{"id":56401,"date":"2024-10-28T21:56:04","date_gmt":"2024-10-29T04:56:04","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=56401"},"modified":"2025-07-08T09:35:19","modified_gmt":"2025-07-08T16:35:19","slug":"consulting-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/consulting-templates\/","title":{"rendered":"11 Free Consulting Templates for Consulting Agreements &amp; Services"},"content":{"rendered":"\n<p>Consultants make businesses faster, better, and more profitable. But because consultants are outsiders coming into a company, you need to have your ducks in a row before completing any work.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/overcommunication-at-work\/\">Overcommunication<\/a> and clarity are the name of the game here. From contracts to <a href=\"https:\/\/clickup.com\/blog\/project-timeline\/\">project time frames<\/a> to client metrics, a consulting business needs professional templates to get on the same page with the businesses they serve.<\/p>\n\n\n\n<p>Whether you\u2019re a consultant or a company working with a consultant, the right templates can help you save both time and hassle. It\u2019s as simple as finding a template that works and copying and pasting your project details. That\u2019s the best way to ensure you leave no stone unturned\u2014while making the process more efficient for everyone. \ud83d\ude4c<\/p>\n\n\n\n<p>Check out this guide to learn what consulting templates are, how to spot a good one, and 11 options to make your work more efficient.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-1e31b15e-4b4c-45f7-8b43-0aba0e799a28\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#0-what-are-consulting-templates\" style=\"\">What are Consulting Templates?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#1-elements-of-good-consulting-templates\" style=\"\">Elements of Good Consulting Templates<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#2-11-free-consultant-templates-for-your-consulting-business\" style=\"\">11 Free Consultant Templates for Your Consulting Business<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#3-1-clickup-consulting-agreement-template\" style=\"\">1. ClickUp Consulting Agreement Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#4-2-clickup-consultant-time-tracking-template\" style=\"\">2. ClickUp Consultant Time Tracking Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#5-3-clickup-consulting-business-contract-template\" style=\"\">3. ClickUp Consulting Business Contract Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#6-4-clickup-consulting-business-plan-template\" style=\"\">4. ClickUp Consulting Business Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#7-5-clickup-consulting-report-template\" style=\"\">5. ClickUp Consulting Report Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#8-6-clickup-client-success-collaboration-template\" style=\"\">6. ClickUp Client Success Collaboration Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#9-7-clickup-client-success-template\" style=\"\">7. ClickUp Client Success Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#10-8-clickup-client-discovery-template\" style=\"\">8. ClickUp Client Discovery Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#11-9-clickup-project-management-services-contract-template\" style=\"\">9. ClickUp Project Management Services Contract Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#12-10-clickup-swot-analysis-template\" style=\"\">10. ClickUp SWOT Analysis Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#13-11-signaturely-microsoft-word-consulting-proposal-template\" style=\"\">11. Signaturely Microsoft Word Consulting Proposal Template<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/#14-consulting-template-faqs\" style=\"\">Consulting Template FAQs<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-are-consulting-templates\">What are Consulting Templates?<\/h2>\n\n\n\n<p>A consulting template is a reusable document that consultants or their clients can use to speed up the collaboration process. Consultants can create templates for just about any document, including contracts, <a href=\"https:\/\/clickup.com\/blog\/project-deliverables\/\">project deliverables<\/a>, reports, <a href=\"https:\/\/clickup.com\/blog\/time-tracking-software\/\">time tracking<\/a>, client discovery, and a lot more.<\/p>\n\n\n\n<p>Sure, you could create a new document from scratch every time, but we\u2019re willing to bet that you\u2019re too busy for that. Templatizing some of the more repetitive parts of the consulting process makes plug-and-play possible for your business, clients, and potential clients.