Proposal

use-case

Slides

format

Consulting

industry

Professional services

industry

Marketing

industry

Classic

design

Consulting proposal template

The proposal a partner would write after a good discovery call: their context in their words, the objectives, your approach phase by phase, and a budget that reads as an investment rather than a rate card.

Try it out

Make this template yours

Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

Use this template

We never train a model on your content.

Format

Slides · 16:9

Length

15 slides

Sections

7 sections

Exports

PDF · PowerPoint

Hosted in the EU. No model training on your data.

What's inside

Seven sections that win the engagement

Written so the client recognises their own problem before they reach your price.

Context and stakes

What you heard on the call, in their vocabulary. Quote the client back to themselves and everything after it earns its credibility.

Objectives and success criteria

What has to be true at the end of the engagement. Measurable, and agreed before the work starts.

Approach

Your methodology applied to their case, phase by phase. Not the generic version from your website.

Deliverables

What lands on their desk, in what format, at which milestone. Ambiguity here is where scope creep starts.

Team

Who is on the engagement, their seniority, their days, and what each one brings to this specific problem.

Timeline

Phases against real dates, with the client's own input and decision points marked.

Budget and terms

Fees by phase and by profile, expenses, payment schedule and validity, presented so the client sees what each phase buys.

How it works

From this template to client-ready

Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Sells the method, not the day rate

Clients rarely compare consultants on price. They compare on whether you understood the problem.

The context section does the selling

Half a page proving you listened is worth more than three pages of firm credentials. That is why it comes first.

A budget by phase, not by headcount

Splitting the fee across phases turns the price into a sequence of decisions rather than one number to negotiate down.

It matches how partners actually write

Upload two proposals you won and Cobl locks onto your firm's structure, tone and pricing logic for every proposal after that.

FAQ

Questions about this template

Does the proposal follow our methodology?

Yes. You upload your templates and your approaches by type of engagement. Cobl uses them, with your tone and your brand. The document comes out as a proposal from your firm, not as a template.

What about pricing?

You give the days and the daily rates, Cobl builds the budget by phase and by profile in the proposal. The pricing rule stays yours.

Can I use my own branding?

That is the point. Give Cobl your website and it reads your colours, your typography and your tone, then applies them to every page. Upload a past document and it locks onto your real design system.

How long does it take to adapt it to a real deal?

A first complete draft takes a couple of minutes. Teams report roughly 3h30 saved per proposal once their content library is connected.

Do I need an account to download it?

No. Take the template as it is and export it, without signing up. You create an account when you want Cobl to rewrite it with your own content, your branding and your past work.

Consulting proposal template

Seven sections that win the engagement

From this template to client-ready

Sells the method, not the day rate

Questions about this template

Related templates

Every deal deserves the right move. Make it.