ProposalsProposals

For consultants

Turn a complex scope into a decision your client can make

For a consultant the product is the diagnosis, not the task list. The proposal opens with the problem and puts price next to the cost of inaction.

Your value is thinking, but the proposal has to carry it. Proposals structures diagnosis, approach and investment so the client sees the cost of the status quo, not just your day rate.

14 days free · full features · no card required

In short

  • Consultants sell judgement, so the diagnosis section carries the proposal — the rest only prices it.
  • A complex engagement can be shown as phases with explicit assumptions instead of a wall of text.
  • An explicit 'out of scope' removes risk from the buyer's head and protects the engagement from creep.
  • A proposal page lets you adjust scope after a call without sending a second document.
  • Objections raised on the call go into the proposal's FAQ, answered once and calmly.

70%

of B2B buyers prefer a completely digital, self-service buying experience — the material has to stand on its ownSource: Gartner survey of 645 B2B buyers (Aug–Sep 2025), published May 2026

Why consulting proposals stall

01

Nuance flattens into bullet points

The engagement lives in your head as a system; the document reduces it to phases and a rate card. The client buys the flattened version, or doesn't.

02

The day rate stands alone

Without the cost of doing nothing on the page, a five-figure engagement reads as an expense, not an investment.

03

Weeks of committee silence

The decision loops through people you never meet. You follow up blind, guessing which objection is circulating.

01 · Structure

Diagnosis before deliverables

The proposal opens with the client's situation in their own words, from your conversation, then builds the approach on top. The logic of the engagement is visible before the price is.

  • The client's situation and stakes up front
  • Approach presented as a path, not a menu
  • Assumptions marked explicitly, no silent guesses

02 · Investment

A price that answers “compared to what?”

Investment is framed against the cost of the current state, with options and a recommended entry point, a diagnostic phase, a pilot, a full engagement. Small yes first, big yes next.

  • Cost of the status quo made explicit
  • Staged options with a recommended start
  • FAQ built from the objections you actually heard

03 · Decision

Read the committee without being in the room

See when the proposal is opened, which sections get re-read and when it's forwarded. Time your call to the moment the discussion is actually happening.

  • Reading signals per section
  • Forwarding as a buying signal
  • Follow-up drafts matched to what they re-read

Consultants ask

Start today

Start your next proposal from the client, not from a blank page

First draft in minutes, full features for 14 days, no card.

No card required · Sent proposals stay live after the trial · Cancel anytime