<\/p>\n\n\n\n<p>Just make a copy of a consulting template, drop in the relevant details, and get down to business. This way, you can spend your time focusing on what really matters: getting results for your clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-elements-of-good-consulting-templates\">Elements of Good Consulting Templates<\/h2>\n\n\n\n<p>Every consulting business is different. The \u201cright\u201d template for your consulting business might not be a fit for a different company. Even so, there are some tried-and-true signs of a quality consultant template, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clear organization: <\/strong>There are a lot of cooks in the kitchen during a consulting project. The better organized your templates are, the better off the project will be. Make sure the templates you select are intuitive and easy to follow. Headers, bullets, and images should be your best friends.<\/li>\n\n\n\n<li><strong>Visual aids and color: <\/strong>Pretty colors are easy on the eyes, but they also serve a purpose. Visual aids like graphs, images, and charts draw your attention to the right areas of a document and help viewers make sense of complex ideas. It doesn\u2019t hurt that visual aids and eye-catching colors make a bigger impression, too.\ud83e\udd29<\/li>\n\n\n\n<li><strong>Repurposable fill-in-the-blanks:<\/strong> A solid consultant template will allow you to quickly fill a document with the relevant details. This functionality allows you to use a template again and again without the need to edit PDFs or rework the entire document.<\/li>\n\n\n\n<li><strong>Automations: <\/strong>The right template will allow you to take action the moment a form is complete. For example, a <a href=\"https:\/\/clickup.com\/blog\/client-collaboration-software\/\">client collaboration tool<\/a> might automatically create custom fields that allow you to drop in task details.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\"><iframe loading=\"lazy\" title=\"ClickUp for Consulting\" src=\"https:\/\/www.youtube.com\/embed\/vqawL85ECz8?feature=oembed\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-11-free-consultant-templates-for-your-consulting-business\">11 Free Consultant Templates for Your Consulting Business<\/h2>\n\n\n\n<p>Whether you\u2019re in the market for a consulting proposal template, <a href=\"https:\/\/clickup.com\/blog\/service-agreement-templates\/\">service agreement<\/a>, project deliverables document, or contract, there\u2019s a template for it. Luckily, you don\u2019t have to create your own templates; we\u2019ve created dozens for you! Check out our 11 favorite consulting <a href=\"https:\/\/clickup.com\/blog\/business-agreement-templates\/\">business templates<\/a> to streamline your workflow. \u2728<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-consulting-agreement-template\">1. ClickUp Consulting Agreement Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/consulting-agreement.png\" alt=\"ClickUp consulting agreement template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/doc\/kkmvq-6172404\/20841377019e9c6\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Compose an ironclad agreement that sets expectations and covers you legally with this small business-friendly ClickUp template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>It\u2019s tempting to jump right into a consulting project, but you need some kind of written agreement in place. A consulting agreement helps everyone get on the same page about the <a href=\"https:\/\/clickup.com\/blog\/project-scope\/\">project scope<\/a>, payment information, and other details about the consultant\u2019s workflow.<\/p>\n\n\n\n<p>A consultant agreement covers compensation, payment methods, contractual rights, tax payments, indemnification, subcontracting, and a lot more. Not only does it protect the consultant, but it also gives the client a better idea of what to expect when working with a consulting team.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/consulting-agreement-kkmvq-6172404\">ClickUp\u2019s Consulting Agreement Template<\/a> makes it easy to generate a consulting agreement that protects your interests. This consulting agreement is customizable, so you can fill in effective dates, client names, and <a href=\"https:\/\/clickup.com\/features\/milestones\">project milestones<\/a>. You can even add more content blocks if you want additional headers.<\/p>\n\n\n\n<p>Be sure to update the fonts, layout, and cover image to really make your template sparkle. If you create a lot of templates, <a href=\"https:\/\/clickup.com\/blog\/brand-guidelines-examples\/\">follow branding guidelines<\/a> to create a consistent image every time.<\/p>\n\n\n\n<p>When your document is ready to send, simply export it and send it to the client for signing. Just keep in mind that a free consulting agreement isn\u2019t a replacement for a consulting contract. If you\u2019re on the hunt for <a href=\"https:\/\/clickup.com\/blog\/contract-templates\/\">a contract template<\/a>, check out templates #3 and #9 on our list.