consulting firm proposal presentation

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Popular Templates
• Accessibility
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Beginner Guides

Blog Graphic Design 19 Consulting Proposal Templates to Close Deals

19 Consulting Proposal Templates to Close Deals

Written by: Bronwyn Kienapple Jan 16, 2024

As a consultant, you excel in your area of expertise. But, closing deals with new clients? Perhaps that ’s something you’re still trying to figure out. Especially if you haven’t been able to connect in person or companies are more hesitant to shell out for consulting fees.

A well-organized and designed consulting proposal template may be just what you need to help turn lukewarm leads into big ticket contracts.

In this guide, we’ll deliver design tips and unique consulting proposal templates  so you can get started on building winning proposals right away. Our simple online  proposal maker  tool will help you customize them to your liking.

Click to jump ahead:

• What is a consulting proposal?

How to write a consulting proposal?

What should be included in a consulting proposal, 19 consulting proposal examples [with templates], the takeaway: top consulting proposal design tips, what is a consulting proposal.

A consulting  proposal is a document sent to a potential client that acts as a sales pitch . It outlines how the consultant would handle a specific project. A consulting proposal is also a marketing document that shows why the consultant’s experience and skills make him or her the best fit for the job.

A consultant may submit a proposal after being briefed by a prospective client on project requirements. Or the submission may be in response to a formal Request for Proposals (RFP).

The proposal should be persuasive, visually impactful and customized for the client’s unique needs.

Are you a consultant looking to win over clients and secure lucrative projects? One of the most critical tools in your arsenal is a well-crafted consulting proposal.

A compelling proposal not only showcases your expertise and understanding of the client’s needs but also demonstrates your professionalism and commitment to delivering value.

Here’s a guide on how to write a consulting proposal that stands out and maximizes your chances of success.

• Start with a cover page that lists your name, the prospective client’s name and the date of submission. Add your branding, such as your brand colors and logo.
• Write an executive summary that covers the client’s challenges, how you plan to solve them and what metrics or benchmarks you’ll use to gauge your success.
• Outline the project scope : what you will (and won’t) work on. Be specific. Will you optimize a website for SEO but not rewrite copy?
• List deliverables . These are the end results of your work such as a report, software product, prototype or process map.
• Create a timeline . Add deadlines for milestones and final deliverables.
• Outline costs . Be clear from the outset how much you’ll charge. Also include any payment structures, like a deposit or payment installments, and how you want to be paid.

Keep reading to discover eye-catching consulting proposal templates and presentations that will help you tell a story, unlock conversations and ultimately, win the job.

A consulting proposal usually has the following sections:

• Executive summary
• Client problems and goals
• Project proposal outline
• Solutions and project deliverables
• Pricing and terms and conditions

Simple consulting proposals

Sometimes a clean, simple consulting proposal without too many frills is all you need, whether you’re pitching a traditional corporate client or simply want something easy to fill out. 

After all, juggling your current workload and  finding new clients  (and then   pitching these leads is tough. A well-designed sample consulting proposal will make your life a lot easier. Plus, clients  hiring a consultant  may even be more likely appreciate a simple, straight-forward proposal that they can understand than one that needs lots of explaining. 

Success tip: Focus on value and ROI in your proposal

Be upfront about how significant the potential return will be for the client’s investment. A significant return is incredibly compelling for a potential client and will make a client much more likely to sign you on.

Alex Williams, a web consultant from  Hosting Data UK recommends anchoring your consulting fees to the value your client will receive. A high ROI means the client will be much less likely to bat an eye at your (hopefully substantial) fee.

Simple B2C consulting proposal

It’s still possible to add quick custom touches to a simple consulting proposal.

Success tip: Include the client’s logo on the proposal cover page

Include personal branding , like your logo, as well as the client’s logo on the cover page using our My Brand Kit feature. Or swap in real images of the client’s office or retail space with our photo upload feature.

Simple business consulting proposal

This conservative sample consulting proposal is perfect for pitching a corporate client. It includes a table of contents and your contact information in a footer on each page. Copy the last page to add an appendix.

Design pro tip: Get help. Collaborate with your team.

Don’t go it alone! Venngage has team features to make collaborating on and sharing your consulting proposal template much easier.

Add team members to your account and decide who can see or edit your proposal. When you’re done, hit “share” to invite team members to collaborate and edit the design. Or copy the private link to send it via Slack or wherever else.

Want to kick things up a notch? Turn on our real-time collaboration feature (Business plan only) to collaborate on your proposals in real time with your team so you can work together anytime, anywhere.

You can also download your proposal to your hard drive as a PDF if you’d like to print it (Business and Premium plans only).

B2C client consulting proposal

Simple but powerful, this consulting proposal template clearly communicates key proposed growth strategies.

Let’s say you and the client have already hashed out many of the project details, either in conversation or during a formal presentation. This consulting proposal template works well if you simply want to reiterate a few key points you’ve already discussed.

Design pro tip: Visualize concepts with icons

Swap in different icons from our library of thousands of modern icons. Use this strategy to illustrate your specific deliverables or customize the cover page to reflect your client’s industry.

For example, if the client is in the healthcare industry, you could add medical symbols .

You can also use icons to create an icon story . Icons are a quick way to communicate concepts and visuals. Use a cluster of icons to decorate your proposal or to explain an idea.

Direct the reader’s gaze to certain parts of a page with icons. Add a circle or square background to your icons, make them oversize or change them to a bright color to make sure they capture the reader’s attention.

Business growth client consulting proposal

This business proposal template has more formal colors to suit traditional clients.

Design pro tip: Pick the right colors

Picking the right colors for a project depends a lot on color psychology and color meanings .

• Cool colors = trust, loyalty, stability
• Warm colors = energy, excitement, positivity

For example, say your potential client’s in banking, a typically conservative industry. Use a cool color (like blue) in your proposal. The logos below highlight this trend.

Our post about picking and using brand colors has even more examples.

Here’s another tip: use the executive summary section in the template below to show that you thoroughly understand the client’s business and current situation. And that you understand exactly how to get them from point A to point B–their desired result.

Highlight current challenges and opportunities using the two columns in the consulting  proposal example below: problem and solution.

Design pro tip: Add your brand colors

Add your potential client’s brand colors to your consulting proposal template. Venngage’s My Brand Kit feature pulls colors, fonts and logos from your client’s website so you can apply them to your proposal with one click.

Vibrant B2C consulting proposal

Your prospective client makes their living selling directly to consumers and using emotional marketing strategies to persuade them.

Your job is to acknowledge these tactics, while using a tried-and-true B2B selling strategy : focusing on the client’s bottom line .

Use the consulting proposal template below to highlight your client’s current situation in the “Problem” section. And then use the “Budget” section to outline the value and ROI you’ll provide the client for your services.

Design pro tip: Use gradients to spice up your designs

Gradients are one of the biggest graphic design trends . So this template is perfect for forward-thinking companies, especially those in marketing and design. Change up the gradient quickly in Venngage by clicking “background” and selecting a different color scheme.

Geometric consulting proposal example

This bold proposal makes use of a geometric background and illustrations to help it stand out from the pack. Change the text and the illustrations–thanks to our in-editor icon library. It’s easy to customize for your industry.

Contrasting colors business proposal template

This sample consulting proposal is best for consultants who want to express their ideas with text.

That said, don’t be afraid to add visuals. Visuals make your content more memorable and engaging and they can also make it easier to understand.

Here are some ways to summarize information from your proposal:

• Icons : illustrate a list
• Pie charts : show market share
• Timelines : illustrate project milestones
• Mind map : show a product launch strategy

The above project proposal template also has plenty of room to highlight your experience, past clients and unique skills.

A project summary is complimented by key deliverables, with a concrete project timeline laid out on the last page. Drag and drop in visuals, as you please.

The table of contents on page two will help the client quickly refer to key sections. You can even hyperlink to sections throughout the proposal, directly from the table of contents. 

Gradient business consulting proposal

A terms and conditions, or Accountabilities, section of your consulting proposal is where you can outline what you (and what the client) are responsible for in the project.

That said, this is a consulting proposal, not a legal document. Don’t confuse your client with jargon and legalese. Keep your words clear and simple.  You can check out this project proposal post for more tips on writing up a proposal.

If the client can easily understand the terms and conditions, they’ll be much quicker to sign off on the project.

Again, visuals can be an incredibly helpful way to simplify information. You might even consider making an infographic to present data.

This project proposal example uses icons as bullet points to help explain its deliverables:

Construction consultant proposal template

To get the job, construction consultants need to demonstrate that they can provide real, cost-effective solutions to their prospective clients’ challenges. They need to demonstrate that they understand the client’s requirements and that they have a solid vision from initial concept to project closeout.

This construction proposal template provides a clear and concise breakdown of your unique vision and can be branded with your business colors and logo using our online tool:

Social media marketing consulting proposal examples

A great social media marketing proposal lays out a consultant’s plans, sets client expectations and highlights just how amazing you are in the social sphere. You can also mention your knowledge of digital marketing trends .

Solid research on the client’s stats, audience and competition is the backbone of any great social media marketing proposal. What platforms are they strongest on? Have they had any successful campaigns?

Your social media plan should show that your recommendations are based on a thorough understanding of the client’s current situation, challenges and opportunities.

Success tip: Use the SMART framework

Follow the SMART framework when laying down social media goals for your client. As in: all goals must be specific, measurable, attainable, relevant and timely.

Green modern marketing proposal template

This short and sweet marketing proposal template addresses all the major points in one page. Copy any of the pages to add more pages and information.

There are several template examples that you can look at and draw inspiration from to make the most of your resources and promote your business. This blog post on 5 marketing proposal examples that’ll help elevate your business is a great guide that I will advise.

Vintage social media project proposal example

This project proposal example has a “project background” section where you can address the client’s needs and any problems. Be as specific as possible. Use point form, if it helps organize your thoughts.

Bold social media consulting proposal

This bright and cheerful social media consulting proposal is definitely eye catching. Use the timeframe section to provide a timetable.

But, don’t overload the schedule with details. The client should be able to get a complete grasp of the project schedule in a glance. You can always add an appendix with a more detailed breakdown, if you need to.

This project proposal example has a simple schedule; copy the slide if you want to add more details:

Design pro tip: Use a color scheme that reflects your goals

Pick a design motif that reflects your high-level goals.

For example, the color scheme could support the mood of your mission. Color psychology usually relates green with “growth,” blue with “loyalty” and “trust” and orange with “playfulness” and “creativity.”

Make sure your design is consistent. You should use the same couple of fonts, the same style of icons and the same palette of brand colors. Thankfully, all our consulting proposal examples have consistent styles you can apply to new pages or slides.

Content strategy consulting proposal examples

A content strategy plan should outline:

• What kind of content you’ll create (and/or curate)
• What types of content will go on what platform
• When and how often content will be posted
• Tone and style of content

Ask your client for any style guides or brand colors before you start your content strategy plan.

Don’t miss our post and free eBook on repurposing content . Your client will probably be excited to learn of all the ways they can maximize their existing content and create exciting infographics , presentation slide decks , white papers and more.

Include visual content marketing statistics to support your argument.

Content strategy consulting proposal sample

This clean, modern content strategy plan includes space both for text and bold graphics.

It also already has every section you need to create a comprehensive proposal. Let the template be your guide–a competitor analysis, user persona examples and customer feedback are all key aspects you’ll want to research and fill out.

Consulting RFP template

It can be tough to stand out among a sea of Request for Proposal (RFP) responses. A well-organized, dynamic consulting RFP template will set you apart.

Success tip: Break up text with visuals

Long paragraphs of text are sure to send your potential client to sleep. Use graphics, charts and other visuals to make your point instead.

Above all, avoid marketing jargon. Write clean and clear copy. Scour the RFP itself for key phrases, buzzwords and acronyms that you can apply to your proposal. This will show you know how to speak your client’s language and understand their world.

Corporate business consulting proposal

This professional corporate business consulting proposal will work well when pitching large companies, non-profits or government agencies. It’s clean, clear and formal without being stuffy.

Organizational consultant proposal templates

Need help making your strategic vision look as professional as possible? Organizational consultants can use a proposal template to showcase their analytical ability and forward thinking.

Abstract consulting proposal template

This text-based consulting proposal is brought to life through an abstract design motif.

Gradient organizational consulting proposal template

This consulting proposal example uses a fresh gradient background and bold icons to achieve a modern look. You can always swap out the icons and background using our simple online editor:

Minimalist organizational consulting proposal template

Looking for a slightly more conservative design? This sample consulting proposal has the same format as the above–but swaps out the background and fonts for a slightly more muted look:

HR consultant proposal template

H R outsourcing is expected to reach US$ 48858.42 million by 2031 , according to the 360 Market Updates. With this kind of opportunity at stake, you want a thorough proposal that’s professional and easy to digest.

HR consultants can use this project proposal outline to detail key deliverables and costs, your team’s expertise and your unique competitive edge:

Here are some important proposal design tips to keep in mind:

• Visualize concepts with icons
• Copy slides to reuse formatting
• Add your brand colors
• Use gradients to spice up your designs
• Unsplash has the best free stock photos
• Add charts to illustrate supporting information
• Use a color scheme that reflects your goals
• Use pops of color to highlight an idea
• Get help. Collaborate with your team.

What are your tips for writing an effective consulting proposal? What’s worked for you in the past? What hasn’t worked? Tell us in the comments below.

Further Reading:

• How to Design an Engaging LinkedIn Presentation
• 10+ New Leadership Infographic Examples
• Crisis Communication Plan Templates for Leaders

More Consulting Guides:

• 25+ Consulting Report Templates Every Consultant Needs
• 13 Essential Consulting Templates For Marketing, Planning and Branding
• 30+ Project Plan Examples to Visualize Your Strategy (2024)

Discover popular designs

Infographic maker

Brochure maker

White paper online

Newsletter creator

Flyer maker

Timeline maker

Letterhead maker

Mind map maker

Ebook maker

Consulting Proposal Presentation Template

Consultants are experts in a given field, they specialize in anything from Information Technology to Human Resources. Consulting proposal presentations are used by consultants and consulting firms to showcase success, set expectations, and onboard new clients. Consulting proposals are part of effective customer lifecycle management. To craft a consulting proposal presentation you’ll need a project summary, key deliverables, a timeline, and a way to gauge project success.  Our Consulting proposal template makes it easy for you to adjust quickly to different situations and specific clients. This can lead to a larger customer base, better organization, and agreeable client expectations.

Our consulting proposal presentation template can help you:

• Increase your customer base
• Outline pricing and expectations
• Build a practical timeline

Quickly adjust your consulting presentations by using this template

Consulting presentations should be adjusted for each client but not all of your slides need to change. Make a master consulting presentation that uses these helpful slides:

Consulting Proposal Presentation tips that develop and maintain healthy client relationships

Achieve more by taking advantage of these tips and tricks when building out your consulting proposal:

Reassure potential clients that you are an expert in your given field and that your methods are effective. Refer to or summarize case studies if possible.

