Consulting Proposal
Put a clear, professional offer in front of your next potential client.
Stop wondering how to organize your proposal. Customize the template with the organization’s needs, your recommended services, deliverables, and fees.
Let me hand you the exact documents that helped me land my first $10,000 contract....
without design forms from scratch or trying to figure out what language to use for a winning proposal.
Case Manager to Consultant · Contract Starter Kit
Turn Your Social Work Experience Into Consulting Services You Can Get Paid For.
Skip the hours of searching, editing, and figuring out what to write.
Get seven Done For You consulting and contract templates to help you put your offer together faster, prepare your proposal with confidence, and be ready when an organization wants to work with you, even if you’ve never landed a contract before.
When they say, “Send me your proposal,” know exactly what to send.
Seven editable templates. Just $37.
Google Docs + Canva
YES! GIVE ME THE SHORTCUT — $37Get your offer moving
Don’t Let the Paperwork Stand Between Your Proposal and a Paid Contract.
You have an idea for a workshop. You know a team you could train. You see a program that could use your expertise.
But your proposal is still an unfinished document and you’re spending another evening searching for examples and templates.
Get out of the research loop so you can get paid for your expertise!
The Contract Starter Kit gives you a structure to work from so you can spend less time building documents and more time pursuing the work you want.
Inside your kit
Your Shortcut From “What Do I Need To Send?” to “Here’s My Proposal.”
Get these seven Done For You templates, ready for your services, branding, and business details. Plus you get instructions on when to send what and why.
Capability Statement
Make your expertise easy to understand—and easy to share.
Give decision-makers a business overview they can review or pass along to their team. Bring your services, qualifications, and relevant experience together in one place.
Contractor Resume
Show them why your experience belongs in the conversation.
Highlight the skills and professional background that connect to the contract work you’re pursuing.
Service Menu
Make it easier for potential clients to see how they can hire you.
Turn your services into clear options instead of making someone figure out what you offer from your job title.
Scope of Work
Get the details out of your head and into the engagement.
Define what you’ll deliver and when, so you and your client can review the work before it begins.
Independent Contractor Agreement
Have a starting point ready when it’s time to formalize the work.
Customize the template for your services, payment terms, and working relationship, then have it reviewed for your engagement.
Professional Invoice
You did the work. Be ready to bill for it.
Add your business details, services, and payment information without spending another hour designing an invoice.
No hunting down seven separate templates. No building every document from scratch.
All seven are editable in Google Docs and Canva.
Start where you are
Never Landed a Consulting Contract? Start Getting Ready for One.
You don’t need a previous consulting client to begin putting your materials together.
Start with the experience you already have:
- Training staff or teaching workshops.
- Supporting families and coordinating services.
- Developing programs or improving processes.
- Helping teams solve problems and get organized.
Which part of your experience could become a service an organization needs?
Choose an offer. Open the template. Start making it yours.
You can build your documents around your relevant experience without pretending you’ve done work you haven’t.
I show you what you need to send + why you need to send it
My First Consulting Contract Was $10,000.
I was working as a Family Support Specialist at Head Start when I landed it, and I didn't know what I was doing. But my mentor walked me through the proces step-by-step.
That experience not only changed how I saw my skills, but it also showed me the value of getting help and not trying to do everything on my own.
What I knew had value beyond my job title. An organization could hire me for that expertise, but as far as the paperwork..I didn't know what I didn't know.
Here's the thing, you experience deserves to be in bigger rooms...just like mine did.
The training you’ve delivered. The programs you’ve supported. The problems you know how to work through.
Those are places to start when thinking about what you could offer.
I created the Case Manager to Consultant Contract Starter Kit to help you move past the paperwork that can keep an offer stuck in your head.
You bring the expertise. The kit gives you templates to help you present it professionally. No Gueswork.
Make it your own
The Templates Are Done. Your Next Step Is to Customize Them For Your Next Offer.
Pick the document you need right now.
Have an opportunity in mind? Start with the proposal. Positioning your business for government contracts? Open the capability statement. Organizing your services? Customize the service menu.
Add your information.
Update the wording, services, experience, branding, and business details.Why keep starting from scratch when the templates are already done?
Add your details. Customize your offer. Get your next proposal done and invoice sent!
Make it fit the opportunity.
Review the document for the organization and engagement before sharing it.
One template at a time. One practical step closer to getting your proposal out.
Your questions, answered
Let’s Get Your Questions Answered So You Can Land Your Next Contract.
How do I write a consulting proposal as a social worker or therapist?
Explain the organization’s need, the service you’re offering, what you’ll deliver, the timeline, and your fees. The proposal template gives you a structure to customize so you don’t have to organize the entire document yourself.
What documents do I need to start a consulting business?
Your needs will depend on your business and the engagement. This kit covers seven documents for presenting your expertise, proposing services, outlining the work, documenting an agreement, and invoicing. It doesn’t replace business registration or other requirements.
How do I make a capability statement for my consulting business?
Bring together your services, relevant experience, qualifications, and business information. Use the capability statement template to organize those details into an overview you can share with potential clients.
Can I use my social work experience to offer consulting services?
Your experience may translate into services such as workshops, staff training, program support, or consulting. Start with a problem you’re qualified to help an organization address, then use the templates to present your offer.
Can I use these templates before I get my first consulting client?
Yes! Prepare your materials using your relevant professional experience, then tailor them as specific opportunities come up.
Where can I get an editable independent contractor agreement template?
One is included in this kit, along with the other six documents. Customize it for your engagement.
Can I edit everything in Google Docs or Canva?
Yes. Both formats are included. Change the wording and customize the documents with your services, branding, and business details.
Does the kit include consulting leads or help me find contracts?
This purchase includes document templates. You’ll still need to identify opportunities and connect with potential clients, which is our seperate service, factional operations support.
Your next step
Stop Starting From Scratch. Start Putting Your Offer Together.
You could keep searching for examples and creating every document from scratch,
Or get all seven templates for $37 and start customizing the one you need today.
Case Manager to Consultant
Contract Starter Kit
- Consulting Proposal
- Capability Statement
- Contractor Resume
- Service Menu
- Scope of Work
- Independent Contractor Agreement
- Professional Invoice
Done For You. Editable in Google Docs + Canva.
One-time payment. Just $37.
YES! GIVE ME THE SHORTCUT — $37