business plan for consulting services pdf

Consulting Business Plan: Complete Consultant Template & PDF

consulting business plan

This consulting business plan is a comprehensive copy/paste example that includes an operating and marketing plan for any kind of consulting business. You can download it and make edits to create a plan for your business, whether you’re a startup consultant business or an existing consulting firm that wants to grow faster.

(Estimated reading time: 19 minutes)

Table of Contents

Consulting Business Plan Template

This plan for consultants contains in-depth information to build your own version. Simply modify the examples in this consulting plan to fit your specific line of work and you can quickly create a plan for industries such as (but of course not limited to):

  • management consulting business plan
  • advertising and marketing agency business plan
  • healthcare consulting business plan
  • IT consulting business plan
  • fintech consultant business plan
  • environmental consulting business plan
  • security consulting business plan
  • software consultant business plan

This business plan for consultants covers the following topics that go into a plan: your service list and descriptions, target market, marketing strategies for consultants, competition, and financial projections. You can download this example plan as a Google Doc for easy editing in Google Docs, Microsoft Word, Apple Pages, or save it as a PDF:

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How to Use This Consultant Business Plan to Attract Clients

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  • Consulting Business Plan Template – This section provides guidance on what to include in each part of your business plan.
  • Sample Consulting Business Plan Text – This part includes actual text from a real consulting business plan example that you can use as-is or modify to fit your specific needs.

Since many consulting businesses are established by solo practitioners, this consulting business plan example will focus on one-person firms. However, if you have partners or are part of a larger company, you can easily adapt this plan by replacing singular pronouns (I) with plural forms (we).

To help you chart a revenue course to starting your consulting business, this business plan example also includes a brief overview of a marketing plan. I recommend taking a look at (even downloading) my detailed marketing plan example as a model for yours.

Sample Consulting Business Plan

Let’s begin with the sections that make up your consulting business plan. I include sample text below the description of what to focus on within each section.

The first section of your business plan introduction is critical for framing your consulting practice.

1. Consulting Business Plan Executive Summary

business plan executive summary

Here are the key topics to focus on in this section of your consultant business plan:

  • An introduction to your consulting business and the services you offer
  • A summary of your target market and their needs
  • Your key differentiators and what sets your consulting business apart from competitors
  • Your approach to delivering high-quality consulting services and achieving measurable results
  • A summary of your marketing strategy and how you plan to reach your target market

Consultant Business Plan Executive Summary Example

what is executive coaching

I specialize in strategic planning, market research, and growth strategies for small and medium-sized technology businesses that cater to the financial sector (i.e., fintech). Additionally, I offer consulting resources such as training programs, workshops, and customized solutions tailored to each client’s unique needs.

My consulting business is built on the belief that every business has the potential for growth and success. To achieve this, I work closely with my clients to understand their goals and challenges, and develop customized solutions that help them achieve their objectives.

My target market consists of small and medium-sized businesses in the financial technology industry, a.k.a. fintech, who are looking to make their operations more efficient based on data and methodical research. My management consulting services are tailored to meet their unique needs, and my approach is focused on delivering measurable results that align with their business objectives.

What sets my consulting business apart from competitors is my focus on collaboration and transparency. I believe in working closely with my clients to develop solutions that are customized to their specific needs, and I keep them involved in the process every step of the way.

To reach my target market, I will establish a strong online presence through content marketing and search engine optimization (SEO for consultants). I will leverage social media platforms to engage with potential clients and showcase my expertise in the fintech industry as a top consultant.

My consulting business is committed to helping businesses solve challenging business management problems that require rigorous analysis and careful calculations. With a focus on delivering innovative solutions and building strong relationships with my clients, I am confident in my ability to help businesses succeed and thrive in today’s competitive market.

2. Consulting Business Plan Service Description

Every consulting business description is slightly different. I’ve provided two variations in this section so that you can identify which one resonates best with your goals. Each version provides similar information, but is structured differently. I have also included consulting service description examples for each version.

Version 1: Service Description

service description in business plan

Focus on these elements for this section of your business plan:

  • The types of consulting services you offer and their value proposition
  • A description of the types of clients you serve and the problems you solve for them
  • A summary of your consulting methodologies and tools
  • An explanation of the benefits your clients can expect to receive from your services

If you are an independent consultant or small group, even in serving in a consulting capacity at a different firm, you can introduce the fact that your years of experience enable you to offer the same caliber of services that larger more expensive firms provide at significantly higher rates.

Sample Consulting Service Description

successful consulting business

  • Achieving product-market fit
  • Improving operational efficiency
  • Enhancing strategic planning and decision-making processes
  • Implementing change management initiatives
  • Developing growth strategies and market expansion plans
  • Optimizing financial performance and risk management

My consulting methodologies are based on a data-driven approach that combines qualitative and quantitative analysis to identify and solve business problems. I use a variety of tools and techniques, including process mapping, benchmarking, and SWOT analysis to develop customized solutions for each client.

Working closely with my clients, I help them develop actionable plans and implement them efficiently to achieve measurable results. By leveraging my expertise and experience, my clients can expect to:

  • Improve profitability and reduce costs
  • Increase efficiency and productivity
  • Enhance customer satisfaction and loyalty
  • Expand into new markets and drive growth
  • Stay ahead of the competition and achieve sustainable success

I will share examples of past projects that provide a detailed framework along with results to show clients what they can achieve by hiring my consulting business.

With my 15 years of niche industry experience and wealth of successfully completed projects, I am able to offer exceptional high caliber service at lower overall rates than larger firms. My management consulting services are designed to help businesses achieve their full potential and thrive in today’s competitive marketplace.

Version2: List of Business Consulting Services

services offered

Before you start writing this section, ask yourself the following questions to help define and refine your consulting services. For this consultant business plan example, I’ve included the following prompts to focus on what a management consultant would focus on. Tweak these as needed for your line of consulting.

  • Types of consulting services : Describe the different types of management consulting services you offer, such as strategy consulting, organizational design, change management, or project management.
  • Delivery methods : Explain how you deliver your consulting services, such as through workshops, one-on-one consultations, or online platforms.
  • Benefits : Highlight the benefits of your consulting services for clients, such as increased efficiency, optimized performance, improved profitability, or streamlined operations.
  • Unique value proposition : Describe how your consulting services are unique and different from those of competitors. This could include your methodology, tools, experience, or industry knowledge.
  • Website URL : Include the URL of your website where clients can learn more about your consulting services and contact you for more information.

financial consulting

Below is my example of a management consulting services write up, including descriptions of each service, the benefits they provide, and your unique approach to delivering them. You can modify this section of your consultant business plan to fit your exact services offered.

This version is a little shorter than the one above and also includes a case study example link, since content like that will help clients understand the value you bring to the table. You can add a link like this in version 1 above as well.

Example: Management Consulting Services Offered

consultant business plan

  • Strategy consulting : We work with businesses to develop effective strategic plans that align with their mission and vision and drive business growth.
  • Organizational design and development : We help businesses optimize their organizational structure and processes to improve performance and efficiency.
  • Change management : We assist businesses in managing organizational change effectively to minimize disruption and achieve desired outcomes.
  • Project management : We provide project management services to help businesses plan, execute, and deliver projects on time and within budget.
  • Performance management : We help businesses implement performance management frameworks that align employee goals with business objectives and drive results.

Our management consulting services are delivered through a combination of workshops, one-on-one consultations, and online platforms. We use a data-driven approach that combines qualitative and quantitative analysis to identify and solve business problems. Our unique value proposition is based on our extensive experience working with businesses in diverse industries, combined with our personalized approach and commitment to delivering results.

