Sales Proposal: Elite Consulting Group

Executive Summary

Elite Consulting Group’s delivery model is straining under operational inefficiency. With 80 consultants serving clients across distributed locations, your team faces $150,000 in annual travel costs and 20% schedule overruns—both symptoms of fragmented project coordination.

This proposal outlines how a unified project management platform will centralize client delivery operations, eliminate unnecessary travel through better remote coordination, and bring schedule predictability back to your projects.

Investment: $18,000/year | Implementation: 4-6 weeks | Payback: 2 months

Situation: The Challenge Elite Consulting Group Faces

Current State

1. Excessive Travel Costs: $150,000/year traveling to client sites and internal coordination meetings—often for tasks that could be handled remotely with the right visibility and collaboration tools.

2. 20% Schedule Overruns: Projects consistently exceed planned timelines, leading to margin erosion, client dissatisfaction, and strained delivery teams.

3. Fragmented Coordination: Without centralized project visibility, delivery partners lack real-time insight into project status, resource allocation, and emerging risks.

Business Impact

• Direct Cost: $150,000/year in avoidable travel
• Hidden Cost: 20% schedule overruns mean 20% lower margin on every project—on a $5M book of business, that’s $1M in lost margin opportunity
• Strategic Risk: Client retention threatened by delivery inconsistency
• Team Impact: Burnout from reactive firefighting instead of proactive project management

Cost of Inaction

Continuing without unified project management means:

• $150K+ annual travel costs persist
• Schedule overruns compound as team scales
• Client churn from delivery issues
• Inability to take on more complex, higher-margin engagements

Proposed Solution

Platform Capabilities Mapped to Your Needs

How It Works

Project Dashboard: All active projects visible in one view—status, timeline, resource allocation, and risk indicators for delivery partners.

Resource Management: Optimize consultant allocation across engagements, identify capacity constraints before they become problems.

Client Collaboration: Share project updates, deliverables, and timelines with clients directly in the platform—reducing status meetings and travel.

Milestone Tracking: Automated alerts when projects approach deadlines or exceed budgets, enabling early intervention.

Reporting: Generate client-ready status reports in minutes, not hours.

Implementation Approach

Phase 1 (Weeks 1-2): Platform setup, import active projects, configure workflows
Phase 2 (Weeks 3-4): Partner training, pilot with 2-3 high-priority client engagements
Phase 3 (Weeks 5-6): Full rollout, establish success metrics, ongoing support

Return on Investment

Quantifiable Returns (Year 1)

Travel Cost Reduction:

• Current: $150,000/year
• Target reduction: 60% (remote coordination replaces in-person status meetings)
• Savings: $90,000/year

Schedule Overrun Recovery:

• Current impact: 20% overruns on $5M revenue book = $1M margin erosion
• Conservative 10-point improvement (20% → 10% overruns)
• Margin recovery: $500,000/year

Partner Efficiency Gains:

• Reduced administrative burden: 5 hrs/week x 10 partners x $200/hr x 50 weeks
• Value: $500,000/year

Total Year 1 Value: $1,090,000

Investment: $18,000/year

ROI: 5,956% (60:1 return)

Payback Period: Less than 2 months

Intangible Benefits

• Client Satisfaction: Predictable delivery builds trust and referrals
• Competitive Differentiation: Professional project management capabilities win deals against less-sophisticated competitors
• Team Morale: Consultants spend time delivering value, not chasing status updates
• Scalability: Foundation to grow from 80 to 120+ consultants without operational chaos

Investment & Pricing

Annual Platform License: $18,000/year

What’s Included:

• Unlimited projects
• 80+ user licenses
• Client collaboration portals
• Mobile access for field consultants
• Customizable dashboards and reporting
• Integrations (calendar, email, file storage)
• Email and chat support

Implementation Support: Included (typically $5,000 value)

Payment Terms: Annual subscription, net 30

Pricing Rationale

At $225/user/year, this investment represents:

• 0.3% of a $5M revenue base
• 12% of current travel costs (pays for itself in travel savings alone)
• Less than one billable day per consultant annually

For a professional services firm, this is infrastructure—not an expense.

Terms & Next Steps

Agreement Terms

• License Term: 12 months from activation
• Renewal: Auto-renews unless canceled 30 days prior to expiration
• Support: Business hours (M-F, 9am-6pm ET) email/chat support
• Data: Your project data remains your property; exported on request
• Cancellation: 30-day notice required

Immediate Next Steps

Upon signature:

1. Week 1: Kickoff call with implementation team, technical setup
2. Week 2: Partner training sessions (live + recorded)
3. Week 3: Pilot launch with 2-3 projects
4. Week 6: Full rollout complete

Signatures

Authorized Signature: ___________________________ Date: _________

Name: _________________________

Title: _________________________

Company: Elite Consulting Group

Questions?
Contact: [Your Name]
Email: [your.email@company.com]
Phone: [your phone]

Prepared By: [Your Name], [Your Title]
Valid Through: [Date 30 days from today]