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How to write your Business Services and Consulting Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.

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Screenshots of 4 of 13 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Concepts #15 Title Page

Proposal Pack Concepts #15 Body Page
Proposal Pack Concepts #15 Body Page
Proposal Pack Concepts #15 Back Page

1. Get a Proposal Pack such as Concepts #15

This sample was created using the design theme Proposal Pack Concepts #15. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Business Services and Consulting Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Business Services and Consulting sample proposal is from an outsourcing firm pitching their HR consulting services to a local automotive repair company.

The FASS sample proposal is from an outsourcing firm pitching their services to a local automotive repair company. This sample illustrates how to use any of our Proposal Packs to pitch a company's goods and/or services to a potential client. The Proposal Pack framework can be used by virtually any company.

Human resources staffing firms, small business owners, outsourced service providers and consultants.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Business Services and Consulting Sample Proposal - The Narrative

Fidalgo Auto Sales and Service FASS is company specializing in sales and repair service of automobiles. FASS plans to expand its market by adding two new outlets in the greater Seattle area within the next two years. At this stage of growing its business Fidalgo Auto Sales and Service has unique opportunity to evaluate its current staff and define its future staffing needs as well as its employee development and benefits plans. QNA Consultants Inc. proposes to work with Fidalgo Auto Sales and Service to assess and update its current staff and to establish modern Human Resources Department that will serve the company's needs into the future.

The Project

QNA Consultants Inc. THIS AGREEMENT is made this Day day of February Year by and between QNA Consultants Inc. "Company" and Fidalgo Auto Sales and Service "Customer". Each of the undersigned parties and QNA Consultants Inc. understands that both parties have desire to establish an employment consulting or other business relationship between the Company and the Customer. The Proposal Pack Non Disclosure is page agreement short form version is also available. See the Proposal Packs for the complete text of the Non Disclosure agreement.

General Provisions

Governing Body. This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. Exclusive jurisdiction and venue shall be in the King County Washington superior courts. Entire Agreement.

This Agreement supersedes all prior discussions and writings and constitutes the entire agreement between the parties with respect to the subject matter hereof. The prevailing party in any action to enforce this Agreement shall be entitled to costs and attorneys’ fees. Binding Effect. This Agreement shall be binding upon and inure to the benefit of Customer and Developers and their respective successors and assigns provided that Developers may not assign any of his obligations under this Agreement without Customer’s prior written consent.

EXECUTED as of the date first written above.

The Objective

Fidalgo Auto Sales and Service is automobile sales and repair facility. Efficient expansion of facilities and personnel is the primary objective. Evaluate and develop the Human Resources department. Hire train and develop current and future staff.

Expand the current customer base and increase market share through improved staff development and training.

The Opportunity

Fidalgo Auto Sales and Service has unique opportunity to evaluate and redefine its staffing requirements as well as its employee development and benefits plans at this transitional stage of business. Evaluate current staffing needs both within the company as whole and within the Human Resources department in particular. Develop plans for and reduce costs of recruiting training and retaining staff. Establish an annual review process to measure staff performance and ensure that company personnel continue to meet the company's changing needs and goals.

The Solution

QNA Consultants Inc. will provide services full time on site for twelve months serving as FASS's transitional Human Resources department. Fully evaluate current and future staffing needs. Analyze needs and recommend realignment of current management staff. Analyze personnel positions and develop job descriptions for all positions.

Develop long term training programs. Develop annual review process. Fidalgo Auto Sales and Service FASS began in as small automotive sales and repair center located in Bellevue Washington. During the past years the FASS facility grew from its original square feet to the square feet it occupies today.

The staff also grew from the original three Fidalgo brothers to forty nine full time staff of office personnel and repair technicians. FASS is successful car sales and repair business drawing customers from all over the greater Bellevue Kirkland Redmond business district. The company has reputation for honest sales and excellent service with loaner cars as well as weekend and evening hours for customer convenience.

Now that FASS plans to add two more locations with additional employees the company needs to revamp its Human Resources department to meet the challenges of its growing operations. Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed.

The above Cost Summary does in no way constitute warranty of final price. Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract. This contract shall extend for calendar months commencing on the first day of the month following completion of the conversion process. Thereafter Contractor shall provide services described herein on continuing monthly basis at the current fee schedule.

Contractor shall disclose the current fee schedule minimum of days prior to the end of the initial contract term. In the event that both parties agree to new contract for period of or more months fees shall be determined at the time of signing the new contract. Cancellation of Contract.

Either party may terminate this contract with days notice. If Client notifies Contractor of termination prior to end of 12 month initial term Client shall pay for all contracted services through the end of the 90 day notice period or to the end of the initial term of contract whichever period is longer. No pre payment penalties shall be assessed for advanced payment.

A late payment fee of 15% of total due will be assessed on any account past due by days. Final terms and conditions of Work to Be Performed will be provided in the Contract for Services. QNA Consultants will provide the following services to Fidalgo Auto Sales and Service FASS.

Services listed here include pre production production and post production services unless otherwise covered under separate agreement. Analyze HR Staffing Needs – FASS's single HR employee is unable to meet the requirements of this growing company. QNA Consultants will evaluate the HR needs and make recommendations for staffing this area including the total number of staff members and the skills needed.