Clients can expect to achieve a range of benefits, including improved organizational performance, increased profitability, enhanced employee engagement, and optimized project outcomes. See our go-to-market strategy case study example for details on the types of results clients can expect from our team.

3. Consultancy Business Plan Target Market and Buyer Persona

consultancy business plan

It is important to focus on a niche rather than offering generic services.

Consulting as an industry is highly competitive, so prospects may not be able to determine who is the best consultant for them. When you focus, your marketing efforts can be customized to the niche you specialize in.

Think of it this way: if you were to implement Salesforce or Hubspot in your business, would you hire a general IT consultant or a specialist in the product? A general IT consultant may have experience with different systems but may not be as familiar with the intricacies of how to set up Salesforce or Hubspot in a way that makes the most sense for your company.  A specialist, however, will have in-depth knowledge and experience and most all will use best practices for your business.

You would pick the Salesforce or Hubspot specialist without question. In my prior companies, I went through this exact exercise and hired specialists for each of these products.

Similarly, your management consulting business plan should focus on a specific target group so that you become known as a specialist for your niche.

Additionally, create a buyer persona – or a few – to get a clear picture of who you plan to target.

What Goes Into a Buyer Persona for a Consultancy

start a financial planning firm

  • Sample Name, Job Title and Role : I always like to give each persona a name to make it more real. Then, include the specific job title and role of the individual who is most likely to hire a management consultant, such as a CEO, CFO, or HR Director.
  • Industry and Company Size : Add the industry and size of the company that the individual works in, as the challenges and needs of a small startup may be different from those of a large corporation.
  • Goals and Objectives : Be sure to list the most common goals and objectives that the individual is trying to achieve, such as improving operational efficiency, increasing revenue, or expanding into new markets. These should tie into your product or service offering.
  • Pain Points and Challenges : Know the pain points and challenges that the individual is facing, such as difficulty retaining top talent, ineffective decision-making processes, or lack of innovation.
  • Decision-Making Criteria : Identify the factors that the individual considers when making a decision to hire a management consultant, such as experience, reputation, price, or industry expertise. This can include the influences – or rather, influenc ers , that the buyer relies on to make final purchasing decisions.
  • Communication Preferences : Add what you believe to be the preferred communication channels and styles of the individual, such as email, phone, text or in-person meetings.
  • Personal Characteristics : You can include the personal characteristics of the buyer, such as their values, beliefs, and personality traits, which may impact their decision-making process.

I’ve created several samples that you can download and have also provided one for this consulting business plan below.

Download 5 Free Buyer Persona Examples →

Sample Management Consulting Target Market

Given my strong background in financial technology (fintech), I specialize in working with fintech startups and small to mid-sized financial institutions.

My clients are typically looking for help in implementing new technology solutions, improving their operational efficiency, or expanding into new markets. As a fintech consultant, I help them identify market expansion opportunities where they could increase their total addressable market ( TAM ) and clarify the marketing plan to penetrate deeper into existing accounts, also known as the land-and-expand strategy.

My consulting services are tailored to each client’s specific needs and can include everything from strategic planning to project management. By working with me, my clients gain access to my expertise in fintech, as well as my extensive network of contacts in the industry.

consulting buyer persona example

4. Marketing for Consulting Firms

As a consultant starting a new business or growing an existing one, it is crucial to have a well-planned marketing strategy to acquire clients. In the Marketing Strategy section of your consulting business plan, you should outline how you will promote your consulting firm and services to potential clients. This section should also include information on your consulting branding strategy and how you position yourself in the consulting market.

Here are ten marketing ideas to consider when developing your consulting marketing plan, written as tactics that you can copy/paste into a consulting business plan template or PDF. You can even use ChatGPT, Bard, or other AI-writing tools to create a starter outline, but be sure to include your own original content.

consulting marketing plan

Sample Marketing Plan for a Consulting Firms

To acquire new customers and expand deeper within existing clients, I will deploy the following marketing ideas for consultants and leverage partners to expand my brand’s reach:

  • Developing an educational website : My website will contain information on my services, but more importantly it will include case studies and thought leadership content. The key to success will be my educational content as part of my long-term content marketing strategy. I will add lead capture forms on each high-intent article to convert website visitors into leads that I can nurture through email marketing and social media.

use cases in marketing

  • Leveraging SEO : I will identify specific high-intent keywords related to my fintech consulting niche and optimize my website content accordingly. This will help my website rank higher on search engines and attract more potential clients through my educational content. Many of my articles and guides will include videos because research shows that content with videos and images enhances SEO. While many firms rely on paid advertising, using long-tail keywords can be an effective and cost-saving approach. By targeting “low keyword difficulty” and “high search volume” phrases, I can tap into organic search traffic that can continue to generate leads even after the initial investment. Therefore, as a consulting firm, I will prioritize SEO as part of my overall marketing strategy to increase my online visibility and attract potential clients. I will use’s SEO Coaching services to accelerate my footprint online to drive sales from organic traffic.
  • Podcasting with thought leadership content : I will share my knowledge and expertise by starting a podcast . This way, I can repurpose the content I create into multiple channels, including writing articles, blog posts, and white papers and using clips to sprinkle throughout my social media channels. I will also produce webinars and slide decks from these podcasts to educate my target market. Having experts as guests on the podcasts will allow me to expand my reach when the guests share posts on their social channels as well.
  • Attending industry events : I will attend relevant industry events to network with potential clients and showcase my expertise. I will identify 10 unique events every quarter and inquire about speaking to build my reputation and attract new clients. My goal is to speak at least twice each quarter to new audiences.
  • Partnering with complementary businesses : Partnering with complementary businesses can help me reach new clients and expand my services. These businesses would provide services such as IT managed services, accounting, legal and HR, which can lead to referral business.

email marketing benefits

  • Building a referral network : I will leverage my existing network to generate referrals by first providing opportunities for others to get more business. This approach builds trust first, which can lead to getting referrals from others.
  • Advertising on industry-specific platforms : I will advertise on industry-specific platforms such as trade publications, industry associations, and job boards and look at the cost-benefit of Google and LinkedIn advertising.
  • Using email marketing : I will send regular email newsletters with business consulting topics to stay in touch with clients and prospects. I will send newsletters with trending topics, case studies, and other relevant content to keep them engaged and informed about the industry as a whole as well as projects related to my services.

5. Consulting Business Plan Financials

consulting business plan financials

To calculate your projections, your business model needs to consider several factors such as your revenue streams, cost structure, market size, and growth potential. You’ll also need to look at any historical financial data you have to create realistic projections.

It’s important to keep in mind that financial projections are not a guarantee of your business’s future performance, but rather an estimate based on the information you have available. That’s why it’s essential to make sure the assumptions in your business plan are realistic and backed up by data.

Overall, the financial projections section of your consulting business plan is a critical component that helps you understand the financial feasibility of your business and attract investors or lenders. In the example below, I’ve included an outline of what an individual business plan consultant might put into their business plan. If you are operating with partners as part of a larger entity, modify this example to accommodate for your team’s output and productivity. This consulting plan example also includes various sources of revenue, not just billable time.

Sample Financial Projections for Consulting Business Plan

business financial situation

As a consulting firm, I have several sources of revenue aside from billable hours. These include:

  • Retainer Fees : Some clients prefer to pay a fixed monthly fee in exchange for a set number of hours or a specific scope of work. This can provide a predictable revenue stream for the firm.
  • Project-Based Fees : For larger projects with a defined scope, I may charge a fixed fee based on the work required. This allows clients to budget more effectively and can provide a higher profit margin for the firm.
  • Commission Fees : For certain types of work, such as sales, I may earn a commission on the results achieved. This can be a win-win for both the client and the firm, as the client only pays for results achieved and the firm is incentivized to achieve those results.
  • Product Sales : I will develop proprietary online courses to share my expertise in fintech consulting and grow advisory services with those who are not yet ready or unable to afford my consulting services. These will provide an additional revenue stream and can also be used as a freebie given to select clients to share with their staff.
  • Referral Fees : By referring clients to other businesses or consultants, I may earn a referral fee. This not only provides an additional source of revenue, but can also help to build relationships and expand my firm’s network.

