Consulting proposals fail for two reasons. Either the scope is loose enough that the engagement expands without the fee moving, or the document is so long that the decision stalls while it waits to be read. The document has to be specific about the boundary and short enough to act on.
Make the scope boundary explicit
The most valuable line in a consulting proposal is usually the one describing what is not included. Proffa gives you a structured proposal rather than a blank page, so scope, deliverables and price stay in a predictable place and the boundary does not get buried in prose.
- Build reusable service templates for the engagement types you run repeatedly.
- Separate phases into their own priced items so a client can approve a discovery phase without committing to delivery.
- Keep your terms attached to the proposal, so scope and contract are accepted together.
Why this matters
Phased pricing shortens the decision. A client who is hesitant about a six-month programme will often approve a two-week diagnostic immediately, and that is a far easier yes to ask for.
Remove the friction from signing
Every extra step between deciding and signing is a chance for the decision to cool. Proffa clients open a link and sign online. There is no account to create, no password to reset and no app to download, which matters when the person signing is a director checking email on a phone between meetings.
Both sides receive the signed PDF, captured with the signer name and a timestamp, so the record exists without anyone filing anything.
Start the engagement properly
The information you need for a clean kick-off is usually known in advance: who the stakeholders are, which systems you need access to, what the reporting line looks like, where the existing documentation lives. An onboarding form attached to the engagement collects that at signature, so the first session is about the work rather than logistics.
What consulting firms use in Proffa
| Job to be done | In Proffa |
|---|---|
| Quote a scoped engagement | Service templates per engagement type |
| Sell a phase at a time | Separately priced proposal items |
| Get terms accepted with scope | Engagement terms signed with the proposal |
| Get a fast decision | Online signing with no client login |
| Run a clean kick-off | Onboarding form collected at signature |
| See what is committed | Deals pipeline from enquiry to signed |
Getting started
Start with the engagement type you sell most often, build it as a service template, and send the next proposal through Proffa. Free for 14 days, no credit card required.
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