Company Name 

Business Consulting Template

 

PREPARED FOR:
 

DATE:
Sat 08 July 2023 

REFERENCE:
120372 

PREPARED BY:
First Name Surname 
Company Name 

p. Phone Number 
e: customer.care@quotecloud.net 

Overview

Dear ,

 

It can be challenging to focus on the bigger picture when you're caught up in the day-to-day operations of running a successful business like {client_name}. You're constantly working hard to meet your customers' needs and stay ahead of the competition. At {company_name}, we understand how overwhelming this can be and we're here to help.

 

We specialize in big-picture thinking and innovative problem-solving. Our team of experts can help you see your business in a whole new light, identify areas for growth and development, and create a strategy to achieve your goals. We'll work with you to build on your strengths and take your business to the next level.

 

Outsourcing certain aspects of your business, such as cleaning, accounting, and IT services, is a smart business move that allows you to focus on what you do best. Similarly, partnering with {company_name} for strategic growth and organizational problem-solving will provide you with the expertise you need to succeed.

 

We are committed to ensuring that {client_name} continues to be a leader in your industry. Let's meet to discuss how we can help you achieve unlimited possibilities and take your business from good to great.

 

Sincerely,

 

First Name Surname, Job Title

Company Name

About Us

At Company Name, we specialize in customized solutions that address the unique challenges of your business with minimal disruption. With over 30 years of experience helping businesses both locally and internationally, we understand your industry, your market, and the landscape you operate in.

Our team consists of consultants who hold advanced degrees in their respective fields and have a minimum of ten years of practical experience. We believe this combination of theoretical knowledge and hands-on expertise is critical to our strategic approach. Together, our team has over 100 years of problem-solving experience and has tackled a wide range of challenges.

In the past two years, we've completed major projects for a diverse range of clients, including:

  • Acme Tchotchkes
  • Tribble Enterprises
  • Red Wigglers Inc.
  • CorporateGuy Ltd.
  • Alpha Associates
  • Charity Co.
  • Smooth Business Processes Inc.
  • Sweet Customer Service Co.
  • Silver Sow and Sons

We are committed to providing customized solutions that meet your specific needs and help your business succeed.

Project Summary

has a strong brand and a history of meeting customer expectations in a rapidly changing market. However, there is a sales gap between your current performance and your growth goals. To bridge this gap and improve your company's flexibility and innovation, you need to build on your strengths.

This is where Company Name comes in. Our team will provide a customized solution tailored to your specific needs and an implementation plan that takes into account the challenges of organizational change. We'll also offer ongoing support to overcome obstacles and ensure the success of your solution.

Deliverables

  1. Company Profile: We'll develop a unique company profile that focuses on your goals and helps your senior management team communicate those goals to the entire organization.

  2. Customized Solution: We'll provide a tailored solution that meets your specific needs and helps you achieve your growth objectives.

  3. Implementation Plan: Our team will develop an implementation plan that sets benchmarks for success and addresses the challenges of organizational change.

  4. Implementation Support: We'll offer implementation services and supports to help overcome obstacles and ensure a smooth rollout of your solution.

  5. Project Management and Analytics: We'll provide ongoing project management and analytics to ensure that benchmarks are met and tactics are modified as needed to reflect the evolving needs of your organization and its clients.

 

Project Activities

Discovery

Our team at Agency Co. assigns a dedicated team to understand your business profile. We analyze your strengths, challenges, history, and current needs while keeping in mind the market. With your project lead and senior management team, we define the problem and create goals to solve it.

Assessment

In this phase, we assess your current situation and compare it to your desired state. We identify gaps, set benchmarks for success, outline measurable targets, and select analytics tools.

Design

Our team designs a customized solution and implementation plan to meet your objectives within the time frame required. We work closely with your project lead and management team to ensure the plan is a good fit with realistic objectives and outcomes.

Implementation

We stay with you every step of the way as your solution rolls out. Our team guides implementation, tweaks elements of the plan based on feedback from employees and customers, and measures success using custom analytics.

