Proposal Profitability Stress-Test Pack
A proposal can look healthy at the top line and still be a bad deal once timeline compression, senior-team leakage, stakeholder sprawl, payment drag, and change-request avoidance are priced in. This pack gives boutique consultancies a practical pre-send stress-test system: structured templates you can run before a proposal leaves the building. It is built for firms selling strategy, ops, research, transformation, GTM, analytics, product, design, and specialized advisory work on fixed-fee, milestone, retainer, and pilot-to-rollout deals. These are not generic prompts. Each template is opinionated around the real ways consultancy margin gets destroyed: - underpriced senior attention - hidden client-side delays that extend delivery load - fixed-fee work sold against fuzzy scope - discount requests without a recovery plan - procurement payment terms that turn healthy deals cash-negative - pilots that quietly include rollout thinking for free - revision loops and stakeholder churn with no commercial protection Use the pack to: - catch unprofitable deals before they are sent - rebuild pricing with cleaner assumptions - document why a deal is risky, salvageable, or worth declining - standardize proposal review across partners, sellers, and delivery leads - defend pricing internally with a repeatable stress-test process Best for: - boutique consultancies from solo principal + bench up to ~50 people - firms selling custom project work instead of productized retainers only - teams that need sharper deal review without building a full finance model from scratch Pack includes 22 templates covering intake, baseline economics, scenario modeling, delivery risk, payment terms, scope control, negotiation response, and final go/no-go review.
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