closing deals with new clients? Perhaps that’s something you’re still trying to figure out.
A well-organized, visually stunning consulting proposal template may be just what you need to help turn lukewarm leads into big ticket contracts.
In this guide, we’ll deliver top design tips and eye-catching templates so you can get started on building winning proposals right away.
Find the consulting proposal template for you (jump ahead):
- Business Growth Plan Templates
- Business Proposal Ideas
- Social Media Marketing Proposal
- Content Strategy Plan
- Consulting RFP
- Simple Consulting Proposals
What Is a Consulting Proposal Template?
A consulting proposal is a document sent to a potential client that acts as a sales pitch. It outlines how the consultant would handle a specific project. It is also a marketing document that shows why the consultant’s experience and skills make him or her the best fit for the job.
A consultant may submit a proposal after being briefed by a prospective client on project requirements. Or the submission may be in response to a formal Request for Proposals (RFP).
The proposal should be persuasive, visually impactful and customized for the client’s unique needs.
A consulting proposal usually has the following sections:
- Cover page
- Executive summary
- Client problems and goals
- Project details
- Solutions and project deliverables
- Pricing and terms and conditions
Keep reading to discover eye-catching consulting proposal templates and presentations that will help you tell a story, unlock conversations and ultimately, win the job.
Business Growth Plan Templates
A business growth plan usually requires visualizing data, whether that’s financial goals or KPIs.
Our business growth strategy proposal templates help condense and present complex technical information via eye-catching charts and pictographs.
Many consultants struggle with closing deals. One way to nudge a client towards saying “yes” is to present your research and data in fresh ways. Data visualization and a carefully organized proposal will help get you there.
Success Tip: Start with a High-Level Summary and Drill Down to the Details
Start with an executive summary, move to problems and solutions and then cover timelines and pricing information.
B2C Client Consulting Proposal
Simple but powerful, this consulting report template clearly communicates key proposed growth strategies.
Let’s say you and the client have already hashed out many of the project details, either in conversation or during a formal presentation. This proposal template works well if you simply want to reiterate a few key points you’ve already discussed.
Design Pro Tip: Visualize Concepts with Icons
Swap in different icons from our library of thousands of modern icons. Use this strategy to illustrate your specific deliverables or customize the cover page to reflect your client’s industry.
For example, if the client is in the healthcare industry, you could add medical symbols.
You can also use icons to create an icon story. Icons are a quick way to communicate concepts and visuals. Use a cluster of icons to decorate your proposal or to explain an idea.
Direct the reader’s gaze to certain parts of a page with icons. Add a circle or square background to your icons, make them oversize or change them to a bright color to make sure they capture the reader’s attention.
B2C Client Consulting Presentation
Presenting your proposal to the client in person? We’ve got you covered.
Structure is one of the most important parts of a successful consulting presentation. You’re presenting to busy people. It’s your job to make sure your listeners immediately understand what’s important.
It’s even more important if you’re new to the consulting game and want to stand out. A clear, visually-engaging presentation deck will compliment your speech and improve your chances of winning the contract.
Design Pro Tip: Copy Slides to Reuse Formatting
Have even more information to add? Add slides to your consulting report template easily by clicking the “add blank” button to add a blank slide or “copy” to copy the previous slide.
Business Growth Client Consulting Proposal
This growth business growth plan template has more formal colors to suit traditional clients.
Design Pro Tip: Pick The Right Colors
Picking the right colors for a project depends a lot on color psychology.
- Cool colors = trust, loyalty, stability
- Warm colors = energy, excitement, positivity
For example, say your potential client’s in banking, a typically conservative industry. Use a cool color (like blue) in your proposal. The logos below highlight this trend.
Our post about picking and using brand colors has even more examples.
Here’s another tip: use the executive summary section in the template below to show that you thoroughly understand the client’s business and current situation. And that you understand exactly how to get them from point A to point B–their desired result.
