---
title: "Consulting proposal template — priced stages, a retainer choice and the client’s acceptance | Naimi"
description: "A consulting proposal template for a 12-week engagement: the problem in the client’s words, approach, team, a timeline from the kick-off date, a fixed price by stage and a retainer the client picks, with accept and question buttons on the page."
url: https://naimi.ai/templates/consulting-proposal
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Consulting engagement proposal**

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→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/cobalt-logistics-e61c10)

For [Consulting](https://naimi.ai/templates?industry=consulting) · [Sales](https://naimi.ai/templates?team=sales)

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

1.  Cover
2.  What we heard
3.  Approach
4.  Team
5.  What changes
6.  Timeline
7.  Investment
8.  Next steps
9.  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.

1.  ### 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.
    
2.  ### 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.
    
3.  ### 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.

more templates

## Close to this one.

- [Service proposal — Swiss mono](https://naimi.ai/templates/service-proposal) — Proposal · 5 slides: A proposal for any B2B service: the client’s problem, an estimate priced by stage, and the terms. [Live example](https://app.naimi.ai/ridgeline-outfitters-7330bd)
- [Studio proposal — paper](https://naimi.ai/templates/design-studio-proposal) — Proposal · 5 slides: A studio proposal: the brief as you understood it, process, an estimate by stage and a signature block. [Live example](https://app.naimi.ai/bluebird-coffee-roasters-b8b367)
- [Kitchen remodel proposal](https://naimi.ai/templates/kitchen-remodel-proposal) — Proposal · 5 slides: Design-build proposal with a live kitchen configurator, pricing and financing. [Live example](https://app.naimi.ai/emma-noah-sullivan-89a06b)

[Browse all 24 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

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