Provide a summary of your consulting project that can be easily referred to and read. Mention all the most important elements of the project, as well as your consulting firm's approach.
Company background
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Consulting is a job that requires relevant expertise and experience. For that reason, be sure to outline your company's background and what special skills, abilities, and knowledge you will be bringing to the project.
Project scope
Outline all the tasks that will be accounted for within the framework of your project here.
Task 1
Task 2
Task 3
Out-of-scope
If there's anything you'd like to explicitly specify isn't included within the framework of your project, do so here. This is especially important for consulting projects because lines can get blurry and it's important to distinguish what your project will cover and what it won't.
Deliverables
Specify exactly what key deliverables will be produced once your consulting project has run its course.
Deliverable 1
Deliverable 2
Deliverable 3
Consulting Project Timeline
Milestone
Contact Person
Additional Information
Projected Date
Milestone 1
Someone
Milestone 2
Milestone 3
Milestone 4
Fees & Payment Terms
If you're carrying out a large-scale consulting project, payments will likely be delivered in phases and in accordance with milestones and deliverables. Identify what your firm's fees will be and what payment terms you'd like to work with here.
Additional Information
If there's any additional information that's relevant to your project you'd like to include, do so here.
Approval Protocol
If your prospective client wants to move forward with your consulting project, outline what they need to do to make that happen here.
Appendix
Attach any extra documents, reports, charts, or data here for your potential client's reference.