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 offer, the client’s goals, and their current strategic challenges. 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 projects, market analysis, or growth initiatives. Whether you’re creating proposals regularly or occasionally, this version gives you a structured head start and removes the guesswork.
What is a business strategy consulting proposal?
A business strategy consulting proposal is a document used to present a structured plan for helping an organization define or refine its strategic direction. It outlines your approach to analyzing market conditions, competitive positioning, and internal capabilities to create actionable strategic recommendations.
Typically shared after discovery conversations or preliminary assessments, this proposal helps stakeholders align on objectives, methodology, deliverables, timelines, and pricing.
A good business strategy consulting proposal helps you:
- Define clear strategic objectives aligned with client goals.
- Communicate your consulting approach and framework.
- Set realistic expectations around deliverables and timelines.
- Move the client closer to approval and project kickoff.
Use this proposal when you want to provide structured guidance to help clients navigate complex strategic decisions.
Why use Cobrief to edit your proposal
Cobrief gives you a faster, smarter way to customize and polish your proposal directly in your browser — with built-in AI to support your writing.
- Edit the proposal directly in your browser: No setup or formatting required — just click and start working.
- Rewrite sections with AI: Highlight any sentence and choose from smart rewrite options like simplify, rephrase, or change tone.
- Run a one-click AI review: Get actionable suggestions to improve flow, fix vague language, or fill in missing detail.
- Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
- Share or export instantly: Send your proposal via Cobrief or download a clean PDF or DOCX file — ready to share with clients.
No formatting headaches, no guessing — just a clean, guided experience from start to finish.
When to use this proposal
This business strategy consulting proposal works well in scenarios like:
- Developing or refining corporate or business unit strategies.
- Conducting market entry or competitive analysis.
- Supporting digital transformation or innovation initiatives.
- Aligning leadership teams around strategic priorities.
- Planning for growth, M&A, or organizational restructuring.
Use this proposal when you want to present a clear, data-driven roadmap for strategic decision-making.
What to include in a business strategy consulting proposal
Each section in this template helps you communicate your offer clearly and professionally. Here's what to include — and how to tailor it:
- Executive summary: Summarize the client’s strategic challenges and your consulting approach.
- Objectives and scope: Define the strategic questions or goals to address.
- Methodology: Outline analysis, workshops, stakeholder interviews, and deliverables.
- Timeline and milestones: Present phases such as discovery, analysis, recommendation, and implementation planning.
- Pricing and fees: Clearly explain your fees, whether fixed, hourly, or milestone-based, including what’s covered.
- Terms and conditions: Clarify payment terms, confidentiality, and client responsibilities.
- Next steps: Provide a clear call to action for proposal approval, kickoff, or further discussion.
How to write an effective business strategy consulting proposal
This proposal should be clear, client-focused, and results-oriented. Use these tips to write more effectively:
- Lead with client impact: Make it obvious how your work will help solve their key strategic challenges.
- Avoid jargon: Explain frameworks and methods in plain language accessible to diverse stakeholders.
- Emphasize actionable outcomes: Highlight recommendations, implementation plans, and decision-making support.
- Be specific with deliverables: Clearly define workshops, reports, and strategy documents you’ll provide.
- Demonstrate flexibility: Offer options for scope adjustments or phased engagement.
- Close with a confident next step: Always end with one clear CTA — don’t leave clients unsure how to proceed.
Frequently asked questions (FAQs)
How do I tailor this proposal for different industries?
Customize examples, frameworks, and strategic focus to suit the client’s sector and market dynamics.
What pricing structures are common?
Fixed fees, hourly consulting, or milestone payments are typical. Tie fees to clear deliverables.
Can workshops and stakeholder interviews be done remotely?
Yes — many components can be virtual, though onsite sessions can be included as needed.
How do I manage changes in project scope?
Include clear change management terms and options for scope revision in your contract.
Can I export this proposal for client review?
Yes. After editing, export a professionally formatted PDF or Word document ready for sharing.
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.