Modernize Management Staff –To date all managerial positions have been filled by internal promotion. While this may have served the company well until now this policy may not be in the company's best interest moving forward. QNA Consultants will conduct study of FASS's present and future managerial needs assess skills and experience of current managers and make recommendations about adding new managers and or upgrading skills to better match the company's needs. Develop Job Descriptions – QNA Consultants will develop job descriptions for all staff positions detailing skills needed responsibilities and required work habits.

This will allow FASS to more easily rank its employees for advancement and raises and will provide employees an accurate analysis of how well they are performing their jobs according to the company's expectations. Develop Recruiting Strategies – QNA Consultants will develop plan to efficiently recruit new staff members whose skills match the company's needs. Update Career Training Programs –QNA Consultants will review current skill levels of staff members and future needs of the company and recommend training programs that will develop desired skills and will cross train staff as efficiently as possible.

Design Process for Annual Review– QNA Consultants will recommend process for annual assessment of staff skills and productivity as well as the annual assessment of organizational efficiency and customer satisfaction. This will allow staff and management predictable method for monitoring and improving services. Based on Fidalgo Auto Sales and Service’s needs for this project QNA Consultants has put together this proposed project management team. Client Project Team Contact.

Miguel Rodriguez The Team Contact manages all communication between the QNA Consultants team and FASS. To maintain the schedule and avoid miscommunication all project related issues should be funneled through this contact. Project Manager. Sandra King The Project Manager ensures that the project meets the goals and schedule within the specified budget constraints.

Team Leader. Nora Robertson The Team Leader manages the everyday details of the project. The Team Leader will manage all the activities of the subordinate team members and answers directly to the Project Manager. Detailed resumes of each project team member are available upon request. Fidalgo Auto Sales and Service FASS is an automotive sales and service facility that plans to expand into the greater Seattle market.

The first step toward this goal is to create Human Resources HR department capable of serving the personnel needs of this growing company. The QNA Consultants project team would be located on site full time for period of twelve months to serve as transitional Human Resources department. During this period the QNA team will develop job descriptions and establish standard training and review practices as well as assess the needs of the company and the skills of the current personnel. QNA will recommend new positions assist in recruiting efforts and train the company's staff to take over all HR responsibilities.

This will result in the establishment of modern efficient Human Resources department designed to handle FASS's needs for the future. QNA Consultants has provided business consulting services for more than twenty years. We take pride in consistently delivering the most professional level of services available in the greater Seattle area. We understand the fast pace of modern business and are positioned to deliver the best results as efficiently as possible.

Our staff is required to continually update their skills and education levels to stay current with the latest business practices and requirements. Out mission is to make your business succeed. QNA Consultants specializes in Human Resources including.

  • Targeted recruitment strategies
  • Specialized training programs
  • Staff development plans
  • Administration of employee benefits
  • Discrimination issues and disciplinary procedures
  • Employee review and retention programs

Clients that have worked with QNA Consultants Inc. include LetsGo Exercise Inc., HearthFires, Redwing Investment Group, Miles Paper Products, Best Buffets, FSF Furniture Stores, Comend Industries. Excellence is always our first goal at QNA Consultants. That's why we're number one in the Human Resources field.

In our two decades of business QNA has served the needs of over five hundred clients. The names listed below are just few of our consistent clients who have volunteered to serve as references. Please feel free to contact them about their experiences with QNA Consultants Inc. You can also find more references listed on our web page.

Business proposal example What Our Clients Say

I found Proposal Kit when I was looking for some pretty last minute solutions to help me prepare and organize a professional proposal. It was fast, easy and affordable. I was able to use the templates to quickly organize my proposal data and package in and attractive and professional looking format."

Holly Girgin

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

Length of Sample

13 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Title Page, Table of Contents, Non-Disclosure Form (Long Version), Executive Summary, Cost Summary, Client Operations, Project Management, Contract and Terms, Project Summary, Qualifications, Services Provided, References, Back Page.

Business Services and Consulting Sample Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.

Cost Summary Calculator

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Resume and employment proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Concepts #15. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.



Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Business #24
Business Proposal TemplatesProposal Pack Communication #4
Business Proposal TemplatesProposal Pack People #4
Business Proposal TemplatesProposal Pack Symbols #11

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Business #1
Business Proposal TemplatesProposal Pack Business #7
Business Proposal TemplatesProposal Pack Business #9
Business Proposal TemplatesProposal Pack Communication #2
Business Proposal TemplatesProposal Pack People #1

15% Off Discount

Key Takeaways

  • The Business Services and Consulting Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

How to Write a Service Sales Proposal

Demonstration video on how to use Proposal Kit's proposal software to write a proposal to sell services. A basic service sales proposal will include an introduction, information about the services, pricing information and sometimes some specialty information to elaborate on the services such as responsibilities, polices, etc.

Frequently Asked Questions

How do I customize this sample to fit my specific project or business?

If you purchase this sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into this sample?

While this sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of this sample?

If you need help understanding or modifying a section of this sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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You can create countless variations of this sample with a Proposal Pack template library and Wizard software.
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