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The first pages of the Consulting Business Plan template

Consulting Business Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every page (8)

Overview

Lenders and partners judge a consulting firm on whether its day rates, utilisation and pipeline add up to enough cash. This nine-page plan sets those links out in order: services and clients first, then pricing, utilisation, the pipeline, costs and growth. Each section carries one table or chart and a short commentary, so the numbers can be checked against the story before anyone signs.

The sample is for Lindenhurst Logistics, a consulting practice with a £225.6k first-year revenue plan, 496 billable days, 74 percent utilisation and £180k of signed work. It shows how each figure ties to the one before it. Replace the company, the rates, the pipeline and the cash forecast with your own, and check the arithmetic in every table before you share the plan.

Useful for

  • A consultant preparing a business plan for a bank loan application
  • A founder testing whether day rates cover the cost of a small team
  • A practice owner planning growth for the next three years

What's included

  • Cover page with the report title and the prepared-for details
  • Services and ideal clients with a survey and two client personas
  • Day rates and utilisation pages with revenue and billable days
  • Pipeline funnel with stage values and a source table
  • Cost variance table with causes and a three-year growth forecast
  • Make it yours guide page to delete before sharing

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the Lindenhurst Logistics name, legal form and start date on the cover and summary with your own.

  3. 3

    Rebuild the market, rates and pipeline from your own client numbers, then check every total in each table.

  4. 4

    Set the cash forecast so that closing cash stays positive in every month, and test it with a slower year.

  5. 5

    Delete the guide page, remove any chapter your reader does not need, then share the plan as a document.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this consulting business plan template free?

Yes. Click Make a copy in Google Docs and the file is saved to your own Google Drive, with no sign-up and no charge.

Can I use it for a bank loan or an investor?

Yes. Lenders and investors read the summary, the funding ask and the cash flow first, so keep those accurate and delete any chapter that does not help the decision.

Are the organisation, people and figures real?

No. Lindenhurst Logistics, its people, the rates, the pipeline and every figure are fictional sample data. Replace them before you share the plan.

  • #consulting-business-plan
  • #business-plan-template
  • #day-rates
  • #utilisation
  • #consulting-finance
  • #google-docs

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