Consulting Proposal Template Word

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Proposing a consulting project to your client through a proposal is challenging since you need to work hard writing the document to get their attention. The different part of writing this proposal with other business proposal types is that a consulting proposal is usually made after there is an agreement or discussion between the consultant and the client. So, when the proposal is written, there is already a green light and you can use this document to strengthen your offering and make it more official.

1. Learning More. Meeting and discussing with your clients is a very important thing to do as it gives you ideas about what should be written in your proposal. Educating yourself is important because this is the only thing to do to tailor the client’s needs properly in the proposal. When discussing, take some notes of what their problems and ask some questions about the things you need to know. Whenever you have questions, just ask them so that later you can connect their problems with your proposed solutions in the proposal.

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2. Making an Agreement. Don’t only think about the needs of the clients, but think about your business too. You need to do the job that you can do, so ensure what the clients expect from you is something that you like and you can do. You don’t have to feel under pressure just to please them because the feeling of comfort can help you end up with a better result. It also includes all your duties and the expected result, the time frame, and the milestones. If all of them are fine, go ahead and agree. If you need to change probably the time frame or milestones, discuss with the clients to see whether or not they are okay.

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3. Coming Up with Commitment. A financial agreement should be first made before writing a proposal. Never start any proposal when the clients don’t even want to pay properly that suits the type of the project. Make sure that you get the right payment so that later you can add this agreement to your proposal where the clients should sign as proof that they would give you a certain amount of requested payment. Add some secondary costs if required depending on your project and the clients should also agree with that.

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4. Keeping the Proposal Short. The high-quality proposal doesn’t have to be lengthy. A short and straightforward proposal is better as long as it covers all the required information. So, don’t think that quantity represents quality. The clients might stop reading your proposal when they don’t find what they are looking for after seconds reading it. Make your proposal two pages are enough. You can add more documents to the appendices to avoid the proposal becoming too long.

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5. Focusing on the Client. Remember that the goal of your proposal is to encourage the clients to work with you, so don’t brag about your qualifications because you don’t have enough space for that. Focus on your client to avoid adding too many types of filler in your proposal. When you want to provide your qualifications, at least link them with their needs to make them complete each other. This would be much more meaningful.

6. Avoiding Buzzwords. Your clients might be so busy that they don’t even have time to read a lengthy proposal filled with too many buzzwords. Again, don’t let any irrelevant words or sentences stay in your proposal. Once the clients read something unimportant, they might stop reading yours and go to the next proposal. You just need to write all the information that you get from your meeting with the clients because that is all they need. If you are addressing the meeting and agreement you have made together, your proposal is proper. Don’t try to make your proposal excellent with buzzwords. As long as your promise itself is excellent, you don’t need to do that using additional words.

7. Checking the Errors. This could be simple and sometimes misunderstood, but this is important to pay attention. How could client trust their problems in your consultation if you can’t even write a good proposal using the right grammar? Grammar and spelling errors would make your proposal look unprofessional. This also means that you don’t check your proposal and you are not a careful enough person. Don’t give the clients any reason to cancel the spoken agreement you two have made in the meeting just because of this simple error. Remember that you are in tight competition and you surely don’t want to be beaten just because of the grammar errors.

Sometimes simple matters matter. You can’t underestimate even the slightest mistake of punctuation since this can represent of person you are. Make your proposal easy to read, easy to understand and easy to like. Write a good paragraph starting from the start to the end and address the clients properly to let them know that the proposal is specifically made for them, not a general consulting proposal sent to many clients. Also, make sure to include the required sections and fill them with the right information.

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