Free template
Consulting Proposal Presentation Template with Phased Scope, Fees and Roles
This consulting proposal presentation template helps you present an engagement the way a client will evaluate it: what it costs, how long it takes and who owns each step. The eight-slide PPT deck uses a fictional advisory firm pitching an eight-week growth plan, opening with a scope table that lists Diagnose, Design and Mobilize phases with weeks, outputs and fixed fees up front. The story then frames the client challenge in three points, sets three numbered objectives, and lays out the approach as a three-step staircase. A bar chart breaks the fixed fee down by phase, a roles table pairs each owner with a responsibility and a working cadence, and the closing slide lists the next steps to kick off. Visually, the PowerPoint template relies on deep plum serif headlines, an ivory background, thin brass rules and line icons, with architectural and harbor photography reserved for the cover and close. Scope and fee figures are clearly marked as illustrative, so the slides work as a starting structure for consultants, agencies and freelancers in PowerPoint or Google Slides.
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What’s included
Consulting proposal cover
Cover slide for an example consulting proposal presenting a practical growth plan for a fictional client, dated October 2026.
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Eight-week engagement scope and fees
Scope table outlining three phases with timing, key outputs and illustrative fixed fees, totaling eight weeks.
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Client challenge
Slide framing the client's need to make growth choices with stronger evidence, summarized in three challenge points.
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Engagement objectives
Three numbered objectives that narrow from three opportunities to one pilot concept and a 90-day action plan.
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Three-phase consulting approach
A staircase diagram showing how the engagement moves from diagnosis to design to mobilization, with activities for each phase.
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Investment by phase
Bar chart comparing illustrative fees for each phase alongside a fixed-fee total and a note on travel and scope changes.
- • Travel excluded
- • Any scope change agreed in writing
Roles and governance
Table assigning example people to the client sponsor, engagement lead and client team roles, with a weekly and biweekly working cadence.
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Next steps to start
Closing slide listing next steps to confirm scope and fee, nominate the client team and schedule the kickoff.
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Best for
- Pitch a fixed-fee consulting engagement to a prospective client
- Present a phased scope of work with timelines and deliverables
- Explain project fees by phase in a proposal review meeting
- Confirm engagement roles, owners and meeting cadence before kickoff
- Summarize next steps after a discovery call
Who this template is for
- Management consultants
- Independent strategy advisors
- Agency account and new-business leads
- Freelance business consultants
- Professional services sales teams
Features of this template+
- Scope table with phases, weeks, outputs and fees on the second slide
- Three-step staircase diagram for a Diagnose, Design and Mobilize approach
- Bar chart slide that breaks a fixed fee down by phase
- Roles and responsibilities table with a working-cadence strip
- Plum, ivory and brass editorial palette with large serif headlines
- Editable PowerPoint slides, with a Google Slides conversion option
