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Strategy Session Proposal

A one-page proposal for a short paid working session. It ends in decisions, so the client can start small before a bigger project.

19 €

Secure checkout by Lemon Squeezy. One-time purchase. Prices in euros; see the terms of sale.

Real pages from the client version

Preview 1 of 3: page of the Strategy Session Proposal client version
Preview 2 of 3: page of the Strategy Session Proposal client version
Preview 3 of 3: page of the Strategy Session Proposal client version

Examples inside the kit are fictional.

What it solves

Some clients are not ready for a diagnostic or a project, and a free call gives them nothing to buy. Sell a short, paid working session that ends in decisions, as a low-risk first step before a bigger project. Use it when the Discovery Kit score is 4–5, or when the client isn't ready for a diagnostic.

What is inside

  • One-page proposal
  • Pre-session questionnaire
  • Decision Report + 30-Day Plan (the deliverable you send after the session)
  • Working version with line-by-line guidance
  • Filled example (fictional)
  • Commercial language library
  • Mistakes that lose the sale
  • Pre-send checklist
  • Optional AI prompts

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF.

  • strategy-session-proposal-client.docx
    The version you send, in a neutral style with a [Your logo] placeholder.
  • strategy-session-proposal-working.docx
    The same pieces with line-by-line guidance. For you only.
  • strategy-session-proposal-playbook.docx
    Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
  • how-to-use.pdf
    One page: what the kit is for and how to use it.
  • strategy-session-proposal.md
    The kit as Notion-ready Markdown.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

C4 Consulting Project Proposal (Base). The output of this kit feeds the next one.

License

License: use for your own business and your own clients. No resale, sharing or redistribution of the templates. Review terms with a local professional before use.