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Strategic Partnership Proposal
OAKWELL
CONSULTING · LTD
Private & confidential
Strategic Partnership Proposal

Prepared for
[Client Name].

Prepared by
Oakwell Consulting Ltd
Principal
[Principal Name]
Date
[DD MMM YYYY]
01 · Client Challenge

Where [Client Name] is today.

Based on our initial discussions, [Client Name] is navigating a set of interlinked pressures common to organisations operating at the intersection of rapid market change and elevated stakeholder expectation.

  • ◆Fragmented market and consumer intelligence across teams and functions
  • ◆Limited evidence base to support strategic recommendations at board level
  • ◆Difficulty translating existing data assets into actionable strategy
  • ◆Pressure to demonstrate ROI to internal and external stakeholders
  • ◆Rapidly evolving market dynamics and audience behaviour
Business impact
9/10
Strategic value
8/10
Expected outcome
9/10
02
02 · Recommended Approach

A four-stream intelligence engagement.

Stream 01
Market & Business Research

Market conditions, competitive landscape, category trends, growth pockets.

Stream 02
Consumer & Audience Insight

Segmentation, attitudinal analysis, behavioural signals, journey mapping.

Stream 03
Performance & Effectiveness

Campaign, channel, and portfolio performance interpretation.

Stream 04
Research-Led Advisory

Strategic interpretation, board-ready recommendations, decision facilitation.

03
03 · Strategic Methodology

The Signal™ method.

Phase 01
Frame

Objectives, hypotheses, decision context

Phase 02
Gather

Primary + secondary evidence across four streams

Phase 03
Synthesise

Signal extraction, framework mapping, sizing

Phase 04
Advise

Board-ready brief, recommendations, next moves

04 · Project Roadmap
Wk 0
Kick-off
Wk 1–2
Fieldwork
Wk 3–5
Analysis
Wk 6
Board brief
04
05 · Deliverables

What you will receive.

Insight Report

Structured written report — findings, insight, implications.

Executive Deck

Board-ready presentation for internal alignment.

Strategic Actions

Prioritised recommendations with owner and horizon.

06 · Investment
EngagementStructureInvestment
Discovery sprintFixed fee£8,500
Signal™ engagementMilestone£42,000
Advisory retainerMonthly£12,000/mo

All fees are exclusive of applicable taxes and invoiced per the agreed schedule.

07 · Partnership Benefits
  • ·Senior-only delivery
  • ·Independent perspective
  • ·Board-ready outputs
  • ·Retainer priority access
  • ·Proprietary Signal™ frameworks
  • ·Cross-sector benchmarks
05
08 · Acceptance

Confirming the engagement.

By accepting this proposal, the Client agrees to engage Oakwell Consulting Ltd under the terms outlined herein, read alongside the Terms & Conditions and Service Level Agreement.

Accepted for and on behalf of the Client
Name
Title
Date
Signature
Accepted for and on behalf of Oakwell Consulting Ltd
Name
Title
Date
Signature
06