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6172404\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-2-clickup-consultant-time-tracking-template\">2. ClickUp Consultant Time Tracking Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/04\/ClickUp-Consultant-Time-Tracking-Template.png\" alt=\"ClickUp Consultant Time Tracking Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/subcategory\/t-234124005\/b0cadce17bacd04\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Monitor billable hours accurately with the ClickUp Consultant Time Tracking Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Time is literally money for consultants who often bill by the hour. But trust is built on transparency, so it\u2019s a good idea for consultants to <a href=\"https:\/\/clickup.com\/blog\/time-tracking-templates\/\">log all of the time they work for a client<\/a> in a beautiful, easy-to-read timesheet.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/consultant-time-tracking-t-234124005\">ClickUp Consultant Time Tracking Template<\/a> makes it a cinch for <a href=\"https:\/\/clickup.com\/blog\/time-tracking-software-for-consultants\/\">consultants to not only track their time<\/a> and turn it over to their clients but also to keep tabs on how they spend their time.<\/p>\n\n\n\n<p>Use this template\u2019s formulas to estimate costs for a prospective client, or track time for your accounts payable. The Time Tracking Template includes nine custom fields like effort level, account, hourly pricing, payment due date, and estimated costs to help consultants manage their time and earnings. It also includes different view types to see your payment statuses in one sheet and your tracker and task logs in another.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-234124005\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-3-clickup-consulting-business-contract-template\">3. ClickUp Consulting Business Contract Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Business-Contract-Template.png\" alt=\"ClickUp Business Contract Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/doc\/kkmvq-6165824\/6cda1fd0b1352ff\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Drop in your consulting company name and a few other quick details to compose a professional business contract<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Your consulting agreement is important, but a contract is a must-have. Consultants can use <a href=\"https:\/\/clickup.com\/templates\/business-contract-sample-kkmvq-6165824\">ClickUp\u2019s Business Contract Template<\/a> with their clients, as well as with any vendors or subcontractors they employ, to quickly create a binding contract.<\/p>\n\n\n\n<p>You\u2019re free to customize this template however you want, but out of the box, it includes sections for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Services offered<\/li>\n\n\n\n<li>Consulting fees<\/li>\n\n\n\n<li>Cancellation policies<\/li>\n\n\n\n<li>Governing law<\/li>\n\n\n\n<li>Warranties<\/li>\n\n\n\n<li>Severability<\/li>\n\n\n\n<li>Waiver and amendments<\/li>\n\n\n\n<li>Acknowledgment<\/li>\n<\/ul>\n\n\n\n<p>If your client wants to tweak the terms of this agreement, ClickUp makes it easy to make changes with a few taps. Add your client as a contributor to the document if they want to drop in specific terms. Or include clauses including the laws of the state where you\u2019re doing business, as well as agreements on confidential information, intellectual property, and non-competes.<\/p>\n\n\n\n<p>This template covers different items than a consulting services agreement but it puts everyone on the same page\u2014and could cover you legally. Always sign a contract before starting any consulting projects.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6165824\">Download This Template<\/a><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b8d32dc0-58b4-40de-bca6-86485c06240c\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight<\/strong>: ClickUp found that 27% of respondents struggle with meetings that lack follow-through, leading to lost action items, unresolved tasks, and ultimately, sub-par productivity.<br>This issue is compounded by how teams track their work. <a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">Our team communication survey<\/a> reveals that nearly 40% of professionals manually track action items, a time-consuming and error-prone process, while 38% rely on inconsistent methods that increase the risk of miscommunication and missed deadlines.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp<\/a> eliminates this action item chaos! Instantly convert meeting decisions into assigned tasks\u2014all in the same platform where work happens.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Get Started With ClickUp<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"6-4-clickup-consulting-business-plan-template\">4. ClickUp Consulting Business Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/ClickUp-Consulting-Project-Plan-Template.png\" alt=\"ClickUp Consulting Project Plan Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/category\/t-129056308\/92f659865883574\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Provide a roadmap for project timelines, budgets, and resources to guide your decisions and set expectations for stakeholders<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/strategic-planning-templates\/\">Project plans<\/a> are the master strategy for what you\u2019re going to do, and when. They also assign tasks to contributors so you can hold everyone accountable. Project plans are usually internally facing tools for consultants, but you might share them with a client if you\u2019re collaborating closely.