Your presentation will be more effective if you are able to directly address client concerns from the start. Make sure you understand each client’s problems and explain how you’ll tackle them.

Mitigate potential client apprehension by showing how you will measure the success of each project.

Don’t leave room for unwanted surprises, specify your key deliverables, pricing, deadline, etc.

More Popular Templates

Product Launch Strategy Presentation Template

Learn how Beautiful.ai’s product launch strategy template can help you get your new product off the ground.

Product Roadmap Template

Need to create a product roadmap? Start here with our customizable product roadmap template to impress leaders, investors, development teams, and more!

Linkedin Pitch Deck

LinkedIn is the world's largest professional network with over 800 million members in more than 200 countries and territories worldwide. We took a look at LinkedIn’s original pitch deck to look for ways to improve the design.

PhD Defense Template

A dissertation or thesis is the finale to your postgraduate work, and your PhD defense is the finale to your thesis. Hit it out of the park with our PhD defense template.

Operations Plan Presentation Template

Need to keep your team on track towards a goal or objective? Use an operations plan to outline your business strategy.

Year End Employee Review Presentation Template

Learn how Beautiful.ai’s year end employee review template can help managers and employees connect on performance expectations and accomplishments.

Consulting Proposal Template

Highlight the problems your prospects are facing and position yourself as the solution with this Consulting Proposal Template.

Trusted by 65M+ users and leading companies

About the Consulting Proposal Template 

A Consulting Proposal Template allows you to craft the perfect presentation for your upcoming proposal. Using ready-made slides (that you can edit), you’ll show prospects what you can do to improve their business and make their lives easier. 

When done well, the presentation can signify the start of a productive working relationship. 

What is a consulting proposal? 

A consulting proposal (sometimes known as a project proposal or a business proposal) outlines the scope and timeline of a consulting project. Think of it like a sales pitch. It highlights the pain points that your prospective clients face and shows how you can solve these challenges. 

Usually, the prospective client will submit a ‘request for proposal’ after meeting you for the first time. If you hit it off at the first meeting, they’ll ask you to create a proposal. It’s your chance to sell yourself and your consulting services and show potential clients why they should work with you. 

What should an effective consulting proposal include? 

The specifics of your consulting proposal will be unique to you and your business. However, there are some common topics that you’ll cover. These include: 

An introduction/salutation

A summary of the potential clients’ challenges and pain points 

An action plan of how you’ll solve those problems

The results you’ll achieve for the business

Case studies from your past clients 

An estimated time frame for the work

Contractual information (such as consulting fees and your consulting agreement)

How to use the Consulting Proposal Template 

Miro’s digital workspace is the perfect virtual notepad to jot down notes, share ideas, and gather resources. When you’re ready to create your presentation, start by selecting our interactive Consulting Proposal Template. Then, follow these steps to plan your next consulting proposal with our free template. 

Step 1: Customize the presentation. Now that you’re set up with the template, you can start to customize it. Here are the pre-made slides you’ll have access to:

Introduction

Executive summary

Options and key deliverables

Case Studies

All of these slides have placeholder text, but they’re easy to edit. You can simply select the slide, choose the piece of text you want to change, and start editing. You can also change the order of the slides, so it’s better suited to your specific presentation. Not to mention, you can change the color and logo of the slides so that they align with your company branding. 

Step 2: Add your content . When you’ve created the perfect presentation structure, you can start to develop the project details. Add customer challenges, outline how you’ll solve the problem, and create clear goals and objectives for your prospects. 

Step 3: Get feedback from colleagues and stakeholders. Before you deliver the presentation, it’s a good idea to get feedback from your team members. With Miro, you can easily share your presentation , and colleagues can add their feedback directly to the presentation. 

Step 4: Deliver the proposal to your prospective clients. To deliver your consulting proposal with Miro, simply select presentation mode . This will automatically set your presentation to full screen, and you can move through the presentation using your arrow keys. 

Tips for presenting a successful proposal 

How you deliver your consulting proposal can make or break your potential partnership. Fail to hit the nail on the head, and your prospect might use another consultant. To give yourself a better chance of success, here are some best practices: 

Rehearse with a real audience

This is a great way to see if your presentation flows well and if you’ve covered everything you need. It could be a colleague, a manager, or even a friend or family member. It’s also a good idea to track how long the presentation takes to make sure you stay on schedule. 

Keep the audience engaged

Your entire proposal presentation needs to be engaging. If it’s not, your prospect might lose interest. To hold their focus, make sure your presentation only covers relevant information. It shouldn't be in the presentation if it’s not helpful for them to know. 

Create a professional presentation

Think about how your presentation looks and the perception it’ll give to your prospects. You want to give a good impression with a professional and well-designed presentation, which is why using Miro’s template is helpful. With our template, the design work is pretty much done for you. You don’t have to start from scratch — you can simply edit the existing slides. You can also add charts and visuals to support the key information. 

Address prospects' problems from the get-go

Don’t start the presentation talking about what you do and how much your services cost. Instead, show your prospects that you understand their challenges right from the start and position yourself as the solution later. This will put them in a better headspace when you talk about payment terms. 

How do you write a successful consulting proposal?

The exact process varies depending on what you do and what your clients are looking for. Using Miro’s template, it’s easy to create a structure that works for you and your prospects. You can simply follow the existing layout or customize it to suit your needs.

How long should a consulting proposal presentation be?

A physical proposal (such as a document) should be no longer than two pages. If you’re delivering a presentation, keep it under 30 minutes, but allow time to answer questions at the end.

What happens before you write the consulting proposal?

Before you start writing your project proposal, you’ll meet with the client to discuss their needs. If you’re all on the same page and the client is interested in working with you, you’ll create a proposal. After delivering the presentation, the prospect will let you know if they want to form a working relationship.

Get started with this template right now.

Portfolio Presentation Template

Works best for:.

Presentations, UX Design

Display your work in an engaging and visually-appealing format with Miro’s Portfolio Presentation Template. Exhibit your best work and help your audience visualize your designs.

QBR Presentation Template

Presentations, Meetings

Use Miro’s QBR Presentation Template to give clients an overview of their business performance and show where you can add more value. Review your successes over the past 90 days and create a plan of action for the next quarter.

Rebranding Presentation

Out with the old, in with the new! Showcase your brand’s newly revised strategy with this dynamic Rebranding Presentation Template.

Strategy Presentation Template

Presentations, Strategic Planning

Presenting your strategies is the best way to allow people to understand what the business will be focusing on in the future. Use this Strategy Presentation Template to communicate your strategic thinking and encourage collaboration.

Logo Presentation Template

Make your logo ideas shine with the Logo Presentation Template. Use it to deliver logo designs, explain the thought process behind them, and show how they work in various contexts.

UX Presentation Template

Create a stunning UX presentation with Miro’s memorable slide deck. Customize your slide deck to display your UX research in the perfect format for your audience. Add charts, images, and visuals to present your findings.

• Announcements
• Inside Copilot

Back to Blog Home

How to write a consulting proposal (template)

Why you need a consulting proposal

What does a strong consulting proposal include, what is the format of writing a proposal, consulting proposal example and template.

• tools to help you create proposals

Conclusion: Mastering the art of proposal writing

When I first started my consulting business, I had no idea what a proposal was.

My first client was a friend of mine, so there was just a verbal agreement on how we would work together. But, by the time it came to sign my second client, I was asked to send a proposal.

Now the journey began… how to write a consulting proposal that will convince a potential client to work with me?

In this article, I’ll walk you through why a proposal is so important for your image and brand as a consultant, what to include in your first consulting proposal, and also a consulting proposal template you can use to quickly make your own proposal.

Alright, let’s get into it.

A consulting proposal isn't just another document, it's your golden ticket to securing new projects. It helps you set clear expectations and define the scope of work for your clients.

The magic behind a successful proposal

You may ask, "What makes a consulting proposal crucial?" Well, think about it as if you're cooking up an exotic dish. You need the right ingredients in precise quantities to make sure that it tastes perfect. Similarly, crafting an effective consulting proposal requires key elements like understanding client needs and proposing fitting solutions.

But there's more to this than meets the eye. A good consultant understands that their expertise is not just about providing solutions but also being able to communicate them effectively through proposals. The ability to do so sets successful consultants apart from others who may be equally skilled but less articulate or organized.

Making your mark with proposals

Your proposals are not only representations of your potential services , they can also become branding tools when done correctly. They reflect how well you understand customer problems and portray how efficiently you can solve them — essentially making each one a mini-portrait of what doing business with you would look like.

If done correctly, they have the power to persuade prospective clients, proving that choosing you over competitors would be beneficial for them because of X, Y, Z reasons unique to your approach or offerings.

Bridging gaps with clear communication

An outstanding feature of high-quality proposals is clarity in communication between parties involved — consultant and client alike — and getting everyone on board before kick-starting any specific project reduces misunderstandings later down the line. So we see, a well-drafted proposal isn't just an agreement, it's the foundation of a successful project.

Imagine a game of charades where all players are in sync and understand the objectives. It’s fun right? That's how clear communication should feel.

A consulting proposal lays down this clarity, ensuring both parties are on the same page about objectives, timelines, deliverables and terms from get-go.

So why wait?

Understanding the importance of your proposals is key. It's all about recognizing their value and potential impact.

A compelling consulting proposal isn't just about fancy words and professional language. It's the foundation of your future project, setting the stage for success.

Executive Summary: What should be included in an executive summary

Your Executive Summary is like the trailer to your favorite movie. You need to make it exciting, engaging, but most importantly - brief. This section should provide a concise synopsis of your proposal, including who you are and what solutions you offer that can address the customer's issues or needs.

Incorporate key elements such as who you are, what solutions you offer, and how these can address the client’s needs or problems. Remember to keep it concise.

Client's problem and your understanding

The heart of every good proposal lies in understanding your client’s problem deeply enough that they feel heard and valued. Highlighting their issues not only shows empathy but also proves that you have done due diligence before proposing a solution.

Proposed solution

This is where things get real. Outline exactly how your services will solve their issue — think strategy over tactics here though; don’t drown them in details yet. Be clear on expected outcomes so there's no room left for misunderstanding.

Deliverables & timeline

You've painted a great picture with proposed solutions – now let’s add some structure around it with concrete deliverables along with timelines associated with each task or phase. Be clear while leaving room for flexibility if needed.

Pricing & terms

In pricing terms, the cost question always lurks at the back of everyone’s mind so better address this head-on. Make sure everything from costs related to individual tasks down to payment schedules is well articulated.

About us/your team

Here's your chance to shine. Introduce your team, highlight past successes and areas of expertise. The goal here is not just about proving competence but also showing how well you fit with their company culture.

Testimonials or case studies

Remember, it's always better to show rather than tell. If you've had satisfied customers in the past, let their stories do the talking.

A successful consulting proposal has its roots in understanding, and then speaking to, your client's needs. This begins with research.

Tone and style

Maintaining a professional yet persuasive tone can be like walking on a tightrope. But don't worry. Here are some tips to help you balance both:

• Stay Confident: Your expertise got you this far, let it shine through your words.
• Show Empathy: Let them know that their problems matter to you because they do.

If we think about proposals as conversations rather than transactions, achieving the right tone becomes easier. Remember: People prefer working with humans over robots.

Personalization

The most effective proposals feel less like business pitches and more like personalized solutions designed for one specific client’s unique challenges.

• Dive Deep: Understand what makes your potential clients tick—what they value most from service providers, where their pain points lie—and speak directly to those aspects in your proposal.

Your goal here isn’t just providing an off-the-shelf solution but designing something tailored specifically for them. So take time researching about the company culture or any recent news related to them before starting with the writing process.

Clarity and conciseness

We often associate sophistication with complexity when simplicity works best sometimes. It's essential not only how well our proposed solutions meet our client’s needs but also how effectively we communicate these plans.

• Say More With Less: Cut the jargon. Use simple, straightforward language to convey your message.
• Make It Easy: Break down complex ideas into digestible parts. By utilizing clear and concise language, you can make it easier for clients to comprehend the value of your offer and thus increase their likelihood of accepting.

This doesn’t mean oversimplifying things but presenting them in a way that’s easy for anyone (not just industry insiders) to understand.

Don't forget, your consulting proposal isn't just a piece of paper. It's a crucial device that could either facilitate or impede your arrangement with would-be customers.

Creating a good consulting proposal template is essential for streamlining your workflow and presenting a cohesive and professional image to your potential clients. Here's a sample consulting proposal you can use to guide you through crafting a persuasive and comprehensive proposal:

[Your Logo or Company Name]

Consulting Proposal for [Client's Company Name]

Date: [Insert Date]

Executive Summary

[Introduction]

Start with a brief introduction about your consulting firm, including your experience and expertise. Explain how your skills align with the client's needs.

[Client's Problem]

Summarize the client's main challenge or need that your consulting services will address.

[Your Solution]

Outline your proposed solution, highlighting how it will effectively resolve the client's problem.

[Company Background]

Provide a short background of your consulting business, including your mission, vision, and core values.

[Team Introduction]

Introduce key team members who will be involved in the project, detailing their qualifications and relevant experience.

Project Details

[Scope of Services]

Clearly define the scope of services you are offering. List specific tasks, project objectives, deliverables, and milestones.

[Methodology]

Describe your approach or methodology in addressing the client's problem.

Provide a projected timeline for the project, including key milestones and deadlines.

[Fees and Pricing]

Detail your pricing structure, whether it's a fixed fee, hourly rate, or retainer. Include any additional costs or expenses.

[Payment Terms]

Specify payment terms, including payment schedule, accepted methods of payment, and any late payment policies.

Terms and Conditions

[Contractual Information]

Include essential terms and conditions, such as confidentiality clauses, termination terms, and legal considerations relevant to the project.

Client Testimonials / Case Studies

[Success Stories]

Showcase brief testimonials or case studies from past clients to demonstrate your track record of success and expertise.

Conclusion and Call to Action

[Closing Remarks]

Conclude with a persuasive statement that reiterates the value you bring to the client.

[Next Steps]

Clearly state the next steps, such as scheduling a follow-up meeting, signing the proposal, or any other call to action.

Contact Information

[Your Contact Details: Phone, Email, Address]

[Optional: Attachments or Appendices]

This template is a starting point and can be customized to better fit the specific needs and branding of your consulting business. Always remember, the key to a successful consulting proposal is not just in the details you provide but also in how well it aligns with the client’s expectations and needs.

3 tools to help you create proposals

When it comes to securing new clients, a well-crafted business proposal is essential. It's not just about listing your services, it's about personalizing each proposal with the client's name, detailing the project scope, and clearly outlining the time frame and consulting fees.

For those in the marketing consulting field, this is even more critical as your proposal needs to showcase your ability to understand and apply metrics effectively. As a consultant, you should leverage consulting software to help you streamline your business.

Here are three tools you can use to create proposals:

Let’s take a look at each one.

