EVERYTHING INCLUDED IN THIS TEMPLATE
Visually stunning cover
First impressions count, especially when you're positioning yourself as a trusted financial advisor. This proposal opens with a clean, modern cover that immediately gives your client confidence.Simply add your own branding, logo, and imagery to create a proposal that feels like an extension of your business.
View Template
A persuasive introduction
The opening of your proposal is your chance to show clients you understand the challenges they're facing. This template includes a pre-written introduction that explains the value of strategic financial leadership and outlines how you'll help bring greater clarity, stronger reporting, and better decision-making to their business.Update the introduction with your client's goals and priorities to make every proposal feel personal.
View Template
Pre-written strategy section
Business owners aren't looking for more spreadsheets. They're looking for someone who can help them understand the numbers and use them to make better decisions.This template includes a ready-made strategy section covering forecasting, cash flow management, financial reporting, profitability, and long-term planning. Use it as a starting point, then tailor it to each client's business and goals.
View Template
Case study example
Clients want to know they've chosen the right advisor. This proposal includes a detailed case study showing how a growing business improved financial visibility, forecasting, and strategic planning with the support of a fractional CFO.Simply replace the sample case study with one of your own to show the results you've helped other businesses achieve.
View Template
Flexible pricing
Whether you work on a monthly retainer, offer strategic consulting, or provide different levels of support, this template makes it easy to present your pricing.Update the pricing table with your own services and optional extras while automatic calculations do the hard work for you.
View Template
Next steps with digital signing
When a client is ready to move forward, the process should be simple. This template includes a dedicated Next Steps section that walks them through approving the proposal, scheduling onboarding, and getting started.Clients can sign electronically in just a few clicks, and your onboarding flow takes care of the rest.
View Template
Pre-written terms and conditions
Clear expectations are an important part of every professional relationship. This template includes pre-written terms covering your services, payment terms, confidentiality, intellectual property, and more.Everything is fully editable, so you can easily adapt it to your business.
View Template
Take payments from your clients
Once your proposal has been accepted, there's no need to send a separate invoice. Clients can pay right after signing using Better Proposals' Stripe, PayPal, and GoCardless integrations.
View Template
SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
-
This financial advisor proposal is customizable and lets you showcase your portfolio, expertise and anything else you can offer to your clients. Use this financial advisor proposal to get amazing results.
-
Business consulting services need to be professionally described in your business proposals. Don’t just showcase your portfolio, use our proposal template to show your mission, results, expected ROI and more. This business consulting proposal has it all.
-
A great way to present your consulting skills is with a consulting proposal that is full of great tips and insight. Explain your business consulting strategy and how you’ll increase the number of customers for your clients with a consulting proposal.
