free consulting business plan template word

FREE Consulting Business Plan Templates

A Plan Is Your Guide to Success. Make a Consulting Business Plan with Template.net's Free Templates. Our Consulting Business Plan Templates Are Useful for Making a Consulting Proposal Template, Executive Summary, Marketing Plan Sample, Management Plan, Project Proposal Sample, Human Resource Schedule, Management Consulting Firm Planner, and Financial Proposal Letter.

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Consulting Business Plan Template

A lot of businesses may request business plans and strategy consulting from your consultation agency at the same time. If you want to save time, we have prepared your Consulting Business Plan Templates ! We have 100% customizable, easily editable, printable, high-quality, and professionally made templates. You don't have to worry about time, since editing these templates will surely help you. These templates are available in Google Docs , MS Word , and Apple Pages formats and are available in A4 and US letter sizes. Making a consultation business plan has never been this easy if you will download our pro templates. Just sign up to any of our subscription plans and download now!

What Is a Consulting Business Plan?

A consulting business plan is a business plan made by a consultant. That consultant is going to be paid for his or her expertise. A business consultant is a professional who gives professional advice. A business consultant is someone who mentors a business, gives advice for marketing strategies, guides a business's safety, educates the clients about the information that they can use to improve their business, and helps with decision-making. Businesses who want to ask professionals to make them business plans can look from business consulting services.

How to Make a Consulting Business Plan

Business plans are very important for businesses; however, to save time, some businesses ask for a consultant's assistance to make them their own business plan. As a consultant, you need to be very knowledgeable about the business plan you are asked to make. If you are new to the industry, you can follow and practice these simple steps in order to make an effective and professional business plan:

1. Market Yourself

As a start-up plan, before a company can hire you as their consultant, remember that there a lot of consultants out there that businesses can hire. In order to get hired to writing a business plan, how can you project yourself as someone competent to write for them? Make sure that you know your capabilities and skills well in order to be confident to get the part.

2. Who Are You Writing For?

Once you are hired, you cannot write the same business plan for everyone. It is a must that you know the purpose of what you are writing for. Is it a partnership business plan, a start-up business plan, a strategic business plan , a bank business plan, an HR consultant business plan, or a growth business plan? You need to have a talk with your client about what kind of business plan they want you to make. You can talk about a lot of things regarding your business.

3. Do Your Research

For educational purposes, before you start writing, you need to make a research about the business you are working with. Researching will supply you with more knowledge about the business plan that you are writing and will count as your preparation. Go into the details about the business plan. Collect all the data from the business or company you are writing for. You can make your research about the market of your client. You can research about its competitors in the business, the product and services they are giving to their customers, the business operations they make, strategies that the business should have in order to move forward, and other details that will eventually help the company's success and help for their business growth.

You need to first make a draft of your business plan. You can write an overview. Also, don't think about the superficial things like the grammar and the structure of your draft. All you have to do is write all the information you know and you have gathered from your research. Choose a comfortable place where you can write. Do not write very long business plans because the investors may find it mundane, so make it simple.

5. Ask for Feedback

Once you finished your work, you can ask people and business associates to read your work and ask them for feedback. Feedback can improve you to write better.

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• Business plans

Consultant Business Plan Template

Used 4,999 times

An example of a document outlining your strategy for launching or expanding your consulting firm is a Consultant Business Plan Template. The essential elements include a summary of the company, team, sector, rivals, target audience, and an operations and marketing strategy.

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Created by:

​ [Sender.FirstName] [Sender.LastName] ​

​ [Sender.Company] ​

​ [Sender.Title] ​

​ [Sender.Email] ​

​ [Sender.Phone] ​

Prepared for:

​ [Client.FirstName] [Client.LastName] ​

Business Overview

​ [Sender.Company] is led by [Manager.FirstName] [Manager.LastName] who graduated from (add school and educational background if applicable) and has (number) years of experience as a business consultant in the (name) industry.

The business model [Sender.Company] uses is (describe business model, e.g., subscription, flat fees, hourly fees, etc.).

Management Team

In addition to [Manager.FirstName] [Manager.LastName] , [Sender.Company] has a strong management team with extensive experience in the consulting industry.

Chief Financial Officer

(CFO.FirstName) (CFO.LastName) has (number) years of experience in the consulting industry, including work experience with (companies).

Chief Operating Officer

(COO.FirstName) (COO.LastName) graduated from (school name) and has since accumulated (number) years of experience in the consulting industry. Some of his/her most prominent work experience includes stints (companies).