Jotform excels in customization and ease of use. It allows you to create a tailored proposal for each potential client, making sure their name and specific needs are front and center. With its intuitive interface, you can quickly outline the project scope and include detailed sections on the time frame and consulting fees. Plus, its analytics features are great for those focusing on metrics in marketing consulting proposals.

2. Proposify

Proposify is the go-to tool for creating sleek, professional business proposals. It offers a range of templates that are perfect for various industries, including marketing consulting. Its robust features enable you to incorporate detailed project summaries and extensively cover all aspects of the project, from the scope to the financials. The tool also makes it easy to include client-specific details, enhancing the personal touch of each proposal.

3. PandaDoc

PandaDoc stands out for its comprehensive feature set. It's particularly effective for managing complex proposals involving detailed project scopes and multiple consulting fees structures. The platform offers excellent templates that can be customized to include every detail, from the client's name to specific time frames. Its tracking capabilities also allow you to see how clients interact with your proposal, giving you valuable insights for future proposals.

Each of these tools offers unique features to help you create proposals that stand out. Whether you're pitching to a new client or presenting a project summary to a long-standing partner, these tools will help you articulate your value and scope effectively.

A great consulting proposal is like crafting a masterpiece — each part works together to tell a compelling story. The cover page makes that critical first impression, reflecting your brand and tailored to the client. The project proposal section clearly outlines objectives, showing you understand the client’s vision and goals.

Payment structures should be fair and transparent, conveying the value you provide. An effective proposal highlights your expertise and proposed solutions, demonstrating comprehension of the client's needs and how your approach will achieve desired outcomes.

Beyond just winning business, well-crafted proposals build long-term client relationships. They showcase professionalism, problem-solving abilities, and commitment to delivering quality results.

In the competitive consulting world, proposals convey your brand and voice. Make them clear, compelling pitches reflecting the excellence of your services. Each one not only bids for a project, but also represents your brand, values, and unique approach to overcoming challenges. Continually refining this skillset unlocks new opportunities and cements your status as an industry leader.

Share this post

Sign up for our newsletter

Subscribe to our newsletter to receive emails about important announcements, product updates, and guides relevant to your industry.

The new standard for modern services business.

• Messages Billing Files Contracts Forms Helpdesk Client Home Profile Manager
• Developer Home Custom Apps API Reference Copilot on Zapier Copilot on Make
• Accounting and Bookkeeping Marketing Agencies Startups Consulting Firms Real Estate Freelancers Law Firms Small Businesses Designers
• Brand Pricing Jobs Terms Privacy
• Blog Guide Video Tutorials What’s New Find an expert Security System Status Experts Program Affiliates Program Glossary Compare Sitemap
• Introducing Copilot's App Store and Platform Copilot 2024 Winter Release Announcing our Series A

6 Consulting Pitch Deck Examples to Win Clients (+Templates)

Explore top consulting pitch deck examples and templates and learn how to create compelling consulting decks that captivate clients and close deals effectively.

9 minute read

helped business professionals at:

Short answer

What is a consulting pitch deck?

A consulting pitch deck is a focused presentation designed for consultants to highlight their skills, services, and unique solutions to prospective clients. It's a strategic tool for building client relationships and demonstrating how they can solve specific business challenges.

A mediocre consulting pitch deck could be costing you clients

As a consulting wizard, you can quickly understand and address client issues. But when it's showtime, does your pitch truly reflect your expertise?

Too often, even skilled consultants often miss out on closing deals due to unimpressive presentations. This disconnect between your skills and how you showcase them can make or break client relationships.

An underwhelming pitch deck misses the mark in winning clients and can tarnish your professional image.

But don't worry, I've got you covered! In this post, I'll teach you how to create consulting pitch decks that tell the story of your business, complete with real-life examples and easy-to-use templates. No more deals slipping through your fingers!

Let’s get started!

What to include in a consulting pitch deck?

Creating a consulting pitch deck is more than just showcasing your services; it's about mapping out a path to success for your clients.

A compelling pitch deck is key to gaining a client's trust and securing their business. Here's what you need to include to craft a pitch deck that truly makes an impact.

9 essential slides of a consulting pitch deck:

• Executive summ ary: Kick off with a brief yet powerful summary that pinpoints the client's issues and your strategic solutions.
• Your Unique Value Proposition: Illustrate what sets you apart. Focus on your unique skills and how they benefit the client's specific situation.
• Action plan: Outline the precise steps and methods you'll employ to tackle the project's objectives.
• Goals: Define the achievements and milestones you plan to hit with your consulting services.
• Expected results: Clarify what the client will gain, detailing the tangible outputs of the project.
• Project timeline: Map out a clear, achievable timeline for the project, setting realistic milestones.
• Pricing details: Clearly state your fees, including any flexible payment options or conditions.
• Terms and conditions: Lay out the terms of your service to ensure mutual understanding and agreement.
• Next steps: Conclude with a straightforward call to action, guiding the client on the next steps after the pitch.

What is the best consulting pitch deck format?

Finding the right format for your consulting pitch deck is like choosing the perfect outfit for a key meeting – it needs to impress.

Traditional formats like Word documents or PDFs, while great for detailed content and printing, often fall short in today's fast-paced, digital world. They can be clunky and less user-friendly, especially for tech-savvy audiences.

Switching to a more interactive, visually engaging format can elevate your pitch deck from good to unforgettable.

Here's a comparison of the most popular formats:

The key advantages of interactive formats:

Engagement boosters: Interactive decks are all about making your audience part of the story. With features like clickable elements and embedded videos, they turn a passive viewing experience into an active exploration.

Visual storytelling: These formats shine in presenting data in a visually engaging way. Complex information becomes easy to grasp and attractive, thanks to well-designed charts and infographics.

Personalized experience: The beauty of interactive formats lies in their adaptability. You can tweak each deck to resonate with your client's brand and needs, making every presentation feel tailor-made.

On-the-go accessibility: In our mobile-centric world, being able to access and share your pitch on any device is a superpower. Interactive decks are perfect for this, offering convenience without compromising on quality.

You can see the difference between static and interactive below. Which deck would you rather read?

Consulting pitch deck examples that clinch deals

Creating a consulting pitch deck is like building a bridge between your expertise and the client's needs. In this section, I’ve prepared the best examples of consulting pitch decks that successfully make this connection.

We'll examine what elevates each example – from their clear articulation of value to their visually engaging and structured approach.

NOTE: These are imagined decks that are usable as templates. They're tried and tested, designed with best practices in mind, and are fit for every device.

Consulting agency pitch deck

This pitch deck from Unicornis Consulting is a prime example of how to effectively communicate a consulting firm's value proposition, focusing on strategic insights, operational efficiency, and custom solutions.

What makes this consulting pitch deck great:

• Embedded case study: The deck includes a detailed case study, providing real-world evidence of their impact.
• Interactive data visualization: It utilizes engaging charts and graphs to illustrate business efficiency improvements.
• Smart Call-to-Action (CTA): It concludes with a compelling CTA that lets clients book a meeting directly from the deck.

Consulting service pitch deck

SpoonCo Consulting's pitch deck stands out for its innovative approach to addressing modern business challenges, emphasizing custom solutions, data-driven insights, and change management.

• Scroll-based design: The pitch deck offers an intuitive, easy-to-navigate format that enhances user experience.
• Dynamic graphs and running numbers: It uses visually appealing data representation to convey complex information.

Customizable sections: The deck allows for easy adaptation to reflect specific client needs and branding.

Design consulting pitch deck

MirabiliX's pitch deck highlights their design expertise through strategic branding, visual consistency, and innovative concepts, presented in a visually engaging format.

• Visual storytelling: It employs compelling imagery and design elements to showcase branding expertise.
• Narrative flow: The deck's structure tells a cohesive story, guiding clients through the proposed solutions.

Interactive elements: It engages clients with clickable features for a more interactive experience.

Dark theme consulting pitch deck

InnovateX's pitch deck showcases their innovative consulting solutions with a blend of modern features, including a video cover and easy-to-personalize content.

• Narrator slide: The deck directs the reader's attention effectively, ensuring key points are highlighted through guided narration.
• Video on the cover: It captures attention immediately with a dynamic video introduction.

Dynamic personalization: It features the ability to add dynamic variables, creating a customized experience for each client.

Modern consulting pitch deck

For(k)Co Consulting's pitch deck addresses modern business challenges with a fresh, dynamic approach, utilizing cutting-edge design and interactive features.

• Analytics panel access: It provides valuable insights into how the deck is being interacted with by clients.
• Responsive design: The deck ensures a seamless viewing experience across various devices and screen sizes.
• AI-assisted content and image generation: It utilizes AI tools to create compelling, relevant content and visuals, enhancing the overall impact of the presentation.

Light mode consulting proposal deck

This consulting pitch deck template is your go-to resource for showcasing your consulting skills. It's crafted to give a straightforward rundown of your services, project details, and how it benefits your client.

• Clear timeline and budget details: The deck comes with easy-to-follow sections for the project's schedule and budget, making everything about the project clear and upfront.
• Project snapshot: It includes a comprehensive summary that quickly covers the project's scope, cost, and timeline, so you get the big picture at a glance.
• Eye-catching visuals: Neat visuals like icons and charts make the deck more informative, but also engaging and easy to read.

How to write a consulting pitch deck?

A lot of people think that just slapping their details on a McKinsey-style consulting deck template is a golden ticket to winning clients. But it's not just about the format; it's about how you tell your story.

Your deck should be a narrative that showcases your unique solutions and how they align with your client's needs. Let's dive into the key elements that will transform your consulting pitch deck from a simple presentation to a powerful tool for landing deals.

1) Understand your audience

Start by thoroughly understanding your client's industry, challenges, and goals. This knowledge allows you to tailor your pitch deck to address their specific needs, making your message resonate more effectively.

2) Ghost out the story

In his book “Strategic Storytelling: How to Create Persuasive Business Presentations”, Dave McKinsey recommends “ghosting out” your story on paper before jumping into creating slides on a computer.

This involves sketching a rough draft of your presentation, focusing on the narrative flow and key points. Sketch each slide’s main point, including any graphs or tables that support your argument.

Ghosting out your presentation before creating it digitally helps in maintaining focus on the story and the logical flow of information. It prevents getting sidetracked by design elements early on and ensures that the content drives the structure of the presentation.

3) Focus on clarity

Your pitch deck should communicate your ideas clearly and concisely. Avoid industry jargon and complex language. The aim is to make your message accessible and easily digestible for your audience.

4) Differentiate your services

Clearly articulate what sets your consulting services apart. This could be your unique methodology, your proven track record, or your specialized expertise. Ensure this unique value proposition is evident in your pitch deck.

Here's a great example of a unique value proposition slide:

5) Maintain logical progression

Ensure your pitch deck has a logical flow. Start with an introduction, followed by the problem statement, your proposed solution, the benefits, and finally, a strong call to action.

This structured approach helps maintain the audience's attention and guides them through your narrative.

6) Back your claims with data

Incorporate data and analytics to support your recommendations. Use data visualization tools to present complex data in an easily digestible format.

This not only adds credibility to your pitch but also helps in making a stronger case to your clients.

Here's a great example of a data visualization slide:

7) Narrate a compelling story

Your pitch deck should tell a story. It should connect the dots between the client's needs and your services. Use real-world examples, case studies, or hypothetical scenarios to illustrate how your services can solve their problems.

The SCR framework is a narrative structure often used to create persuasive presentations. Originally developed by Barbara Minto at McKinsey, it is an adaptation of the classic storytelling arc to the context of business communications.

This is where you set the stage. In the context of a consulting pitch, the situation describes the current environment or context in which your client operates.

It could include market dynamics, recent changes in the industry, or the client's current position in the market.

The situation is the "once upon a time" of your story – it establishes the baseline from which everything else will deviate.

Complication

This element introduces a challenge or problem. In a business presentation, this could be an emerging competitive threat, a change in customer behavior, regulatory changes, internal inefficiencies, etc.

The complication disrupts the status quo and creates a sense of urgency or need for change. It's the pivot point that moves the narrative from a simple description of the current state to a narrative about addressing a challenge or seizing an opportunity.

The resolution offers a solution to the complication. In a consulting pitch, this would be your proposed strategy, solution, or action plan to address the identified challenges.

The resolution should be clear, actionable, and directly tied to the complication you've outlined. It's the climax of your story, providing a satisfying conclusion to the narrative arc you've constructed.

8) Guide the next steps

Finish your pitch deck with a clear and straightforward call to action. This could be as simple as inviting them to schedule a follow-up meeting, requesting a detailed proposal, or even visiting your website for more information.

The key is to make this next step effortless and actionable, increasing the likelihood that your clients will engage further. An easy-to-follow call to action not only prompts immediate response but also keeps the momentum of your pitch going.

Here's an example of a next step slide:

How to design a consulting pitch deck?

Crafting the design of a consulting pitch deck is like setting the stage for your story. It's not just about filling slides with content; it's about creating a visual journey that captures and holds your audience's attention.

In a world where first impressions are crucial, your pitch deck design can be the deciding factor between capturing a client's interest or losing it.

Let's dive into the key design strategies that can transform your pitch deck into a compelling and visually engaging narrative.

1) Enhance user experience

Adopt a scroll-based design for a seamless and intuitive user experience. This approach allows your audience to easily navigate through your consulting pitch deck, much like scrolling through a webpage.

It's particularly effective for digital presentations, ensuring that your content flows smoothly from one point to the next.

Here's what scroll-based design looks like:

2) Adapt to all devices

Ensure your pitch deck is responsive and looks great on any device, whether it's a laptop, tablet, or smartphone. In today's mobile-first world, a responsive design is crucial for accessibility and convenience.

Here's an example of a mobile-responsive deck:

3) Engage with interactivity

Incorporate interactive elements like clickable tabs, embedded videos, or expandable sections.

These features not only make your pitch deck more engaging but also allow clients to interact with the content, making the experience more memorable and personalized.

Here's a great example of an interactive slide:

4) Tailor the content to your audience

Customize your pitch deck to reflect your client's brand and specific needs. Use their brand colors, logos, or any relevant imagery.

Personalized content shows that you've put thought into understanding their brand, making your pitch deck more relatable and impactful.

Here's a great example of a personalized deck:

5) Maintain a cohesive look

Ensure your pitch deck reflects your own brand identity consistently. Use your brand colors, fonts, and logos throughout the deck. Consistent branding not only looks professional but also helps in building your brand recognition.

Using an interactive pitch deck creator , you can automatically extract branding information from any website and apply it to your deck.

Here's an example of a branded deck:

6) Focus on readability

Use a clean and organized layout with plenty of white space. Avoid cluttering your slides with too much text or too many visuals. A clean layout helps in keeping the focus on your key messages and makes the content easier to absorb.

Interactive consulting pitch deck templates

Starting from scratch to create a consulting pitch deck requires not only time and effort but also a keen eye for design and storytelling.

Interactive consulting pitch deck templates save you time on design and layout, letting you focus on customizing the content to your specific audience.

