Consulting business plan template

Twenty-two slides covering service lines, the market, how you win work, how you deliver it, what it earns, and the funding request. Select it, brand it to your firm in one click, add your content, and export to PowerPoint, Google Slides, or Keynote.

Use this template See all 22 slides

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Slide 01

Title

Firm name, the strategy line, the plan period, and who's presenting.

Built using “Title” slide

Slide 02

Executive Summary

Company snapshot, target market, key metrics, and the opportunity, on one page.

Built using “Customer Persona” slide

Slide 03

Company Overview

Mission, vision, corporate details, and the values behind them.

Built using “Executive Summary” slide

Slide 04

Team

Four leaders with photos and the experience behind them.

Built using “Team” slide

Slide 05

Services

Your service lines, each with the value it delivers.

Built using “Pricing” slide

Slide 06

Target Market

Client industries, company segments, and geographic focus.

Built using “One Pager / Snapshot” slide

Slide 07

Market Analysis

TAM, SAM, and SOM for the consulting market, with the growth drivers.

Built using “Market Size” slide

Slide 08

Competition Analysis

Where you sit against named competitors, criterion by criterion.

Built using “Table” slide

Slide 09

Competitive Advantage

Four things that set the firm apart, each with the proof behind it.

Built using “Simple Text (with Numbers)” slide

Slide 10

Value Proposition

The positioning statement, and what backs it up.

Built using “Problem / Solution” slide

Slide 11

Marketing Strategy

Brand positioning, lead generation, and thought leadership.

Built using “Executive Summary” slide

Slide 12

Sales Strategy

The sales funnel, conversion metrics, and cycle length by deal size.

Built using “One Pager / Snapshot” slide

Slide 13

Partnership Strategy

Strategic alliances and referral networks, mapped.

Built using “Mindmap” slide

Slide 14

Engagement Process

How work gets delivered, in six phases.

Built using “Roadmap” slide

Tools and frameworks slide, consulting business plan template, methodologies and proprietary IP

Slide 15

Tools & Frameworks

Methodologies, technology, and the proprietary IP behind them.

Built using “Organizational Charts” slide

Slide 16

Pricing Strategy

Engagement models and how they price against the market.

Built using “Table” slide

Slide 17

Implementation Timeline

Three-year roadmap with the milestones on it.

Built using “Roadmap” slide

Slide 18

Financial Projections

Revenue, expenses, and profitability, charted with the figures tabled beneath.

Built using “KPI Dashboard” slide

Slide 19

Funding Request

Capital needed, use of funds, and the valuation behind it.

Built using “Investment” slide

Slide 20

Risk Assessment

Key risks with the mitigation against each.

Built using “Matrix (3×3)” slide

Slide 21

Risk Assessment

The same risks scored by impact and likelihood.

Built using “Table” slide

Slide 22

Thank You

Contact details and a clean close.

Built using “Thank You” slide

About the consulting business plan template

The structure, the slides, your brand, and a file you can edit anywhere.

Built to prove you can win work, deliver it, and earn on it

A consulting firm sells expertise, which is harder to fund than a product. The plan has to prove three things: you can win work, you can deliver it the same way every time, and it earns margin when you do. This template covers all three, built on the Classic SBA Model so it runs in the order a lender or investor asks.

Built from 9,000+ slides across 134+ categories

Every slide here comes from the same library. Roadmaps, mindmaps, pricing tables, and KPI dashboards are already in it, so adding a second service line or a fuller methodology breakdown takes a minute. Everything sits on the same grid, so the layout still holds.

Brand the whole presentation in one click

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time. Your business plan, client proposals, and workshop slides all look like they came from one firm.

Export to PowerPoint, Google Slides, or Keynote

You get a real file, not a locked link. Export it and keep editing in the tool you already use, and send it ahead of the meeting without anyone needing an account.

How Choladeck works

From blank page to finished presentation in four steps.

STEP 01

Browse 9,000+ slides across 134+ categories, or open one of the 74 premade presentations.

STEP 02

Add your logo, colors, and fonts in one click. The whole presentation instantly matches your company.

STEP 03

Add your text, numbers, charts, and tables. Everything on the slide is editable.

STEP 04

Send it to PowerPoint, Google Slides, or Keynote, and present.

Build your own

Nothing here fits? Build your own consulting business plan

This template is assembled from the same 9,000+ slides. Pick the slides you need, drop them into one file, and brand the whole thing in one click.

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Questions about the consulting business plan template

What's inside the template, and how far you can change it.

Using the template

Is the template fully editable?

Yes. Text, tables, charts, icons, and colors on every slide are yours to change. Nothing is locked and nothing is a flat image.

How do I brand it to my firm?

Add your logo, colors, fonts, and background once. It applies to the whole presentation and the entire slide library at the same time.

Can I add slides from the slide library?

Yes. Add any slide from the library into this one, or swap out one that doesn't fit. Everything works together.

What's included

Is there a slide for how we deliver work?

Yes. The engagement process slide lays out delivery in six phases, and the tools and frameworks slide covers the methodologies and IP behind it.

Which financial slides are in it?

Revenue, expense, and profitability projections, charted with the figures tabled, plus a funding request with use of funds and valuation.

Is placeholder content included?

Yes. Every slide comes with realistic text, sample figures, and filled-in charts, so you can see how the consulting business plan reads before you put your own numbers in.

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from one that's already done

Pick it, brand it, add your content, and export.

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Consulting business plan template