Form templates / Coaching & Consulting
Consulting Proposal Request Form
A consulting proposal request form protects the most expensive thing you own: the time it takes to write a proposal. Scope, timeline, budget, who decides - four answers that tell you whether to write one at all.
For coaches, consultants and independent advisers.
Who signs it off is the question that predicts a win
Proposals don't die on price, they die on process. The enquiry came from someone enthusiastic who turns out to need three other people's agreement, none of whom have heard of you.
So this template asks who the decision-makers are and whether budget is already approved. Those two answers correlate with closed work more than anything else on the page - and if the honest answer is "just exploring", you can send a short note instead of a twelve-page document.
A quote request that actually contains the job
"How much do you charge?" is unanswerable, and answering it with a range makes you look expensive to some and cheap to others. The fix isn't a longer reply - it's a better question.
Scope, timing, location and budget are on this form because those four answers turn a vague enquiry into something you can price with confidence, usually without a call.
Qualify before you give away an hour
A free discovery call with the wrong person costs the same as one with the right person. Goals, timeline and budget on the form mean the calls you take are with people ready to work with you.
It changes the first conversation, too: instead of twenty minutes of background, you open with what they wrote and spend the time on the actual problem.
Let them show you, not describe it
A sentence about the problem is a guess; a photo is a fact. This template asks for the details in the client's own words *and* keeps the questions short enough that they answer all of them.
Yours to change, immediately
Nothing here is fixed. Rewrite a question, reorder them by dragging, add your brand colour, delete half of it. Save and the live form updates - there's no separate publish step and no deploy to wait for.
What this template asks
- Your name
- Work email
- Company
- Your role
- What problem are you trying to solve?
- What kind of help do you think you need?
- What would a successful outcome look like?
- When does this need to happen?
- Budget range
- Is the budget approved?
- Who else is involved in the decision?
- Are you speaking to other firms?
- Anything else we should know?
More Coaching & Consulting forms
Questions
Is it rude to ask for budget on a first contact?
Offering ranges isn't. It reads as a firm that knows its own price, and it prevents both sides spending a fortnight discovering a factor-of-ten mismatch.
What if the scope isn't clear yet?
Ask for the problem instead of the solution - the template's first question does exactly that. Scoping ambiguity is often the engagement, and you can say so in the reply.
Can I ask for photos or files?
Not yet - uploads are on the roadmap. In the meantime, most people ask for a link to photos, or reply to the response with an email asking for them. Everything else about the job is captured here.
Can I see where each quote request came from?
Yes. Add a hidden tracking parameter to the link (for example one link on your site and another on your Google profile) and it's stored with the response.
How fast can I put this live?
About a minute. Pick the template, change the wording, press save - saving is publishing - and you get a link to share.
Won't asking about budget put people off?
It puts off the people who were never going to book, which is the point. Make it a range rather than a number and it reads as professional rather than transactional.
Publish your consulting proposal request form today
Start from this template and change anything you like. Free to begin.