These templates are also designed with best practices in mind, ensuring that your pitch deck ticks all the boxes while standing out.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best consulting pitch deck to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

• Strategy Templates

Consulting Templates

• Market Analysis Templates

• Business Case

• Consulting Proposal

All Templates

10 real consulting proposals, free to download.

Table of contents

Mckinsey proposals.

• BCG Proposals 

Bain Proposals

Deloitte proposals.

Consulting proposals from top-tier consultancies like McKinsey, Bain, and BCG are typically closely guarded secrets. However, now and then, an RfP response finds its way into the public domain. Most are for government projects, disclosed under transparency requirements.

For your convenience, we've rounded them up here, along with short summaries of each document.

Please note: Many of the proposals here are responses to government RfPs, and as a result often long text-heavy documents structured according to the specifications of the RfP. These proposals are quite different from typical consulting proposals that tend to be shorter, more visual, and often delivered as a slide deck. 

Proposal guide & template See our  consulting proposal guide  to learn how to structure and write a winning commercial proposal. Or download our best-selling  Consulting Proposal Template for PowerPoint  to get recent real-life consulting proposal slides used with corporate clients.

McKinsey proposal on COVID-19 response to the State of New Jersey (2020)

At the State of New Jersey's request, McKinsey submitted this 16-page proposal in April 2020 on how it could assist the New Jersey Office of Emergency Management in navigating the pandemic.

Great inspiration for: How to divide a project into work streams with clear objectives, activities, and key deliverables. This proposal shows how McKinsey breaks up their fee according to work streams, team size, and project duration. 

Download the proposal here

BCG Proposals  

Roadmap for a low carbon energy system, mercury, genesis energy, and contact energy - bcg proposal (2022).

A short written proposal prepared for a consortium of New Zealand energy companies. The aim of the project was a report that " creates a whole-of-electricity-sector view to enable the bringing together of an independent view of the best pathway to a low carbon energy system ".  The document only includes the core of the proposal (context & problem, proposed solution, timeline, objectives, and scope). Proposal specifics like the proposed project delivery approach, fees, and next steps are not included. 

Great inspiration for: How to structure and write a clear and short proposal.  Download the proposal here

BdB new payment system - BCG Proposal (2012) 

A 121-slide BCG proposal (in German) from 2012. The proposal, created for The Association of German Private Banks (BdB), was aimed at developing a new payment system for the German market

Great inspiration for: How to structure and design a large slide-based proposal. It's interesting to note that more than half of the proposal is slides on the situation and challenges. 

Operational Excellence, The University of California, Berkeley - Bain proposal (2009)

An older but very effective Operational Excellence proposal developed by Bain. The project aims to identify options to reduce the University's addressable operating cost structure by as much as $100 million through more efficient operations. 

Great inspiration for: How to structure a proposal utilizing the  SCR framework  and the  Pyramid Principle . The result is a proposal that is easy to understand despite its complexity. 

State of Iowa, Efficiency and Transformation Review - Deloitte Consulting proposal (2014) 

A very detailed 185-page proposal submitted as a response to an RfP created by the Board of Regents at the State of Iowa. The Board seeks management consulting support to perform a comprehensive, system-wide review of Iowa’s public universities. This proposed review includes identifying opportunities to reduce costs, improve efficiency, and increase revenue for Iowa’s State System of Higher Education.

Great inspiration for: What it takes, in terms of details and pre-work, to win a large government consulting project. 

Georgia Medicaid Program RfP - Proposals from Deloitte, Accenture, and EY (2019)

Six consulting firms (Accenture, Deloitte, Ernst & Young, KPMG, McKinsey, and Public Consulting Group) got invited to submit detailed proposals for helping the Georgia Department of Community Health develop two waiver applications to send to the federal government, seeking to expand Georgia's Medicaid program and offer a private health insurance marketplace through an alternative to the Affordable Care Act.

All but McKinsey submitted proposals. Based on the detailed proposals received, Deloitte, EY, and Accenture were shortlisted and invited to make a short pitch. The three pitches can be found here:

• Deloitte proposal pitch (winner)
• EY proposal pitch
• Accenture proposal pitch

The state ultimately picked the proposal from Deloitte Consulting. While the three decks' overall quality and design could be much better, Deloitte's deck is at least clear and concise. 

More Inspiration  

When creating a new presentation or project report it can be helpful to see how others have done it in the past. We have collected a number of real McKinsey decks , BCG decks , and Bain Decks from around the internet for you to review, analyze, and learn from. 

Download our most popular templates

High-end PowerPoint templates and toolkits created by ex-McKinsey, BCG, and Bain consultants

Create a best-practice proposal incl. solution design, team, project timeline, KPIs, pricing etc.

Consulting toolkit and template

A comprehensive library of slide layouts, templates, and typically consulting tools and frameworks.

Create a full business case incl. strategy, roadmap, financials and more.

Related articles

Mastering Risk Mitigation Slides: A Best Practice Guide with Examples

Risk Mitigation Slides are an effective and efficient way to summarize your risk management strategy by assessing, prioritizing, and planning for risks. In this post, we will explore various risk mitigation slides and offer a few tips and tricks for building your own.

Jul 30, 2024

Complete Go-To-Market (GTM) Strategy Framework with Examples

This guide, written by ex-Mckinsey and Bain consultants, teaches you how to craft a go-to-market strategy based on a proven framework.

Jul 13, 2024

How to Write a Solid Business Case (with Examples and Template)

This comprehensive guide will help you write a compelling business case. Written by ex-McKinsey and Bain consultants, it provides the resources and steps to secure the necessary support and resources for a successful project.

Jun 11, 2024

• Consulting Toolkit
• Business Strategy
• Market Analysis
• Market Entry Analysis
• Due Diligence Report
• Mergers & Acquisitions
• Digital Transformation
• Product Strategy
• Go-To-Market Strategy
• Operational Excellence I
• Operational Excellence II
• Operational Excellence III
• Consulting PowerPoint Templates

• How it works
• Terms & Conditions
• Privacy Policy

© 2023 Slideworks. All rights reserved

Denmark : Farvergade 10 4. 1463 Copenhagen K

US : 101 Avenue of the Americas, 9th Floor 10013, New York

• Ad Creative Eye-catching designs that perform
• Social Media Creative Engaging assets for all platforms
• Email Design Templates & designs to grab attention
• Web Design Growth-driving designs for web
• Presentation Design Custom slide decks that stand out
• Packaging & Merch Design Head-turning apparel & merch
• eBook & Digital Report Design Your digital content supercharged
• Print Design Beautiful designs for all things printed
• Illustration Design Visual storytelling for your brand
• Brand Identity Design Expertise & custom design services
• Concept Creation Ideas that will captivate your audience
• Video Production Effortless video production at scale
• AR/3D Design New creative dimensions that perform
• AI-Enhanced Creative Human expertise at AI scale

100+ Real Consulting Presentations from McKinsey, BCG, Bain, and More

By Paul Moss

We’ve gathered presentations from top consulting firms that you can use to inspire your own slide making.

For this post we’ve gathered 100+ real presentations from top consulting firms around the internet for you to review, analyze, and learn from. Each has its strengths and weaknesses, and each provides a different look into how top quality consulting presentations get created and delivered to clients. 

After finishing this article, make sure you check out our advanced courses to see how you can learn to build your own high-quality, consulting-style slides from scratch.

The Internet's Best Slides

Search through our curated library of REAL slides to find inspiration for your next presentation

• Reshaping NYCHA support functions   (BCG)
•   Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare   (BCG)
•   Melbourne as a Global Cultural Destination   (BCG)
•   The Open Education Resources ecosystem   (BCG)
•   The True-Luxury Global Consumer Insight (7th Edition) (BCG)
•   Evaluating NYC media sector development and setting the stage for future growth   (BCG)
•   The Electric Car Tipping Point   (BCG)
•   Projecting US Mail volumes to 2020   (BCG)
•   Next Generation Manufacturing (2016)   (BCG)
•   Corporate Ventures in Sweden (2016)   (BCG)
•   Port of Los Angeles Clean Truck Program – March 2008   (BCG)
•   USPS Future Business Model   (McKinsey)
•   Investment and Industrial Policy: A Perspective on the Future   (McKinsey)
•   Outperformers: High-growth emerging economies and the companies that propel them   (McKinsey)
•   Technology’s role in mineral criticality (World Materials Forum)   (McKinsey)
•   Challenges in Mining: Scarcity or Opportunity?   (McKinsey)
•   Modelling the potential of digitally-enabled processes, transparency and participation in the NHS   (McKinsey)
•   Addressing the Global Affordable Housing Challenge (2016)   (McKinsey)
•   Capturing the Full Electrical Efficiency Potential of the UK (2012)   (McKinsey)
•   Digital Luxury Experience (2017)   (McKinsey)
•   Digitally-Enabled Processes in the NHS (2014)   (McKinsey)
•   How Companies can Capture the Veteran Opportunity (2012)   (McKinsey)
•   Insurance Trends and Growth Opportunities for Poland (2015)   (McKinsey)
•   Laying the Foundations for a Financially Sound Industry (2013)   (McKinsey)
•   From Poverty to Empowerment (2014)   (McKinsey)
•   Consumer privacy in retail   (Deloitte)
•   TMT Outlook 2017: A new wave of advances offer opportunities and challenges   (Deloitte)
• Deloitte SEA CFO Forum Southeast Asia Business Outlook   (Deloitte)
• Deloitte Kenya Budget 2022/23 Webinar   (Deloitte)
• The Shopping Centre Handbook 4.0   (Deloitte)

Bain & Co.

•   2011 China Luxury Market Study   (Bain)
•   Bain & UC Berkley Operational Excellence (2010)   (Bain)
•   Fintech New York: Partnerships, Platforms and Open Innovation   (Accenture)
•   Shaping the Sustainable Organization   (Accenture)
•   The Decade to Deliver: A Call to Business Action   (Accenture)
•   Fueling the Energy Future   (Accenture)
•   Cracking the Code on Consumer Fraud   (Accenture)
•   Right Cloud Mindset: Survey Results Hospitality   (Accenture)
•   Unleashing Competitiveness on the Cloud Continuum   (Accenture)
•   Whole Brain Leadership: New Rules of Engagement for the C-Suite   (Accenture)
•   Federal Technology Vision 2021: Full U.S. Federal Survey Findings   (Accenture)
•   Accenture Consumer Behavior Research: The value shake-up   (Accenture)
•   Tech Adoption and Strategy for Innovation & Growth   (Accenture)
•   Intelligent Operations for Future-Ready Businesses   (Accenture)
•   When, Where & How AI Will Boost Federal Workforce Productivity   (Accenture)
•   How fit is your allocation strategy?   (EY)
•   European Banking Barometer (2015)   (EY)
•   EY Price Point: global oil and gas market outlook, Q2 | April 2022   (EY)
•   IBOR transition: Opportunities and challenges for the asset management industry (EY)
•   Global Capital Confidence Barometer 21st edition   (EY)
•   Power transactions and trends Q2 2019   (EY)
•   MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms   (EY)
•   EY Germany FinTech Landscape   (EY)

PwC / Strategy&

•   Project Management: Improving performance, reducing risk   (PwC)
•   World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo   (PwC)
•   Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View   (PwC)
•   Turning big data into big revenue   (PwC)
•   Medical Cost Trend: Behind the Numbers 2017   (PwC)
•   PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?   (PwC)
•   PwC’s Global Technology IPO Review — Q1 2015   (PwC)
•   PwC Trends in the workforce   (PwC)
•   18th Annual Global CEO Survey – Technology industry key findings   (PwC)
•   The FDA and industry: A recipe for collaborating in the New Health Economy   (PwC)
•   Making zero-emission trucking a reality   (Strategy&)
•   Sustainability strategies for Oil and Gas   (Strategy&)
•   Driving the sustainability agenda on C-level   (Strategy&)
• The Diversity Imperative: 14th Annual Australian Chief Executive Study   (Strategy&)
•   Creating a Winning Recipe for a Meal Kits Program   (LEK)
•   The 4th Annual New Mobility Study 2019   (LEK)
•   2019 APAC Hospital Priority Study Overview    (LEK)
•   Rail industry cost and revenue sharing (2011)   (LEK)
•   2019 Media and Entertainment Study   (LEK)
•   Navigating a digital-first home furnishings market   (LEK)
•   5 Opportunities in the Nutritional Supplements Industry   (LEK)
•   Infrastructure Victoria – AZ/ZEV International Scan   (LEK)
•   The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage   (LEK)
•   Top 8 Insights From the 2018 Beauty, Health & Wellness Survey   (LEK)
•   2018 Brand Owner Packaging Survey   (LEK)
•   2016 Strategic Hospital Priorities Study   (LEK)
•   The Merchandising Evolution (and why NDC Matters)   (LEK)
•   Infrastructure beyond COVID-19   (LEK)
•   China Exit or Co-Investment Opportunities for German PE Investors   (LEK)
•   Strategy Study 2014   ( AT Kearney)
•   Australia: Taking Bigger Steps   ( AT Kearney)
•   Lifting the Barriers to Retail Innovation in ASEAN   ( AT Kearney)
•   The Future of Commercial Vehicle Powertrains (2012)   ( AT Kearney)
•   A.T. Kearney 2017 State of Logistics Report: Accelerating into Uncertainty   ( AT Kearney)
•   Pursuing Customer Inspired Growth   ( AT Kearney)
•   The Accelerating Growth of Frictionless Commerce   ( AT Kearney)
•   Consolidation of the US Banking Industry   ( AT Kearney)
• Covid-19 and Effects on Turkey   ( AT Kearney)

Booz Allen Hamilton, Alvarez & Marsal and others

•   European Distressed Credit Watch List   (Alvarez & Marsal)
•   Corporate Headquarters Study 2018   (Roland Berger)
• The Lithium-Ion (EV) battery market and supply chain   (Roland Berger)
•   IP Theft   (Booz Allen Hamilton)
•   Booz Allen Hamilton and Market Connections: C4ISR Survey Report   (Booz Allen Hamilton)
•   Joining Forces: Interagency Collaboration and “Smart Power”   (Booz Allen Hamilton)
• Booz Allen at a glance   (Booz Allen Hamilton)
• Investor Presentation Deck   (Booz Allen Hamilton)
•   Responding to Covid-19 (2021)   (Oliver Wyman)
•   C ovid-19 Special Primer (2020)   (Oliver Wyman)
• Building Up Immunity of the Financial Sector   (Oliver Wyman)
• Customer Experience: The 14BN Risk Noted for Discussion   (Oliver Wyman)

FREE Slide Design Course

Enroll in our free 5-day email course and learn how to design slides like a McKinsey consultant.

Complete hands-on exercises , review a realistic consulting case study , and get personalized feedback from your instructor!

Plus get a free copy of our Top 50 PowerPoint Shortcuts for Consultants cheat sheet.

Learn More ➔

Success! Please check your email.

We respect your privacy. Unsubscribe anytime.

