Adapt light in the Consulting Proposal in a few clicks

Aug 6th, 2022
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How to adapt light in the Consulting Proposal

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so welcome to consulting business school and this week were going to be talking about client proposals presentations because that is what a lot of people have been asking for so thats coming right up [Music] okay so one of the really important parts of your consulting business is be to be able to write really high class winning proposals now depending on your consulting journey how new you are the relationships you have with your clients you could be very lucky like i am with a lot of my clients where its non-competitive so basically theyll say rob can your team help me with x y and z and were really just putting a proposal together to clarify exactly what were going to do how long its going to take how long its going to cost et cetera but we still have to compete for work as well so particularly for larger projects companies will very often go to tender and theyll ask a number of different consulting companies to put in a proposal so regardless of whether youre new to consul

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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A good consulting proposal must have the following information: A summary of the problems or challenges that your prospect is facing. A detailed account of how youll solve those problems. A list of the results youll seek to achieve for their business.
A compelling consulting proposal should have the following key elements: 1 Executive summary. 2 Problem statement. 3 Solution overview. 4 Benefits and impact. 5 Testimonials and credentials. 6 Pricing and terms. 7 Heres what else to consider.
What is a Consulting SOW (Scope of Work)? A Scope of Work (SOW) is a document that defines how a project will be executed through specific tasks, activities, deliverables, and timelines. A SOW also provides important legal protections for both you and your client.
The proposal format will typically be a condensed slide deck unless the client specifically requests a plain text document. Final proposals are always shared as PDFs. Often, consultants will be asked to pitch the proposal after submitting it.
Deliverables are the tangible products or services that you provide to your clients, such as reports, presentations, software, or training. Outcomes are the results or impacts that your deliverables create for your clients, such as increased revenue, improved efficiency, or reduced risk.
In your outline, be sure to include the essential components of a consulting proposal, including: Contact information and date. Greeting. Project summary. Objective. Deliverables. Credentials. Terms and conditions. Conclusion.
Use the pyramid principle (say the most important things first) and keep all the details in an appendix. Try and limit the main proposal deck to 20-30 slides or 10-15 pages. Write the proposal in simple language that your client understands. Keep it free of consulting jargon and acronyms to the extent possible.

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