<\/p>\n\n\n\n<p>Businesses hire consulting firms for <a href=\"https:\/\/clickup.com\/blog\/social-media-templates\/\">social media<\/a> marketing plans, operations, branding, training, management consulting, and a lot more. Fortunately, you can use the <a href=\"https:\/\/clickup.com\/templates\/consulting-project-plan-t-129056308\">ClickUp Consulting Project Plan Template<\/a> for just about any type of consulting project.<\/p>\n\n\n\n<p>This advanced business consulting proposal template comes with 12 statuses and a custom field for the project stage. You can also toggle between different views for activities, <a href=\"https:\/\/clickup.com\/blog\/project-schedule\/\">project schedules<\/a>, tasks by stage, and a helpful quick-start guide.<\/p>\n\n\n\n<p>It\u2019s also worth mentioning that you can <a href=\"https:\/\/clickup.com\/blog\/automation-examples\/\">add automations<\/a> to this ClickUp template too. For example, when someone checks off a task, the system can automatically change assignees.<\/p>\n\n\n\n<p>Or if you\u2019re <a href=\"https:\/\/clickup.com\/blog\/project-documentation\/\">doing a writing project<\/a> or building a consulting website, the system can automatically push the copy from the writer to the editor. This means you can worry less about task handoffs and spend more time focusing on your clients.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-129056308\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-5-clickup-consulting-report-template\">5. ClickUp Consulting Report Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56408\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-1400x670.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-1400x670.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-300x144.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-768x368.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-1536x735.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template-700x335.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Consulting-Report-Template.png 1907w\" alt=\"ClickUp Consulting Report Template\" width=\"1400\" height=\"670\">\n<figcaption class=\"wp-element-caption\">ClickUp\u2019s business proposal template will have you sourcing more new clients in no time<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Think of a consulting report as a <a href=\"https:\/\/clickup.com\/blog\/project-proposal\/\">project proposal you send to potential clients<\/a> humble-bragging about your subject matter expertise. Consulting proposal templates should detail both your know-how in a certain area, as well as your business plan for achieving results for the client.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/consulting-report-kkmvq-6082688\">ClickUp\u2019s Consulting Report Template<\/a> includes an introduction, which is like a cover page or an executive summary. This is the area of the business consulting proposal where you explain the objectives of the report, the <a href=\"https:\/\/clickup.com\/blog\/scope-of-work\/\">scope of work<\/a>, and the methodology.<\/p>\n\n\n\n<p>In the Results &amp; Discussion section, you\u2019ll detail the current status quo and highlight what can and can\u2019t be improved with this plan. For example, you noticed the potential client\u2019s website has some backend issues.<\/p>\n\n\n\n<p>But that may or may not be fixable if they\u2019re hiring a <a href=\"https:\/\/clickup.com\/blog\/content-marketing-tools\/\">content marketing<\/a> consultant. From there, create an action plan for how you\u2019ll improve the business. In the Conclusion &amp; Recommendations section, you\u2019ll provide a high-level, tl;dr-type of overview of the report and project that ends with your recommendations.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6082688\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-6-clickup-client-success-collaboration-template\">6. ClickUp Client Success Collaboration Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/ClickUp-Client-Success-Collaboration-Template.png\" alt=\"ClickUp Client Success Collaboration Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/subcategory\/t-216126854\/269d9d4aa1e9127\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Elevate your client relationships from first contact to full endorsement with ClickUp&#8217;s Client Success Collaboration Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>You\u2019re working with a lot of people to make your client\u2019s big dreams a reality. But it can be tough following a set process without a clear structure, which is where this consulting template steps in to save the day.