Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS 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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