Reshaping NYCHA support functions

Good:  Realistic client presentation, clear slide structure, complete storyline

Not Good:  Outdated, long and dense

Download this Presentation

Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare

Good: Realistic client presentation, clear slide structure, insightful and clear charts

Not Good: Outdated, long and dense

Melbourne as a Global Cultural Destination

Good: Realistic client presentation, good structure, slides “guide” audience to insights

Not Good: Outdated design

The Open Education Resources ecosystem

Good: Clearly structured slides, good visuals, good illustrative charts

Not Good: Relatively short, slightly older, incomplete storyline

The True-Luxury Global Consumer Insight (7th Edition)

Good: Recent presentation, nice looking visuals, clear charts

Not Good: Not a client presentation, too much focus on design

Evaluating NYC media sector development and setting the stage for future growth

Good: Complete presentation (intro, exec. summary, etc.), good examples of subtitles

Not Good: Lacks clear recommendations

The Electric Car Tipping Point

Good: Clear and insightful charts, clutter-free slides, good titles

Not Good: Relatively short, not a client presentation

Projecting US Mail volumes to 2020

Good: Easy to understand, good insights and analysis, contrasts with McKinsey presentation on the same topic

Not Good: Old presentation

Next Generation Manufacturing (2016)

Good: Nice clean design, excellent visuals

Not Good: Not a client deliverable

Corporate Ventures in Sweden (2016)

Good: Strong overall flow, good visualization s

Not Good: Relatively short

Port of Los Angeles Clean Truck Program – March 2008

Good: Realistic slides and presentation, good structure

Not Good: Short

USPS Future Business Model

Good:  Clear structure and analysis, insightful charts

Not Good:  Outdated, lackluster design

Investment and Industrial Policy: A Perspective on the Future

Good: Variety of charts, good titles

Not Good: Over designed, not a client presentation

Outperformers: High-growth emerging economies and the companies that propel them

Good: Variety of charts, qualitative visuals, clear titles

Not Good: Poor use of color, minimal footnotes

Technology’s role in mineral criticality (World Materials Forum)

Good: Clear storyline, well-structured slides, good titles and subtitles

Not Good: Overuse of visuals, relatively short

Challenges in Mining: Scarcity or Opportunity?

Good: Complex explanations made simple, variety of visual types

Not Good: Inconsistent titles, some unprofessional visuals (clipart, etc.)

Modelling the potential of digitally-enabled processes, transparency and participation in the NHS

Good: Realistic client slides, data heavy

Not Good: Cluttered, incomplete storyline

Addressing the Global Affordable Housing Challenge (2016)

Good: Realistic slide structure, good charts, great slide titles

Not Good: Strange slide formatting, mediocre design

Capturing the Full Electrical Efficiency Potential of the UK (2012)

Good: Realistic client deliverable (full deck, dense slides, proper deck structure)

Digital Luxury Experience (2017)

Good: Variety of charts, good use of icons

Not Good: Short presentation, light on content, not a client deliverable

How Companies can Capture the Veteran Opportunity

Good: Examples of text-heavy slides, good action titles

Not Good: Minimal charts, unrealistic structure, repetitive slides

Insurance Trends and Growth Opportunities for Poland

Good: Well organized presentation, clear takeaways

Not Good: Old formatting, short presentation

Laying the Foundations for a Financially Sound Industry

Good: Multiple chart examples (waterfall, line, dot, column)

Not Good: Short presentation, “conference-style” presentation

From Poverty to Empowerment (2014)

Good: Good variety of data visualizations

Not Good: Unattractive formatting and style

Consumer privacy in retail

Good: Clear titles, good use of icons and color to show insights

Not Good: Short, not a client presentation

TMT Outlook 2017: A new wave of advances offer opportunities and challenges

Good: Survey insights highlighted well, good use of color, clear charts and visuals

Not Good: Not a client presentation, heavy focus on survey data

Deloitte SEA CFO Forum Southeast Asia Business Outlook

Good: Line chart examples

Not Good: Poor titles, strange use of black

Deloitte Kenya Budget 2022/23 Webinar

Good: Consistent design, good colors

Not Good: Simple titles, meant for live presentation

The Shopping Centre Handbook 4.0

Good: Some insights

Not Good: Too many graphics, strange design

2011 China Luxury Market Study

Good: Clear titles, good use of color to highlight insights

Not Good: Short presentation, marketing presentation

Bain & UC Berkley Operational Excellence (2010)

Good: Realistic presentation, lots of slides

Not Good: Outdated content, ugly design

Fintech New York: Partnerships, Platforms and Open Innovation

Good: Simple and clear slide design, good structure, insightful charts

Not Good: Short presentation, only a few “consulting style” slides

Shaping the Sustainable Organization

Good: Well structured slides, clear takeaways

Not Good: Rounded chart bars

The Decade to Deliver: A Call to Business Action

Good: Variety of charts, good design

Not Good: Not a client presentation

Fueling the Energy Future

Good: Illustrative charts and matrices

Not Good: Curved line charts

Cracking the Code on Consumer Fraud

Good: Mix of charts and numbers

Right Cloud Mindset: Survey Results Hospitality

Good: Nice slide titles and charts

Not Good: Text heavy sections

Unleashing Competitiveness on the Cloud Continuum

Good: Focus on takeaways, clear charts

Not Good: Ugly backgrounds, overuse of pictures

Whole Brain Leadership: New Rules of Engagement for the C-Suite

Good: Formatting, use of numbers

Not Good: Unnecessary graphics

Federal Technology Vision 2021: Full U.S. Federal Survey Findings

Good: Clear survey results, nice bar charts

Accenture Consumer Behavior Research: The value shake-up

Good: Color design, focus on insights

Not Good: Marketing focused

Tech Adoption and Strategy for Innovation & Growth

Good: Color contrast, text structure

Not Good: 3D charts

Intelligent Operations for Future-Ready Businesses

Good: Sankey chart, tables, presentation structure

When, Where & How AI Will Boost Federal Workforce Productivity

How fit is your allocation strategy?

Good: Some good charts, good use of color

Not Good: Light on content, short presentation, inconsistent slide structure

European Banking Barometer (2015)

Good: Nice titles and takeaways, good variety of charts

Not Good: Survey-focused presentation (i.e. not client deliverable)

EY Price Point: global oil and gas market outlook, Q2 | April 2022

Good: Insightful charts and tables

Not Good: Report style, text heavy

IBOR transition: Opportunities and challenges for the asset management industry

Good: Formatting

Not Good: Meant for live presentation

Global Capital Confidence Barometer 21st edition

Good: Formatting and structure, interesting charts

Power transactions and trends Q2 2019

Good: Insightful charts

Not Good: Meant as appendix or “leave behind”

MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms

Good: Realistic slides, clear titles, good formatting

EY Germany FinTech Landscape

Good: Formatting and structure, insightful charts

Not Good: Data heavy, appendix style slides

Project Management: Improving performance, reducing risk

Good: Variety of qualitative visuals, good use of icons, nice design

Not Good: B ad titles, light on content

World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

Good: Scatter plot examples

Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View

Good: Qualtative visuals

Not Good: Short and marketing focused

Turning big data into big revenue

Good: Text heavy slide examples

Medical Cost Trend: Behind the Numbers 2017

PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?

Good: Mix of charts and tables, clean formatting

Not Good: Inconsistent titles

PwC’s Global Technology IPO Review — Q1 2015

Good: Combination and column charts

Not Good: Report style presentation

18th Annual Global CEO Survey – Technology industry key findings

Good: Visualized data

Not Good: Incomplete titles

The FDA and industry: A recipe for collaborating in the New Health Economy

Good: Simple and clear titles

Not Good: Inconsistent structure

Making zero-emission trucking a reality

Good: Very realistic slides, overall great presentation

Not Good: Text heavy transition slides

Driving the sustainability agenda on C-level

Not Good: Short, some cluttered slides

The Diversity Imperative: 14th Annual Australian Chief Executive Study

Good: Chart heavy, realistic slides

Not Good: Short presentation

Creating a Winning Recipe for a Meal Kits Program

Good: Clear titles, good charts

Not Good: Dense, too many pictures/logos

The 4th Annual New Mobility Study 2019

Good: Variety of charts, good amount of content

Not Good: Lots of filler slides, inconsistent titles

2019 APAC Hospital Priority Study Overview

Good: Very good (and realistic) design, clear slide takeaways

Not Good: Very short presentation

Rail industry cost and revenue sharing (2011)

Good: Good introduction and executive summary, realistic client presentation

Not Good: Outdated, boring design

2019 Media and Entertainment Study

Good: Clear charts, good titles

Not Good: Very short, too much text

Navigating a digital-first home furnishings market

Good: Infographic style slides

5 Opportunities in the Nutritional Supplements Industry

Good: Great charts, good deck structure

Not Good: Not a client presentation, text heavy

Infrastructure Victoria – AZ/ZEV International Scan

Good: Realistic client presentation, wide variety of slides

Not Good: Very long

The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage

Good: Variety of basic charts, realistic design

Top 8 Insights From the 2018 Beauty, Health & Wellness Survey

Good: Good column chart examples

Not Good: Report style

2018 Brand Owner Packaging Survey

Good: Good visuals, multiple charts

2016 Strategic Hospital Priorities Study

Good: Multiple charts, good qualitative visuals

The Merchandising Evolution (and why NDC Matters)

Good: Good storyline, clear charts

Not Good: Weak titles, outdated style

Infrastructure beyond COVID-19

Good: Wide variety of slide types, realistic presentation

China Exit or Co-Investment Opportunities for German PE Investors

Good: Multiple data heavy slides, good charts

Not Good: Slightly old

Strategy Study 2014

Good: Variety of charts

Not Good: Reads like an infographic, poor choice of color

Australia: Taking Bigger Steps

Good: Illustrative chart, use of icons

Not Good: D istracting backgrounds and colors

Lifting the Barriers to Retail Innovation in ASEAN

Good: Simple to follow

Not Good: Minimal analysis, questionable stacked column chart

The Future of Commercial Vehicle Powertrains (2012)

Good: Realistic slides, excellent takeaways, good overall structure

Not Good: Older presentation, simplistic design

Pursuing Customer Inspired Growth

Good:  Realistic client slides, multiple frameworks

Not Good: Short, outdated design

The Accelerating Growth of Frictionless Commerce

Good: Mix of charts, clear insights

Not Good: Distracting backgrounds, short presentation

Consolidation of the US Banking Industry

Good: A couple good titles

Not Good: Large text, minimal charts, distracting colors

Covid-19 and Effects on Turkey

Good: Consistent color, focus on insights

Not Good: Strange layout, marketing focused

Booz Allen Hamilton, Alvarez & Marsal and others

European Distressed Credit Watch List

Good: Simple charts

Not Good: Boring template, appendix heavy

Corporate Headquarters Study 2018

Good: Clear and simple slides, good variety of charts and visuals, not overly produced

Not Good: Not a typical client presentation, average slide titles

The Lithium-Ion (EV) battery market and supply chain

Good: Realistic titles and content-heavy slides

Not Good: Distracting background and colors

Good: Story flow, titles

Not Good: T itle page, overall design rs

Booz Allen Hamilton and Market Connections: C4ISR Survey Report

Good: Simple bar charts

Not Good: Titles, design

Joining Forces: Interagency Collaboration and “Smart Power”

Good: Slide consistency

Not Good: Chart design, outdated

Booz Allen at a glance

Good: Easy-to-read charts

Not Good: Meant for live presentation, minimal content

Responding to Covid-19 (2021)

Good: Excellent use of color, good overall design and visualizations

Not Good: “White Paper” style presentation (i.e. not client deliverable)

Covid-19 Special Primer (2020)

Good: Variety of data visualizations, nice color usage, clear takeaways

Building Up Immunity of the Financial Sector

Good: Clean design, interesting charts

Not Good: Some text heavy slides

Customer Experience: The 14BN Risk Noted for Discussion

Good: Simple design, good overall structure

Not Good: Inconsistent colors

• Print Friendly

Consulting Proposal

Download, customize, and translate 500+ business presentation templates

Go to dashboard to download stunning resources

Customer base gain and retention is the consultant's number one pain point. Thus, the consultant's ability to write a lucid, concise proposal makes all the difference in the practice. With our customizable Consulting Proposal presentation, you can share your expertise, solutions and terms, and outline your working relationship with the client to ensure that both parties stay aligned and understand each other's expectations and deliverables.

Questions and answers

How can a consulting proposal help in managing client expectations and deliverables?

A consulting proposal can help manage client expectations and deliverables by clearly outlining the terms of the working relationship. It provides a platform to share your expertise and solutions, ensuring both parties understand each other's expectations. It also sets a clear path for deliverables, making it easier to track progress and maintain alignment throughout the project.

What are the benefits of using a presentation format for a consulting proposal?

Using a presentation format for a consulting proposal has several benefits. Firstly, it allows for a clear and concise way to share your expertise, solutions, and terms. It also helps in outlining the working relationship with the client, ensuring both parties understand each other's expectations and deliverables. Furthermore, a well-structured presentation can engage the client more effectively, making the proposal more compelling. Lastly, it provides a professional approach to presenting your proposal, enhancing your credibility as a consultant.

Slide highlights

Use this slide to walk your team or stakeholders over the four main types of problems businesses encounter. These include profitability, market-entry, product introduction and mergers and acquisitions (M&A) problems.

Communicating a timeline to your client is crucial, so with this slide, go over the phases of the project, major milestones and deadlines. Use our Project Timeline Collection to make sure you're on the right track at all times.

Your consulting proposal is your chance to showcase your previous wins and convince potential clients to hire you. Introduce case studies and problem solutions you offered in the past, accompanied by solid quantitative data.

What are some examples of previous wins that can be showcased in a consulting proposal?

Some examples of previous wins that can be showcased in a consulting proposal could include successful projects or case studies from your past work. These could be instances where you helped a company increase their profitability, assisted a business in entering a new market, guided a product introduction, or facilitated a successful merger or acquisition. It's important to provide solid quantitative data to back up these claims, such as the percentage increase in profits, the number of new customers acquired, or the successful launch of a new product. Remember, the goal is to demonstrate your expertise and the value you can bring to the potential client.

How can a consulting proposal assist in mergers and acquisitions?

A consulting proposal can assist in mergers and acquisitions by providing a structured approach to address the complexities involved. It outlines the expertise, solutions, and terms of the consulting firm, which can be invaluable in navigating the M&A process. The proposal can include a timeline of the project, major milestones, and deadlines, ensuring all parties are on the same page. It can also showcase previous successful M&A cases handled by the consulting firm, providing potential clients with confidence in the firm's capabilities.

A consulting proposal is a document presented to a potential client that acts as a sales pitch. Its main purpose is to outline how the consultant would approach a project. It also serves as a marketing pitch that demonstrates why the experience and skills make you, your team or firm the best fit for the job.

What are some common mistakes to avoid when drafting a consulting proposal?