By diversifying revenue streams, my consulting firm can create a more stable and profitable business model. Our expected revenues for the first three years are as follows:

Year 1 Consulting Firm Financial Projections:

  • Billable hours: 1,000 hours x $300/hour = $300,000
  • Retainer clients: 3 clients x 10 hours/month x $300/hour x 12 months = $108,000
  • Product sales: 5 sales x $197 = $985
  • Commissions/referral fees: $10,000
  • Total revenue: $419,985

Year 2 Consulting Firm Financial Projections:

  • Billable hours: 1,400 hours x $300/hour = $420,000
  • Retainer clients: 3 clients x 10 hours/month x $350/hour x 12 months = $126,000
  • Product sales: 7 sales x $197 = $1,379
  • Commissions/referral fees: $15,000
  • Total revenue: $562,379

Year 3 Consulting Firm Financial Projections:

  • Billable hours: 1,800 hours x $300/hour = $540,000
  • Retainer clients: 3 clients x 10 hours/month x $400/hour x 12 months = $144,000
  • Product sales: 10 sales x $197 = $1,970
  • Commissions/referral fees: $20,000
  • Total revenue: $705,970

6. Consultant Business Plan Conclusion

The conclusion section of a consulting business plan should summarize the key points of the plan and reiterate the main goals and objectives as you start your consulting firm. It is similar to your executive summary and should reinforce the value that your consulting firm brings to clients and how it will address their needs and solve their problems.

how to find financial investors

Your goal is to leave a positive and lasting impression on the reader, highlighting your consulting firm’s strengths and capabilities and conveying a sense of confidence in your ability to build a successful consulting business. Again, as in previous sections, I’ve written the example below for an individual consultant, which you can easily modify as you need.

Consulting Business Plan Conclusion Example

My consulting firm is well-positioned to provide exceptional services to our clients in the fintech industry. I have a highly experienced team through partnerships with individuals who have a track record of success in this fintech consulting, and we are committed to helping our clients achieve their business goals through innovative and effective solutions. I believe that by leveraging our expertise in operations management and technology, we can help our clients optimize their operations, increase efficiency, and ultimately, drive growth and profitability.

Through strategic partnerships, I’m able to offer a comprehensive suite of services to meet our clients’ needs, from project management and process improvement to software implementation and data analytics. My goal is to establish long-term relationships with our clients and become a trusted partner in their success.

I understand the challenges facing the fintech industry and are constantly adapting and evolving to stay ahead of the curve. I am committed to staying up-to-date with the latest trends, technologies, and best practices in my field, and we are excited to bring this knowledge to clients.

Overall, I am confident in my ability to deliver exceptional value to our clients and achieve the business goals outlined in this plan. I am excited to embark on this journey and look forward to the opportunities that lie ahead.

Start Your Consulting Business

Ready to get started? Download this consulting business plan template and save it as a PDF or doc file for future reference as you build out your business model and growth path.

Connect with me at to help you grow faster! I’ve built several businesses and can help you fast-track your marketing and sales, especially through a managed podcast and thought leadership.

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Sample Business Plan for Consulting Firm

Executive Summary Of Sample Business Plan for Consulting Firm

Sample Plan 5 is an innovative management consulting firm business plan offering a variety of business solutions to clients across a broad cross-section of industries. From financial services to operations optimization to managing organization growth, Sample Plan 5 is adept at effectively managing a variety of client projects.

Founded by The Owner, the organization is in the midst of an aggressive expansion phase with client acquisition and profit growth being two of the primary objectives.

As the economy continues to rebound from what analysts agree was the deepest economic condition in nearly a century , organizations of all sizes will be in need of the types of services that are offered through Sample Plan 5.

The organization has already developed a strong reputation in the industry for the delivery of quality services that positively impact the client.

Moving forward, The Owner plans to leverage these experiences along with her vast professional network amassed over the course of her career to strengthen the client portfolio and improve the year-to-year profit standing of the firm.

Useful Resource:  How to write an executive summary for a business plan

Financial Objectives

The following table and graphs illustrate the financial goals of Shade Station during the next five years. The financials are explained in detail throughout the duration of the plan.

sample business plan for consulting firm

To see the complete financial plan of consulting business plan click here .

Pro Tips: Learn how to create a financial plan for business plan by pros.

Industry at a Glance

The industry is composed of companies that provide advice and assistance to organizations on issues ranging from strategic and organizational planning to financial budget planning. 

Although sample business plan for consulting firm is a relatively new industry, major consulting firms are among the most respected businesses in the world, and their advice is routinely sought by the corporate and governmental sectors. 

In the five years that have led up to 2011, IBISworld .com estimates that industry revenue increased at an average annual rate of 0.7% to $165.5 billion.

Compared with the industry’s overall growth during the past 10 years. this rate is somewhat sluggish. reflecting the extent of the recent economic downturn. 

The recession’s effect on the industry caused sales to plummet by 3.6%. LH in addition to decreasing revenue. firms laid-off employees. causing industry employment to fall by 7.0% over the course of the last two years.

Industry at Glance, Business Plan Sample

Click here to read more about the industry at a glance  and sample business plan for consulting firm.

Projected Industry Growth

The Consulting Industry is currently in the mature stage of its life cycle. Over the five years leading up to 2016, research gathered via IBISworld .co m shows that the industry’s contribution to the overall economy is projected to grow at 2.5% annually. This is roughly in line with GDP growth over the same period. 

Like many industries, the Consulting industry’s growth has been slowed by the recent recession. Furthermore, more corporations are keeping consulting services in-house and hiring fewer consultants.

As a result, the industry’s growth is expected to remain below the levels experienced in the past. The benefits of consultants on human resources and management strategy are becoming increasingly accepted by the business community. 

Some businesses view outside consultants as a necessity when providing impartial advice. Although consultants have been increasingly taken 1n­ house, businesses are still hiring outside consultants to improve their bottom lines.

To read more about the projected growth of the industry click here .

Key External Drivers

Key External Drivers, Business Plan Sample

For more information about external drivers , click here .

What follows is a listing of key objectives for Sample Plan 5.

1. Client portfolio expansion

The Owner has set client portfolio expansion as one of the primary objectives for this phase of business growth and development. The founder will aggressively pursue this objective, projecting to add no less than x clients during the course of the next calendar year.

2. Increased revenues

Founder The Owner has set a goal of no less than x worth of revenues being generated over the course of the next calendar year. Through a diverse suite of services and stellar delivery, this goal is easily attainable and will be the catalyst that propels the firm towards future revenues and profits.

3. Diversify client portfolio

The diversity of services gives The Owner the ability to develop a diverse client portfolio which will be another of the primary objectives. By doing this the organization in effect insulates the profit position from the cyclical nature of the economy and protects long-term growth prospects.

For a complete guide for key objectives for  sample business plan for consulting firm  here .

SWOT Analysis

What follows is a listing of the core strengths and weaknesses of the Alice Cardenas Consulting Company.

Funding:  The lone weakness in what has proven to be an otherwise sound business model and approach would be a lack of funding. Founder The Owner is confident that if a suitable funding source is secured, she can position the organization to become one of the industry’s true market leaders.

Click here for complete detail of the SWOT analysis .

