Sample Engagement Proposal

Here is a sample engagement proposal, with a link to download.

Service Proposal

Services Proposed:

  1. Initial Company Assessment (Phase I) --complimentary
  2. Comprehensive Company Assessment (Phase II) --fee, includes
  3. Findings and Recommendations for Growth Strategy (Phase III)

This letter sets forth the terms and conditions of our agreement to serve as a business advisor to [company].

During our initial meeting, you described three goals for your business:

  • Drive growth
  • Improve profitability 
  • Improve operational efficiency: you want to delegate responsibility and accountability, freeing up personal time. Meaning, you’d like help growing the business while maintaining/improving your quality of life 

To download the full sample, please click here.

Please consult with your lawyers before using this, or any other contract, with clients and prospects.