Writing an RFP for Consulting Services: A Step-by-Step Guide

When you're looking to hire a consultant or consulting firm to help you improve your business, it's important to create a Request for Proposal (RFP) that outlines the nature, scope, and schedule of the project. A well-crafted RFP will help you build a strong relationship with consulting firms, add transparency and clarity to the relationship, and improve your credibility with internal stakeholders. Here's a step-by-step guide to writing an effective RFP for consulting services.

Step 1: Define Your Current Objectives, Metrics, and Obstacles

Start your document by greeting your customer with a personalized message.

This will help differentiate your consulting proposal from a generic one and make potential customers more likely to trust you and want to build a relationship with you. Provide some background information about your company, business unit, or department and how it fits into the overall picture. This will depend on your degree of familiarity with consulting firms. Outline the objectives and expected results of the consulting process. Remind consulting firms of what they should be aiming for.

Step 2: Specify Your Expectations

To allow for appropriate comparisons, specify in your RFP what you expect from the consultant's proposal.

This could include the timeline of the project (for example, if it's based on a 12-week assumption for 3 consultants - one manager and two consultants - then the consulting firm will have to accelerate the project to meet its deadline).

Step 3: Check References

When looking for a consultant or consulting firm to help you improve your business, it's a good idea to check the references provided. This will help you make sure that they have the necessary experience and expertise.

Step 4: Measure Performance and Evaluate Return on Investment

To get the most value from their consulting expenses, companies must strive to measure the performance of their consulting project and evaluate the return on investment.


Writing an effective RFP for consulting services is an important step in finding the right consultant or consulting firm for your business.

By following these steps, you can ensure that you create an RFP that outlines all of your expectations and helps you find the best fit for your project.

Rós Kimberl
Rós Kimberl

Avid travel lover. Evil travel trailblazer. Incurable zombie trailblazer. Subtly charming internet fan. Professional bacon maven. Wannabe music buff.

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