Chief Marketing Officer

(CMO.FirstName) (CMO.LastName) has held leadership positions at companies like (company names) and has spent (number) years achieving positive results like (positive work results).

Customer Analysis

​ [Sender.Company] ’s target market is composed primarily of (describe your ideal client).

The demographics of these clients are as follows:

Businesses in (industry)

An average income of $(XXX,XXX)

Largely owner/operator

In business (XX) years on average

Industry Analysis

After a thorough analysis of the industry, [Sender.Company] has discovered a multitude of trends and statistics that bode well for the business, including:

Share some statistics that illustrate the opportunity for your business, e.g., the size of the consulting industry and your niche, the growth rate, results from surveys of your target market, the average income of consulting practices, etc.)

Competitive Analysis

​ [Sender.Company] will operate in an industry with multiple competitors, and these are some of the most prominent competitors that have been identified:

(Outline 2-3 competitors by describing their business in terms of how long they've been around, how many employees they have, and anything especially distinct about their business.)

Success Factors

​ [Sender.Company] is positioned to overcome its competitors because:

The product/service being offered has unique advantages.

The price point is more attractive than the standard market price.

The operators have extensive experience in this industry.

The company has relationships in place that will generate positive results.

Marketing Plan

​ [Sender.Company] plans to use (type of marketing strategy, e.g., paid advertising, SEO, content marketing, social media, etc.) to generate customers.

Specifically, [Sender.Company] 's marketing plan will involve executing these tasks:

Build a website.

Create SEO-friendly content.

Launch paid advertising campaigns.

Engage prospects with email marketing campaigns.

(Add more tasks as needed)

Operations Plan

​ [Sender.Company] has determined that the following departments and personnel will be essential for the success of the company:

Human Resources

​ [Sender.Company] 's human resources department will be critical in hiring essential talent and maintaining happy employees. The company assesses that a team of (number of full or part-time employees, contractors, etc.) will be needed.

A marketing department consisting of (number of full or part-time employees, contractors, etc.) will be needed to generate buzz and create customers for [Sender.Company] .

Customer Service

​ [Sender.Company] 's business will involve servicing many clients, so a customer service department consisting of (number of full or part-time employees, contractors, etc.) will be important to maintain strong relationships.

Financial Plan

​ [Sender.Company] is seeking funding in the amount of $(amount of money) to launch and scale its business. The capital will be used primarily for (state what funding will be used for, e.g., web design, marketing, hiring employees, etc.)

Specifically, these funds will be appropriated in the following ways:

Web design: approximately $(amount of money)

Marketing: approximately $(amount of money)

Personnel: approximately $(amount of money)

​ [Sender.Company] is projecting the following financial results:

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Business Consulting Business Plan Template

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What you get with this template

A complete business plan.

Text and financials are already filled out and ready for you to update.

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Get the most out of your business plan example

Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

3. Know why you're writing a business plan

To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

More business planning resources

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How to Write a Consulting Business Plan + Free Template

Are you someone people usually come to to get valuable business advice? Or do you really like sharing valuable business insights to help businesses grow? Well, starting a consultancy business can be one efficient move to monetize your expert skills.

Now, you wouldn’t start a business without solid planning, would you? Well, how about you take the first step and write an actionable management consulting business plan for your business idea?

Writing a business plan can be tough. But we are here to make it easier for you.

This step-by-step guide is here to help you write a forward-thinking, realistic plan in easy actionable ways and offers a free management consulting business plan template to kickstart your writing process. .

So let’s get started.

Key Takeaways

• Craft a remarkable executive summary summarizing the concept, strategies, objectives, financial projections, and mission values of your consulting business plan.
• Conduct in-depth industry analysis and market research identifying emerging trends and shifts that are likely to influence your consultancy business.
• Introduce the services of your consultancy firm along with its pricing plan to give readers a thorough idea of your service offerings.
• Conduct a SWOT analysis of your key competitors and determine your competitive edge over them to strengthen your competitive analysis.
• Lay down a clear organizational chart highlighting the key skills, salaries, and experience of people working in your consulting firm. .
• Create realistic financial projections for sales, revenue, costs, expenses, and cash flow for your consultancy after making room for contingencies and emergencies.
• Draft a detailed operations plan highlighting the processes and procedures for everyday activities at your consultancy.
• Devise a diversified marketing and sales plan to promote your business effectively to your target audience.