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/client-success-collaboration-t-216126854\">ClickUp Client Success Collaboration Template<\/a> simplifies passing tasks between different teams and tracking the progress of each phase of the project. This template includes several views, including a list view and an endorsement pipeline.<\/p>\n\n\n\n<p>It also stores critical information about clients, including contract sign dates, decision makers, <a href=\"https:\/\/clickup.com\/blog\/managing-project-budgets\/\">project budget<\/a>, industry, and contract length. Within the template, you can track project statuses for multiple clients, add tasks, track time, upload attachments, and add collaborators.<\/p>\n\n\n\n<p>This template also provides automation baked in to set a custom field when you create tasks.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-7-clickup-client-success-template\">7. ClickUp Client Success Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/09\/ClickUp-Client-Success-Template-.png\" alt=\"ClickUp Client Success Template\u00a0\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/subcategory\/t-216126854\/269d9d4aa1e9127\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track client activity and set them up for the win with the ClickUp Client Success Template\u00a0<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>If a client asks, \u201cWhat have you been working on?\u201d you can pull out a client success document to show just how busy you\u2019ve been.<\/p>\n\n\n\n<p>This document tracks all of the activity on your client\u2019s account, as well as contacts, account renewals, and risks. The <a href=\"https:\/\/clickup.com\/templates\/client-success-t-109300739\">ClickUp Client Success Template<\/a> includes views for renewals, engagement, feedback, and Net Promoter Score (NPS).<\/p>\n\n\n\n<p>It will even report on an account\u2019s health to tell you if a client is at risk of churning based on their engagement level, Net Promoter Score, and last touchpoint. If you\u2019re trying to deepen the bonds you have with all of your clients, this template is a must.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-109300739\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-8-clickup-client-discovery-template\">8. ClickUp Client Discovery Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/09\/image-207.png\" alt=\"ClickUp Agency\/Client Discovery Doc Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/doc\/kkmvq-6127764\/c9d7cabb6c21283\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Understand and address your customer\u2019s needs with the ClickUp Client Discovery Doc Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Consultants are drinking from the firehose every time they <a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">onboard a new client<\/a>. You need to get up to speed fast, and <a href=\"https:\/\/clickup.com\/templates\/agencyclient-discovery-doc-kkmvq-6127764\">ClickUp\u2019s Client Discovery Template<\/a> will help you do just that.<\/p>\n\n\n\n<p>This is a discovery call script template that you can customize before each new client call. You can use it to qualify leads over the phone and improve the overall flow of the conversation.<\/p>\n\n\n\n<p>This template includes a script template you can swipe, plus a question bank to help you ask the right questions. The color coding, headers, and graphics make it easy to flip through the digital script, so you can still think on your feet and adjust the flow of the conversation as needed.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-9-clickup-project-management-services-contract-template\">9. ClickUp Project Management Services Contract Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Project-Management-Services-Contract-Template.png\" alt=\"ClickUp Project Management Services Contract Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/doc\/kkmvq-6075968\/0d181caa1e61685\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Consultants will love this plug-and-play agreement template by ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>We\u2019ve covered a consulting agreement and a general business contract, but this <a href=\"https:\/\/clickup.com\/templates\/project-management-services-contract-kkmvq-6075968\">ClickUp Project Management Services Contract<\/a> is specifically tailored to consultants who offer help with project management and <a href=\"https:\/\/clickup.com\/blog\/project-execution\/\">project execution<\/a>.<\/p>\n\n\n\n<p>This specialized contract includes sections on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scope of consulting service<\/li>\n\n\n\n<li>Contract term<\/li>\n\n\n\n<li>Payment terms<\/li>\n\n\n\n<li>Contract termination<\/li>\n\n\n\n<li>Commitments<\/li>\n\n\n\n<li>Proprietary information<\/li>\n\n\n\n<li>Liability limitation and indemnification<\/li>\n\n\n\n<li>Independent contractor<\/li>\n\n\n\n<li>General terms<\/li>\n\n\n\n<li>Consulting proposal<\/li>\n<\/ul>\n\n\n\n<p>It also includes an Exhibit A document, which covers the related services you agree to as a project manager. Think of this as a document detailing your job description and what the client can expect from you.