Consulting proposal template
A proposal a buyer can repeat, with role tabs for independent and fractional seats.
Open the template →Home / Templates
Templates
Templates for consultants and fractionals
Proposal, statement of work, discovery agenda, ideal client profile, referral emails, client check-in, and a 90-day fractional plan. Filled example first. Blank file second.
Statement of work template
Scope, days, out-of-scope, and the change rule, without pretending to be a contract.
Open the template →Ideal client profile template
Name the buying situation, not a demographic cartoon.
Open the template →Questions
FAQ
Are these legal documents?
No. Proposal, SOW, agenda, and plan templates are structure. They are not legal advice. Have a solicitor review anything that has to bind.
Why role variants?
A fractional CFO 30/60/90 is not a generic consulting proposal. The filled example is the SEO asset. The blank file is what you copy.
Can I use these without Nynch?
Yes. They stand alone. Nynch is useful when the discovery notes and promises have to be remembered on both sides.
When you want it run for you
Talk to the founder
Thirty minutes on your real data, not generic slides. Nynch tells you who to talk to today, why, and what to say.
Talk to the founder30 minutes. On your real data. Not generic slides.