Highlight current challenges and opportunities using the two columns in the consulting report example below: problem and solution.
Design Pro Tip: Add Your Brand Colors
Add your potential client’s brand colors to your consulting proposal template. Venngage’s My Brand Kit feature pulls colors, fonts and logos from your client’s website so you can apply them to your proposal with one click.
Business Growth Client Consulting Presentation
Client wants a last minute in-person presentation? Don’t stress. Adapt your content from the above report using the consulting presentation template below.
A quick way to turn a proposal into a presentation:
- Plan. What is your report’s central message? This should be the theme of your presentation–one that unifies all the content and will most interest the client (such as ROI).
- Condense. Decide how much detail from the report you need to include in the presentation. Ideally, only include details that directly support your central message.
- Outline. Organize your supporting information into points, then subpoints if necessary. Include a slide for each point/subpoint.
- Visualize. Create visuals for each slide. A chart or pictogram is a great way to reinforce your message or replace text altogether.
In the template below, use slide two and three to lay out your recommendations. Then use slide four’s SWOT analysis to back up your ideas.
Need help building a SWOT analysis? Our post on marketing plans has a worksheet to help inspire you.
Vibrant B2C Consulting Proposal
Your prospective client makes their living selling directly to consumers and using emotional marketing strategies to persuade them.
Your job is to acknowledge these tactics, while using a tried-and-true B2B selling strategy: focusing on the client’s bottom line.
Use the consulting proposal template below to highlight your client’s current situation in the “Problem” section. And then use the “Budget” section to outline the value and ROI you’ll provide the client for your services.
Design Pro Tip: Use Gradients to Spice Up Your Designs
Gradients are one of 2019’s biggest graphic design trends. So this template is perfect for forward-thinking companies, especially those in marketing and design. Change up the gradient quickly in Venngage by clicking “background” and selecting a different color scheme.
Vibrant B2C Consulting Presentation
This B2C consulting presentation template makes creating a compelling pitch deck much easier. We’ve already organized everything for you, so you don’t need to worry about how to lay out your message.
Simply fill out each section. Add additional slides, if you want. Presentation: complete.
Design Pro Tip: Unsplash Has the Best Free Stock Photos
Don’t like the images in the above consulting presentation template? Venngage partnered with Unsplash to provide millions of free, beautiful stock images.
They’re searchable within our editor, so you can always find exactly what you’re looking for. Drag and drop them into your presentation, resize as needed and you’re done.
Business Proposal Ideas
When writing a business proposal, it can be tempting to add every little detail about your background and accomplishments.
Resist the urge.
A consulting proposal should focus on the client, their business, their unique problems and your proposed solutions. This is information the client will truly value above all else.
Success Tip: Try to Keep Your Proposal to 5 Pages or Less
Don’t overwhelm the client with information. Focus on outlining the client’s problems and your solutions. A good template will help you stay on track.
Contrasting Colors Business Consulting Proposal
This business proposal idea is best for consultants who want to express their ideas with text.
That said, don’t be afraid to add visuals. Visuals make your content more memorable and engaging and they can also make it easier to understand.
Here are some ways to summarize information from your proposal:
- Icons: illustrate a list
- Pie charts: show market share
- Timelines: illustrate project milestones
- Mind map: show a product launch strategy
The above template also has plenty of room to highlight your experience, past clients and unique skills.
A project summary is complimented by key deliverables, with a concrete project timeline laid out on the last page. Drag and drop in visuals, as you please.
The table of contents on page two will help the client quickly refer to key sections. You can always delete this page if you don’t need it.
Contrast Business Consulting Presentation
Prove your worth by adding including a case study to the below template. Detail (briefly!) how you helped a past client achieve a similar goal. Include key stats.
Design Pro Tip: Add Charts to Illustrate Supporting Information
Our chart tool lets you add bar charts, pie charts, line charts and much more with a couple of clicks. For example, you could add a chart to a case study that shows a past client’s ROI.
