PRESENDER FOR CONSULTING

Every engagement starts with
a proposal nobody reads.

Your methodology is proven. Your results speak for themselves. But your engagement proposal looks like every other consultancy’s 20-page PDF. Presender makes each one feel like you already understand their business.

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THE PROBLEM

You sell expertise.
Your proposal looks like a template.

The clients worth winning don’t buy the methodology. They buy the partner who already understood the problem.

20 pages, zero personality

Your engagement proposal covers scope, methodology, timeline, team, pricing. So does every competitor’s. The prospect can’t tell the difference between yours and the firm that charges half as much.

Research that doesn’t scale

Your best partner spends 2 hours researching the prospect before writing a tailored intro. Great proposals, but they only have time for 3 per month. The associates send the generic version.

Sent into the void

You email the proposal and wait for a "we’ve decided to go another direction" 3 weeks later. No idea what happened in between. Did they read it? Did they share it with the board? Did they compare your pricing?

HOW IT WORKS

Build your consulting story once.
Tailor it per client in 2 minutes.

STEP · 01

Build your consulting profile

Upload your methodology docs, case studies, team bios, engagement frameworks. The interview captures your approach, your differentiation, your best client results.

~15 MIN · ONCE

STEP · 02

Create a template per engagement type

Strategy template. Operations template. Digital transformation template. Each one frames your expertise for that specific problem.

~3 MIN PER TEMPLATE

STEP · 03

Personalize per prospect

TEMPLATE: Insert their company, industry, specific challenge. Select the 2 case studies closest to their situation. 2 minutes. Free.

SPOTLIGHT: Paste their website. Presender reads their annual report language, their strategic priorities, their org structure — and writes a proposal that speaks to their exact situation. 2 minutes. 1 credit.

~2 MIN PER PROPOSAL

STEP · 04

See who’s evaluating you

Know when the CEO opens your proposal, how long the CFO spent on the pricing page, and whether they forwarded it to procurement. Time your follow-up to the moment of peak interest.

LIVE · ALWAYS

THE DIFFERENCE

What clients see today
vs. what they could see.

Inbox · BEFORE

Engagement proposal — Project Phoenix

Please find our engagement proposal for Project Phoenix attached.

PDF Proposal-ProjectPhoenix-v3-FINAL.pdf · 6.1 MB

Same structure as the last 40 proposals.

PREPARED FOR HALBERD AFTER

Project Phoenix · Halberd Industries

How we’d approach your operational efficiency challenge — based on what we learned about your Q2 priorities.

Tracked link · 11 slides · Built in 2 minutes

Built specifically for this client in 2 minutes.

SPOTLIGHT DEMO

Paste their website. Propose like
you’ve already done the diagnostic.

PASTED URL halberd-industries.com

You sell operations consulting. Your prospect is a manufacturer. We pasted halberd-industries.com. In 2 minutes, Presender:

✓ Identified their operational efficiency focus from the annual report
✓ Referenced their CEO’s recent interview about supply chain challenges
✓ Matched 2 case studies from similar manufacturers
✓ Framed the engagement around their specific KPIs
✓ Positioned our methodology against their stated goals

Your best partner’s research, on every proposal you send.

PREPARED FOR HALBERD · COVER 01

A 14-week plan for Halberd’s 2026 efficiency targets.

You’ve set a 9% margin recovery goal. Here’s the operating model that gets you there — and the 3 risks we’d address first.

Slide 1 of 11 · Cover Halberd Industries

MATCHED TO HALBERD · DIAGNOSIS 05

Three bottlenecks. One root cause.

Your Q2 update flagged labor productivity, scrap, and on-time delivery. They look separate. They’re the same handoff problem.

Slide 5 of 11 · Diagnosis Halberd Industries

CASE · KIRRA STEEL 08

11% margin recovery in 16 weeks.

Kirra Steel: same scale, same product mix as Halberd. Same diagnosis. Same playbook would work for you.

Slide 8 of 11 · Proof Halberd Industries

PROPOSAL INTELLIGENCE

Know who’s deciding before
you follow up.

A PDF disappears into procurement. A Presender link tells you which executive opened it, which slides they studied, when forwarded copies are opened, and the moment the buying committee came back.

The board signal

Your proposal was opened by 4 different people at the client. That’s not one person reading casually — that’s a buying committee evaluating your firm. You’ll see each session separately.

The pricing pause

When the CFO spends 3 minutes on your pricing page and returns the next day, they’re comparing your rates to another firm. That’s your window to call and discuss value, not cost.

The ghost filter

You sent 6 proposals this month. 2 were read completely and forwarded internally. 4 were opened once for 30 seconds. Stop chasing the 4. Double down on the 2.

Halberd Industries · proposal shared with 4 viewers presender.app/p/halberd-phoenix

OPENS

CEO + CFO

TIME ON PRICING

3:08

returned 2x

FORWARDS

procurement

AVG. SESSION

5:21

per viewer

TIME PER SLIDE

01 · Cover