Key Elements of a Management Consulting Business Plan

• Executive Summary
• Company Overview
• Competitor and Market Analysis
• Service Offerings
• Marketing Plan
• Management Consulting Team
• Operational Plan
• Financial Outlook

Since we are talking about a consulting business plan, let us walk you through this step-by-step outline to help you write a stellar plan covering all the essential facets.

1. Executive Summary

The executive summary is the first and foremost section of your consulting business plan that will engage your readers and persuade them to dive further into details.

Begin by offering a brief overview of your business idea highlighting what it does. Take reference from the below example written using Upmetrics AI assistant .

Further, paint a picture, briefly highlighting your consulting services, market scenario, competition, USP, marketing and sales strategies, and financial objectives.

Ensure that you adopt a storytelling approach while crafting your executive summary. Ideally, this section of your business plan should concisely summarize your entire business plan in a page or two.

So ensure that you strategically place the information within this section to keep the readers hooked.

Now be smart and revisit this section after you are done writing for every other section of your plan. A thorough understanding of your business plan at that time will enable you to craft a compelling summary easily.

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2. Company Overview

This section of a business plan helps the reader get a thorough understanding of your consulting firm.

The company overview offers a detailed description highlighting what type of consultancy you would run, its physical location, legal structure, mission objectives, history, and all such related information.

Begin by clearly stating the concept and niche of your consulting firm. Further, highlight whether you would be running a sole proprietorship or partnership, and if it’s the latter discuss the profit-sharing ratio.

Don’t forget to mention your business structure and whether or not will you run a Limited Liability Company (LLC).

This section is your chance to introduce your business objectives, core value proposition, and mission objectives. Highlight any milestones you plan to achieve or have already achieved and make this section insightful.

Refer to this example describing the short-term objectives of a consulting firm from an Upmetrics plan.

3. Competitor and Market Analysis

An in-depth analysis of the consulting industry, market, and competitors is essential to build a successful consulting business. This is the most crucial part of your consultancy business plan helping you identify your target market, emerging trends, competitors, and your advantage over them.

Market analysis

The market analysis section of your consultant business plan will help you evaluate the market condition, target market, and business growth opportunities for your consultancy business.

Begin by researching and analyzing the consultancy market size and the serviceable obtainable market of your specific consultancy.

Further, determine your target audience by creating a buyer’s persona of your ideal customer. In this customer analysis section , determine their demographic and psychographic details to get a clear understanding of who your customer would be.

Refer to this buyer’s persona written using Upmetrics AI assistant:

Lastly, identify the emerging market trends within your industry, potential risks, and the shifts in consumer behavior likely to influence your business.

Competitors analysis

In the competitive analysis section of your plan, identify the consulting firms and other businesses that offer direct or indirect competition to your business.

Your direct competitors are other consultants in your local market, while your indirect competitors are in-house experts, software solutions, and an industry-specific business community extending resourceful help.

Conduct a SWOT analysis of your key competitors and analyze them based on their service offerings, target demographics, pricing, and other relevant factors.

Highlight your competitive advantage over these firms, suggesting that there are ample opportunities for you to succeed despite the competition.

Here’s an example of a competitive advantage for a consultancy business using Upmetrics.

4. Service Offerings

Consulting businesses offer a variety of consulting services. In this section of your consulting business plan, you will create a clear list of all the services you will be offering.

The list can include various business consulting services such as:

• Strategy consulting
• Operation consulting
• Human resources consulting
• IT Consulting
• Risk and compliance consulting

Now, elaborate on these services to help your readers understand what it truly entails. Refer to this example of legal and compliance services brief description:

As part of our risk and compliance service, the company will offer:

• Draft, negotiate, and conclude ‘Joint Venture Agreements’, and ‘Memoranda of cases for one of our key clients. 
• Legal Advice & Consultation
• Case Litigation & Pleading
• Legal Translation
• Business Start-up Advice
• Management Consultancy
• Representation and Attorney Services
• Legal Compliance

Determine the pricing of these services and place it alongside your service list. Ideally, you should create differential and tiered pricing plans for your services to cater to different target audiences.

All in all, make this section an informative read for your readers helping them understand your unique business offerings.

5. Marketing Plan

A well-defined marketing plan is among the most important components of your consulting firm’s business plan. Well, It’s time to design your marketing strategies using your market research about the target customers and the potential clients.

