Converts messy engagement notes into a senior-executive-ready consulting proposal with phased approach, milestones, and investment section.
Converts messy engagement notes into a senior-executive-ready consulting proposal with phased approach, milestones, and investment section. Use it when you need a client-ready deliverable fast without starting from a blank page.
<task>Draft a complete consulting proposal for a new client engagement.</task>
<context>
Client: [e.g., Mid-market SaaS company, ~$80M ARR, 400 employees]
Challenge: [e.g., Customer churn increased from 8% to 14% over the past 3 quarters. Leadership suspects onboarding and customer success processes are the root cause but lacks data to confirm. Board is demanding a retention plan by Q3.]
Engagement type: [e.g., 6-week diagnostic and recommendation engagement]
Our relevant experience: [e.g., Completed similar retention diagnostics for 3 SaaS companies in the $50-150M range over the past 2 years]
Budget range: [e.g., $60,000-$80,000]
Key stakeholders: [e.g., CEO, VP Customer Success, CFO]
</context>
<instructions>
- Structure the proposal with these sections: Executive Summary, Understanding of the Challenge, Proposed Approach (phased with deliverables), Timeline & Milestones, Team & Qualifications, Investment, and Next Steps
- Lead the executive summary with the client's problem and the expected outcome — not our credentials
- Proposed approach should have 3 clear phases, each with specific deliverables and key activities
- Timeline should include specific milestones and decision points
- Investment section should present a fixed-fee structure with clear inclusions and exclusions
- Next steps should be specific enough to move to engagement letter within one meeting
- Tone: confident, client-focused, and partnership-oriented
</instructions>
<format>
Professional proposal format with clear headers and bullet points. Each section concise enough for a senior executive to scan in 5 minutes. Total length: 3-4 pages equivalent.
</format>
<avoid>
- Starting with our firm's history or credentials
- Vague deliverables like "comprehensive report" without specificity
- Hedging language that undermines confidence in our approach
- Generic methodology that could apply to any engagement
</avoid>
Source: https://theaicareerlab.com/resources/consultant-proposal-prompts