Proposal example · Workplace wellbeing

Business Proposal Template: B2B Service Programme

A 6-page business proposal: executive summary, the client's challenge, solution, three packages, itemised price, launch plan, testimonials and terms.

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At a glance

This example in numbers

About this example

This example is the business proposal a workplace wellbeing company sends a logistics employer near Boston: a 12-month programme for 420 employees across two warehouses and three shifts, with an app, on-site health checks, monthly workshops and team challenges, run by a named programme manager.

It follows the structure most business proposals share, so it works as a template for almost any business-to-business service. An executive summary states the client's goal, the proposal and the investment in three short paragraphs. The challenge is shown in the client's own numbers, and the solution in four parts. Three packages let the client choose the level of service, and the itemised price shows the recommended one line by line. The proposal then sets out a five-week launch plan, a short history of the company, two client testimonials, terms on the contract length, billing, privacy and cancellation, and a signature block with next steps.

Who it is for

Small and medium-sized businesses that sell services to other companies and need a clear, persuasive business proposal they can adapt.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • An executive summary with the goal, the proposal and the investment
  • The client's challenge in numbers and the solution in four parts
  • Three packages with what each includes
  • An itemised price for the recommended package
  • A launch timeline, company background and testimonials
  • Terms, signatures and next steps

How to adapt it

  • Write the executive summary last, in three sentences
  • Use the client's own figures to describe the problem
  • Offer packages, then price the one you recommend in detail
  • Close with dates for the first steps after signing

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