Multifarious marketing efforts are essential to make your new business visibly famous in the market. Well, here are a few strategies that a successful consultant follows religiously:

Social media marketing

Choose different social media platforms to build your consultancy brand online. LinkedIn can be a good choice for a consultancy business followed by FaceBook and Instagram. Create your marketing plans for different platforms and be consistent with your posting there.

Informative website

Build an informative website for your consulting business and enhance its ranking on search engines by creating a dedicated content marketing program.

Email marketing

A well-defined email marketing program to attract new clients, newsletters for subscribed customers, and promotional services offer to convert a potential customer base.

Targeted advertising

Running a paid ads program to reach targeted small businesses and potential clients.

Refer to this example of marketing and promotion programs for your consultancy from Upmetrics.

In this section of your consulting business plan, also highlight your marketing budget and its allocation to different marketing activities.

6. Management Consulting Team

Introduce your managerial team in this section of your consultant business plan by showing how you have the right people to run a successful consultancy.

Begin by introducing the people at top managerial positions and offer a brief description depicting their skills, expertise, and experience in offering specific consulting services.

Refer to this example introducing the managing director of a consulting agency.

Mr. Ashton will serve as the Managing Director of CCI. A highly motivated and dynamic individual, Thomas boasts vast experience in the field of aesthetics having spent a career spanning 14 years essaying various white-collar roles for aesthetic companies across America. His ability to multi-task and expertly weave through operational pitfalls equips him with exceptional management and administrative skills. The US operations include sourcing, interacting, and building client relations across the industry value chain involving professional salons and end-user clientele. Mr. Ashton’s expert management and industry-specific skills will play an instrumental role in achieving the parent company’s goal of establishing a sustainable and reliable aesthetic brand in the US.

Don’t limit this section to the introduction of owners and managers. Instead, introduce every person who’s an asset to your business and can contribute significantly to your business goals.

In this section, you will also highlight the organizational design to offer a clear understanding of the hierarchy in your consulting firm. And lastly, don’t forget to add the salaries and wages of these people alongside their roles while creating your management plan.

7. Operational Plan

The operations plan shows that you don’t only have the means but also the knack to operate the consulting business efficiently.

This section of your business plan highlights the processes and procedures essential to run the everyday operations of your consulting business and the milestones you wish to achieve.

Confused what should you include in your operations plan? Let’s check this out:

Hiring plan

Mention the number of project managers, analysts, BD, administrative, and support workers needed for your business. Briefly describe the qualifications, skill sets, and experience for these roles and lay your hiring plan to hire employees.

Refer to this example of a hiring plan for a consultancy by Upmetrics.

Operational processes

Briefly explain the different processes and procedures of your business in the consulting industry. This includes processes for client acquisition, service delivery, project management process, quality assessment, and client retention.

Tools and equipment

Mention all the equipment you will require to deliver quality consulting services to the clients. Also, include the pricing of these equipment and how you plan to source them from the market.

Overall, think of smaller nuances and make this section as brief and detailed as possible. Consider it as a guidebook that will answer all the operational queries that arise while running the business.

8. Financial Outlook

A comprehensive financial plan is the most crucial component of your business plan and sometimes it is the only section investors or readers might be interested in.

So work on putting together a well-detailed financial plan with realistic financial forecasts to increase the weight of your consulting plan.

The projections in a financial plan are important because they help the readers gauge the financial viability of your business idea. They offer a clear picture of the profitability, growth potential, and cash-generating capacity of your consulting business.

To create a befitting plan, begin by offering a detailed insight into your startup costs, revenue streams, profit margins, operational costs, and cash flow projections. Gather these projections to work on your key reports.

Refer to different business plans to see what more could you add to your financial section apart from these key essentials:

• Balance sheet
• Profit and loss statement/ Income statement
• Cash flow statement
• Break-even analysis
• Investment plan

While making a financial plan, ensure that you figure out the calculations for the next 3-5 years. And yes, we agree that calculating all these financial projections from scratch can get overwhelming. However, with this financial forecasting tool from Upmetrics , the entire task of creating a detailed plan will get much easier and more effective.

Simply enter the details in the tab and let the tool undertake all the manual calculations and create engaging visual reports to add to your plan.

Get Your Free Management Consulting Business Plan

Need help writing the contents of your management consulting business plan? Well, here you go. Download our management consulting business plan pdf and start writing.

