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Financial Performance Consulting Proposal
A proposal written for financial performance consultants, fractional finance leads and margin or cash-flow advisers. It comes with the sector's discovery questions, a filled example and the language to answer its usual objections.
39 €
Secure checkout by Lemon Squeezy. One-time purchase. Prices in euros; see the terms of sale.
Real pages from the client version
Examples inside the kit are fictional.
What it solves
A generic proposal template does not use your client's words.
What is inside
- The proposal
- Financial discovery questions (add to your discovery call)
- Working version with line-by-line guidance
- Filled example (fictional)
- Commercial language library, with finance-specific objections
- 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.
financial-performance-consulting-client.docx
The version you send, in a neutral style with a [Your logo] placeholder.financial-performance-consulting-working.docx
The same pieces with line-by-line guidance. For you only.financial-performance-consulting-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.financial-performance-consulting.md
The kit as Notion-ready Markdown.
When to use it
- When the client's problem is margin, cost, cash or visibility of the numbers.
- For a single option. For levels of support, combine it with C2 Three-Tier Proposal.
Who it is for
Financial performance consultants, fractional finance leads and margin or cash-flow advisers.
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.