Overview
This consulting business proposal template helps teams translate discovery, methodology, and projected value into a board-ready presentation. Use it to articulate why your approach is differentiated, the numbers behind your promise, and how you will keep executive sponsors informed as the engagement moves forward.
When to use this deck
- Your firm is finalizing a pursuit and needs a polished presentation for the client decision meeting.
- Internal stakeholders need alignment on scope, staffing, and pricing before approvals go to procurement.
- You want a reusable proposal format that can be repurposed for retainers, projects, and managed services.
What’s inside the template
- Story-driven cover, executive summary, and situation analysis slides for fast context setting.
- Detailed phased delivery plan that clarifies workstreams, milestones, and collaboration checkpoints.
- Financial model slides with editable ROI tables, sensitivity analysis, and fee structures.
- Risk, assumptions, and governance section that helps sponsors understand how issues are escalated.
- Optional appendix with bios, relevant case studies, and implementation accelerators.
Data & research inputs to gather
- Latest discovery notes, requirements, and decision-maker priorities.
- Benchmarks or proprietary research that quantifies the urgency of the client problem.
- Delivery cost models, staffing assumptions, and the financial baselines you will use for ROI.
Customization tips
- Swap in your brand colors and typography using ML Clever’s design tokens so the deck is immediately on-brand.
- Embed live metrics or connected spreadsheet ranges to keep ROI calculations current without manual edits.
- Tailor the governance slide with client-specific reporting cadences and escalation routes to build trust.
Related playbooks
Pair this deck with the Consulting Strategy Deck for ongoing steering committee updates, or use the Consulting Workshop Presentation to facilitate kickoff discovery sessions once the engagement is signed.
