Everything you need is included
Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.
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!
Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.
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.
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.
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.
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.
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.
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.
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.
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.
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
1. Let's begin
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Common questions about plans, designs and security
Start sending beautifully designed, error-free documents that inspire immediate trust with your clients.
Automate tasks, track your deals, and always follow up at the right time.