How to use this checklist
Offer this to consultants who write proposals alone. It is short enough to run through before pressing send, and easy to share.
What is inside
- The clientTheir problem in their own words: quote it near the top, using the words from the call.
- The offerOne clear outcome: state what changes for them, in one sentence.
- Scope and priceWhat is in: the work you will do, listed.
- Say it plainlyWe will conduct a comprehensive review of your operations
- Timeline and termsStart and finish dates: written as dates, not only as weeks from approval.
- The documentA one page summary first: result, price, timeline and next step, with detail after.
- After sendingFollow up: set a date to check in, ideally within three working days.
- What happens after you press sendyou send the proposal with a short covering note.
Three title ideas for your own version
- The proposal check before you press send
- A consultant's proposal checklist
- Is your proposal ready?
Where to promote it
- consulting communities
- newsletters
What should a consulting proposal include?
The client's problem in their own words, one clear outcome, scope and exclusions, a price and payment terms, a timeline and a single next step.
Make this checklist your own
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