Sales Coaching proposal template
In SendScope under Consulting & Coaching, as Sales Coaching
A sales coaching proposal with 2 packages, A$500 to A$2,000, paid in full when your client approves. Below is the template exactly as it arrives: the scope, the packages with their inclusions and timelines, and the starting terms your client accepts. Every figure is a starting point you edit before you send it.
What the client reads
The scope
This is the wording the template arrives with. Yours replaces it.
The packages
2 to choose from
The client picks one, and the one they pick is the one they approve and pay on.
Sales Audit
Pipeline review
A$500
3-5 days
- Sales process review
- Pipeline analysis
- Script review
- Quick wins
- Recommendations report
Coaching Program
8-week program
A$2,000
8 weeks
- Sales process design
- Script development
- 8 weekly coaching calls
- Role-play sessions
- CRM optimization
- Objection handling guide
- Email support
The whole thing, live
The page your client opens
Not a screenshot. This is the real client page running on an invented deal. Pick a package and press approve to see what your client would see; nothing is sent or charged.
How it gets paid
Paid in full on approval
This template asks for the whole amount when the client approves, which is how advisory and ongoing work is usually sold. The payment happens on the same link the proposal is on.
Card or bank transfer, and you choose which per deal. If you want a package to bill every month instead of once, you set that on the package itself when you build the deal, and the client can cancel it from their own link.
Prices are a starting point in Australian dollars. Change the figures, the inclusions and the number of packages to suit what you sell.
The starting terms
What approving the page records
These sit above the approve button. The client reads them, and approving records that they accepted them.
These terms cover the engagement you approve on this page.
- Scope. The objective, the deliverables and the sessions are those described above. Work outside them is agreed and quoted before it starts.
- Payment. The deposit shown on this page is paid on approval. The balance, or each instalment, follows as set out above.
- Sessions. Sessions are booked by agreement. A session cancelled with less than 24 hours notice counts as held, and I will always try to reschedule first.
- Your part. The work depends on information, access and decisions from you. Time lost waiting moves the dates.
- What is promised. I bring the method, the analysis and the recommendations. No particular commercial result is promised, because the outcome depends on what you do with them.
- Confidentiality. What you share stays confidential, and I will not name you as a client without your permission.
- Cancellation and refunds. Either of us may end the engagement in writing. You are charged for work already done, and anything paid for and not yet delivered is refunded. Your statutory rights are not affected.
Approving this page records that you accepted this scope, this price and these terms.
Starting terms, not legal advice. Read them, change what does not match how you work, and have a lawyer look at them if the work is large enough to warrant it. Your own default terms in Settings replace these automatically.
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