3. How to Create a Consulting Proposal
• A consulting proposal is a document sent from a consultant to
a prospective client describing a job they wish to take on and
the conditions under which they will do so.
• The process of writing a consulting proposal usually takes
place only after the consultant and prospective client have
discussed the job at length.
• The steps below will guide you through how to create a
consulting proposal, including details on what needs to be
done before you write a consulting proposal, what information
to include and withhold, and how to increase your prospects of
landing the job
4. Steps of Consulting Proposal
• Learn as much as you can about the job under consideration.
• Identify the role of the consultant in the job.
• Ascertain the commitment of the prospective client, both financially and
time-wise, to the consultant.
• Begin your proposal by addressing it to the prospective client.
• Identify the job under consideration in the first paragraph.
• Indicate why you are especially qualified to consult on this job.
• List, using strict terminology and specific details, the results the client will
see from you consultation.
• Indicate how you will attain these results.
• Describe what you expect from the client during the consultation process
with regards to personnel, access to work sites, and equipment.
5. • List, in detail, what you will not be doing during your consultation
• Describe any extra costs, such as meals, hotel rooms, transportation,
etc.,
• Propose a price for your consultation.
• Close by reiterating your fitness for the job, your preparation for the
consultation, and your confidence in attaining results.
• Sign and date the proposal, leaving a space for the client's signature.
