Clear engagement proposals, for consulting firms.
A consulting engagement is decided on trust as much as on price. Clozup gives your client a space to understand your approach, the phases and the proposed team.
The hard parts of an engagement proposal
- A method that's hard to make concrete
In a 30-page PDF, the approach gets lost between the context and the financial appendices.
- Several decision-makers
Leadership, procurement, operations: each reads part of the proposal, often not the same version.
- A long decision cycle
Without visibility on reading, it's hard to know when to follow up, and on what.
How Clozup helps
- 1Your method up front
Present the phases, scope and deliverables in clear pages, reusable from one engagement to the next.
- 2Your consultants introduced
The client sees the people on the engagement and their role.
- 3Each decision-maker gets access
Invite leadership, procurement and operations: everyone opens the same up-to-date proposal with their own code.
- 4Reading you can follow
See which parts were viewed, and prepare the next conversation accordingly.
A six-month strategic engagement
The firm presents the diagnosis, a three-phase method, the deliverables and two senior consultants, with its financial proposal as a PDF. The CEO and the head of procurement are invited. The firm sees that the method section was read at length, and prepares its scoping meeting around those questions.
Illustrative example: names and amounts are fictional.
Frequently asked questions
Can we invite several people at the client?
Yes. Each authorized recipient opens the proposal with their email and a code. You can remove an access at any time.
Can we edit the proposal after sending it?
Yes. A new version of the quote replaces the old one at the same link, and you can add pages or recipients.
Where is the data hosted?
In France, with OVHcloud and Scaleway.