Sales Training Proposal Template

Prepared For: [Client Name / Company Name]
Prepared By: [Trainer Name / Training Company Name]
Date: [Date]
Proposal Number: [Reference Number, if applicable]

1. Client Information

Client Name: [Client Name]
Company Name: [Company Name]
Contact Person: [Full Name]
Job Title: [Job Title]
Email Address: [Email Address]
Phone Number: [Phone Number]

2. Training Provider Information

Trainer or Company Name: [Trainer Name / Company Name]
Contact Person: [Full Name]
Email Address: [Email Address]
Phone Number: [Phone Number]
Business Address: [Address]

3. Training Purpose

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]

4. Training Needs Summary

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.

5. Proposed Training Program

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]

6. Audience and Participants

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]

7. Schedule and Duration

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.

8. Deliverables

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]

9. Pricing

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]

10. Payment Terms

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]

11. Client Responsibilities

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]

12. Validity of Proposal

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.

13. Acceptance

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]