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6075968\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-10-clickup-swot-analysis-template\">10. ClickUp SWOT Analysis Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/08\/image-104.png\" alt=\"ClickUp SWOT Analysis Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/task\/t-32j5zud\/47cb030f9b27e79\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Identify strengths, weaknesses, opportunities, and threats for your consulting clients with ClickUp SWOT Analysis Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Understanding a client&#8217;s Strengths, Weaknesses, Opportunities, and Threats (SWOT) is crucial for delivering sound and strategic consultancy services. The <a href=\"https:\/\/clickup.com\/templates\/personal-swot-analysis-t-32j5zud\">ClickUp SWOT Analysis Template<\/a> can be a game-changer for consultants, enabling them to conduct an efficient and comprehensive SWOT analysis.<\/p>\n\n\n\n<p>With this SWOT analysis template, consultants can easily organize and visualize their findings, facilitating deeper insights and clearer strategies. The template is fully customizable, allowing consultants to tailor their analysis to each client&#8217;s specific needs and circumstances.<\/p>\n\n\n\n<p>By identifying and documenting potential challenges and opportunities using the ClickUp SWOT Analysis Template, consultants can deliver profound, actionable recommendations to their clients. Make your strategic analysis process as seamless and thorough as possible with this brilliant <a href=\"https:\/\/clickup.com\/blog\/swot-analysis-software\/\">SWOT analysis tool<\/a> by ClickUp.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/template\/task\/t-32j5zud\/47cb030f9b27e79\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-11-signaturely-microsoft-word-consulting-proposal-template\">11. Signaturely Microsoft Word Consulting Proposal Template<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-56414\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template.png\" sizes=\"auto, (max-width: 803px) 100vw, 803px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template.png 803w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template-300x300.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template-150x150.png 150w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template-768x770.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/Signaturely-Microsoft-Word-Consulting-Agreement-Template-700x702.png 700w\" alt=\"Signaturely Microsoft Word Consulting Agreement Template\" width=\"803\" height=\"805\">\n<figcaption class=\"wp-element-caption\">Via Signaturely<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>This is another form of a sample consulting agreement that\u2019s been run by legal experts and proofreaders. If you need a quick Word Document to fill out and send by a client, this free resource will get you started in just a few minutes.<\/p>\n\n\n\n<p>This free <a href=\"https:\/\/signaturely.com\/contracts\/consulting-agreement-template\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Microsoft Word Consulting Agreement Template<\/a> from Signaturely comes with a summary of services, a retainer schedule, and an expense reimbursement agreement. While a lawyer reviewed this piece, it isn\u2019t legal advice, so you should still review it to ensure it touches on applicable laws in your area.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons-purple-button\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/signaturely.com\/contracts\/consulting-agreement-template\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Download This Template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"14-consulting-template-faqs\">Consulting Template FAQs<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-what-is-a-consultancy-plan\">What is a consultancy plan?<\/h4>\n\n\n\n<p>A consultancy plan, also known as a consulting project plan, outlines the scope of work to be undertaken by a consultant. This usually includes project objectives, key milestones, deliverables, timelines, and roles of team members. It serves as a roadmap for the entire project ensuring all parties understand the project workflow.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-what-is-a-consulting-business-plan\">What is a consulting business plan?<\/h4>\n\n\n\n<p>A consulting business plan is a comprehensive document outlining the structure, services, target market, marketing strategy, and financial forecasts of consulting businesses. This plan is essential for providing a strategic direction for the business and can be instrumental when seeking financing.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-how-do-you-structure-a-consulting-project\">How do you structure a consulting project?