Some common mistakes to avoid when drafting a consulting proposal include: 1. Lack of clarity: Ensure your proposal is clear and concise. Avoid jargon and complex language. 2. Not understanding the client's needs: Tailor your proposal to the client's specific needs and goals. 3. Overpromising: Be realistic about what you can deliver to avoid disappointing the client. 4. Lack of structure: Your proposal should be well-structured and easy to follow. 5. Not highlighting your expertise: Clearly demonstrate why you or your firm are the best fit for the job.

How can a consulting proposal help in gaining and retaining customers?

A consulting proposal can help in gaining and retaining customers by effectively showcasing the consultant's expertise, approach, and unique value proposition. It acts as a sales pitch, outlining how the consultant would approach a project, and demonstrating why their experience and skills make them the best fit for the job. This can attract potential clients and convince them to engage the consultant's services. Once a client relationship is established, a well-executed project as per the proposal can lead to client satisfaction and retention.

Consulting proposals include the following:

• Executive summary
• Situation (client problem and goals)
• Project proposal outline
• Problem solutions and deliverables
• Pricing and terms and conditions

Application

Here's how to pull together a winning proposal, according to HubSpot:

• Chat with your client – set up a phone call or an in person meeting. "Email will suffice for getting to know your client and their consulting needs, but letting them see your face and/or hear your voice will help you build trust with them," the HubSpot team says.
• Understand their challenges and needs – the details in your proposals should not be one-size-fits-all; they should be adapted to each unique client's needs. It is ok to follow up with additional phone calls or meetings to better understand your client's preferences.
• Find the right case study candidate – creating a case study about your previous wins requires more than choosing a subject and telling a story. You also need permission, quotes and a plan. Here are a few things to look for in potential candidates: product knowledge, remarkable results, recognizable names and switchers (customers that came to you after working with a competitor).
• Ask about the details – it's important to ask about your client's ideal timeline, budget, expectations and outcomes. This will help you sell a prospective client on your services and give your prospect a clear understanding of how you will work together.
• Focus on client outcomes, not consultant input – your consulting proposal should focus on what your client will get from working with you. "Be as specific as possible about the value and outcomes your client can expect. Also, avoid buzzwords and generic jargon," the experts say.
• Keep it short – keep your proposal brief to accurately describe the project scope and expectations (the average length is one to two pages).
• Ask for feedback – a consulting proposal is a two-way document. The HubSpot team writes: "As you develop your proposal, clarify any questions or concerns you have with your prospective client. When finished, send it to your client for review and feedback."

What role does product knowledge play in selecting a case study candidate for a consulting proposal?

Product knowledge plays a crucial role in selecting a case study candidate for a consulting proposal. It's important to choose a candidate who has a deep understanding of the product as they can provide valuable insights and detailed feedback. This knowledge can help in creating a compelling case study that demonstrates the effectiveness of the product. Moreover, a candidate with product knowledge can highlight the unique features and benefits of the product, which can be persuasive in a consulting proposal.

How can understanding a client's timeline and budget contribute to a successful consulting proposal?

Understanding a client's timeline and budget is crucial to a successful consulting proposal. It allows you to tailor your services to meet their specific needs and constraints. A clear understanding of the timeline ensures that you can deliver the required services within the stipulated time, thereby building trust and reliability. Similarly, knowing the client's budget helps in proposing a solution that is financially feasible for them, preventing any surprises or disagreements later on. This understanding also allows you to manage your resources effectively, ensuring a win-win situation for both parties.

PWC and Chipotle

PwC, an audit and assurance, consulting and tax services network helped chain of fast casual restaurants, Chipotle, to launch a new customer loyalty program. Although we are unable to see the original consulting proposal sent by PwC to Chipotle, we can learn a lot from the case study PwC published on its website.

What case studies, other than the one involving PwC and Chipotle, demonstrate the effectiveness of customer loyalty programs?

There are several case studies that demonstrate the effectiveness of customer loyalty programs. For instance, Starbucks' loyalty program, Starbucks Rewards, has been highly successful in increasing customer retention and spending. The program offers free drinks, food, and more when customers earn stars (points). Another example is Amazon Prime, a paid subscription service from Amazon that gives users access to services that would otherwise be unavailable, or cost extra, to the typical Amazon customer. This has significantly increased customer retention and spending on Amazon. Lastly, Sephora's Beauty Insider program offers points on purchases, free beauty classes, and access to a private beauty concierge line, which has led to increased customer loyalty and spending.

Can you compare the customer loyalty program implemented by PwC for Chipotle with other customer loyalty programs?

The customer loyalty program implemented by PwC for Chipotle is designed to reward repeat customers and encourage more frequent visits. It's a points-based system where customers earn points for every dollar spent, which can then be redeemed for free food items. This is similar to many other loyalty programs in the restaurant industry. However, what sets Chipotle's program apart is its focus on digital engagement. The program is integrated with Chipotle's mobile app and online ordering platform, making it easy for customers to earn and track their points. This digital-first approach is becoming more common in loyalty programs but is not yet the industry standard.

The case study follows the standard structure: Situation, Solution, Results, but also includes the sections that were likely mentioned in the consulting proposal, such as Expertise and Technology used, that made the difference for winning the pitch. To prove its Expertise, PwC unveiled the secret ingredient for loyalty. "Loyalty and customer relationships are built around everything that customers see and everything they don't. A cross-functional design session brought everyone to the table to imagine a new experience, and what it would mean for everyone who interacted with it," PwC shares.

What does PwC mean by "loyalty and customer relationships are built around everything that customers see and everything they don't"?

PwC's statement "loyalty and customer relationships are built around everything that customers see and everything they don't" means that customer loyalty and relationships are influenced not only by the visible aspects of a business, such as products, services, and customer service, but also by the unseen aspects. These unseen aspects could include the company's values, its commitment to quality, its internal processes, and how it treats its employees. All these factors contribute to the overall customer experience, which in turn influences customer loyalty and relationships.

How does a consulting proposal help in gaining and retaining customers?

A consulting proposal helps in gaining and retaining customers by clearly outlining the expertise, solutions, and terms of the consulting service. It provides a clear roadmap of the working relationship with the client, setting expectations and building trust. It also showcases the technology used and the results achieved in previous projects, which can instill confidence in potential clients. Furthermore, a well-crafted proposal can demonstrate a deep understanding of the client's needs and how the consultant's services can address those needs, thereby fostering customer loyalty.

The technology PwC pitched and used to launch Chipotle's customer loyalty program helped the restaurant chain to employ a new approach in the middle of "the taco universe, leveraging the BXT way of working to instill a new type of DNA across all parties involved. That meant titles down, creative minds in, and all ideas on the table." It is obvious that PwC won the consulting pitch and delivered on every aspect of it. As a result, the increase in digital sales was 99%, Chipotle saw 1 million enrollments in Chipotle Rewards within the first week and the restaurant chain made $1.4 billion in revenue (an increase of 13.2%).

Can you compare PwC's consulting proposal with other successful business strategies?

PwC's consulting proposal for Chipotle's customer loyalty program was highly successful, resulting in a 99% increase in digital sales and $1.4 billion in revenue. This strategy involved a new approach leveraging the BXT way of working, which encouraged creativity and open idea sharing. Comparatively, other successful business strategies also focus on innovation, customer engagement, and effective use of technology. However, without specific examples, it's difficult to make a direct comparison. Each business strategy is unique and tailored to the company's specific needs and goals.

What role did creative thinking play in the success of PwC's consulting proposal?

Creative thinking played a crucial role in the success of PwC's consulting proposal. It allowed PwC to devise a unique approach, the BXT way of working, which involved putting aside traditional roles and encouraging all involved to contribute their ideas. This innovative mindset enabled PwC to develop and launch a successful customer loyalty program for Chipotle, leading to significant increases in digital sales and revenue.

8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

• Problem summary
• Proposed solution
• Pricing information
• Project timeline

Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

Don't forget to share this post!

Related articles.

What is a Marketing Proposal, and How Can You Create One? [Template Included]

The RFP Response Formula That Gets an 80% Close Rate

15 Proposal Software Tools for Proposal Creation and Management

7 Things to Consider Before Issuing Your Next RFP

How to Get Paid for Proposals

Why RFPs Fail When Choosing a Marketing Agency

Should You Respond to That RFP? 4 Reasons For Saying 'Yes'

4 Tips For Presenting Powerful New Business Proposals

Bidsketch Gives Agencies the Tools to Create Proposals — Fast [Tech Profile]

5 Things Every Marketer Needs to Include in a RFP

Propose your business as the ideal solution using this free template.

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Free! 5-Day Challenge - Find & Validate Your Ecommerce Idea!

• Skip to primary navigation
• Skip to main content

A magazine for young entrepreneurs

The best advice in entrepreneurship

Subscribe for exclusive access, write the perfect consulting proposal: tools, examples, and a template.

Written by Mary Kate Miller | May 29, 2024

Comments -->

Get real-time frameworks, tools, and inspiration to start and build your business. Subscribe here

Every consultant needs a go-to consulting proposal template because proposals are an expected and essential part of the client acquisition process. Whether you’re crafting a proposal for a specific project or looking to land a long-term client , the process of drafting a proposal can seem rather daunting, especially if you don’t have a consulting proposal sample that you can reference.

That’s exactly why we’re going to run you through everything you need to submit a proposal with confidence. We’ll explore the key components of writing proposals, navigating the process with your prospective clients, tools that will help you gain an edge on the competition, and provide you with a consulting proposal template.

Table of Contents

What Is a Consulting Proposal?

How to use a consulting proposal template, what to do before you create a consulting proposal, how to write a consulting proposal, consulting proposal template, the best consulting proposal tools, good consulting proposal examples, top tips to help you draft that winning proposal, consulting proposal template faqs.

A consulting proposal is a document that outlines everything that you, as a consultant, would deliver for a potential project or client, while also working double duty as a marketing proposal that showcases why your experiences and skills would make you the right consultant for the job.

An external consulting proposal template, like the one included in this guide, can help you get started in the proposal process. It’s always easier to have a clear vision of your endgame when you have examples you can reference.

Once you have your first proposal created, you’ll want to save a version as your own template. This pared-down version will already have the elements of your proposal that stay the same from client to client. That way you’ll be able to easily and quickly spin up a new proposal anytime you need one, increasing the ROI on the time and energy you spend creating proposals for prospective clients.

Don’t Skip: How to Get a Consulting Job in 6 Steps

The consulting proposal comes towards the end of the client acquisition process. To successfully turn a potential client into a new client, you want to follow these steps before you pull out your consulting proposal template.

1. Get Them on the Phone or Meet in Person First

You should do your best to get your prospect on the phone, or even better, meet them in person before you even talk about submitting a proposal. Hearing your voice or seeing your face will do wonders for building trust with your prospective client.

Timing is key. Only send a consulting proposal after you’ve had a successful initial phone call or meeting with the prospect. If someone’s asking you to submit proposals without having spoken to you first, the chances of wowing them are very low. While a consulting proposal can be a powerful tool for winning clients, it’s not the only one, or the first one you should reach for.

Note: There are times when a company will put out a Request for Proposals (RFP) during which anyone can submit a proposal without any contact with the company beforehand. Obviously, in these cases, competition is fiercer and your chances of winning are lower.

2. Ensure You Fully Understand Your Potential Client’s Problem, Wants, and Needs

You need to understand your prospect’s true desires. It’s not just about what they tell you they want (a new website). You need to dig deeper to find the motivation behind the project (a new website for them to showcase and sell their artwork more efficiently).

Take notes so that you can reference your client’s problem and their desires in the proposal. This shows you were listening to them and that you understand what’s necessary in order for the work to be successful. Doing so may also help you benefit from a psychological phenomenon known as the chameleon effect , where one person mimics the other to gain empathy. It occurs in social situations where people are trying to build rapport and, interestingly enough, is the reason some people pick up the accents of the places they travel to or live in.

3. Create a Value Proposition That’s as Specific as Possible

If you haven’t already, take some time to develop your unique value. The perfect proposal will include a clear, specific, and actionable value proposition. Don’t make the mistake of stuffing your proposals with accolades and fluffy jargon that make your work sound important.

At the end of the day, the client wants to know what you’ll do for them. So instead of saying, “Using my patent-pending business streamlining formula, I will conduct a business analysis that generates your optimal productivity and organization workflow,” try, “After thoroughly reviewing your business, I will create a strategy document that will save you 20 hours a month in lost productivity.”

4. Properly Evaluate the Project Scope/Timeline and the Value You Provide

Clearly outlined expectations will set you up for a productive client relationship and help you avoid project scope creep. It will also help you to accurately provide estimates on your consulting fees. You can gain a proper understanding of the scope of a project by first sending a questionnaire that addresses an overview of your potential client’s needs. Once you’ve developed a broad understanding of what the project entails, the next step is to ensure you schedule a phone call to gain a more nuanced understanding of what is needed and expected.

5. Be Open to Making Mistakes

If you’re new to consulting or freelancing, you probably will make mistakes when it comes to evaluating scope and timeline. That’s a natural part of the consulting learning curve. As you get your project reps, you’ll develop the experience necessary to accurately estimate how long the work will take you.

The same goes for the proposal creation process. As you write more proposals and gather more data about your workflow, it’ll get faster and more accurate each time. Be open to making mistakes; you’ll learn quickly from them.

A consulting proposal can make or break your budding relationship with a potential client. As you build your consulting business, you can benefit from creating a consulting proposal template that you can update and adjust for each prospective client.

Every great consulting proposal should have the following elements:

• Executive summary
• Project outline/scope of work
• Fees, billing, and payment Terms
• Client requirements
• Expiration date
• Third-Party Cost Disclaimer

Contract Terms

Indemnities.

A cover page is exactly that, a cover for your proposal that displays your company’s brand, the client’s name, project, and date for reference.

Executive Summary

An executive summary provides a one-page overview of the entire project. The executive summary should broadly highlight the client’s issues and challenges, and how you plan on tackling or addressing them. Think of it as a distillation of the most important information, a “too long, didn’t read” summary for executives who might not have the time or inclination to read the full proposal.

Project Outline/Scope of Work

The project outline states what you will (and will not) do for the proposed fee. Clearly describe the scope of work, including the scope and quantity of deliverables, time frames, and any other necessary expectations for the work. You want to be ultra-specific because if you encounter scope creep, you’ll have this document for reference.

If you’re being hired to write for a client’s blog, be sure to outline how many words you will write, how many revisions are included, etc. If you’re being hired as a life coach, specify how many coaching calls are included, how long each call will be, if there will be any email support allowed, etc. You don’t want to leave any room for confusion here or you might lose out on time and money.

Deliverables

You might also find it necessary to outline deliverables. Deliverables are the identifiable end products you will be “delivering” to the client.

While there can be a lot of overlap between “deliverables” and “project outline/scope of work,” the difference between the scope of work and deliverables might be best explained with an example.

Let’s say you’re a freelance copywriter being hired to write an ebook to generate leads for a company. Your scope of work section might include things like learning more about the company’s brand, researching competitors, writing the ebook, and revising it.