Change Management

Our team manages the change process to ensure a smooth transition. We work closely with your team to address any concerns and ensure everyone is on board with the new solution. We monitor the progress and provide ongoing support to ensure long-term success.

 

Timeline
Project Task Week 
Lorem ipsum dolor sit amet 1
Cras lacinia auctor dolor sit amet lacinia 2–3
Nunc molestie lorem eget blandit fringilla 4
Donec dignissim nibh quis purus 5
Vestibulum vel ex imperdiet 6–7
Quisque non ex vehicula 8

Accountabilities:

Company Name:

  • Provides a dedicated team of expert consultants to work with {client_name} and carry out the activities described above within the agreed-upon time frame.
  • Offers customized solutions and implementation plans that meet {client_name}'s specific needs and objectives.
  • Provides ongoing support and monitoring to ensure long-term success.

:

  • Assigns a leader within the organization to work with {company_name} and facilitate the project.
  • Provides access to senior management, documents, statements, and computer systems as needed.
  • Works collaboratively with {company_name} in a series of weekly meetings to move the project forward.
  • Provides feedback on the solution to refine and optimize its performance.
About Us

 Andy Travis 

TEAM LEAD

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. lacinia vel.

 Bailey Quarters 

EXPERT CONSULTANT

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. lacinia vel.

 Jon Winters 

EXPERT CONSULTANT

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. lacinia vel.

 Alan Lee 

ANALYTICS

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. lacinia vel.

Your Investment

At {company_name}, we understand the importance of delivering value to our clients. Our fees are based on the time required to complete the project and will be billed at a fixed rate of $150.00 per hour for a period of one year from the date of the contract.

We take a transparent approach to billing and include all expenses for travel, meals, lodging, printing, and report production as part of the all-inclusive rate above. We're committed to minimizing fees to the extent possible within the scope of the project, and we're sensitive to the financial challenges facing [INDUSTRY].

Based on the project summary provided, we estimate the investment required to be $XX,XXX. We'll work closely with you to ensure that the investment is aligned with your budget and delivers the expected value.

Description

Price

Hours

Total

Research and Discovery
150.00 10 1,650.00
Analysis and Implementation
150.00 35 5,775.00
Post-Implementation Evaluation
150.00 5 825.00
Total (ex Tax) 7,500.00
Tax 750.00
Total 8,250.00
Contract

NOTE: This is a sample contract. We are not lawyers and recommend you have your own legal counsel review any contracts before sending to your client.

This Agreement, effective as of {date_submitted}, is made between (the "Company") and Company Name (the "Consultant").

ARTICLE 1 | SCOPE OF WORK

1.1 SERVICES.

The Company has engaged the Consultant to provide consulting services related to the Company's [brief description of project or business]. These services include [brief summary of services to be provided by Consultant], as well as any other services described in Exhibit A.

1.2 TIME AND AVAILABILITY.

The Consultant will devote # hours per month to performing the consulting services, and will have discretion in selecting the dates and times to provide such services, taking into account the needs of the Company's business. If the Company requires more than # hours of work in any month, the Consultant is not obligated to undertake such work until the parties agree on compensation. The time devoted can be hours per day, per week, or per year, and the Company may also choose to pay a flat monthly fee regardless of hours worked.

1.3 CONFIDENTIALITY.

The Consultant may need access to the Company's Confidential Information (as defined below) to perform the consulting services. The Company relies on the Consultant's integrity to use this information only in the Company's best interests.

1.4 STANDARD OF CONDUCT.

The Consultant must conform to high professional standards of work and business ethics, and may not use the Company's time, materials, or equipment without prior written consent. The Consultant may not take any action or accept any assistance or engage in any activity that would result in any university, governmental body, research institute or other person, entity, or organization acquiring any rights of any nature in the results of work performed by or for the Company.

