Introducing Referent – AI-native practice management software for modern law firms.
Explore ReferentPrepared For: [Client Name / Company Name]
Prepared By: [Trainer Name / Training Company Name]
Date: [Date]
Proposal Number: [Reference Number, if applicable]
Client Name: [Client Name]
Company Name: [Company Name]
Contact Person: [Full Name]
Job Title: [Job Title]
Email Address: [Email Address]
Phone Number: [Phone Number]
Trainer or Company Name: [Trainer Name / Company Name]
Contact Person: [Full Name]
Email Address: [Email Address]
Phone Number: [Phone Number]
Business Address: [Address]
This proposal is submitted to provide sales training services for [Client Name / Company Name].
The purpose of the training is to support improvement in the following areas:
[prospecting]
[lead qualification]
[sales presentations]
[objection handling]
[closing techniques]
[account growth]
[other sales goals]
Based on current discussions, the client’s sales team would benefit from support in the following areas:
[Describe sales challenges, performance gaps, skill needs, or business goals]
This training is intended to help participants strengthen practical sales skills and improve consistency in the sales process.
The proposed training program includes the following topics:
[Topic 1]
[Topic 2]
[Topic 3]
[Topic 4]
Training format:
☐ in-person workshop
☐ virtual training
☐ hybrid format
☐ one-on-one coaching
☐ group sessions
☐ other: [Describe]
The proposed training is intended for:
☐ entry-level sales staff
☐ account executives
☐ business development representatives
☐ sales managers
☐ leadership team
☐ other: [Describe]
Estimated number of participants: [Number]
Proposed training start date: [Date]
Proposed completion date: [Date]
Training schedule:
[Insert session dates, number of sessions, session length, or timeline]
If the schedule must be adjusted, the parties may confirm revised dates in writing.
The training provider will deliver the following, as applicable:
☐ live training sessions
☐ presentation materials
☐ participant handouts
☐ exercises or role-play activities
☐ follow-up summary
☐ manager guidance or coaching notes
☐ other: [Describe]
The proposed training fees are as follows:
Training Fee: [$Amount]
Per Session Fee, if applicable: [$Amount]
Per Participant Fee, if applicable: [$Amount]
Travel or On-Site Costs, if applicable: [$Amount]
Other Charges: [$Amount]
Total Proposed Fee: [$Amount]
Payment terms shall be as follows:
☐ full payment in advance
☐ deposit of [$Amount] with balance due on [Date]
☐ payment by milestone or session
☐ payment due within [Number] days after invoice
☐ other: [Describe]
To support the training program, the client agrees to provide:
[participant list]
[training location or virtual access]
[relevant business context or goals]
[scheduling coordination]
[other support or materials]
This proposal remains open for acceptance until [Date], unless withdrawn earlier in writing.
Any material change to the scope, schedule, or participant group may require an updated proposal or separate written approval.
If this proposal is acceptable, please sign below to confirm approval of the proposed training program and pricing.
Client Signature: __________________________
Name: [Full Name]
Title: [Job Title]
Date: [Date]
Training Provider Signature: __________________________
Name: [Full Name]
Title: [Job Title]
Date: [Date]
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Frequently asked
A sales training proposal is a written document used to present a training program for a client, company, or sales team. It usually explains the purpose of the training, the topics covered, the format, the timeline, and the proposed fees. It helps the client understand what training will be delivered and what results the program is intended to support.
You need a sales training proposal to clearly present the scope and value of the training before work begins. It helps explain the training objectives, who will participate, how the sessions will be delivered, and what the client will receive. A written proposal also helps reduce confusion about expectations, pricing, and scheduling.
Use a sales training proposal when offering training services to a business, sales department, startup, or other organization that wants to improve selling skills, team performance, communication, or closing results. It is commonly used before the client approves the project or signs a service agreement.
Start with the client and trainer information, then describe the training goals and the challenges the program is intended to address. After that, outline the training topics, delivery format, timeline, and pricing. Finish with the proposed deliverables, acceptance terms, and signature lines so the proposal is clear and ready for review.
AI Lawyer can help by organizing the proposal into clear sections so each reviewer can find the relevant details quickly. It can also add internal reference fields, notes, and placeholders that make updates easier to track. A consistent structure helps reduce repeated edits and lowers the chance of missing key details like training scope, session dates, pricing terms, or approval details before the proposal is sent.
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