CONSULTING PROPOSALS · Workflow idea
Bring a client’s needs, your consultant profiles, and current pricing together. Get a set of proposal drafts to review, with gaps and inconsistencies surfaced before anything is shared.
01 / The starting point
A meeting transcript or client discovery file
“Summarize the client’s needs from the discovery materials, compare them with approved consultant profiles and pricing, and prepare a choice of proposal options.”
02 / The work
Turns discovery materials into a structured client brief, compares the needs with your consultant and pricing records, and prepares presentation drafts for suitable options.
Use the meeting transcript or submitted discovery file to collect the client’s needs and relevant business context.
Arrange the available details into a consistent brief, and stop for review when the source is unreadable or key information is missing.
Review the approved profiles against the client’s stated needs and identify options that appear relevant.
Prepare economical, middle, and premium options using the available consultant, service, and pricing details.
Surface mismatched details or unsupported selections so a consultant can correct or replace them.
Place each reviewed option into the proposal format for a consultant to verify before sharing with the client.
03 / The result
Three proposal levels with a presentation draft for each recommended consultant, plus any issues that need a consultant’s attention before sharing.
Research & strategy · Example outcome
Three proposal levels with a presentation draft for each recommended consultant, plus any issues that need a consultant’s attention before sharing.
The drafts and automated checks do not confirm that a consultant, scope, or price is right. A consultant must verify the recommendation and figures before the proposal is shared.
04 / Make it yours
A few choices shape the work around your team.
Decide which meeting transcripts or client files are suitable inputs and how unreadable or incomplete material should be reviewed.
Keep profile details, service rates, package prices, and optional services current so proposals draw from information your team maintains.
Set up a presentation layout with the client, consultant, scope, and pricing details your team needs to review.
Choose who verifies consultant fit, scope, and prices, and test cases with missing details, no matching profile, and flagged inconsistencies.