presentation · Proposal

Consulting proposal template

A twelve-week advisory engagement, laid out for a careful buyer: the problem in their words, the approach and the team, a dated timeline, a fixed price by stage, and the retainer after the project, which the client picks before accepting.

Start with this template→ Open the live example ↗

app.naimi.ai/cobalt-logistics-e61c10

Consulting engagement proposal — real Naimi template, personalized for Cobalt Logistics

what’s inside

9 slides, 9 personalized fields, and what happens on the page.

Cyanotype — Prussian-blue photograms on cream paper, Playfair Display; quiet paper slides between a bold cover and a bold close.

Slides

Cover
What we heard
Approach
Team
What changes
Timeline
Investment
Next steps
Close

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Client company
Contact
Proposal date
The problem in the client’s words
Kick-off date
Valid through
Engagement lead
Lead’s contact
Stages with line items and prices

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Estimate by stage from the stages editor, total computed
Retainer picker for after the project: three levels with a monthly price, the choice saved to the client card
Twelve-week timeline with dates counted from the kick-off date
Accept button and a question box; the client’s notes are saved to their card

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Cobalt Logistics: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF or an editable PowerPoint.

faq

About this template.

How is the price entered?

Through the stages editor in the personalization form: each stage has a title, a price and its line items. The proposal renders the table and the total, the same way as the other proposal templates.

What does the retainer picker give me?

The support level the client wants after the project. It is saved to their card when they choose it, so the next conversation starts from their decision.

Can I change the design?

Yes. The template uses the kit’s cyanotype art pack; Studio or your agent can switch it to another calm pack or to your brand and keep the estimate and the retainer picker.

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