To date Sample Plan 5 has relied primarily on word of mouth networking and the Internet to drive the organization’s marketing message. 

These two elements will remain the core of the marketing model with enhancements made to each that strengthen the market position and increase the volume of qualified business opportunities. 

The organization currently has a website but plans are to totally revamp the current website and develop a more appealing presence using state of the art web development technologies.

In addition to the improved website, the organization will also aggressively integrate social networking into the marketing efforts leveraging both and as well as an interactive online blog, managed by founder The Owner. 

Rounding out Sample Plan 5 marketing model will be an improved networking component as the founder is committed to expanding her professional network by becoming actively involved in the local business and social communities.

You can read more about sample business plan’s marketing by  downloading it.

Balance Sheet

The projected balance sheet for Sample Plan 5 is shown in the table below.

Balance Sheet of Sample Business Plan

To view the full projected balance sheet, click here .

Our free real sample business plan pdf will show you how to write a plan that looks as elegant and professional as this one.

Click here to view an example of consulting business plan for consulting firm. Each business plan is professionally written by our MBA business plan writing consultant and is developed in close collaboration with the customer.

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Sample Plan 5 is an innovative  management consulting company business plan that offers a wide range of business solutions to clients in a broad variety of sectors.

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Consulting Firm Business Plan Template

Business Plan Outline

  • Consulting Firm Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan

Start Your Consulting Firm Plan Here

Consulting Business Plan

If you need a business plan for your consulting business, you’ve come to the right place. Our consulting business plan template below has been used by countless entrepreneurs and business owners to create business plans to start or grow their consulting businesses.

Important note: If you are looking for a business plan consultant , specifically, a consultant to help you write your business plan, we recommend Growthink who offers a business plan consultation service here.

Sample Consultant Business Plan & Template

Below are links to each section of your consulting business plan template:

  • Executive Summary
  • Company Overview
  • Industry Analysis
  • Customer Analysis
  • Competitive Analysis
  • Marketing Plan
  • Operations Plan
  • Management Team
  • Financial Plan

Next Section: Executive Summary >

Consulting Business Plan FAQs

What is a consulting business plan.

A consulting business plan is a plan to start and/or grow your consulting firm. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan, and details your financial projections.

You can  easily complete your consulting firm business plan using our Consulting Firm Business Plan Template here .

What Are the Main Types of Consulting Firms?

There are many types of consulting firms. Most consultant companies are in business concentrations such as Management, Strategy, Operations, IT, Human Resources, Financial Advisory, and Marketing/Sales. There are also firms that are singularly focused such as those that offer business plan consulting.

What Are the Main Sources of Revenue and Expenses for a Consulting Business?

The primary source of revenue for consulting firms are fees paid by the client. The client will either sign a contract or agreement of the services it will choose and the pricing for those services beforehand.

The key expenses for a consulting business are the cost of leasing the office, employee cost, marketing/advertising costs, and any office technology or software.

How Do You Get Funding for Your Consulting Business?

Consulting businesses are most likely to receive funding from banks. Typically you will find a local bank and present your consulting business plan to them. Angel investors and other types of capital-raising such as crowdfunding are other common funding sources.

What are the Steps To Start a Consulting Business?

Starting a consulting business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Consulting Business Plan - The first step in starting a business is to create a detailed consulting business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your consulting business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your consulting business is in compliance with local laws.

3. Register Your Consulting Business - Once you have chosen a legal structure, the next step is to register your consulting business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your consulting business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Consulting Equipment & Supplies - In order to start your consulting business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your consulting business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful consulting business:

  • How to Start a Consulting Business
  • Real Estate

What Is a Consulting Business Plan?

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How to Write a Business Plan for Consulting?

Consulting business plan template.

A Consulting Business Plan is a type of business plan that individuals can use when they would like to start or improve their consulting business. The purpose of the document is to set in written form all of the necessary information about a consulting business, which can include its goals, strategies, management structure, and more. A Consulting Business Plan template can be downloaded below .

Alternate Name:

  • Consulting Services Business Plan.

The largest part of your business plan content will depend on the type of consulting you are planning on providing to your clients. For example, an IT Consulting Business Plan is supposed to state specific IT goals that the business is supposed to achieve, describe particular services that will be provided for the clients, state what kind of specialists shall be hired to perform these services, etc.

There are no particular regulations applicable to a business plan, which is why it is up to you to understand how long your business plan should be and what should be there. You can compile or modify it to your convenience and it will be acceptable, as long as your plan serves the purpose you make for it.

You can start writing your business plan with a draft where you will decide what kind of information you would like to include in it. If your company provides services related to business consulting, your business consulting plan should contain parts that will indicate it. Generally, there are several sections that can be included in your plan:

  • Consulting Company Details . You can start your business plan with an introduction where you can describe your consulting business by stating its mission, vision, what problems it will be solving, what is its uniqueness, etc. After reading this paragraph, an individual should have a clear understanding of what your operation is about (or will be about).
  • Offered Services And Marketing Plan . Here you can list what kind of services you are willing to offer your clients and how you will be promoting them. Additionally, you can describe sales strategies that you are going to apply to the services your enterprise will perform.
  • Market And Competitive Analysis . Individuals can use this section to analyze market tendencies and show how high is the demand for the services they are going to provide. Here you can also state your main competitors, which strategies they use to promote services, what are their strengths, and what place they take on the market. In your market analysis, you can also add a forecast of how you think the market will be developing in the future.
  • Financial Background . One of the most important aspects of a business plan is how the company is going to get financing, and what will be its main expenses. It all can be compiled in a financial forecast where you will describe projected profits and losses, balance, cash flow, and other figures.
  • Management Structure . In this part of the plan, you can present a scheme that will show how your consulting company will be managed. It can include information about who will be CEO, if there will be any VPs, how many managers will be hired (or already hired), which departments the company will have (or has). In some cases, individuals find it more convenient to attach a Business Organizational Chart to their business plan to give a more precise picture of the management situation.

Haven't found what you were looking for? Take a look at the related templates below:

  • Generic Business Plan ;
  • Photography Business Plan ;
  • One-Page Business Plan .

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Consulting Proposal Template for Word, PDF

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Template Highlights

  • There are eight sections: an introduction, your objectives, the strategy you'll use, a schedule of important milestones, your team, any related costs you'll incur, lines for signatures, and the appendix
  • Not sure what to write? That's what we're here for you. This template includes detailed, step-by-step instructions (with examples) so you can craft a polished proposal
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Consulting Proposal Template

You are an expert in your field, and you have useful advice to give to other professionals. But what is the best way to share your services with potential clients? A consulting proposal helps you present your solution, show your credibility, and name a price for your work. This template will help you develop a proposal to successfully pitch your consulting services to win contracts with new customers.

HubSpot Tip: This template provides a foundation for bidding work with new clients, but you should feel free to update it to meet the unique needs of your specific professional field and customers.


Every client’s needs are unique, and every project is a little bit different. That is why each consulting proposal should be tailored to the individual client and specific project.

Before you begin writing, you should research your client’s background and preferences. Perhaps you have had phone calls to discuss the issues they are facing. If you know little about the client but want to propose your services in order to begin a new relationship, you can do independent research online to increase your understanding.

Write a few sentences describing the client and the issues you will address with your proposed consulting project.

Then, in a brief paragraph, introduce your consulting firm and what you do. Include a sentence or two on your firm’s history and any similar work you have done in the past.

Close the introduction by providing a one-sentence summary of the project. This should be a written form of the “elevator pitch” you would use at a networking event.

HubSpot Tip: Even when discussing your own company, try to keep the focus on the customer by addressing only the aspects of your firm and experience that are relevant to the client’s needs.

