Close consulting engagements faster
Your proposal is your sales page. Know when prospects read it, which deliverables they dwell on, and follow up at exactly the right moment.
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- Track every proposal open with instant push notification
- See time spent on your fees, scope, and methodology sections
- AI-written follow-up based on their exact reading behavior
- Capture acceptance digitally with a legal click-through record
The one sentence most consulting proposals are missing
A consulting proposal that quotes days invites a negotiation about the number of days. And one that never says where advising ends and executing begins turns your own roadmap into your unpaid backlog — the client reads "recommendations" and hears "and you will do them too". The engagements that stay profitable draw that line before signature, in one sentence.
The consulting proposal template below leads with the deliverables a client can hold — the report and the 90-day roadmap — and shows where this kind of proposal usually goes wrong.
The full template is free to read, no signup — the scope as written, the timeline, the questions clients ask, and the mistakes that cost real money. It is also loaded in ClosingMoment, ready to send as a tracked link.
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Try the proposal workflow with your first five proposals. Choose Solo for unlimited proposals and your own branding.
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- 5 proposals included
- AI-assisted proposal drafting and document import
- AI strength review before you send
- Section-level reading activity
- Requested AI drafts and WhatsApp handoff
- Closing Intel after 5 recorded outcomes
Also on Free
- Proposal opening notifications
- Client acceptance with recorded details and time
Solo
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Send unlimited proposals with your logo and colors.
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A few things worth knowing.
Close consulting engagements faster
Your proposal is your sales page. Know when prospects read it, which deliverables they dwell on, and follow up at exactly the right moment.
Start tracking consultant proposals free