Turn client discovery notes into a clear scope, timeline, and fee proposal. Explore the six-page consulting proposal example, copy it into your workspace, or generate a proposal from your own brief.
Customize your documentComplete example · 6 pages
A fictional proposal from Example Advisory to Brightlane Studio. The six-page example covers a four-week onboarding redesign, deliverables, responsibilities, and an illustrative USD 6,000 fee. The seven-business-day kickoff target is an aspiration to validate, not an achieved result or guarantee.
Generate a document from your brief, or copy the example into your workspace.
Generate in ML Clever Copy to my workspaceYour generated document will reflect your brief and sources. The preview shows a completed example.
Name the client, the consultant, and the engagement. Summarize the problem, proposed approach, duration, and fee so the reader can assess the offer quickly. The example introduces a four-week onboarding redesign with a fixed fee and an intended operating outcome on its first page.
Show that you understand the client's current situation using discovery notes and supplied evidence. Separate the baseline from the target. In the example, the brief reports 10 business days from signature to kickoff; working toward seven days is a goal to validate after adoption.
List each deliverable, its purpose, and what the client receives. The example includes workflow documentation, an onboarding SOP, a checklist and handoff template, a responsibility matrix, and a rollout plan. Make the number of interviews, workshops, and revision rounds explicit when they affect the scope.
Break the project into phases with activities, client contributions, and milestones. The example moves from discovery to workflow design, materials, and validation over four weeks. Identify access and feedback dependencies, and agree a start date that fits the client's availability.
State the pricing model, currency, total fee, and payment milestones. The example's illustrative USD 6,000 fee is split into USD 3,000 at approval and USD 3,000 at final delivery. Its exclusions distinguish consulting materials from software implementation, rollout execution, and ongoing support.
Tell the client what to confirm and what happens next. Identify the sponsor, working lead, required materials, interview participants, and kickoff arrangements. Explain who owns adoption and follow-up measurement so the proposal does not imply that post-project support is included automatically.
Start with a clear structure, then tailor the evidence and recommendation to the people in the room.
Use the input checklist to collect the client's problem, objectives, scope, timing, fees, and responsibilities. Replace the prompt placeholders with your own details. Keep uncertain items marked as to be agreed, and attach relevant discovery notes in Docs mode before generating.
Choose Generate in ML Clever to create a proposal from your brief, or Copy to my workspace to start with the filled example. If you copy it, replace the fictional names, onboarding scope, targets, four-week schedule, and illustrative fees with the details of your engagement.
Check that every promised deliverable fits the timeline, the payment schedule totals the fee, and exclusions match the offer. Confirm client responsibilities and approval steps, then refine the wording and theme. Review every page and any exported file before sharing it with the client.
Include an overview, the client's challenge, objectives, scope, deliverables, approach, timeline, fees, payment schedule, client responsibilities, assumptions, exclusions, and next steps. The sections on this page provide a reusable outline, while the preview shows how those parts fit together in a completed example.
Yes. Client onboarding is the example project. Keep the structure and replace the problem, activities, deliverables, success measures, schedule, and pricing with your own engagement. Strategy, marketing, technology advisory, and other services will need different scope boundaries and client inputs.
Use enough detail for the client to understand the work, cost, responsibilities, and decision required. This example uses six pages for a scoped engagement. A smaller project may need fewer pages, while a complex engagement may need additional detail or supporting materials.
No. They are illustrative details of this fictional example, not market benchmarks or recommended pricing. Set your own duration and fee based on the work you will perform, deliverables, review rounds, dependencies, and payment terms you propose to the client.
Yes. Browse all six pages, read the section outline and input checklist, and adapt or copy the prompt on this page. Creating or copying an editable document takes place in your ML Clever workspace.
Generate a new proposal from your brief or copy the example into ML Clever, then edit its text, structure, and theme. PDF export is available on eligible plans. The images on this page preview the example; the editable version is in ML Clever.