In the previous section, you described in general the needs of your potential client. In this part of the proposal, lay out the specific objectives of the project, clearly defining what you will be trying to achieve.

• Objective 1

• Objective 2

• Objective 3

HubSpot Tip: Whenever possible, you should define how you will measure successful outcomes for each of your objectives. What metrics will you use to know whether the objective was achieved? How will the client know that your methods are working?

Begin by describing the general philosophy that will guide you during the project. Discuss industry best practices that you will implement, or trusted methodologies that you will employ. You should aim to ground your proposal in a framework that the customer feels they can trust.

Then, you will need to describe the tasks you will undertake during the project. The form that this section takes will vary depending on what field you are in. For example, you might include a list of deliverables (e.g., reports, documents, products) that you will submit to the client, or you might list the different phases of assessment that you will go through. Be sure to address all of the major steps in the process.

HubSpot Tip: One size does not fit all. Different industries call for different approaches. Perhaps you will need to write about your project management methodology or it might be more important to discuss the industry-specific frameworks that you will use. For example, for a management consulting project, you might talk about the Balanced Scorecard or Porter’s Five Forces.

Schedule of Project Activities

Schedules are a crucial tool for effective project management. By including one in your proposal, you can show the client exactly what work needs to be performed, who will perform it, and the timeframe during which it will be done. Use a table like the one below to list milestones, activities, and deliverables.

Project Activity

Person Responsible

Completion Date

HubSpot Tip: For complicated consulting projects with many contingencies between tasks, consider developing and including a Gantt chart to give a visual representation of tasks over time.

In order for your proposal to be accepted, you need to convince the client of your team’s qualifications and expertise. Provide biographical summaries of the key staff that will work on this project.

• [Name], [Project Role] - Briefly outline the person’s responsibilities on the project. Describe the experience and credentials that make them right for the job.

HubSpot Tip: Depending on what is appropriate for your industry, you might also consider including headshots along with the biographical sketches and/or full resumes in an appendix.

Your Investment

Now that you have explained the project, you can tell the client how much your services will cost. There are many ways to present this part of the proposal, but you should aim to be clear and concise. Here is an example of how you might lay out the budget portion of your proposal. You can separate out each project activity, and then add all of the columns to give a total.

HubSpot Tip: Consider listing any assumptions that might affect your budget or timeline. For example, “We will complete up to two revisions of each report.”

Describe the contract, any guarantees, and the terms and conditions. Your firm may have pre-written documents that you could insert here. If these documents are very long, consider just referencing them in the text and then provide them in an appendix.

Enter the names and titles of the decision-makers who will need to sign the agreement in order to approve the project.


[Name], [Title]

HubSpot Tip: By including the signature lines directly in the proposal, you can make the process easy for clients so that your projects can begin sooner!

This section is where you should include important but lengthy information like terms and conditions, contract details, resumes of team members, examples from past projects, and case studies. By putting these documents in appendices, you can avoid interruptions in the flow of the proposal narrative.

HubSpot Tip: Label your appendices with letters (e.g., Appendix A, Appendix B) so that you can include references to each in the body of the proposal that are easy for the client to follow.

Frequently Asked Questions

How do i write a consulting proposal, is this template free, can i edit this template, related tags:.

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Consulting Business Plan

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Do you have vast knowledge through experience and education and are ready to share that knowledge with others? Then, starting a consulting business is the best option for you.

Everyone has a problem that they can not solve by themselves and need expert advice. The problem can be anything professional like how to scale their business, or personal like overcoming drug addiction.

Also, they are even ready to pay for it. That makes the global consulting industry one of the largest and most mature markets in the service industry.

Before you start writing your business plan, spend as much time as you can reading through some examples of  service-related business plans .

We have created this sample consulting business plan to get a good idea about what a perfect consulting business plan should look like and what details you will need to include in your stunning business plan.

Industry Overview

As per the statistics, The global management consulting market is worth a whopping 160 billion U.S. dollars per year and will grow by around 80% per year over the next few years.

A large part of this consulting industry is ruled by freelancers and individuals. Still, there are 15% of consultants work at large, mid-sized, or small organizations.

The consulting services include mainly strategy consulting, technology consulting, management consulting, operations consulting, financial advisory, and human resources consulting.

Things to Consider Before Writing Your Consultancy Business Plan

Find your niche.

Doing good as a consultant is chiefly about being so good and so well-versed with a business segment that you can solve almost every problem that comes your way.

Figure out a way to convince people that your advice will work

More often than not, there’s no room for errors in a consultancy business. Your advice would turn out the helpful majority of the time, or not

Customer base and services

Figure out your target customer base and how you would reach out to them. How will you convince your customers that your services are valuable?

Carry out a competitive analysis

Write your business plan.

If you are planning to start a new consulting business, the first thing you will need is a business plan.

Reading sample business plans will give you a good idea of what you’re aiming for. It will show you the different sections that different entrepreneurs include and their language to write their business plans.

Consulting Business Plan Outline

This is the standard consulting business plan outline, which will cover all important sections that you should include in your business plan.

  • Market Validation
  • Short-Term (1 -3 Years)
  • Long Term (3-5 years)
  • Mission statement
  • Keys to success
  • CCI – 3-Year Financial Highlights
  • Company Ownership/Legal Entity
  • Interior Operating Facilities
  • Hours of Operation
  • Startup summary
  • Visa and Government Relations
  • Business and Investment Consulting Services
  • Legal and Compliance Services
  • Human Resources
  • Market segmentation
  • Market Trends
  • CCI Market Distribution
  • Competitive Advantage
  • SWOT analysis
  • Marketing and Promotion Programs
  • Positioning Statement
  • Marketing Channels
  • Pricing strategy
  • Organization chart
  • Management Team
  • Hiring plan
  • Important Assumptions
  • Brake-even Analysis
  • Profit Yearly
  • Gross Margin Yearly
  • Projected Cash Flow
  • Projected Balance Sheet
  • Business Ratios

After getting started with Upmetrics , you can copy this consulting business plan template into your business plan and modify the required information and download your consulting business plan pdf or doc file. It’s the fastest and easiest way to start writing your business plan.

Download a sample consulting business plan

Need help writing your business plan from scratch? Here you go;  download our free consulting business plan pdf  to start.

It’s a modern business plan template specifically designed for your consulting business. Use the example business plan as a guide for writing your own.

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Consulting Business Plan: 5-Step Plan For A Successful Firm

If you want to start a consulting business , then you need to write your consulting business plan.

I’ve watched countless starry-eyed entrepreneurs “start” their business with a 50-100 page business plan.

They spend weeks — or even months — toiling away at their desk after their 9-5 detailing everything about their future business.

After they’ve written it, they beam with pride.

“This plan is the key to my success in consulting! With this plan, I can’t fail.”

Then, they take their plan out to the real world.

The real world isn’t as perfect and pretty when starting your business.

And that golden business plan? Well, it almost always doesn’t work the way they’d hoped.

All of the projections they made? Naw, not even close.

So they scurry back to their desk to revise the plan — and the cycle continues.

Here’s the truth about consulting business plans…

You don’t need to a long, complex business plan.

If your business plan is more than 5 pages, every extra page you write is almost certainly wasting your time.

All you need is a 1-3 page document to cover the foundations of your business.

By the end of this post, you’ll write your 5-part entrepreneurial consulting business plan — and have everything you need to start a successful consulting business.

Let’s begin with the first part: your consulting business model.

1. Consulting Business Model

  • “What kind of consulting business do you want to build?”

That’s the first question you want to answer for your consulting business plan.

Understand what type of business you want to build first before you start building it.

Six-Figure Blueprint

That way, you’re building a business to support your lifestyle and not the other way around.

