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The first pages of the Consulting Firm Profile template

Consulting Firm Profile

Document template for Google Docs and Word

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

Every page (6)

Overview

Buyers and tender evaluators decide whether to meet a consultancy from a few pages, so the profile has to show services, method, proof and people quickly. This template covers expertise, the working method, selected engagements, the partners and a contact page across six pages. Each section answers a question a procurement team asks before the first call.

The sample is for Willowmere Trading, a fictional advisory firm in Bristol with 82 percent repeat business and 24 active engagements. Its figures, names and project results are sample data. Replace them with your own clients, partners and accreditations, and get permission before naming any client in print.

Useful for

  • A partner sending the firm profile before a first meeting
  • A bid manager attaching credentials to a public tender
  • A sales lead handing a deck to a new prospect after a call

What's included

  • Cover page with the firm name and the update date
  • Expertise page with a four-stage process and a project start
  • Method page with stage table, gates and definitions
  • Engagements scorecard with repeat business and fee income
  • Partners page with contacts and a responsibility grid
  • Guide page with steps for replacing the sample profile

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 cover text and the expertise steps with your own services and method.

  3. 3

    Update the key facts and scorecard figures, dating each one so it stays current.

  4. 4

    Swap in three named client examples and the partners who lead them, with consent.

  5. 5

    Delete the guide page, check the contact page, then share the profile or present it.

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 firm profile template free to use?

Yes, at no cost. Make a copy to your Drive, then replace the sample firm with your own services and people.

Are the firm, people and figures real?

No. Willowmere Trading, its partners, clients and figures are fictional sample data. Replace every detail with verified information before you send the profile.

Can I name clients in a profile?

Only with written permission. Ask each client to approve the name, the project description and the result, and keep their approval on file.

  • #consulting-profile
  • #company-profile
  • #credentials-deck
  • #professional-services
  • #tender-response
  • #google-docs-template

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