Consultancy proposal cheat sheet
The 8 essential elements of a winning consultancy proposal
My cheat sheet will outline the exact 8 components I include in all of my consultancy proposals. My approach has been honed over the years and my current template has delivered hundreds of consultancy projects.

Use the cheat sheet and it will streamline your process of preparing proposals AND increase your success rate.
It will show you how to craft a proposal that will:
  • Inspire confidence in your skills;
  • Demonstrate that you totally understand the client’s needs; and
  • Ensure you stand out from the competition.
My approach will also help you to:
  • Embed a project plan in your proposal;
  • Manage the client expectations from the get-go;
  • Protect yourself against scope creep; and
  • ​Secure your payment terms.
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