Consulting Proposal Software

Win more engagements with
proposals that prove ROI

Stop spending half a day on every proposal. DealPilot generates consulting proposals with methodology breakdowns, ROI projections, and tiered pricing — in 60 seconds.

Free forever plan · No credit card required

Built for consultants

Win more consulting engagements

Your expertise is in strategy — not in formatting proposals in Word. Let AI handle the document while you focus on the diagnosis.

ROI Projections

Auto-generate 3-year ROI models based on your engagement scope. Clients see the financial case for hiring you, not just the cost.

Methodology Framework

Showcase your proprietary process. Whether it's Lean Six Sigma, design thinking, or your own framework — present it professionally.

Structured Deliverables

List every output: roadmaps, RACI matrices, playbooks, presentations. Clients know exactly what they're paying for.

Phase-Based Timeline

Break engagements into discovery, strategy, implementation, and measurement phases with clear milestones.

Flexible Pricing Models

Project-based, retainer, or hourly — with Good / Better / Best tiers. Let clients self-select the scope that fits their budget.

Professional Credibility

Branded PDFs, e-signatures, and a client portal that makes you look like a firm — even if you're a solo consultant.

Anatomy of a winning consulting proposal

Every section is generated by AI based on your engagement details. Edit anything, regenerate sections, export to PDF.

01

Discovery & Diagnosis

Stakeholder interviews (up to 8 participants)
Current-state process mapping and gap analysis
Competitive landscape review (3 direct, 2 adjacent)
Data audit: existing KPIs, reporting, and systems
Discovery summary report with key findings
02

Methodology & Approach

Proprietary framework: Diagnose → Design → Deliver → Measure
Weekly strategic working sessions (90 min, virtual)
Bi-weekly stakeholder alignment check-ins
Change management plan with risk mitigation matrix
Knowledge transfer workshops for internal team
03

Deliverables & Outcomes

Strategic roadmap: 30-60-90 day action plan
Process redesign documentation with RACI matrix
Financial model with 3-year ROI projections
Implementation playbook for internal team
Executive summary presentation (board-ready)
04

Timeline & Phases

Phase 1 (Weeks 1-3): Discovery and current-state assessment
Phase 2 (Weeks 4-6): Strategy development and validation
Phase 3 (Weeks 7-10): Implementation support and coaching
Phase 4 (Weeks 11-12): Measurement, handoff, and close-out
Optional: Ongoing advisory retainer (10 hrs/month)
05

Investment & Terms

Project fee: $24,000 (or 3 monthly instalments of $8,500)
Good / Better / Best packages with tiered scope
Optional add-ons: executive coaching, board presentation, audit
Travel and expenses billed at cost with prior approval
Net-15 payment terms with Stripe payment links

Retainer and hourly billing, built in

Whether you bill by the hour, the month, or the project — DealPilot handles it.

Retainer Agreements

Retainer Agreements

Create monthly retainer proposals with defined hours, scope, and auto-recurring Stripe billing. Clients sign once and payments recur — no monthly invoice chasing.

  • Monthly retainer with defined hour bank
  • Auto-recurring Stripe billing
  • Scope boundaries clearly documented
  • Rollover or use-it-or-lose-it hour policies
Tiered Pricing Packages

Tiered Pricing Packages

Present Good / Better / Best packages so clients self-select scope and budget. Each tier is clearly differentiated — discovery only, strategy + implementation, or full transformation.

  • 3 pricing tiers with clear scope differences
  • Optional add-ons: executive coaching, workshops, audits
  • Client selects package and pays deposit instantly
  • Auto-generated Stripe payment links per tier
ROI-Driven Proposals

ROI-Driven Proposals

Frame your fees as an investment, not a cost. Include projected savings, revenue impact, and payback period — so the CFO sees the business case, not just the line item.

  • 3-year ROI projection section
  • Break-even analysis and payback period
  • Cost of inaction vs. engagement cost comparison
  • Customisable financial model assumptions

Look like a firm, even if you're solo

Professional credibility isn't about headcount — it's about how you present.

E-Signatures & Contracts

Legally binding e-signatures compliant with eIDAS and ESIGN Act. Clients sign by typing or drawing — no app download, no friction.

Branded Client Portal

One link with your logo, colours, and domain. Clients access proposals, contracts, invoices, and files — all white-labelled.

Proposal Analytics

Know when your prospect opens the proposal, which sections they read, and how long they spent. Follow up at the perfect moment.

Stories

What consultants say

Join consultants who close more engagements with less admin.

“I was spending half a day on every proposal. Now I answer a few questions about the engagement and get a polished document with methodology, deliverables, and pricing tiers. My close rate went up 30%.”
Elena V.
Management Consultant, Independent
“The tiered pricing feature changed my business. Clients pick the package that fits their budget, and I stopped discounting because the scope differences are crystal clear.”
David C.
Strategy Consultant
“My proposals now look better than what McKinsey sends for RFPs. Branded portal, e-signatures, Stripe payments — clients think I have a team of 20 behind me.”
Sarah M.
HR & Org Design Consultant
FAQ

Consulting proposal FAQs

Common questions from independent consultants and boutique firms.

Yes. The AI generates a methodology section based on your description. Whether you use Lean Six Sigma, Jobs-to-be-Done, or a proprietary framework — describe it in the wizard and the AI structures it into a professional methodology section with phases and deliverables.

You can set project-based fees, hourly rates, or monthly retainers. The Good / Better / Best pricing feature lets you present 3 packages with different scope levels. Optional add-ons (workshops, coaching, audits) are listed separately so clients can customise.

Yes. The proposal includes a section for projected ROI, payback period, and cost-of-inaction comparison. You input the assumptions and the AI frames the financial case for your engagement.

Yes. Create standalone retainer proposals with defined monthly hours, scope, SLA, and auto-recurring Stripe billing. Clients sign once, payments recur automatically.

Absolutely. Upload your logo, set your brand colours and font, and clients never see DealPilot branding. Proposals, contracts, portals, and emails all carry your brand.

You send a single link to your branded client portal. The client sees the proposal, contract, and payment link in one place. They can review, e-sign, and pay the deposit — all without creating an account.

Your AI envoy. Every client, every deal.

Close your next engagement faster

Generate a consulting proposal with methodology, deliverables, ROI projections, and tiered pricing — in 60 seconds. Free forever.

Free forever plan · No credit card · Instant access