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Consulting Proposal Generator

Fill in your scope, deliverables, and pricing — get a clean, ready-to-send proposal in seconds. Download it as a PDF, or copy and go.

Proposal details

Used for headings in your proposal.

One deliverable per line.

One item per line. This is the sentence you point back to when scope creeps.

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Preview
Q3 Operations Efficiency Review
Prepared for: Acme Manufacturing
Prepared by: Jordan Reyes Consulting
Date: September 8, 2026
Objective

Identify and prioritize the highest-impact operational bottlenecks slowing down order fulfillment, and deliver a 90-day action plan the internal team can execute without ongoing support.

Scope of work
  • Current-state process audit across fulfillment and inventory
  • Prioritized list of bottlenecks with estimated impact
  • 90-day action plan with owners and milestones
  • Final findings presentation to leadership
What's not included
  • Implementation of recommended changes
  • Ongoing process monitoring after the 90-day plan
Timeline

Start: August 3, 2026
Duration: 6 weeks (est. completion: September 14, 2026)

Investment

Fixed project fee: $12,000

Covers all deliverables listed above. Work outside this scope will be quoted separately.

Payment terms

50% upfront, 50% due on completion.

Next steps

This proposal is valid for 14 days. To move forward, reply to confirm and I'll send over the engagement agreement.

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How this works

What makes a proposal actually work.

What should a consulting proposal include?

A solid consulting proposal covers five things: the objective (what problem you're solving), the scope of work (specific deliverables), what's explicitly not included, a timeline, and the pricing and payment terms. Leaving any of these vague is where scope creep and payment disputes usually start.

How do I write a consulting proposal for a new client?

Start from the conversation you already had with the client: restate their problem in one or two sentences, list the specific deliverables you'll produce (not just activities), set a realistic timeline, and price it using whichever model — hourly, fixed project, or retainer — fits the scope. A proposal that just restates the sales call in writing, with numbers attached, is usually stronger than one written from a generic template.

What's the difference between a proposal and a scope of work?

A proposal is the full pitch: objective, scope, timeline, and price, meant to get a client to say yes. A scope of work (SOW) is usually a narrower, more formal document — sometimes an attachment to the signed contract — that defines deliverables and boundaries in detail. Early on, most independent consultants combine both into a single proposal document.

Should I include a "not included" section in my proposal?

Yes. Stating what's out of scope is one of the highest-leverage sentences in a proposal — it's what you point back to later when a client asks for "just one more thing" for free. Without it, scope boundaries only exist in your head, which is not a position you can enforce.

How do I price a consulting proposal — hourly, project, or retainer?

Use hourly or a fixed project fee when the scope is finite or genuinely uncertain, and a retainer when the relationship is ongoing and the monthly need is predictable. If you're not sure which applies, price the first engagement as a fixed project or hourly, and convert to a retainer once you can predict the client's monthly hours with confidence.

Can I download my proposal as a PDF?

Yes. Fill in the form and click Download PDF — it uses your browser's built-in print-to-PDF, so the proposal is generated entirely on your device with nothing uploaded. You can also copy the proposal as plain text or download it as a .txt file.

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