At Consulting Success®, we believe that your business shouldn’t consume your life .

Your consulting business should enrich your life and create a fulfilling lifestyle for you and your family.

For your consulting business model, you have 4 options:

1. Solo Model : The classic independent consultant . Your business is just you (and maybe a few contractors). From delivering projects to marketing and sales, you are responsible for every part of the business.

(To see the pros and cons of each model, see our post on The 3 PROVEN Consulting Business Models .)

2. Firm Model : The typical large consulting firm. Your firm consists of consultants, associations, junior and senior people. Your role starts off as doing a bit of everything — but eventually, your role becomes hiring, training, and managing your team.

3. Productized Model : This model comes out of one of the above models. You identify a particular problem your clients have, and you build your business around solving that problem with a focus on efficiency. This model is all about systems, efficiency, and scale.

4. Hybrid Model : The hybrid model is a mix of the models above. For example, you might offer a productized consulting offer — but also do some solo custom consulting. Once you’ve mastered one of these models, the hybrid model helps you add new products and services to create more revenue.

Pick one of the models above. If you’re unsure about which one to use, start with the solo model. You can always change it in the future. Chances are, your business will evolve in the future anyways.

With your consulting business model selected, let’s move to the next part of your consulting business plan — clarity around your ideal client.

For every hour you spend on planning, you should spend 4 hours on putting your plan into action.

2. Ideal Client Clarity

  • “Who is the ideal client my consulting business will serve?”

That’s the second question you’ll answer with your consulting business plan.

This is all about how you’re going to specialize .

As an entrepreneurial consultant, specialization is crucial.

You can’t offer everything to anybody.

You’ll have to begin by choosing a specific type of client to serve — your niche.

A niche is a certain subset of people whom you might potentially serve — SaaS companies, manufacturing, pharmaceuticals, etc.

To find your ideal client, you’ll have to test out different niches.

This is why we teach the Niche Scoring Method in our Clarity Coaching Program .

October 27, 2021 12:11:43 pm - Screenshot

Using this scorecard, you score each potential niche from 1 to 5 based on the following factors:

  • EXPERIENCE . How would you rate your experience with this niche?
  • EXPERTISE . How would you rate your status as an expert within this niche?
  • RESULTS . How would you rate your confidence that you can deliver results for this niche?
  • POTENTIAL . How would you rate this niche’s growth and how willing they are to hire consultants?
  • INTEREST . How would you rate your interest in this niche?
  • ACCESS . How would you rate your ability to speak with ideal clients in this niche?

In the Clarity Coaching Program for Consultants , we also teach you about the different layers of specialization, how to find and validate your ideal client’s potential, how to do outreach to potential clients, and more.

By going through these exercises, you’ll figure out which niche is best for you to start with.

Picking a niche and defining your ideal client is the foundation on which you’ll build your business — and get clients.

You shouldn’t move on with your consulting business plan until you’ve defined your ideal client.

Once you’ve done that, you can move on to the next part: Magnetic Messaging.

3. Magnetic Messaging

  • “What message will get my ideal client’s attention?”

That’s the third question you’ll answer on your consulting business plan.

You’ve picked your business model.

You’ve defined your ideal client.

Now, you’ll write a message designed to get your ideal client’s attention.

We’ve created a formula to make writing this message as simple as possible: Magnetic Messaging.

Here’s the formula:

I help [WHO] to [solve WHAT problem] so they can [see WHAT results]. My [WHY choose me]…

Let’s break each part of the formula down.

  • WHO : Who you serve.
  • WHAT (Problem): What problem you solve for them.
  • WHAT (Result): What result you create for them.
  • WHY : Why they should choose you.

Why does this message grab your ideal client’s attention?

  • It speaks to who they are.
  • It mentions what problem they have.
  • It showcases what result they can get.
  • It differentiates you from others who might provide a similar service.

When your message contains these 4 elements, it will draw interest from your ideal clients. They’ll want to learn more.

They’ll browse your marketing materials, read your articles, sign up for your email list, and reach out to you for conversations.

Effective messaging is the foundation of your marketing: what you communicate to the marketplace to get your ideal client’s attention.

You won’t write the perfect message on your first try.

But you do need to write a first draft — and actually put it to work in the marketplace.

Once you’ve written down your first magnetic message, it’s time to start planning your strategic offer.

4. Strategic Offers

  • “What can I offer my ideal client — and at what price point?”

That’s the 4th question you’ll answer on your consulting business plan.

With clarity around your ideal client and a message that grabs their attention…

…you must create an offer — a service — that solves their problems and gets them the result that they want.

The classic custom consulting service is the “full engagement.”

After you engage in a meaningful sales conversation with your prospective client, you’ll send them a consulting proposal .

In your proposal, instead of including one option, you’ll include three:

Option 1 – $

  • Basic offer
  • Minimum effort required
  • Provides value
  • Lowest investment

Option 2 – $$

  • Help them reach results quicker than option 1
  • Provides more value than option 1 (ideally, without having to spend more time)
  • Higher investment

Option 3 – $$$

  • If money isn’t an issue
  • Best results
  • Shortest time to result
  • Highest investment

Map out the different options you’ll offer your prospects.

Take a look at the marketing consulting example below for an idea of how the 3 different options might look:

October 27, 2021 12:13:03 pm - Screenshot

However, we recommend you start with a discovery offer .

A discovery offer is a smaller service (priced at $1.5K to $15K). You design it to get your client a quick, low-risk win.

Your discovery offer helps get your “foot in the door” with the client. Once you get them that quick, low-risk win, they’ll trust your expertise. This will open the door for larger projects with the same client.

Discovery offers are easier to sell, create, and deliver.

Here’s our discovery offer checklist:

  • Align with what the buyer wants
  • Is a logical first step
  • Leads to the next steps
  • Ranges between $1.5K to $15K
  • Provides tangible benefits (growth, clarity, etc)

Of course, you’ll also have to set your consulting fees .

You can use the hourly method, the fixed-rate method, the value-based method , or the retainer method.

Pricing is an incredibly complex and deep topic. But you’ll have to pick a price to start with and adjust it based on the feedback you get.

Never sell yourself short. Remember: pricing is marketing. If you can deliver your clients results, then charge what you’d feel good about.

Once you’ve mapped out your 3 engagement options and a discovery offer, you’re ready to take your offers to the marketplace — and start winning consulting business.

5. Marketing Engine/Sales Pipeline

  • “How am I going to create conversations with my ideal client?”

This is the final question you’ll answer on your consulting business plan.

And it’s where you start to see real results: winning clients, delivering projects, and earning revenue.

However, according to our How To Become A Consultant Study , marketing and sales are where consultants struggle the most.

Your Marketing Engine is what you’re doing every day to get in front of your ideal clients.

Your Sales Pipeline organizes all of the leads who come into contact with you.

Let’s start with your pipeline.

October 27, 2021 12:14:26 pm - Screenshot

Your pipeline is organized into 6 columns:

  • LEAD . You’ve identified the prospective client and have begun reaching out to them to set-up a conversation.
  • CONVERSATION . You’ve had a sales conversation with the prospective client.
  • PROPOSAL . You’ve sent a proposal to the prospective client.
  • WIN . The prospective client has accepted your proposal and you won the business.
  • LOSS . The prospective client has declined your proposal and you lost the business.
  • NURTURE . Most people you reach out to won’t be ready to buy or make a decision right away. In fact, even people who say ‘No’ to a proposal now, may buy from you later as long as you stay top of mind through your nurture process.

All of your prospective clients fit into one of these 6 categories.

Using a CRM to create and organize this pipeline will help you organize your marketing and sales efforts.

