Business strategy consulting proposal: Free template

Customize this free business strategy consulting proposal with Cobrief

Open this free business strategy consulting proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your strategic framework, client goals, and industry focus. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching strategic planning, market positioning, competitive analysis, or growth strategy engagements. Whether you’re an independent consultant or part of a firm, this version gives you a structured head start and removes the guesswork.

What is a business strategy consulting proposal?

A business strategy consulting proposal outlines your approach to helping an organization define its direction, solve complex challenges, or pursue growth opportunities. It typically includes your methodology, deliverables, timeline, and pricing — giving decision-makers clarity on what to expect and how your expertise will add value.

This proposal helps structure the engagement around outcomes — such as entering new markets, repositioning the brand, improving profitability, or responding to competitive threats.

A strong strategy proposal helps you:

• Clarify scope and structure of your engagement.
• Align on deliverables and decision-making timelines.
• Demonstrate credibility and a thoughtful approach.
• Build confidence with clear communication and direction.

Why use Cobrief to edit your proposal

Cobrief makes it easy to draft, refine, and send polished consulting proposals — with AI support built in.

• Edit the proposal directly in your browser: No setup or formatting needed — just open and start customizing.
• Rewrite sections with AI: Clarify strategy language, simplify complex ideas, or improve flow instantly.
• Run a one-click AI review: Spot weak or vague sections and improve them immediately.
• Apply AI suggestions instantly: Accept edits one-by-one or apply all improvements across the proposal.
• Share or export instantly: Send via Cobrief or download a clean PDF or DOCX version in seconds.

Present your value with clarity and confidence — without wasting time on formatting.

When to use this proposal

Use this business strategy proposal for:

• Pitching a consulting engagement to a new client.
• Responding to an RFP or executive inquiry.
• Proposing a structured strategy sprint or workshop series.
• Presenting a growth or transformation roadmap.

It’s flexible enough for startups, mid-sized companies, or enterprise teams.

What to include in a business strategy consulting proposal

Each section of the proposal helps the client understand your process, deliverables, and expected outcomes:

• Executive summary: Briefly outline the client’s current challenge or opportunity, and how your strategic guidance will support better decision-making or growth.
• Scope of work: Define what’s included — discovery sessions, stakeholder interviews, SWOT or market analysis, competitor mapping, business model refinement, go-to-market planning, etc.
• Methodology: Share the frameworks or approaches you use (e.g., OKRs, Balanced Scorecard, Ansoff Matrix, Business Model Canvas), and explain how you adapt your process to the client’s needs.
• Timeline: Lay out a phased timeline — e.g., kickoff, research, strategy formulation, presentation, and follow-up. Include estimated dates or durations.
• Pricing: Present your pricing model — whether flat-fee, phased milestones, or time-based. Clearly define what’s included and what’s optional.
• Terms and conditions: Outline payment terms, revision policy, confidentiality, and how recommendations will be delivered (e.g., PDF strategy deck, live presentation).
• Next steps: Close with a clear CTA — such as “Reply to approve” or “Schedule a strategy kickoff.”

How to write an effective business strategy consulting proposal

A great strategy proposal should feel confident, focused, and grounded in real outcomes:

• Focus on the result: Make it clear how your work will help the client make smarter decisions or unlock growth.
• Show your thinking: Outline your process — from problem discovery to roadmap delivery — so it feels rigorous and structured.
• Speak their language: Tailor terminology and priorities to the industry or stakeholder group.
• Be clear about scope: Define what’s included and what isn’t to avoid misalignment.
• Format clearly: Use clean headers, bullets, and short sections for readability.
• End with direction: Make the next step easy and actionable.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.