What type of chart you use depends on your goal. The ICCOR acronym will help you decide:
- Inform: bold text
- Compare: bar charts (horizontal or vertical), bubble charts, pie charts
- Show Change: line charts, area charts, timeline infographics, maps for location data
- Organize: lists, tables, Venn diagrams, mind maps
- Reveal Relationships: scatter plots, histograms
Our post on choosing the best chart will help with your decision. When you’re ready, create a chart within the editor and drag and drop it into place onto your consulting presentation template.
Abstract Business Consulting Proposal
This text-based consulting proposal is brought to life through an abstract design motif.
Abstract Business Consulting Presentation
Some of the best presentation ideas are the simplest. Minimalist color schemes and fonts place the focus on the information, not the design.
The below consulting presentation template has few distracting icons or images. Use the bolded text to highlight your value and key solutions.
Gradient Business Consulting Proposal
A terms and conditions, or Accountabilities, section of your consulting proposal is where you can outline what you (and what the client) are responsible for in the project.
That said, this is a consulting proposal, not a legal document. Don’t confuse your client with jargon and legalese. Keep your words clear and simple.
If the client can easily understand the terms and conditions, they’ll be much quicker to sign off on the project.
Again, visuals can be an incredibly helpful way to simplify information. You might even consider making an infographic to present data. Our post on What Is an Infographic? is the perfect starting place for design newbies.
Gradient Business Consulting Presentation
This consulting proposal template has an entire slide for deliverables. Make sure your deliverables are measurable and you provide details of how you’ll execute on each one.
Social Media Marketing Proposals
A great social media marketing proposal lays out a consultant’s plans, sets client expectations and highlights just how amazing you are in the social sphere. You can also mention your knowledge of digital marketing trends.
Solid research on the client’s stats, audience and competition is the backbone of any great social media marketing proposal. What platforms are they strongest on? Have they had any successful campaigns?
Your social media plan should show that your recommendations are based on a thorough understanding of the client’s current situation, challenges and opportunities.
Success Tip: Use the SMART Framework
Follow the SMART framework when laying down social media goals for your client. As in: all goals must be specific, measurable, attainable, relevant and timely.
Vintage Social Media Consulting Proposal
This social media consulting proposal has a “project background” section where you can address the client’s needs and any problems. Be as specific as possible. Use point form, if it helps organize your thoughts.
Vintage Social Media Presentation
With an entire slide dedicated to goals and objectives, you can show off how SMART your goals really are. Keep it brief.
Each goal should include:
- End date
Bold Social Media Consulting Proposal
This bright and cheerful social media consulting proposal is definitely eye catching. Use the timeframe section to provide a timetable.
But, don’t overload the schedule with details. The client should be able to get a complete grasp of the project schedule in a glance. You can always add an appendix with a more detailed breakdown, if you need to.
Design Pro Tip: Use a Color Scheme That Reflects Your Goals
Pick a design motif that reflects your high-level goals.
For example, the color scheme could support the mood of your mission. Color psychology usually relates green with “growth,” blue with “loyalty” and “trust” and orange with “playfulness” and “creativity.”
Make sure your design is consistent. You should use the same couple of fonts, the same style of icons and the same palette of brand colors. Thankfully, all our templates have consistent styles you can apply to new pages or slides.
Content Strategy Plan
A content strategy plan should outline:
- What kind of content you’ll create (and/or curate)
- What types of content will go on what platform
- When and how often content will be posted
- Tone and style of content
Don’t miss our post and free eBook on repurposing content. Your client will probably be excited to learn of all the ways they can maximize their existing content and create exciting infographics, presentation slide decks, white papers and more.
Include visual content marketing statistics to support your argument.
Content Strategy Plan
This clean, modern content strategy plan includes space both for text and bold graphics.