Our intuitive and modern consulting business plan template offers a step-by-step guide with relevant examples to speed up your process of writing an effective business plan. It will get your actionable plan ready while ensuring that you add all the crucial details to it.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Start preparing your business plan with Upmetrics AI

And here we are. Now that you are aware of how to write an effective business plan using our consulting business plan template, you are one step closer to starting your business with a bang.

But that’s not it. What if we tell you that your business planning process can be made easier and more efficient with a few cutting-edge tools? Well, the Upmetrics business planning app is here at your service.

With an AI assistant to speed up your writing process, financial forecasting tools to help you with projections, and thousands of free educational guides to help you set up the business- we think you get it all with Upmetrics.

Get started now.

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Frequently Asked Questions

What are the key components of a management consulting business plan.

While there are no fixed rules regarding what to include in your consulting business plan, you can ensure that you don’t miss adding these key components to your plan:

• Executive summary
• Company overview
• Market and competitor analysis
• Service offerings
• Management team
• Operations plan
• Financial plan

What financial projections should be included in the business plan?

While making your consulting business plan, ensure that you add the financial forecasts for startup costs, expenses, revenue, cash flow, sales, and expected profitability to your plan.

How often should I update my Management Consulting Business Plan?

Ideally, you should update your business plan at least once a year since you operate in a highly dynamic industry. However, if you feel that the yearly updates are insufficient, you can also review and update your plan every quarter.

How should I approach the funding section of my business plan?

Begin by calculating your startup costs and the actual monetary situation to evaluate the funding needs for your business. Thereafter check the potential funding sources and their application procedure to avail required funding.

As a consulting business, you can choose one of these funding sources:

• Private loan
• SBA approved loans
• Angel Investors
• Venture Capitalist firms
• Crowdfunding

Can the business plan help in securing funding or investments?

Absolutely it does. Investors, credit lenders, and banks will look after your business plan before accepting the funding request for your business. This is because a business plan offers a clear understanding of your business idea while simultaneously vouching for the financial feasibility of your plan.

What legal considerations should I include in my business plan?

Here are a few of the legal considerations you should make while writing your business plan:

• Business licenses and permits
• Health safety compliance
• Insurance coverage
• Legal business structure
• Employment laws

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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8 Free Consulting Templates

Download Now

Access 8 templates for consultants in The Complete Consultant's Success Kit.

In this Consulting Kit, you'll get these 8 templates:

• Management Consulting Plan Template
• Business Plan Template
• Marketing Plan Template
• Sales Plan Template
• New Client Onboarding Checklist
• Consulting Plan Presentation Template (PPT)
• SWOT Analysis Template
• Porter's Five Forces Analysis Template

Templates to Delight Your Consulting Clients

As your consulting business goes, the need to become more organized and process-focus grows. 

In this kit, we've compiled eight templates you can use to delight your clients.

For your planning and onboarding, we've included a consulting planning template, a presentation template, and an onboarding checklist. 

For researching, we've included a SWOT analysis template and a Porter's Five Forces template. 

For your clients, we've included a sales, marketing, and business plan template. 

Download now to get started!

Frequently Asked Questions (FAQs)

What is a consulting business plan.

A consulting business plan is a tool that helps consultants develop their business. HubSpot's Consulting Business Plan Template provides tips that make it easy to learn how to write a consulting business plan with an effective structure:

• Executive summary
• Company description
• Product and service line
• Market analysis
• Marketing plan
• Financial considerations
• Download HubSpot's Free Consulting Business Plan Template for more items...

What is a consultancy plan?

A consulting proposal is designed to demonstrate your knowledge and expertise in a particular field. It provides an outline of the specific services you provide, as well as some estimates on how long it might take to complete those tasks.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

How do I write a consulting offer?

When you're trying to find consulting, it's important to know how to write a proposal. You should start with a cover page that lists your name, the prospective client's name and the date of submission. Then, you'll want an executive summary that covers the client's challenges, how you plan to solve them and what metrics or benchmarks you'll use for success.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

How do you structure a consulting project?

HubSpot's consulting templates were made for consulting businesses that want to be more organized and process-focused. For planning, we have a template for consulting planning, presentation, and onboarding checklist. For research, we have SWOT analysis and Porter's Five Forces templates. And finally for clients, there is a sales marketing template.

How do I write a business plan for a consulting business?

Using a business plan template tailored for consulting businesses:

• Write the first draft. Don't worry about grammar, structure or word choice.
• Identify your unique selling proposition to help sell yourself as an expert in that field of work
• Get feedback on your business plan

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