📝 5 Documents · Word & PDF

Client Proposal &
Engagement Letter Pack

Professional proposals and engagement letters that close deals. Three advisory tiers, a legal engagement letter, and a pricing worksheet. Customize and send in 15 minutes.

$27

One-time purchase · Instant download · Use with unlimited clients

⚡ Instant download 📁 Word & PDF ♾️ Use with unlimited clients

What's Included

Everything to close advisory clients

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Essentials Advisory Proposal
Entry-level advisory package proposal. Monthly reporting, basic KPI tracking, quarterly reviews. Positioned at $1,500-$2,500/mo.
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Growth Advisory Proposal
Mid-tier advisory proposal. Cash flow forecasting, KPI dashboards, monthly strategy calls, budget planning. Positioned at $3,000-$5,000/mo.
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Virtual CFO Proposal
Premium fractional CFO proposal. Full financial strategy, board presentations, M&A support, fundraising guidance. Positioned at $5,000-$10,000/mo.
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Advisory Engagement Letter
Professional engagement letter template covering scope, fees, confidentiality, termination terms. Reviewed by business attorneys. Customize with your details.
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Pricing Framework Worksheet
Value-based pricing calculator. Input your costs, target margin, and market rates. Outputs recommended pricing for each service tier with confidence ranges.

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Professional formatting · Ready to customize with your branding · Works on Mac & PC

Want the full system?

This template pack is included free with the Foundations Course — plus 6 modules of training, all other templates, and a 30-day action plan.

Get Foundations Course — $297 (everything included) →

Client Proposal &Engagement Letter Pack

Everything to close advisory clients

Want the full system?

Stop building from scratch.

Client Proposal &
Engagement Letter Pack