Download a free Word template for your next consulting engagement. Start with the client's decision, then set out the work, deliverables, responsibilities, and approved fees. Use Okou to turn your discovery notes into a tailored draft.
A consulting proposal connects a business problem to a bounded engagement. The buyer should be able to see what they receive, what their team must supply, and how both parties will know a phase is complete.
This template separates assumptions from commitments. Replace each bracketed field with approved information, remove unused phases, and keep unresolved questions visible before sharing the document.
Move from discovery notes to an editable proposal in three passes.
Write the problem in the client's language and attach the evidence from discovery.
Fill in deliverables, acceptance criteria, dependencies, exclusions, and approved commercial terms.
Resolve missing facts with the client and review the editable Word draft before sending it.
Choose the engagement structure that matches the decision you are selling.
Research, interviews, diagnosis, options, and a recommendation meeting.
Current-state mapping, process design, handover, and optional implementation support.
Recurring advice with explicit capacity, meeting cadence, and exclusions.
Phased deliverables with client dependencies and acceptance criteria.
Once the scope is approved, turn the proposal into a buyer-facing meeting deck.
Illustrative example of how to fill the template; these are fictional inputs, not a customer result.
A bounded diagnosis
Deliver an onboarding process map, a bottleneck log, and prioritized recommendations.
Visible acceptance criteria
The client reviews the process map and attends a findings meeting; the proposal names both deliverables.
No invented commitments
Keep fees and dates as placeholders and make access to stakeholders a client dependency.
The downloadable template is editable. It is a proposal starting point, not an executed agreement.
Bring the client brief and approved terms. Review the scope and open questions before sharing.
Google Docs
Google Drive
HubSpotOnce the scope is approved, turn the proposal into a buyer-facing meeting deck.
Yes. Download the Word file without an account. Tailoring it with AI opens a task in Okou and uses your account's credits.
Yes. Upload the DOCX to Google Drive and open it in Google Docs. Check table widths and page breaks before sharing or exporting to PDF.
A proposal helps the buyer decide whether to proceed. An agreed statement of work fixes the authorized scope and terms. Review the appropriate agreement separately before work begins.
Yes. Supply your existing template, approved case studies, and pricing alongside the discovery notes. Ask Okou to preserve the format and flag conflicts.
Okou má také generátor návrhů AI.
Bring the client brief and approved terms. Review the scope and open questions before sharing.
