Consulting Proposal Builder — Sellable Engagements

Draft proposal: Monthly Reporting Clarity

Prepared from the supplied discovery summary. Client identity, dates and approval authority must be confirmed before issue. Proposed fee and duration are user inputs, not accepted commitments.

Problem and objective

Monthly reporting uses inconsistent definitions and manual consolidation. The engagement will make definitions and workflow visible and test a prototype template. No baseline exists, so time savings or financial ROI are not promised.

Scope and approach

Week 1: Review authorized sanitized examples, run a definitions workshop and map the current reporting process. Capture unresolved definitions, handoffs and evidence gaps.
Week 2: Build a prototype reporting template using agreed definitions; conduct a review with the client’s designated reviewer; document feedback, limitations and next decisions.
Dates are conditional on timely inputs and reviewer availability.

Deliverables and acceptance

Acceptance criteria are proposals for client agreement, not fabricated approvals.

Client responsibilities

Provide sanitized sample data and relevant reporting examples; nominate a reviewer with decision access; attend the workshop; review definitions and draft deliverables within a mutually agreed turnaround. The proposal does not authorize unrestricted data or system access.

Commercial structure

Fixed fee: USD 2,000 for the stated scope. Payment milestones, taxes, expenses, validity and terms are not supplied and must be agreed before commitment. Two-week duration is conditional, not a guarantee. Material scope changes require written review of fee and timing.

Exclusions

Production deployment, integrations, ongoing support, historical data repair, independent audit, additional reporting units and unagreed revisions are outside this draft scope. Exclusions require confirmation against actual client needs.

Assumptions and risk

Sanitized data is sufficient for a prototype; client definitions can be reviewed promptly; no additional stakeholder or system constraints are known. Delayed access or conflicting definitions may change the plan. Maintain an issue log rather than hide unresolved decisions.

Next step and handoff

Confirm scope, reviewer, dates, data handling, acceptance and commercial terms; obtain authorized approval before issuing a binding offer. Delivery team receives the agreed problem, deliverables, dependencies and open items. No proposal was sent, signed, accepted or deployed.