A consulting proposal (or quote) is a document sent by a consultant to a potential client that describes a job you want to take on and the conditions under which you intend to do it. Writing a consulting proposal usually only takes place after the consultant and prospect have discussed the work in detail. The steps below will guide you on how to create a consulting proposal, including details on what needs to be done before writing the proposal, what information to include and what to keep quiet, and how to increase your prospects of acquiring the job.
Steps
Step 1. Learn as much as possible about the job under consideration
Step 2. Identify the role of the consultant in the job
- Go to the prospect's workplace and talk to interested people. For example, if you want to apply for a consultation around a dispute between management and employees, talk to representatives from both sides. Find out exactly what the client wants from the consultant, the time frame of the job, and the desired results.
- Find out if the potential client wants a consultant to provide a general opinion, propose and implement a specific solution or just study something and write a report. Learn the ins and outs of the other consultants involved.
Step 3. Check the potential client's commitment both financially and in terms of time available to devote to the consultant
Some clients are willing to pay any price for a consultant, others are willing to sacrifice only a small amount. The client may want a consultant for an indefinite period or just for a day or two. Do not write a consulting proposal if the client seems uncertain in their expectations of the consultant
Step 4. Begin your proposal by writing the prospect's name and address
Step 5. Identify the work under consideration in the first paragraph
Describe any discussions you have already had about the job.
Step 6. Indicate why you are particularly qualified to advise in this job
Step 7. Indicate, using precise terminology and specific details, the results that the client will see thanks to your consultation
Step 8. Indicate how you will achieve these results
Be specific about methods, time and cost. Don't be afraid to include original ideas and new practices.
Step 9. Describe what you expect from the client during the consultation regarding personnel, access to workplaces and equipment
For example, indicate the names of the people you expect to work full-time with, indicate the sectors you will have access to, and so on.
Step 10. List, in detail, what is not included in the counseling proposal
Isolate the problem you will face and indicate the issues related and not included in this proposal.
Step 11. Describe any additional costs, such as meals, accommodation and transfer costs, etc., that the client will pay for the consultant
Step 12. Offer a price for your consultation
