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Consulting Services Proposal Template

Take the stress out of writing consulting proposals with our easy-to-use Proposal Template for Consulting Services. Designed to help you showcase your expertise and clearly outline project details, this template ensures you impress your clients and set the stage for a successful partnership. Whether you’re a seasoned consultant or just starting out, our template has got you covered.

Used by 156 people

Rated 4.5

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Consulting Services Proposal Template https://cdn.prod.website-files.com/68f8afec752742985579aa06/693c23b06719c899d2d563d1_CONSULTING%20SERVICES%20PROPOSAL%20TEMPLATE.pdf consulting-services-proposal-template
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Key Elements Covered in Our Consulting Services Proposal Template

Executive Summary
Scope of Services
Company Overview
Project Timeline
Client Needs Assessment
Fee Structure and Payment Terms

Frequently
Asked Questions

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Invest your time in building client relationships,
not crafting sales proposals.

85%

Average Win Rate on Proposals

3mins

Build Quote with our AI Module

34%

Jump In Conversion Rate

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What our Customers say about us

No clunky spreadsheets. No more multiple tools & endless tabs. Just revenue. Zomentum’s AI powers your

"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."

Daniel Shone
Managing Director – Apex Computing Services

"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."

Perry Ashby
CEO, Urban Network

"The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms."

Robert Picard
VP & COO, Demand ITS Inc

"Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."

Jason Kemley
Director, Uptime Solutions

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