AI Documents

Proposal

Consulting proposal template

Generate consulting proposals pre-populated with situation analysis, methodology, deliverables, and investment from your diagnostic sessions.

PLACEHOLDER

Key highlights

Everything you need for winning consulting proposals

Compiled from discovery calls

Extracts client challenges from discovery calls

Business case included

Creates proposal with recommendations and pricing

Multi-phase methodology

Minutes vs hours building proposals

Professional consulting format

Win engagements with strategic proposals

Getting started

Create your first consulting proposal in minutes

01

Join your meetings with Supernormal

Start your client discovery calls, diagnostic sessions, and scoping conversations with the Supernormal desktop app running. The app captures business challenges, engagement scope, methodology, deliverables, and investment details.

02

Choose the template and specify your meetings

Click "Try template" and you'll see a prompt box. Specify which meetings to include—for example: "Create a consulting proposal from this week's diagnostic call" or "Use my enterprise client folder." You can reference specific clients, time periods, or engagement types.

03

Supernormal generates your proposal

Supernormal creates a comprehensive consulting proposal with situation analysis, recommended approach, phased methodology, deliverables, team, and investment—all populated with details from your discovery conversations.

04

Distribute

Notes are shared automatically to Slack, email, or your CRM. Everyone stays aligned without extra effort.

05

Export and send to client

Download as PDF, Word document, or HTML. Send to the client with a cover letter, save to Google Docs for internal review, or share a secure link for stakeholder review.

06

Works with your agency stack

Everything you need to create professional pitch decks

Meeting-Aware

Auto-populates with client details, project scope, and timelines from your discovery calls

Meeting-Aware

Auto-populates with client details, project scope, and timelines from your discovery calls

Meeting-Aware

Auto-populates with client details, project scope, and timelines from your discovery calls

The meeting context advantage

No generic boilerplate. Your proposal starts with actual business challenges and opportunities from your meetings—client situation, diagnostic insights, and recommended approach already documented.

Situation analysis from discovery: Business challenges, pain points, and opportunities discussed in diagnostic calls automatically populate your situational assessment
Methodology tailored to insights: Recommended approach and workstreams based on specific challenges identified in your conversations, not cookie-cutter frameworks
Multi-phase structure synthesized: Engagement phases and decision gates from scoping discussions consolidated into a clear project roadmap
Client engagement folders: Separate proposals by client or engagement type so your documents only pull from relevant discovery and diagnostic conversations

Supernormal in numbers

2020

Year founded

20

Employees

0K+

Organizations served

G2 rating logo

4.4/5

FAQs

How do I tell the template which meetings to use?
Does it include investment/pricing details?
Can it handle multi-phase engagements?

Ready to create your first consulting proposal?

Start using meeting-aware templates today. No credit card required.