Your deliverable, however, might be a 10,000-word ebook, fully formatted and delivered via Google Docs.

A good consulting proposal manages expectations so no unwanted surprises pop up. Part of that requires outlining when you expect to complete the project.

In your timeline section, answer the following questions:

• When does the project begin?
• When does the project end?
• Are there any milestones in between?

With long projects, it can be helpful to have checkpoints for completed work. This can help you manage your time and build confidence in the client that things are going as planned.

You can also use milestones to release partial payment of funds. Just be sure not to pin yourself down with too many milestones, to allow some flexibility in your workflow.

Fees, Billing, and Payment Terms

Make it clear what your fees are and what they include. Also, specify due dates, accepted payment methods, and payment terms. For example, if you require a 50 percent initial payment, make sure you clearly state that you will not begin work until the client has submitted the first payment.

In a schedule/addendum to the contract, it is advisable to always include:

• Billing milestones, due dates, and amounts
• Billing methods
• Late fee policy and collection costs associated with having to pursue late payments
• An outline of your pricing structure, any volume discounts, periodic rebates, and agreed rate cards under the contract

Learn More: Consulting Fees: How Much Should You Charge as a Consultant?

Client Requirements

Many times, when there are delays on consulting projects, the bottleneck lies with the client. For example, every web developer knows the pain of being stalled on a build because they’re waiting on assets from the client. If any part of your job could be stalled due to client delays, make sure to list it in the client requirements.

Expiration Date

Putting an expiration date on the proposal protects you from having a prospective client come to you three months later wanting to accept your proposal. By that time, you might be fully booked or your prices might be higher. A client can’t reasonably expect you to drop everything and fulfill the project in your proposal if they don’t act quickly. That’s why it’s strongly recommended that you provide the client with a proposal expiration date.

Third Party Cost Disclaimer

You may often find yourself in situations where you prescribe third party tools for the client that your team uses to manage certain aspects of their digital ecosystem such as google ads, marketing automation, etc.

You don’t want to get stung with having to be the license holder for their data, so it is advised you have a clause to ensure the client is paying for these services directly, and that you are not liable if the third party service fails.

In your third party disclaimer make it clear that:

• The client is responsible for the payment of third party costs
• The client will not be able to terminate the contract if you did not deliver because the client failed to pay third party costs
• The client’s prior approval is required of the tools you propose and put forward.

Some consultants will send over a proposal for the client to sign and approve first, then will send over a separate contract for the client to sign. Having your proposal work as a contract, too, can save you time and energy—two essential commodities for any entrepreneur.

If you choose to make yours a proposal-contract combination, add any terms and conditions here. Common terms include cancellation, payment terms, and an independent contractor clause. If you need help, use a proposal template from any of the services mentioned above.

We’ve created this handy jargon-buster, which outlines some of the most common terms that you may encounter when negotiating an agency contract with your customers and is presented in alphabetical order.

Download it here .

Protection is a two way street, and ensuring the indemnities are not skewed to one party is critical. Indemnities protect one party from a contract from suffering financial loss in relation to certain eventualities. Indemnity clauses are found in a wide variety of legal agreements, and this is one area that parties often spend a great deal of time negotiating.

An indemnity clause is often the cause for disputes and compromises of two key elements:

• The trigger: a description of the specific event or set of circumstances triggering the indemnity.
• Payment and a description of the types of loss which the indemnifying party should be liable for.

So, make sure you:

• Undertake a risk assessment to fully understand the risks you would be assuming.
• Understand what you are expected to do.
• Understand the consequences of breaching the indemnities you agree to.
• Check for any liabilities not covered by your insurance provider. Contact your broker or insurer directly to double check.

Follow this template to quickly draft your first consulting proposal.

Whether you’re drafting a sample proposal, proposal letter, or just researching proposal software, these tools can help.

Every proposal needs a signature and Eversign makes it easy to get your documents e-signed. You can either type, draw, or upload your signature to the service and then “stamp” your signature onto any document.

If you use the free version, you can sign up to five documents for signing every month. That limit is lifted with their Basic plan which costs $9.99 a month, or $7.99 if billed annually.

AND.CO allows you to draft proposals and contracts (it has free templates for both), which you can then email to your client via its platform. As a bonus, you’ll get email notifications when your proposal is viewed, and your client can e-sign and pay you online.

AND.CO offers a free plan which supports 1 client and their branding watermarked on your documents. Their PRO plan lifts the client limit, removes watermarking, and allows you to edit their contract templates for $18 a month.

Honeybook is a paid service that lets you create proposals and contracts, send them for e-sign, get notifications when they’ve been viewed, and accept payments online. It’s a little more pricey at $40 per month or $400 annually, but it really is an all-in-one solution.

Bonsai is another paid all-in-one suite of services with proposals, invoicing capabilities, contract signing, and client CRM features that are similar to Honeybook. With Bonsai, you can create proposals, email them to be signed, receive notifications when they’re viewed, and get paid online. Their freelance service proposal templates are beautifully designed, and there are a variety of choices.

Bonsai’s basic “Workflow” plan costs $19 a month and offers everything you need to get going.

Better Proposals

Simple yet powerful, Better Proposals is a paid proposal writing software that’s popular for its trackable proposals and beautiful, modern consulting template design. You’ll get notifications when your proposal is viewed and e-signed, and you can get paid online.

Their Starter plan allows for 10 proposals a month at just $19/mo. That limit is increased to 50 proposals in their Premium plan for $50 a month.

Any Word Processor

If you want to keep it low-cost and no-frills, you can simply fire up Microsoft Word, Google Docs, or any other word processor, and type up your consulting proposal. Google Docs actually offers a few really great project proposal templates in their Template Gallery.

From there, simply export it as a PDF and sign it in Eversign.

Now that we’ve gone over the steps to creating a consulting proposal that’s stellar, it’ll be helpful to see real-life examples. Review these good consulting proposal examples to discover what makes each of them special.

PR Consulting Proposal Example

This public relations proposal template from PandaDoc showcases a strong cover page. It starts with addressing the client and their needs, outlines the PR consultant’s unique experience and how that will help the client, and then closes with expressing confidence in the consultant’s abilities. Get the full PR proposal template here .

Interior Design Consulting Proposal Example

This interior design proposal from PandaDoc combines the Scope of Work and Timeline into one easy-to-read table. Get the full template here .

Web Design Consulting Proposal Example

This web design proposal template from Proposable displays the difference between the Scope of Work section (here, called “Project Details”) and the deliverables section.

While the scope of work will include things such as determining the site hierarchy, creating page mock-ups, and coding the site, the deliverables are a fully functional website and a WordPress feature that allows the client to add blog posts.

You can get the free web design proposal template here .

SEO Consulting Proposal Example

This SEO consulting proposal includes a contract at the end, whereupon signing binds the client to pay and sets terms for termination. You can get the free SEO proposal template here .

Content Marketing Consulting Proposal Example

This is an excerpt from a free template from Proposify. I like how they broke down the fees in the “Your Investment” section and clearly outlined the terms of payment (“A deposit of $2,000 is due upon signing”). You can find the free content marketing proposal template here .

Now that you’ve learned the elements of a winning proposal and seen some examples, you might still have a few hesitations as you begin drafting your consulting proposal. If you take nothing else, keep these parting words of advice:

• When in doubt, keep it simple: Many of the examples in this guide include colorful, high-design proposals. If that’s too overwhelming, keep it simple with a word processor. While design can certainly be eye-catching, this is a business proposal first and foremost. The content of your proposal is the most important element.
• Expect negotiation and requests for edits: It’s extremely common for a client to want to ask questions about the proposal or even edit it. That’s okay! Be open to negotiation, and don’t worry if the proposal needs to go through a couple of rounds of edits.
• Follow up, no matter what: If you send the proposal and hear crickets, don’t panic! Follow up in an email to the client and ask if they have any questions or would like to hop on a call. Often, a client will need to carefully review the proposal, share it with colleagues, and discuss its contents, so it might take some time. That’s why, as we mentioned before, you should put an expiration date on your proposal so things don’t drag on for too long.

Keep Learning: Want to Become a Marketing Consultant? Here’s How to Do It

How long should a consulting proposal be?

There's no hard and fast rule about the length of a consulting proposal. However, it needs to include a cover page, executive summary, scope of work, deliverables, timeline, fees and payment terms, client requirements, and expiration date. We suggest creating a proposal that reflects your brand and, simultaneously, is customized for a client. For example, if you're helping consult with a business owner you've worked with before, the proposal can be simple. Whereas if you're pitching a corporation for the first time, you might want to add some extra details.

What should I do if the client has questions or concerns about my consulting proposal?

Most likely, they will, and that's a good thing. The more you can clarify your relationship before starting the work, the less likely you will have mishaps during a consultancy. Be open, honest, and clear about what you can deliver. If the potential client isn't satisfied, you might be better off moving on.

How should I present my budget in a consulting proposal?

As clear as you possibly can. Nobody likes working with a consultant that sends an invoice with an unexpected fee. Include due dates, payment methods, and terms. It's helpful to include case studies of previous work, so your potential client sees the total cost of your value. For example, for a similar-sized business, I spent three months and helped 10x their advertising program. The total amount of that consultancy was 30 hours at x dollars per hour.

Build Your Consulting Agency

When drafting your proposal, consider where your client is now and where they want to be. Think of your proposal as the plan that outlines how you’ll get them there. Do this, and you’re one step closer to landing your next consulting client. To learn how to start and grow your digital agency or consulting business, watch our training on foundr+ for $1.

About Mary Kate Miller

Mary Kate Miller writes about small business, real estate, and finance. In addition to writing for Foundr, her work has been published by The Washington Post, Teen Vogue, Bustle, and more. She lives in Chicago.

Related Posts

Customer Engagement: The Secret to Long-Term Success

Giveaway Ideas: 4 Tried and Tested Approaches from a 7-Figure Ecommerce Expert

How to List Products on Amazon: Everything You Need to Know

Is Selling On Amazon Worth it? Get Your Questions Answered

Amazon FBA Fees: How to Calculate What FBA Will Cost You

The Complete Guide to Getting Clients for Your Consulting Business

What’s the Most Profitable Business to Start in 2024?

9 Best Businesses You Can Start with No Money

8 Businesses That Make Money Right Away (In 1-3 Months or Less)

How Much To Unapologetically Charge For Public Speaking

How to Create an Online Course That Sells in 2024

I Used this Product Launch Checklist to Start 5 Ecom Brands

How to Get Sponsored: From 0 to $50,000 in 4 Weeks

How Shay Mitchell Is Disrupting a $17B Industry

MaryRuth Ghiyam: From $700K in Debt to $100M in Revenue

FREE TRAINING FROM LEGIT FOUNDERS

Actionable Strategies for Starting & Growing Any Business.

Don't Miss Out! Register Free For The 5-Day Challenge.

• 5 Days. 7-Figure Founders LIVE.
• Walk Away With A Winning Idea.

• Design for Business
• Most Recent
• Presentations
• Infographics
• Data Visualizations
• Forms and Surveys
• Video & Animation
• Case Studies
• Digital Marketing
• Design Inspiration
• Visual Thinking
• Product Updates
• Visme Webinars
• Artificial Intelligence

40+ Consulting Templates to Impress Your Clients

Written by: Christopher Jan Benitez

Consulting templates are one of the most valuable resources in a consultant’s toolkit.

For one, a suitable consulting template can streamline the design process, saving you precious time when choosing fonts and design elements . Visual templates can also help your audience comprehend data more effectively.

But most importantly, a good template can turn a dull, text-heavy presentation or document into an engaging visual tool that's guaranteed to make a lasting impression.

Eager to grow your consulting business? Do yourself a favor and grab some of the templates we’ve covered in this article.

Here’s a short selection of 8 easy-to-edit consulting templates you can edit, share and download with Visme. View more templates below:

Table of Contents

• Consultation Presentation Templates

Consulting Proposal Templates

Consulting report templates.

• Consulting Templates for Marketing and Branding

Consulting Templates for Project Management

Consulting templates for sales & client success, consulting templates faqs, consulting presentation templates, 1. marketing consulting presentation template.

This marketing consulting presentation template is perfect for any marketing consultant who wants a sleek and elegant way to pitch their expertise.

This professional and understated minimalist template features a palette of blues and whites. The slides are perfect for data-heavy presentations while remaining visually appealing and leaving room for pictures.

2. Financial Consulting Presentation Template

The financial consulting presentation template is designed for consultants who want to give their clients a clear overview of complex financial data.

The slides are easy to edit and contain all the necessary graphs and charts to present data effectively. Black, gray and yellow coloration make the template stand out and the sharp typography ties it together nicely.

3. Branding Consultancy Presentation Template

According to color psychology , the dominant purple colors in this effective branding template make it perfect for any business that wants to convey creativity, excitement, and imagination.

The subtle orange accents also help to inject some energy into the mix, while the clean, modern design keeps the template looking professional.

4. Real Estate Consultant Presentation Template

This real estate consultant presentation template offers a minimalist slate for you to showcase your properties in the best light, making it perfect for presenting to potential clients.

The sleek font choices and geometric shapes used throughout the template help give it a cutting-edge look. The clean layout also makes everything feel tidy and organized.

5. IT Consulting Presentation Template

Framed by fragmented orange and blue lines, this IT consulting presentation template is perfect for any business that wants a clean and modern way to show off its technical expertise.

The slides come in 1366 x 768 pixels widescreen resolution, making them easy to edit in Microsoft PowerPoint, Keynote, or Google Slides.

6. Sales Consultancy Presentation Template

Playful yet professional, this sales consulting presentation template is perfect for any business that wants to show its human side while still looking smart.

The mix of gray and green colors gives the template a natural feel, while the playful paperclip image and wavy lines help promote a distinct flair.

7. Management Consultant Presentation Template

Are you looking to put your best foot forward with potential clients? This management consultant presentation template is for you.

The deep blue color exudes a professional and no-nonsense aura, while the clean, modern design helps convey professionalism and expertise. It's perfect for promoting long-term relationships.

Deliver personalized materials your clients actually want to read

• Communicate your expert suggestions with data visualization, reports, graphs and charts
• Transform endless text and bullet points into concise, branded content
• Measure the success of your consulting materials with analytics

Sign up. It’s free.

8. IT Consulting Proposal Template

This consultancy proposal template offers a sophisticated and friendly design with plenty of room to insert your company logo and describe your services.

With a clean layout and ample whitespace, this proposal also permits you to put colors, fonts, images, or logos as you see fit.

9. Real Estate Consulting Proposal Template

This real estate consulting proposal template is perfect for you if you're looking to impress your property management clients with crystal-clear visuals and a memorable typeface.

The 8.5” X 11” dimensions also allow you to insert photos, logos, and other branding elements. Built-in graphics and animations are available, too, courtesy of Visme.

10. Travel Consulting Proposal Template

Exude a sense of calm with this travel consulting proposal template, which comes with an earthy green accent and an ashy gray background.

