Sales and Marketing Consultation Scope of Work Template
Pitch your next sales and marketing consultation project with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.
Sales and Marketing Consultation Scope of Work
Are you a sales or marketing consultant? Companies of all sizes look to you to analyze their business strategies and provide high-level sales and marketing expertise. Your skills are valuable — and you should be pricing your services with this in mind. If you’re curious about how much to charge and how to structure your consulting services, check out our sales and marketing consultation proposal template.
Our Sales and Marketing Consultation Proposal template outlines three project phases with a full breakdown of services, from auditing the current sales processes to building a marketing campaign to offering ongoing sales support. The scope template also includes pricing recommendations powered by crowdsourced pricing data from over 50,000 other freelancers.
This template is fully customizable and editable – no locked files to download. Simply start editing and tailor your scope of work to align with your project requirements. Once customized, seamlessly share it with your client for approval and signature. It's that simple.
Included in this scope template:
✓ Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.
✓ Detailed breakdown of 3 phases and services to include in the project.
✓ Edit and customize as needed to fit your project and client needs.
✓ Turn a scope into a proposal for client sign off in just a few clicks.
Frequently Asked Questions
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Sales and marketing consulting is when you analyze a company’s sales and marketing processes to identify opportunities for improvement. Consultants will typically audit the existing business strategy and all processes associated with the company’s sales and marketing efforts.
As a consultant, you work independently which means you aren’t an employee for the companies you work with. To make sure you’re charging what you’re worth, use our Sales and Marketing Proposal template to help you figure out what to include in your next consulting project.
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The services you include in your consulting proposal can vary. Most sales and marketing consulting projects start with an audit and analysis of current procedures and strategy. Following the audit, you can start to create high-level goals for a marketing campaign. If you’re interested in consistent retainer work, you can also offer sales support on a monthly basis.
As an independent consultant, you can structure your proposal however you want. To get an idea of the types of sales and marketing services other consultants offer, refer to our Sales and Marketing Consultation Proposal template. The community-sourced template breaks down the scope into three key phases:
Strategy Consultation
Build Marketing Campaign
Sales Support
Each phase incorporates a variety of customizable services that contribute to the overall project. When you use this template, you can use this scope as is or adjust the services and prices to fit your consulting project’s needs.
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The price sales and marketing consultants charge depends on the scope of the project. Having a specific background and deep industry expertise can also impact your pricing, so don’t forget to factor in your experience when putting together your proposals.
Knowing how to price your services is one of the most challenging aspects of consulting. If you’re wondering exactly how much to charge as a sales consultant or freelance marketing consultant, use our Sales and Marketing Consultation Proposal template. You not only gain access to a detailed breakdown of services but also recommended prices for each. These pricing recommendations are derived from crowdsourced data from over 50,000 freelancers, ensuring accuracy and competitiveness.
Use the Sales and Marketing Consultation Proposal template to access pricing recommendations and customize your next consulting project.
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Once you’ve checked out Wethos’ Sales and Marketing Consultation Proposal template, edit the phases, services, and prices however your project requires. When all looks good, save that scope of work to your library by creating your Wethos account. After you’ve created a scope, you can go on and add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑
