Consulting Services Proposal Template

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This consulting proposal template includes all the necessary components of a strategic game plan. Consultants, marketing professionals and agencies can use it to create an easy-to-read and mobile-friendly document. Send it as a password protected link or export it as a PDF. Edit, customize, move sections around to make it your own.

Editable Consulting Services Proposal Examples:

If you like them, you can add them to your dashboard with one click and use them as a starting point. Companies, concepts, people, names below are imaginary. Designs and layouts are for your inspiration.

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Frequently Asked Questions

What is Xtensio?

Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.

What's a folio?

Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.

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Do I have limits on how many templates I can try?

No. You can try all of our free templates with any of our plans. The limitations are only on your active folios. On the Free Forever plan, you may have one active folio at a time. If you’d like to create another folio, you upgrade to one of our premium plans or delete the folio that’s currently active on your dashboard.

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Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Your work belongs to you. Your folios are private unless you decide to share them or make them public. Here’s more on the range of sharing options on Xtensio, from completely private to public.

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What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you would have an increased folio limit, unlimited exports, removed Xtensio branding from all shared folios and other features such as password protection for your shared links, folio stats and the ability to create and save your own templates. Here’s more about our premium plans.

What would I use the consulting services proposal for?

A well-developed consulting services proposal will show your game plan to your next potential clients. Consultants, marketers and agencies can use this template to create an easy-to-read and mobile friendly proposal.

Do you have any examples I can use?

Yes! We have a couple of consulting services proposal examples above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration. Just click on one of the examples further up on this page to save it as a folio and start editing with your own content.

How do I formulate case studies to share in my proposal?

To create an effective consulting services proposal, you’ll want to show potential clients your past successful projects. You can use the case study template to showcase a compelling story of how your company solved a particularly challenging problem.

Can I add colleagues to edit my proposal?

Yes! You can invite as many people as you’d like to collaborate on your consulting services proposal, ensuring your whole team is aligned. All of our plans, including your free account, allow you to add an unlimited number of collaborators. Here’s more on real-time collaboration.

How do I share my consulting services proposal?

When you’re ready to share your consulting services proposal, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting your proposal as a PDF or PNG. All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for promoting my business?

We do! There are a number of different templates, examples and resources to guide you through the process of landing clients and creating beautiful client-facing deliverables. Check out our Xtensio for Consultancies and our Business Development toolbox to find more tools and resources.

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