Marketing is what fills up your “lead” column.

Without marketing, you won’t have any leads. And without leads, you won’t have the chance to win new business.

We organize marketing for consultants in 3 different categories:

  • Outreach: Reaching out to your ideal clients to initiate conversations.
  • Follow-Ups: Following up with your ideal clients to initiative conversations.
  • Authority Building : Creating content for your ideal clients that demonstrates your expertise and adds value — and helps create conversations.

A basic Marketing Engine will have you doing a mix of these different methods every day.

Every day, you want to be reaching out to new clients, following up with your leads, and creating content that demonstrates your expertise and adds value.

October 27, 2021 12:13:41 pm - Screenshot

The type of marketing you focus on also depends on the stage of your business .

If you’re a newer consultant, you’ll rely more on outreach. You don’t have as much of an audience for authority content to work yet.

But if you’re a later-stage consultant, you’ll rely more on content. Your content has a farther reach, and can generate leads at scale.

For your business plan, focus on setting up a pipeline that is easy to track, and creating the right marketing habits to fill up your leads column.

At this stage, your plan is done.

It’s time to start taking action.

Imperfect Action: Write Your Entrepreneurial Consultant Business Plan

By answering these 5 questions…

…you’ll write a consulting business plan that enables you to take action.

We’ve included dozens of articles, case studies , and guides on how to answer these 5 questions.

However, in consulting, execution is more important than your plan.

So, use our resources to help answer these 5 questions — and go build your consulting business.

Ready to Take Your Consulting Business to the Next Level?

Apply to join our Clarity Coaching Program , the place where dedicated consultants go to get a personalized plan, strategy, coaching and support to grow a successful consulting business.

If you’re committed and serious about growing your consulting business, then this customized coaching program is for you.

We’ll work hands on with you to develop a strategic plan and then dive deep and work through your ideal client clarity, strategic messaging, consulting offers, fees, and pricing, business model optimization, and help you to set up your marketing engine and lead generation system to consistently attract ideal clients.

Schedule a FREE growth session today to apply for our limited-capacity Clarity Coaching Program by clicking here .

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How to Start a Consulting Business: Your One Page Business Plan Learn the three critical components of your business plan and download a template to get started

By Terry Rice • Apr 28, 2021

I wrote several business plans while obtaining my MBA from the University at Buffalo. But, for some reason, I totally skipped that part when it was time to launch my consulting business. My only real plan was to generate revenue, which often involved saying "yes!" to any opportunity that came my way, and not charging nearly enough for the services. And, when my daughter was born, I was too concerned about the future to be fully present. I was there, but I was more preoccupied with worrying about how I would provide for her than I was with enjoying and appreciating the experience.

Fortunately, that all changed once I decided to create a real plan aligned with the vision I had for my business and my family. That was six years ago and I've now packaged it as the One Page Business Plan for Consultants . I'm sharing the framework with you so you can avoid my mistakes, and compress the amount of time it takes for you to find fulfillment. This is by no means a hack - you're going to put in work - but this guide will reduce the confusion and frustration that can come from starting a new business.

I should also note that you may not complete it in one sitting. By design, it will challenge you and expose blind spots you may not be aware of. That's a good thing! Addressing these critical issues now will save you from months - possibly even years - of self-doubt and lost revenue.

And, if you're currently offering professional services , but are wondering why you haven't been able to "figure it out" just yet, this plan could be the key to unlocking your revenue potential.

It's all centered around answering three critical questions, which I've highlighted below.

Related: Learn how to package, price, and promote your consulting services

What do you do, who do you do it for, and why?

Clarity is the precursor to confidence. Once you establish clarity on your services, audience and motivation; you'll be able to confidently move forward with the next steps. I address how to get clear on your services in the article How to Start a Consulting Business: 3 Steps to Finding Your Idea , so I suggest checking that out in addition to the guidance provided in the business plan.

Be sure not to skip defining your "WHY" - the purpose, the cause, or the belief that drives you - this will become a valuable differentiator as you grow your business. And, if you need help crafting yours, Simon Sinek literally wrote the book on it, but you can also check out his brief YouTube video that provides some valuable tips.

How do you attract clients and opportunities by expressing your expertise and personality? (Marketing)

When I first started offering Digital Marketing services, I visited a local business in Brooklyn so I could pitch them in person. I knew launching a business would require stepping out of my comfort zone and I saw this as the perfect opportunity to do so. Incredibly enough, they said "yes", but I never did door-to-door sales again. Why? Because I hated it, and I knew there had to be a more efficient way.

Your goal should be to land clients based on how you feel comfortable presenting yourself and the value you provide. Not by spending 20 minutes hyping yourself up by listening to Eminem's "Lose Yourself" on repeat before you finally get enough courage to ask for their business. Everyone may be telling you to join Clubhouse , but answering questions on Quora might be a better fit for your personality.

It's also crucial to attract the right prospects. I used to get contacted by people who asked how much I charged before asking how I could help. In time, you'll learn how to weed those people out so you can focus on prospects who understand the value you provide and are willing to pay you what you're worth.

Beyond that, your marketing tactics need to be measurable and repeatable. Otherwise, you won't know how to avoid making the same mistakes or double down on what's working for you.

Related: How to Grow Your Email List and Sales Pipeline by Creating Your Own Free Mini-Course

How do you deliver your services and scale revenue? (Delivery)

Experiencing burnout — emotional, physical, and mental exhaustion caused by excessive and prolonged stress — is far too common with entrepreneurs. One way to avoid it: develop a process to deliver your services that is aligned with efficiency and impact.

While custom projects can be lucrative, they also require much more coordination and development. Defining the delivery - and pricing - of your services in advance allows you to create a business model that is aligned with your desired revenue and lifestyle goals.

You can see options for delivering your services below.

Business consulting services examples by Terry Rice

By documenting this process, you'll also be able to better project and scale revenue, which reduces uncertainty and gives you the freedom to take time off without worrying about where your next paycheck is coming from.

Related: How to Start a Consulting Business: Determining Your Rates

Download the One Page Business Plan and block off three hours to work on it. I suggest working for 50 minutes, taking a 10-minute break, and repeating that cycle three times. And, if you have any questions feel free to reach to me on LinkedIn or join a live Q&A session .

Ready to start your consulting business? Check out our Consulting Business Accelerator and get going today! You'll gain access to training videos, hands-on activities and join live weekly Q&A calls.

Entrepreneur Staff

Business Development Expert-in-Residence

Terry Rice is the Business Development Expert-in-Residence at Entrepreneur and host of the podcast Launch Your Business , which provides emerging entrepreneurs with the critical guidance needed to start a business. As the founder of Terry Rice Consulting he helps entrepreneurs make more money, save time and avoid burnout. He writes a newsletter about how to build your business and personal brand in just 5 minutes per week and created a revenue optimization checklist to help you multiply your income potential. 

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8+ Business Consulting Business Plan Examples – PDF, Docs

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Business Consulting Business Plan Template

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Key Areas to Focus on in a Business Consulting Business Plan

business consulting business plan

1. Value Proposition

2. target market, 3. marketing, 4. employees.

  • If you have employees, what is the best way to deploy them, given the reality of project work?
  • Do you plan to pay them hourly, by confirmed project, or salaried?
  • Do you pay a salary and risk a lull in projects?
  • Do you pay employees on a project basis, only when they work, risking their availability when you get a new contract?