<\/h4>\n\n\n\n<p>A consulting project is typically structured in stages including initial discovery, research and analysis, strategy formation, implementation, and evaluation. Each stage has specific tasks and deliverables. For proper organization and effective collaboration, a project management tool like ClickUp, with its set of consulting templates, can be beneficial.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-how-do-i-write-a-business-plan-for-a-consulting-business\">How do I write a business plan for a consulting business?<\/h4>\n\n\n\n<p>To write a business plan for a consulting business, begin by detailing the executive summary of the business followed by your business description, including services offered and target market. Carry out a market analysis for a comprehensive understanding of the market condition and competition. Also, detail your organizational structure, marketing, and sales strategy. Lastly, provide a financial projection and plan.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-what-is-the-importance-of-consulting-templates\">What is the importance of consulting templates?<\/h4>\n\n\n\n<p>Consulting templates are vital tools that assist in simplifying and standardizing routine business processes. They allow consultants to save time by reusing pre-made documents for diverse client needs. Furthermore, they help foster clarity and coordination between the consultants and their clients by keeping all project details organized and accessible.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-how-are-consulting-templates-used\">How are consulting templates used?<\/h4>\n\n\n\n<p>Consulting templates are as simple as find, replace, and use. These pre-designed templates come with replaceable placeholders where you input the specifics of a new project. Consulting templates can be used for a variety of documents like consulting agreements, time tracking, project plans, reports, and more.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-what-elements-does-a-good-consulting-template-have\">What elements does a good consulting template have?<\/h4>\n\n\n\n<p>A good consulting template should provide clear organization, visual aids, and be repurposable. It should have headers, bullet points, and graphics for easy navigation, and be adaptable to suit various projects needs. Ideally, the template should also have automation capabilities to improve productivity and efficiency.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-can-consulting-templates-be-customized\">Can consulting templates be customized?<\/h4>\n\n\n\n<p>Yes, consulting templates can be customized to fit the consultant&#8217;s specific needs or preferences. They can be modified to match the company&#8217;s branding, specific client needs, or legal requirements. This adaptability makes them a fundamental tool for consultants as they work on a variety of projects.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-what-tools-are-available-to-create-consulting-templates\">What tools are available to create consulting templates?<\/h4>\n\n\n\n<p>Several project management and productivity tools are available to create consulting templates, ClickUp being a key one among them. ClickUp offers a variety of consulting template options such as time tracking, consulting agreements, client reports, and project plans. These templates come with custom fields and automation capabilities, significantly enhancing productivity and collaboration for consultants.<\/p>\n\n\n\n<p><strong>Related Readings: <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/blog\/time-tracking-software-for-consultants\/\">Time Tracking Software for Consultants<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/consultancy-software\/\">Consultancy Software<\/a> <\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/consulting-certifications\/\">Consulting Certifications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/consulting-skills\/\">Consulting Skills<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-for-consulting\/\">CRMs for consultants<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/ai-tools-for-consulting\/\">AI Tools for Consulting<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"24-try-consulting-templates-for-your-consulting-business\">Try Consulting Templates for Your Consulting Business<\/h2>\n\n\n\n<p>Consulting work makes businesses better, and templates make consultants more efficient. Busy consultants don\u2019t have the time to generate new documents for every client, which is why templatizing your workflow is so important.<\/p>\n\n\n\n<p>ClickUp\u2019s huge library of consulting templates gives you peace of mind by bringing all of your work into one simple platform. \ud83d\udcda<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\">Check out ClickUp\u2019s templates now<\/a> to do more in less time.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Consultants make businesses faster, better, and more profitable. But because consultants are outsiders coming into a company, you need to have your ducks in a row before completing any work. Overcommunication and clarity are the name of the game here. 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