The use of green conjures up feelings of hope and thoughtfulness, like a paradise an ocean away. However, just like all of the templates here, you can change the colors of this template at your whim.

11. Project Management Proposal Template

Looking to win over a new client through a business proposal that details your strategy? Then this project management proposal template by Visme is a good choice. It's downloadable in PDF, image, or HTML5.

12. Marketing Agency Proposal Template

Even post-lockdown, marketing agencies continue to boom , making it necessary to stand out among the rest.

This simple, olive-green marketing agency proposal template is client-friendly and proven to close deals and leave a lasting impression.

13. Supply Chain Management Proposal Template

Showcase your company's strengths in supply chain management with this proposal template.

This design features a gray and yellow color scheme with a modern typeface. Aside from that, this template is excellent for illustrating facts in bite-sized pieces.

14. Auditing Firm Proposal Template

If you're in the auditing business, this proposal template is perfect. It has a clean layout, a blue and white color scheme, and symmetrical, four-sided elements.

15. Financial Consulting Report Template

Once you've finished gathering financial data to present to your client, you can use this clean financial consulting report template to compile everything in an easily digestible format.

Whether you're showing financial projections or a quarterly review, this report template can come in handy.

16. Market Research Report Template

Clients want a scannable and impartial report about your findings? This market research report template has you covered.

With a clean layout and plenty of room for charts, graphs, and images (all of which Visme can cover), this professional template is perfect for letting C-suite executives know that the business is moving in the right direction.

17. Company Evaluation Report Template

The company evaluation report template will help you communicate the company's performance with precision and good design.

Besides its accurate and objective content, this template is also a beginner-friendly template that entry-level associates can fully customize to better suit the brand.

18. Statement of Work Report Template

Digital marketing agencies and consultants use a statement of work document or report to establish and lay down their responsibilities for their clients.

This SoW template is perfect for relaying how you plan on doing work for a client, how much it will cost, and the timeline for deliverables.

19. Survey Results Report Template

With sliders, progress bars, and thousands of stock images, this survey results report template by Visme is an excellent choice for consultants and analysts.

This template lets you explain your findings in an entertaining, intelligent, and easily digestible way, which is why many experts abide by it.

Consulting Templates for Marketing & Branding

20. marketing plan template.

With 16 slides and various figures and stats, this template made for business marketing plans offers everything you need to impress your clients.

Moreover, everyone in the team can collaborate and work on this project through Visme's collaborative design features .

For example, you can comment, annotate and respond to feedback on your designs. Or, assign tasks, deadlines and track progress using Visme’s workflows .

21. SWOT Analysis Template

This SWOT analysis template is perfect for consultants who want to communicate their findings as straightforwardly as possible. This design is also printer-ready, perfect for showing clients on the go.

22. Competitor Analysis Template

Competitor analysis is when a business looks at what its competition is up to, which can help gauge its performance in the market.

This template is excellent for consultants who want to showcase how they fare against competitors and industry leaders.

23. Consulting Case Study Template

Creating case studies often requires being both creative and detail-oriented, which can be a daunting task. But while it's daunting, a well-composed case study can be one of the best forms of social proof to validate your business's successes.

With this case study template, a big chunk of the job is already done for you.

24. Consulting Infographic Template

From the prismatic color scheme to the cyclic diagram, this consulting infographic template has everything you need to communicate data-driven insights creatively.

Nongovernment organizations, socially responsible companies, and educators will find this design especially useful.

25. Consulting LinkedIn Post Template

Announce news, updates, and achievements to your professional circle with this sleek LinkedIn post template. Aside from the main content, there's enough space to include separate messages and special discounts.

26. Consulting Facebook Post Template

This Facebook template maximizes the impact of your content with a design that looks good on all devices.

27. Consultancy Brand Guidelines Template

Want to define your brand's guidelines in your brand style? This customizable consultancy brand guidelines template allows you to do just that.

28. Consultancy Booklet Template

Writing a book is hard, but designing it is even harder. If you opt for a pre-designed consultancy booklet template, you only need to focus on the content, saving you long, tedious hours structuring your booklet.

29. Customer Persona Template

Every self-respecting consultant should have a solid understanding of their target market. This is where customer personas come in.

With this persona template, you can start mapping out your target audience's needs, wants, and interests in an easy-to-scan format.

30. Consulting Promo Video Template

People see 5000 ads a day . Yours must stand out. Creating a video is one of the most effective ways to do so, and this promo video template is particularly eye-catching and attractive.

31. Consulting Email Newsletter Template

Instead of relying on rehashed templates from your email marketing service, put your consultancy's best foot forward with a custom-designed email newsletter.

With this design, you can turn a boring subject into something people want to read.

32. Consulting Brochure Template

If your consultancy offers unique services that require a little more explanation, this brochure template is perfect for you.

There's plenty of space for case studies, service descriptions, and testimonials in this template - giving your client more than enough information to make an informed decision.

33. Customer Journey Map Template

The marketing funnel is a popular framework for mapping out a customer's steps from awareness to purchase.

This customer journey map template is perfect for consultants who want to capture and visualize a customer's journey in the best way.

34. Project Plan Template

Introduce your software, objectives and timeline to clients with the project plan template. This particular template is perfect for small-scale projects and enterprise-level ones alike.

35. Communication Plan Template

Diversity promotes creativity and innovation , which is why this communication plan template is perfect for consultants who manage global teams.

36. Project Timeline Template

Are spreadsheet timelines getting too dull? Don't fret—this colorful and interactive project timeline template is the perfect alternative.

This template is excellent for consultants who want to make data visualization a part of their storytelling process.

37. Project Gantt Chart Template

With this Gantt chart template, track your project's every task, activity and subtask in one scannable graphic.

38. Project Charter Template

To meet business objectives, every employee must be in the loop. This project charter template aligns teams and provides a comprehensive overview for everyone to be on the same page.

39. Project Worksheet Template

Unsure how to start a project? This worksheet template is here to help you plan, track and assess every aspect of your upcoming endeavor.

40. Action Plan Template

This template's capacity to keep track of deadlines, allocated tasks, budgets, and goals in one location make it ideal for consultants and marketing managers.

41. Sales Plan Template

Have an excellent SaaS product you're itching to pitch? This sales plan template is just what you need to complete your sales process and get clients on board.

You're free to edit the template's content and logo. Exercise your creativity to the highest degree!

42. Client Engagement Letter Template

If you want to strengthen your client relationships, this engagement letter template will help you do just that.

This design is simple and focuses primarily on the message. However, you're free to change the fonts, visuals, and animations to reflect your brand identity better.

43. Consulting Contract Template

For your financial consulting needs, this contract template is a great way to formalize agreements with new clients. This design is clean, straightforward, and easy to edit. The left side of the template is highlighted with a blue, professional color scheme.

44. Customer Feedback Gauge Chart Template

Determining customer feedback has never been easier with this chart template that gauges customer feedback.

This design is perfect for consultants who need to track customer sentiment and report their findings to clients and C-suite executives.

45. Consulting Invoice Template

Professionalism is critical in billing clients, which is why this invoice template is perfect for consultants. This design is modern and orderly, sure to give off the air of a respectable businessperson.

46. Business Plan Template

This business plan template will help you get everything in order if you're starting a consulting business from scratch. This comprehensive design includes high-quality stock images to make your slides more attractive.

Q. What is a consulting template?

A consulting template is a pre-designed document or presentation that consultants use to save time, make their work easier and stay consistent. There are various types of consulting templates you can use to streamline different consulting tasks, such as creating project proposals, writing reports or making presentations.

Q. How do you write a consulting plan?

Here are six steps to writing an effective consulting plan:

• Define your core offering
• Identify your target audience
• Develop your marketing strategy
• Design your service delivery model
• Set financial objectives
• Outline operational details

Q. How do you structure a consulting package?

Here’s how to properly structure a consulting package:

• Clearly outline the services you’ll provide
• Map out the process and define the deliverables
• Establish a timeframe, such as a one-time or ongoing project
• Set competitive pricing or offer service tiers
• Specify how and when you’ll communicate with the client
• Add any extras like follow-up sessions or additional resources

Q. What are the 3 C's of consulting?

According to Nick Wright , the 3 C’s of consulting are:

• Confidence: Believing in your own ability to add value to the consulting process.
• Credibility: How much others trust and value your expertise.
• Competence: Having the right knowledge and skills for a situation, and knowing how to use them to make an impact.

Q. What are the 5 steps of the consulting model?

The five steps of the consulting model are:

• Contact: Establish initial communication with the client and identify their needs.
• Discussion: Explore the client’s situation in depth and define the scope of the project.
• Negotiation: Agree on project terms, deliverables, timeline and fees.
• Implementation: Execute the consulting plan and deliver your solutions.
• Evaluation: Analyze the project’s success and gather feedback.

Q. How do you structure a consulting slide?

Here are some tips for structuring a consulting slide:

• Design for clarity and focus
• Organize content logically
• Incorporate relevant visuals
• Use a consistent layout and design
• Double-check for readability

Grow Your Business With the Right Consulting Template

To effectively communicate data and information, you’ll need to provide high-quality visuals to keep your clients and team engaged and interested.

With the right mix of content and design, these templates can help keep the team aligned, improve your client's branding, and drive growth for your own business.

Want to find more consulting templates? Visme has several free and premium templates that can make anyone from eight to 80 look like a seasoned designer.

Browse through these consultancy templates for a list of high-quality templates sure to delight your clients.

Build captivating consulting documents using Visme.

Trusted by leading brands

Recommended content for you:

Create Stunning Content!

Design visual brand experiences for your business whether you are a seasoned designer or a total novice.

About the Author

Christopher Jan Benitez is a freelance writer who specializes in digital marketing. His work has been published on SEO and affiliate marketing-specific niches like Monitor Backlinks, Niche Pursuits, Nichehacks, Web Hosting Secret Revealed, and others.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

90 templates

meet the teacher

31 templates

classroom rules

5 templates

earth science

84 templates

38 templates

56 templates

The Winning Consulting Proposal

It seems that you like this template, the winning consulting proposal presentation, premium google slides theme, powerpoint template, and canva presentation template.

Among all the consulting proposals… this is the winning one! This design from Slidesgo is modern and unique, which gives your presentation an extra advantage when it comes to surprising your audience! In addition, since numbers and data are the most important in consulting, the slides are full of resources that help you speak about lots of data in a both easy and interesting way! The future of your client’s company will be as bright as a the Sun on a summer afternoon if they follow the plan you will establish for them in this presentation. We have already prepared the perfect presentation template, now it’s your turn to prepare an amazing strategy for your client!

Features of this template

• 100% editable and easy to modify
• 50 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free and premium resources used

What are the benefits of having a Premium account?

What Premium plans do you have?

What can I do to have unlimited downloads?

Don’t want to attribute Slidesgo?

Gain access to over 29400 templates & presentations with premium from 1.67€/month.

Are you already Premium? Log in

Register for free and start downloading now

Related posts on our blog.

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.

Premium template

Unlock this template and gain unlimited access

Create your presentation Create personalized presentation content

Writing tone, number of slides.

Register for free and start editing online

• Public Safety
• Nation & World

CLT Marine proposal: 'Boat people doing boat stuff' on New Bedford State Pier

NEW BEDFORD — Ed Anthes-Washburn is very familiar with the Port of New Bedford.

His background includes 11 years with the New Bedford Port Authority, the last six as port director.

Today, he's the managing director of Coast Line Transfers, or CLT Marine , which is one of the seven firms seeking to become part of the New Bedford State Pier's redevelopment.

CLT is a commercial marine service provider to the expanding offshore wind industry, as well as the marine industry in the Northeast.

Their focus is on crew-transfer vessels, as well as offshore supply vessels, and they provide support to marine services in southern New England.

Servedwell: Could a restaurant on New Bedford State Pier bring 200,000 people downtown? What to know.

Proposing use of existing Buildings 1 and 2

In simple terms, Anthes-Washburn said during a presentation hosted by MassDevelopment in May, "We're boat people who want to do boat stuff on the east face" of State Pier.

MassDevelopment , the state’s development finance agency and land bank, manages the state-owned, 8-acre pier.

A MassDevelopment review committee is evaluating the proposals.

The seven proposals before the committee could be approved together, separately or denied altogether. A decision deadline has not been announced.

CLT, which is operating from the State Pier now, proposes the use of existing Buildings 1 and 2, including about 2.3 acres of pier space in all.

BASE: New Bedford State Pier proposal makes fishing a destination attraction. What to know.

What does CLT want to do at the New Bedford pier?

They want to continue to develop their relationship with the offshore wind industry while providing a hub for marine industrial activity, as well as rejuvenate the cargo offloading in the facility.

Anthes-Washburn said CLT would be acting as the anchor tenant, "but we do want to operate it as sort of an open terminal."

He added, "We do think that construction support and maintenance can happen here on the east face so we want to continue to develop that version of construction support and operations and maintenance."

Anthes-Washburn said, "We envision using the facility that's there, using the infrastructure and the utilities that are there, and doing very little differently from what you see now."

Cuttyhunk: New Bedford State Pier's Cuttyhunk Ferry is a 'lifeline' to tiny Cuttyhunk Island

'We can work with Seastreak'

He said there is 20,000 square feet on Building 1's first floor they're focused on. The other 5,000 square feet is occupied by Seastreak, he said.

They don't want to push Seastreak out, he said. "We think we can work with Seastreak."

The building's second floor would be used for warehouse space.

They also want to use the cold storage capability in Building 2.

"It's a real asset. There's a big opportunity to continue to provision offshore and fishing vessels" with fresh food through the cold storage capability.

Cruise Lines: New Bedford State Pier park facility proposed by American Cruise Lines

Will generate direct and indirect jobs

Their proposal will generate about 120 new jobs, he said.

Anthes-Washburn added, "We think it's completely reasonable to expect 270 indirect jobs from our operations over there."

He added, "The activity that is generated on this pier really does trickle down. Whether it's fuel, provisions, the hotels."

Seastreak: Seastreak ferry business thrives at New Bedford's pier. It's making its case to the state

Completed over 2,000 safe transfers to date

They've been very successful in the offshore wind industry's opening chapter.

"We did the first [crew] transfer for the Vineyard Wind project back in November 2022."

They've completed over 2,000 safe transfers to date.

"It's been a lot of fun, and we continue to want to invest in new vessels and new facilities to be able to provide that service in a more comprehensive way," Anthes-Washburn said.

CLT will also perform consulting work

They will also be doing consulting work, "helping developers in the supply chain figure out how offshore wind is going to happen in the U.S."

The company's background provides it with a firsthand knowledge of local port communities throughout the Northeast.

The company also started a joint venture in 2019 with HST Marine, out of the United Kingdom, to build new vessels in the United States.

State Pier proposal: Train New Bedford kids for a future in offshore wind industry.

HST was purchased by Purus Wind over the course of the last 18 months, he added.

"We're looking forward to building vessels here in the U.S. and hopefully operating them out of New Bedford."

In other words: "Boat people doing boat stuff."