IT Business Consulting Business Plan Example

it business consulting business plan example

Marketing Business Consulting Business Plan Example

marketing business consulting business plan example

Contents of a Business Consulting Business Plan

  • Keys to Success
  • Company Summary
  • Market Analysis Summary
  • Strategy and Implementation Summary
  • Management Summary
  • Financial Plan

Business Accounting Consulting Business Plan Example

business accounting consulting business plan example

Language Service Business Consulting Business Plan Example

language service business consulting business plan example

How to Make a Business Consulting Business Plan

1. determine the scope of your services, 2. devise points of differentiation, 3. create your business model, 4. formulate a marketing plan, 5. prepare a financial forecast, blank business consulting business plan template example.

blank business consulting business plan template example

Business Management Consulting Business Plan Example

business management consulting business plan example

Tips in Making a Business Consulting Business Plan

  • Write the draft first.  Do not worry about grammar, structure, or neatness. You have to focus on getting your point across, whether through paper or screen, in this stage.
  • Do your research.  You have to get to know all the details with the market that you are working on in order to accurately find the right strategies or methods that you can implement.
  • Identify your unique selling proposition.  What is your unique selling point? Why should businesses hire you instead of someone else? Think about what you are good at and use it as a basis to market your business.
  • Get feedback.  Feedback is essential when you want to know what others think about your plan. It can help you improve your plan. Show your peers, friends, previous business associates, and potential customers your plan and listen to their feedback.
  • Keep it simple.  Do not complicate things, it can lead to confusion on your readers part. Keep your business plan simple but full of important and relevant details.
  • Update your business plan regularly.  As your business grows, your business plan should grow and develop along with it. As you go along you will eventually find out that what you have written before were misguided, inaccurate, or wrong. You have to update your business plan in order to improve your services and tailor it to the needs of your clients.

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FREE 8+ Consultant Business Plan Samples in PDF | MS Word


In starting a business, such as a consultant business, there are several things that you have to obtain and comply with to get started. A  business plan  is among them. Since you are here, it is safe to assume that you are looking for a business plan for your consulting business, or you want to create one. If that is the case, you are in the right place. In this article, we have gathered a set of  consulting business plan templates  and examples. Additionally, we have collated the things that you need to know in creating this type of document.

Consultant Business Plan

What is a consultant business plan, what to include in a consultant business plan, 8+ consultant business plan samples, 1. consulting business plan sample, 2. consultancy business plan template, 3. agricultural safety consulting firm business plan template, 4. consultant business plan sample, 5. real estate consulting business plan sample, 6. consultant business plan development template, 7. multidisciplinary business planning firms sample, 8. consultant business plan in pdf, 9. consultant business plan example in doc, how to create a strategic consulting business plan, 1. start with a draft, 2. research, 3. know your edge, 4. get feedback, 5. make it short and simple, 6. update the plan regularly, 7. respond to the clients’ demand effectively.

Whether it is a startup company or big corporate, a business needs a  roadmap  that will direct a business towards its goals. To do it, a business owner has to obtain a business plan. A business plan is a type of document that contains an overview of the goals of a business and the methods involved to attain these goals, making this document the most crucial part of a consultant  business development .

Just like creating a  consultant contract agreement , if you are planning to develop a written consultant business plan, it would help if you know who your target audience is. For example, the reason you are creating a business plan is to support your  business loan proposal  that you are going to submit to a bank. You have to develop the document in a way that will appeal to the bank. To do it, you can include items such as target market analysis, business goals, expenses, marketing strategy, budget, business growth strategy, and sales forecasts. Including the mentioned contents can also help in attracting new clients.

Let’s take a look at how consultant business plans look like. Just download the following business plan examples and templates.

consulting business plan

Size: 648.8 KB

consultancy business plan

Size: 133.5 KB

agricultural safety consulting firm business plan

Size: 145.4 KB

basic consultant business plan

Size: 415.3 KB

real estate consulting business plan

Size: 513.6 KB

consultant business plan development

Size: 214.6 KB

multidisciplinary business planning firms

Size: 378.4 KB

consultant business plan in pdf

Size: 176.6 KB

consultant business plan example

Size: 14.9 KB

Creating a consultant business plan can be tough, especially if you build it for the first time. That is why we have included the following tips in this article. Use these pointers to create a strategic business plan.

One of the mistakes that people do in  professional writing , including writing a consultant business plan, is focusing on all the things in mind at once. This habit will make you end up confused with what to write. To avoid this situation, we recommend you to concentrate on the ideas that you have when writing your first draft. Checking the grammar and structuring the contents should come after you write everything in the paper. By doing it, you can efficiently structure the raw information that you have in mind.

You may have an idea in your head, but writing a wedding consultant business plan or any consultant business plan will need specific information to complete. Thus, you will have to gather the necessary information through research.  Target market analysis  and  cost analysis  are a few of the research methods that you may have to conduct.

Several consultants are assisting businesses in any field. In the cosmetics industry, they have beauty consultants. In the wedding industry, they have wedding coordinators. The question is, which area are you good at? Don’t just settle in that question. Ask yourself why your potential clients should choose you over your competitors? Know your strengths and use them as your marketing edge.

Just like an  interior design business plan , you will need feedback from certain people to determine if your consultancy business plan is durable enough for implementation. By doing it, you may discover the flaws that you have not noticed before. To get the necessary feedback, you can start by talking to your friends, family, and people in the business.

Nobody wants to read a 12-page business plan, so if you want your potential client to take a look at your consulting business plan, write it in a way that will catch their interest. Do it by making a clear and on point plan. In this way, you can put all the necessary information in fewer pages. If you need to create a long explanation, you may want to set a meeting with the person or include a separate document for further clarification.

Creating a business plan is crucial in starting a consultant business. However, it does not mean that you will not need it anymore once you have established your business. In fact, you will rely on this plan to grow your business. Therefore, you must regularly check your business plan and make necessary improvements from time to time. It will ensure that your firm can overcome the obstacles that it encounters due to its affecting factors that are continually changing throughout the lifespan of your business.

One of the factors that influence the consultancy industry is the change in client demands. This trend is impacting the  internal operations of consulting firms . According to Deltek’s survey, fifty-two percent of the leaders in the consulting industry believe that a few years from now, effective response to client demands will become the most prioritized business development in the industry.

As one of the essential items that you have to obtain in developing a consulting business, you have to create this type of document seriously. With the information that we have provided in this article, you should have an idea on how to make it happen. You may also check our article about the other item that you will need in developing your business, which is the consultant marketing plan .

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Business Consulting Business Plan Template

Business Consulting Business Plan Template

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Download this Business Consulting Business Plan Template Design in Word, Google Docs, Apple Pages Format. Easily Editable, Printable, Downloadable.

If you’re just starting your consulting business, it’s expected that nobody knows your existence yet. In this Business Consulting Business Plan Template, we’ll help you how to market your newly-opened business and eventually gain clients. The beginning is always the hardest, as they say. That’s why while you’re still a newbie to the business, we recommend that you use our template so there’s no need for you to start from scratch because it’s content-ready. Apart from that, if you have an existing consulting business that needs new marketing strategies, this template is also for you. Download it on your different devices such as PC, laptop, or cellphone anytime, anywhere! Download this Business Consulting Business Plan Template now!

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Consulting Planning Business Plan

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Business Solutions Consulting

 BSC offers a list of services for business owners to choose from, depending on their particular business needs.

Start-up services include business plan preparation, marketing plan preparation, and financing search and procurement. Ongoing services include business plan updates, marketing plan updates, search and procurement of additional rounds of financing, management development, IT consulting services, e-commerce consulting services, operational advising, and human resources advising.

BSC is flexible, working with its clients in the fashion preferred by the client, be it on-site, remotely, or a combination of both. BSC typically works on a project in a team fashion to assist the client in all areas of the business simultaneously. This allows for all parties involved to be in sync in terms of understanding the interconnections of all functional areas of the business.

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