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Consultancy Agreement

Template for Free Consulting Agreement

The business proposal is a big deal to write on your own! If you want to know how to write a business proposal, keep reading!

Template for Free Consulting Agreement: You’re a master at what you do as a consultant. But what about securing new business? As far as I know, this is something you’re still working on. If you haven’t been able to meet in person or if companies are reluctant to pay consultation costs because of this, you should consider this option.

A consulting proposal template that is well-organized and structured can help you convert warm leads into large-ticket contracts.

What Is a ‘Consulting Contract?’ – Free Consulting Agreement

Essentially, a consulting offer is a sales pitch made to prospective clients. Details the consultant’s approach to an individual project. A consulting proposal also serves as a marketing tool, demonstrating how the consultant’s qualifications and expertise make them the ideal choice for the task.

As soon as a prospective client has given the consultancy agreement specifics about the project, they are free to submit their proposal. Alternatively, the submission could react to a formal RFP (RFP). Ideally, the proposal will be persuasive and visually striking and should be tailored to meet the client’s specific requirements.

What to Include Consulting Request for Proposal?

The best consulting proposals have a clear framework that is interesting to read and easy to understand. A properly-written consulting submission has a specific structure, which we’ll go through in this section.

1. Salutation

Start by introducing yourself and thanking your audience.

Your consulting offers will stand out from the crowd by including a personal note. Potential customers are more likely to trust and desire to create a relationship with you if you treat your offer as a personal letter. Unless you know the customer by their first name, address them by their formal title (e.g., “Mr.,” “Mrs.,” or “Dr.”).

2. Introduction

Write a few phrases here on the type of project and the problems you’re trying to solve.

Consider this part of your proposal the “hook” or “initiation.” Explain to your potential client what you can do to help them overcome their problems and what you can offer in the way of consulting services. Thank your client for their consideration in this area, and give them a brief outline of what they can anticipate from the rest of your proposal in this section

Describe your company and self in one or two phrases as well. Proposals don’t have to include a lengthy explanation of how you’ll benefit the client, but it never hurts to explain how they can help you. Even though you had pitched yourself to a prospective employer on your first phone call, this is an excellent opportunity to restate your most important assets.

3. Project Goals 

Now add three to five key points detailing the specific actions you’ll take to accomplish your goal.

What you’re going to do to complete the project you described above is the focus of this section. Scope creep might occur if you don’t specify precisely what you’ll be doing for your client upfront.

In this part, for example, you would describe the length of your phone calls or office visits, how many you plan to make each week, and the length of each stay. The more information you provide in the project’s scope, the less work you and your customer will have to do in the long run.

4. Objectives

Three to five project goals should be included in this area.

It is time to persuade the customer of the project’s usefulness now that you have addressed its objective and scope. After you’ve finished working with a customer, what outcomes do you hope they’ll see?

Aside from what you’ll deliver in the deliverables area below, the objectives section concentrates on what you’ll accomplish after those items have been provided. As soon as feasible in your document, you should include this information so that your customer is confident that they’re making a sound investment.

5. Deliverables 

Next, list the specific deliverables your client will receive at the end of your collaboration. Is there going to be a new look for the website? Do you think this is an all-new set of brochures?

In this section, you’ll lay out the “products” you’ll deliver to your client at the end of this project. If the project scope provides “how,” the deliverables are the “what.”

If we continue with the previous illustration, examining and analysing marketing strategies will be included in the scope of your project. Still, the deliverables may be anything from a detailed analysis paper to a presentation of suggested adjustments to an entirely new marketing strategy.

6. The timeline

Each activity item you listed under “Scope” should have its timeline listed here.

This part is critical for establishing expectations and establishing boundaries with clients. It’s easy to estimate the timetable part of a project if you know the project scope and deliverables. 

The proposal’s timeline should include a breakdown of the various phases of your project, together with their respective start and end dates and deadlines. Try to have as many dates as possible in your proposal, whether doing office visits, generating documents, or sending follow-up emails. Include the start and end dates of the project, as well as any interim goals, at the very least.

7. Affordability

Outline your consulting rates, including your services and preferred payment method. Please include that information in this section if you recommend a specific payment site. Do not forget to have this information in your contract as well, if you demand a down payment or a phased fee structure

8. The signature 

You’ll immediately ask for a sign from your potential client in this part. The day’s date, name, and signature should be included.Even if they’re still considering your plan, it will be easier to receive permission if you mention this directly in your proposal. It’s unnecessary to add the step of sending a finalised contract if you don’t need to.

9. Next steps

Lastly, your plan should have a clear call to action. Please provide them with your email address so that they can get in touch with you. In this final section, give clients clear guidance on how to proceed.

As far as possible, proposals should be personalised to each potential customer, but this can be time-consuming. A consultancy proposal form can come in very handy here. 

Free Consulting Agreement – How to write a Business Proposal

1. In-person or on the phone, have a conversation with your customer.

You can’t develop a solid consulting proposal without conversing with your potential customer first. Set up a phone call or meet in person if possible for this talk. An email can be used to get to know your customer and their advising needs, but if you want to create trust with them, you’ll need to meet them face-to-face or through the phone.

2. Acquaint yourself with their difficulties and wants.

Understanding your prospective client’s difficulties and pain points will help you craft a more persuasive presentation. Even though using a consulting proposal template helps speed up the process, the specifics of your proposals should be customised for each customer. Don’t hesitate to call or visit with them to have a deeper grasp of your client’s wants and needs.

3. Inquire about the specifics.

The scope and details of the project must be communicated in a successful proposal. Your client’s ideal schedule, budget, goals, and outcomes should be inquired about. These particulars are critical in convincing a potential customer to use your services and explaining to your client how the two of you would collaborate.

4. Focus on the client’s results, not your own.

When writing your consulting proposal, it’s easy to get caught up in the details of what you’ve accomplished and how much you know. Give specifics regarding the benefits and results your customer can expect. Be detailed. Avoid using buzzwords and jargon that aren’t relevant to the topic. You can even go so far as to utilise the exact words they used in your meetings to indicate that you were paying attention.

5. A good rule of thumb is to keep it brief.

Quality is far more important than quantity when it comes to proposals for consulting services. Be concise to convey the project’s scope and expectations accurately. Instead of giving your client an excuse to quit reading and look at another consultant’s proposal, make your proposal concise and compelling. The usual length is between one and two pages.

6. Consistently emphasis the benefits of your product or service.

It’s not inexpensive to hire a consultant, and your customer needs to know they’re investing in you for a reason. A section titled Value Proposition is optional, as is the inclusion of a part. At each stage of the process, instead, emphasis how you’ll help their firm grow by improving the value of the following metrics:

7. Asking for feedback 

Both sides should be involved in the content of the consulting proposal, which is a two-way document. As you build your bid, you should address any issues or queries with your potential customer. Make sure your client has a chance to review and critique your work after it’s done.


A consulting agreement ensures that all parties involved are on the same page before you begin working on a new business venture—use a template to speed things up. Vakilsearch can help you with all this. 

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