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Thank you for the conversation about where [Client Name] is today and where you want to be. This proposal sets out what we heard, how we'd approach it, what you'll receive, and three ways to work together.
Where You Are
[Summarize the situation in the client's words, for example: revenue has grown 40% in two years, but margins have fallen, delivery times are slipping, and the leadership team doesn't agree on what to fix first.]
What Success Looks Like
By the end of this engagement, [Client Name] will have:
- A clear diagnosis of what's driving the problem, backed by your own data
- A short list of priorities the leadership team agrees on
- A 12-month roadmap with owners, milestones, and measures
Our Approach
We work in three phases. Each ends with a working session where we review findings together and agree on the next step before moving on.
1. Diagnose (weeks 1 to 3). Interviews with leadership and key staff, a review of financials and operating data, and a look at how work actually flows through the business. You'll see early findings at the end of week 2.
2. Decide (weeks 4 to 5). We present the root causes and three to five options for addressing them, with the cost, effort, and expected impact of each. In a half-day workshop, the leadership team chooses its priorities.
3. Plan (weeks 6 to 7). We turn the chosen priorities into a 12-month roadmap with owners, milestones, and the measures that will show whether it's working.
What You'll Receive
- A findings report with the evidence behind each conclusion
- Options analysis and a facilitated decision workshop
- A 12-month roadmap and a one-page summary for your team
- A 60-minute handover session for the people who will own the work
Investment
Choose the option that fits. Fees are fixed for the scope described, so there are no surprises from hours or meetings.
| Interviews, data review, and analysis | $9,500.00 |
| Findings report and presentation | $2,500.00 |
| Total | $12,000.00 |
| Interviews, data review, and analysis | $9,500.00 |
| Options analysis and decision workshop | $6,000.00 |
| 12-month roadmap and handover | $5,500.00 |
| Total | $21,000.00 |
| Interviews, data review, and analysis | $9,500.00 |
| Options analysis and decision workshop | $6,000.00 |
| 12-month roadmap and handover | $5,500.00 |
| Monthly advisory support (months) (3) | $12,000.00 |
| Total | $33,000.00 |
What We Need From You
- A sponsor on your leadership team who can make decisions and clear the way
- Access to the people we interview within the first two weeks
- Financial and operating data, shared within five business days of kickoff
- Attendance at the working sessions and the decision workshop
Timeline
We can start within two weeks of your signed approval. The diagnostic takes three weeks and the full engagement about seven. Implementation support runs monthly from the end of the roadmap phase.
Terms
Payment. 50% of the selected fee is due on signing, and the balance on delivery of the final report or roadmap. Monthly advisory support is billed at the start of each month. Invoices are due within 15 days.
Expenses. Travel and other expenses are billed at cost, only with your approval in advance.
Confidentiality. Everything you share with us stays confidential, during the engagement and after it.
Ownership. The reports, roadmap, and materials we create for you are yours once paid for. We keep our general methods, tools, and know-how.
Changes and ending the engagement. If the scope needs to change, we'll agree on it in writing before doing the work. Either party may end the engagement with 14 days' written notice. You pay for work completed to that date.
Acceptance
Choose an option and sign below to accept this proposal. We'll be in touch within one business day to schedule kickoff.
How to use this template in Clientary
- Edit it online. Change any section, add your own, and add a fee table with packages the client can choose from. No account needed.
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- Send it to be signed. Your client reviews, chooses a package, and signs online, and you can see when it's viewed and signed.
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