It also already has every section you need to create a comprehensive proposal. Let the template be your guide–a competitor analysis, user persona examples and customer feedback are all key aspects you’ll want to research and fill out.
Blue Content Strategy Presentation
The bright visuals in this content strategy presentation quickly explain your idea. They also provide a great backdrop if you’re pitching the client in person.
The visuals in this template will help you explain the client’s current content inventory and your background research.
You can also use the visuals to show what kinds of content you’ll create or include quotes from past satisfied clients.
Design Pro Tip: Use Pops of Color to Highlight an Idea
Create pops of color to highlight an idea. Apply them to icons, headers or text you really want to stand out.
It can be tough to stand out among a sea of Request for Proposal (RFP) responses. A well-organized, dynamic consulting RFP template will set you apart.
Success Tip: Break Up Text with Visuals
Long paragraphs of text are sure to send your potential client to sleep. Use graphics, charts and other visuals to make your point instead.
Above all, avoid marketing jargon. Write clean and clear copy. Scour the RFP itself for key phrases, buzzwords and acronyms that you can apply to your proposal. This will show you know how to speak your client’s language and understand their world.
Corporate Business Consulting Proposal
This professional corporate business consulting proposal will work well when pitching large companies, non-profits or government agencies. It’s clean, clear and formal without being stuffy.
Corporate Business Consulting Presentation
Consider creating both this business consulting presentation and the report template above.
Your pitch deck should support your explanations. You don’t want them reading your slides and ignoring your presentation!
Create a more detailed report to hand out at the end of your pitch that reinforces what you just said.
Since both job proposal templates have the exact same branding, you’ll maintain the cohesive look you want.
Simple Consulting Proposals
Sometimes a clean, simple consulting proposal without too many frills is all you need, whether you’re pitching a traditional corporate client or simply want something easy to fill out.
After all, juggling your current workload and finding and pitching new leads is tough. A well-designed template will make your life a lot easier.
Success Tip: Focus on Value and ROI in Your Proposal
Be upfront about how significant the potential return will be for the client’s investment. A significant return is incredibly compelling for a potential client and will make a client much more likely to sign you on.
Plus, a high ROI means the client will be much less likely to bat an eye at your (hopefully substantial) fee.
Simple B2C Consulting Proposal
It’s still possible to add quick custom touches to a simple consulting proposal.
Success Tip: Include the Client’s Logo on the Proposal Cover Page
Include personal branding, like your logo, as well as the client’s logo on the cover page using our My Brand Kit feature. Or swap in real images of the client’s office or retail space with our photo upload feature.
Simple Business Growth Client Consulting Presentation
Set objectives early when delivering a pitch. You need to stress from the beginning what you most want the client to take away from the presentation.
The below consulting presentation template has a problem and solution slide at the very beginning. Use this space to explain and justify your position.
Simple Business Consulting Proposal
This conservative template is perfect for pitching a corporate client. It includes a table of contents and your contact information in a footer on each page. Copy the last page to add an appendix.
Design Pro Tip: Get Help. Collaborate with Your Team.
Don’t go it alone! Venngage has team features to make collaborating on and sharing your consulting proposal template much easier.
Add team members to your account and decide who can see or edit your proposal. When you’re done, hit “share” to send the link via email. Or copy the private link to send it via Slack or wherever else.
You can also download your proposal to your hard drive as a PDF if you’d like to print it (Business and Premium plans only).
The Takeaway: Top Proposal Design Tips
Here are some important proposal design tips to keep in mind:
- Visualize concepts with icons
- Copy slides to reuse formatting
- Add your brand colors
- Use gradients to spice up your designs
- Unsplash has the best free stock photos
- Add charts to illustrate supporting information
- Use a color scheme that reflects your goals
- Use pops of color to highlight an idea
- Get help. Collaborate with your team.
What are your tips for writing an effective consulting proposal? What’s worked for you in the past? What hasn’t worked? Tell us in the comments below.