1.5 OUTSIDE SERVICES.

The Consultant may not use the services of any other person, entity, or organization without the Company's prior written consent. If the Company consents to the use of another person, entity, or organization's services, the Company's Confidential Information must be protected under an agreement and the Company must maintain complete ownership of all rights in the work performed under this Agreement.

1.6 REPORTS.

The Consultant must provide periodic written reports to the Company regarding observations and conclusions related to the consulting services. Upon termination of this Agreement, the Consultant must prepare a final report of activities upon the Company's request.

ARTICLE 2 | INDEPENDENT CONTRACTOR

2.1 INDEPENDENT CONTRACTOR.

The Consultant is an independent contractor and is not an employee, partner, or co-venturer of the Company. The Consultant's services are within the Consultant's sole control and discretion. The Consultant may not speak for, represent, or obligate the Company in any manner without prior written authorization from an officer of the Company.

2.2 TAXES.

The Consultant is responsible for all taxes arising from compensation and other amounts paid under this Agreement. The Consultant is also responsible for payroll taxes and fringe benefits for the Consultant's employees. The Company will not withhold or pay any income or payroll tax on the Consultant's behalf.

2.3 BENEFITS.

The Consultant and Consultant's employees are not eligible for or entitled to participate in any employee pension, health, welfare, or other fringe benefit plan of the Company. The Company will not obtain any workers' compensation insurance covering the Consultant or the Consultant's employees.

ARTICLE 3 | COMPENSATION FOR CONSULTING SERVICES

3.1 COMPENSATION.

The Company will pay the Consultant $ per month for consulting services rendered under this Agreement. The monthly compensation will be paid on the first day of the following month regardless of the number of consulting hours provided by the Consultant. The Company may choose to pay the Consultant on an hourly basis and require monthly time documentation, in which case the monthly compensation would be reduced by the hourly rate for any hours less than the required hours.

3.2 REIMBURSEMENT.

The Company agrees to reimburse the Consultant for all actual, reasonable, and necessary expenditures directly related to the consulting services. These expenditures may include travel expenses (such as airfare, hotel, meals, parking, taxis, mileage), telephone calls, and postal expenditures. The Company will reimburse the Consultant for these expenses within 15 days of receiving a proper written request for reimbursement.

CONFIDENTIALITY

For the purposes of this Agreement, "Confidential Information" means any information that is not generally known to the public and is related to the Company's business or products, including but not limited to, trade secrets, customer lists, business plans, financial information, research, and development.

The Consultant must keep all Confidential Information confidential and must not disclose it to any third party without the Company's prior written consent. The Consultant must take all necessary measures to protect the Confidential Information, including but not limited to, limiting access to the Confidential Information to those employees or agents who require access to perform the consulting services.

The obligations of confidentiality and nondisclosure set forth in this Agreement will survive the termination or expiration of this Agreement.

TERMINATION

This Agreement may be terminated by either party upon written notice to the other party. Upon termination, the Consultant will return all Confidential Information and other property of the Company in the Consultant's possession or control.

MISCELLANEOUS

This Agreement is binding upon and will inure to the benefit of the parties and their respective successors and assigns. This Agreement may not be assigned by the Consultant without the prior written consent of the Company.

This Agreement constitutes the entire understanding of the parties and supersedes all prior negotiations, understandings, and agreements between the parties concerning the subject matter of this Agreement.

This Agreement will be governed by and construed in accordance with the laws of the State of [state], without giving effect to its principles of conflicts of law.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

Sign-off

Kindly review the contract on the previous page to ensure that you have a clear understanding of all the details involved in our collaboration. We value transparency and believe that a solid foundation is essential for a successful working relationship.

Should you have any questions, please do not hesitate to reach out to us. We would be glad to clarify any points and work together to resolve any issues. Our goal is to establish the best possible working arrangement with you.

Once you feel confident about everything and are ready to proceed, kindly click the 'sign here' button below. Once we receive notification of your acceptance, we will be in touch shortly to discuss next steps and begin the project.

If you prefer to speak with us over the phone, please feel free to call Phone Number.

Signed By: