Free Corporate Wellness Proposal Template

Free Corporate Wellness Proposal Template That Wins Clients

This amazing and completely editable proposal template not only helped to increase health and productivity worldwide but also closed over $64 million worth of new business in 2023. Change the logo, text, and images, make it your own, and start winning clients!

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in this Corporate Wellness Proposal Template

Visually attractive cover

The easiest way to get attention from the client is with a stunning cover image, fit for a corporate wellness company like yours. The first impression matters, so why not make sure the initial thing a client sees is a nicely designed introduction image. To make it a better fit for your needs, you can change everything, from the text, logo, and the background image.

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Pre-written introduction section

Writing a meeting summary and also introducing everything your employee wellness program has to offer has never been easier. This pre-written introduction section is already structured for you. You just need to add a few client specifics and that's it. Like everything else in this proposal, it's completely customizable, which includes the logo and colors, the text, images, and layout.

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Processes and timelines

Explaining exactly how your company can reduce health care costs and improve employee morale and health to someone outside of your circle can be tough. You want to give enough detail, but not so much that it seems overwhelming.

Fortunately, our Plan of action section is already made to fit the perfect amount of information. You can adjust it to suit your exact health and safety ideas.

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Case study example

Sometimes explaining how to increase your worker's productivity and reduce the long-term health risk is best done through client stories. Every company that wants to be considered by potential clients, needs to show that they understand the client's wishes and the return on investment they are aiming for.

In this corporate wellness proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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Pricing

Whether you want to charge for your services per hour, subscribe to monthly packages, or have optional up-sell services such as adding smoking cessation campaigns, you can make it happen with this automatically calculated pricing table. All you need to do is put the numbers in, type a quick one-line description of the service and the quote part of your proposal is done.

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Next steps with digital signing

A digital signature is the fastest way to keep the ball rolling with your customer and to avoid having to meet in person for a simple transfer of documents. You can briefly explain your ongoing plan in the 'Next steps' tab, allowing your informed customer to sign and return it on the spot.

Our digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.

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Pre-written contract

Even though reading terms and conditions may seem a bit overwhelming, ensuring that you have them will help you protect your wellness business in the long run. Our Terms and Conditions page has been written specifically with your services in mind. Still, to ensure they provide you with adequate protection, we suggest getting a legal professional to read them over.

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Take payments from your clients

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.

Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal. Then, if needed, you can also start a subscription.

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Free Corporate Wellness Proposal Template That Wins Clients

A look at everything in this Corporate Wellness Proposal Template

Visually attractive cover

Pre-written introduction section

Processes and timelines

Case study example

Pricing

Next steps with digital signing

Pre-written contract

Take payments from your clients

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

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Your questions, answered

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