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Cover of Consulting Project Proposal (Base), C4

C4 · Propose · Core

Consulting Project Proposal (Base)

A fixed-scope proposal with one clear option. What changes, how, by when, for how much and how both sides know it is done.

39 €

Secure checkout by Lemon Squeezy. One-time purchase. Prices in euros; see the terms of sale.

Real pages from the client version

Preview 1 of 3: page of the Consulting Project Proposal (Base) client version
Preview 2 of 3: page of the Consulting Project Proposal (Base) client version
Preview 3 of 3: page of the Consulting Project Proposal (Base) client version

Examples inside the kit are fictional.

What it solves

A project that needs one path does not need three options. Sell a fixed-scope implementation project with one clear option: what will change, how, by when, for how much, and how both sides will know it's done.

What is inside

  • The proposal
  • Working version with line-by-line guidance
  • Filled example (fictional)
  • Commercial language library
  • Mistakes that lose the sale
  • Pre-send checklist
  • Optional AI prompts

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF.

  • consulting-project-proposal-client.docx
    The version you send, in a neutral style with a [Your logo] placeholder.
  • consulting-project-proposal-working.docx
    The same pieces with line-by-line guidance. For you only.
  • consulting-project-proposal-playbook.docx
    Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
  • how-to-use.pdf
    One page: what the kit is for and how to use it.
  • consulting-project-proposal.md
    The kit as Notion-ready Markdown.

When to use it

  • After a diagnostic (C1) or a strategy session (E3), to implement what was decided.
  • Directly after a discovery call that scored 8–10 (F1), when the problem and the solution are already clear.
  • If the client would benefit from choosing between levels of ambition, use C2 Three-Tier Proposal instead.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

E5 Kickoff & Onboarding Plan. The output of this kit feeds the next one.

License

License: use for your own business and your own clients. No resale, sharing or redistribution of the templates. Review terms with a local professional before use.