Try This Template
Use This Template

Our consultants have the training and expertise to help your organization improve its business processes and become more effective.

No one knows your business better than you do, but sometimes an outside perspective is needed to get to the root of a problem and develop an innovative solution. Plus, outsourcing this intense strategy work gives you time to focus on the day-to-day business and ensures that you get the best expertise available.

Let the varied experience of our consultants guide our analysis of your business to improve performance and help your achieve your goals. We provide the big picture planning to envision and achieve a future where your business is a leader in your industry.

At the conclusion of our engagement, you will have a personalized solution to improve your business processes and increase efficiency. We promise high-quality, clear deliverables that are fully customized to the unique needs of your organization.

Thank you for your consideration of this consulting proposal template. Please contact us at {{ }} with any questions.

We look forward to speaking with you soon to discuss next steps.

"I'm not sure where my business would be without Business Consultants Ltd. They've helped us streamline our entire operation from HR improvements to software implementations. I can't recommend them enough."

"Red Box was at a point where we needed a third party to take a look at the business. We're so happy we did! We increased efficiencies across the board and really improved the business. Their breadth of knowledge is outstanding. "

Download Proposal PDF

Consulting Proposal Template

Tom Maxwell

Hey John,

It was great meeting yourself and the Blue Records team.

I think you guys are at a tipping point where our consulting services could make a huge impact on your business.

Take a look at our brochure on the left to get more info about our business and take a peek at our client testimonials.

If you're ready to go, just enter your payment details and sign this proposal.

We're excited to work with Blue Records!



Your Summary
Human Capital

Often we forget that the most valuable part of every organization is the skills and knowledge of its employees. Our consultants can help you address the specific issues and complex trends around people, processes, and operations faced by your business now and in the future. Our analysis and recommendations will help you to achieve the following:

  • Better alignment of staff
  • Improved organizational structure
  • Targeted talent development
  • Enhanced coaching skills
  • Increased productivity

The competitiveness of your business is rooted in your ability to develop, deploy, and draw talent. We can help you weigh the benefits of investing in your workforce against the risks of allowing inefficiencies and underdevelopment to go unchecked. Our consultants will develop a plan for smart investment in your staff that will show tangible results for years to come.


As a business emerging in the digital age, you need an innovation advisor to help you find the right mix of technologies to help your organization succeed. Even the most tech-savvy leaders can benefit from having a partner to determine which technology initiatives are right for your firm.

We will work with you to develop the long-term vision of your company and to choose the correct hardware, software, and other technology to improve your digital impact.

Our consultants focus on the following topic areas to offer the best technical solutions to help you achieve your goals:

  • Data analytics and information management
  • Cloud services
  • Digital and emerging technologies
  • Cyber and information technology (IT) risk
  • Industry insights and trends

From the Internet of Things (IoT), to artificial intelligence, to virtual and augmented reality, our consultants are versed in industry trends and best practices. Let us guide your decision making process to ensure that your company emerges as competitive and thriving.

Risk Assessment

Today, companies face threats to everything from their physical location to their employees, data, funds, reputation, and proprietary information. Our specialized risk assessment consultants can assist you with assessing and managing market, regulatory, and material risks, and ensure compliance across your organization.

We can help you to better understand and mitigate the risks your organization faces using the following time-tested process:

  • Gap Analysis - Identify the assets to be protected.
  • Risk Identification and Assessment - Identify and quantify the types of risks facing the assets.
  • Risk Analysis and Evaluation - Determine the severity of each risk event based on the probability of occurrence and the level of impact on the company.
  • Plan Design and Development - Develop a plan that implements only security measures that have been cost-justified.
  • Implementation and Reporting – Create a risk-focused company culture that includes communication protocols for discussing and reporting risk.

We will formalize a unified risk management plan across the entire organization and establish processes for continuous risk assessment and mitigation beyond the bounds of our engagement. We can also be called on for future risk checks and to address new risks that may arise.

Strategy, Operations, and Sustainability

Businesses of every size and in every industry face challenges with competition, profitability, and corporate responsibility. By partnering with us, you will have access to our diverse industry experience and research expertise in these areas.

After a thorough assessment of your business from the perspectives of both an insider and an outsider, we will develop performance plans to spur improvements in the following areas:

  • Strategy evaluation
  • Accelerated growth
  • Reduced costs
  • Change management
  • Improved operations
  • Management of social and environmental impacts

If you have already established your company’s strategy, we can help you achieve it. If you need to conduct strategy development, we can facilitate the process. Either way, your firm will emerge from this exercise leaner, stronger, and more competitive, and you will feel ready to implement strategy effectively and achieve your corporate goals.

Payment Schedule
Estimate Total
Human Capital
Including $20.00 GST
Estimate Total
Including $20.00 GST
Estimate Total
Risk Assessment
Including $20.00 GST
Estimate Total
Strategy, Operations, and Sustainability
Including $20.00 GST
Payment Details Required

Please enter or select your payment details. Charges will appear on your statement from PI*SKYRISE ACCOUNTI AU.

Mastercard ···· 2345 05/23
Jane Banner
Bank ···· 4905 08/21
Jane Banner
Add A New Payment Method
Sign & Accept

Please read your terms of service as it contains important information.

{{ }}

Start Date {{ proposal.acceptance_date }}

Dear {{ }},

This letter serves to confirm our understanding of the terms of our engagement. It also stipulates the type of services that we will provide and any limitations to those services.

Purpose, Scope, and Deliverables

We will provide general business consulting services, including human capital, technology, risk assessment, strategy, operations, and sustainability consulting.

Project Period of Performance

The project will begin on (insert date). The final day of the contract will be (insert date). No work will take place outside of these dates unless agreed upon by both parties in an additional formal contract.


Any information that we acquire from the client will be subject to the strictest confidentiality requirements. We will not disclose any information to other parties except as required by law or with the client’s written consent.


The fee will be charged on the basis of an agreed upon hourly rate. This fee arrangement will only be subject to change under the following circumstances (list circumstances which may change the costs of providing the services).

Liability Limitation

Our liability is limited by a Professional Standards Legislation-approved scheme.

Deliverable Ownership

All original documents obtained from the client shall remain property of the client. However, we reserve the right to retain a reasonable number of copies of the originals for our records.

Any hard copy or electronic deliverables produced under this contract will be provided to the client but remain the property of the consulting firm.

Terms of Service

  • All documents exchanged during the course of this contract will be considered confidential and treated as such.
  • All communications between the parties with respect to the provisions of this agreement shall be in writing.
  • The consulting firm is as an independent contractor. The employees of our firm will remain as such throughout the entire contract.
  • Contractor shall have no authority to act as an agent for, or on behalf of, the company in any manner.
  • Contractor will not be entitled to benefits, including worker’s compensation, retirement, insurance, or other benefits for employees of the company.

Confirmation of Terms of Service

Upon agreement with the terms, please sign and return this letter to indicate your understanding of the arrangements. Contract effectiveness is from the date of signing unless any change is communicated between the two parties.


{{ }}

// end consulting proposal template

I accept the above terms and payment terms.