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S1 · Propose · Sector

Process Consulting Proposal

A proposal written for operations, process and efficiency consultants. It comes with the sector's discovery questions, a filled example and the language to answer its usual objections.

39 €

Secure checkout by Lemon Squeezy. One-time purchase. Prices in euros; see the terms of sale.

Real pages from the client version

Preview 1 of 3: page of the Process Consulting Proposal client version
Preview 2 of 3: page of the Process Consulting Proposal client version
Preview 3 of 3: page of the Process Consulting Proposal client version

Examples inside the kit are fictional.

What it solves

A generic proposal template does not use your client's words.

What is inside

  • The proposal
  • Process discovery questions (add to your discovery call)
  • Working version with line-by-line guidance
  • Filled example (fictional)
  • Commercial language library, with process-specific objections
  • Mistakes that lose the sale
  • Pre-send checklist
  • Optional AI prompts

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF.

  • process-consulting-client.docx
    The version you send, in a neutral style with a [Your logo] placeholder.
  • process-consulting-working.docx
    The same pieces with line-by-line guidance. For you only.
  • process-consulting-playbook.docx
    Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
  • how-to-use.pdf
    One page: what the kit is for and how to use it.
  • process-consulting.md
    The kit as Notion-ready Markdown.

When to use it

  • After a diagnostic or session that pointed to a process problem, or directly when the process and the pain are clear.
  • For a single option. For levels of support, combine it with C2 Three-Tier Proposal.

Who it is for

Operations, process and efficiency consultants.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

E5 Kickoff & Onboarding Plan. The output of this kit feeds the next one.

License

License: use for your own business and your own clients. No resale, sharing or redistribution of the templates. Review terms with a local professional before use.