From pitch to paid workshop in days, not weeks
You know your training changes businesses. Now make HR see it too. Offorte helps trainers and coaches create proposals that showcase your unique methodology, highlight participant success stories, and present flexible program options. Track when decision-makers are reviewing, know which programs interest them most, and close deals while momentum is high.
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They compare you on price, not impact
Your workshop isn't just another line item in their L&D budget. But generic proposals make you look like every other trainer pitching day rates. HR managers skim past your methodology to find the price. They miss the behavior change, skill development, and culture shift you deliver. Meanwhile, they're comparing you to online courses that cost nothing. You need proposals that make your expertise impossible to ignore.
Show the journey from problem to performance
Build proposals that map exactly how you'll solve their talent challenges. Use visual roadmaps showing week-by-week progress through your program. Include video testimonials from past participants describing real changes. Present modular options so they can start small or go all-in. Add interactive pricing that adjusts for group size and delivery format. Make it easy for HR to see value, not just cost.
Less time creating
Create complete, personalized proposals in minutes - not hoursMore deals closed
Look professional, respond fast, and track engagement to close more.Faster follow-ups
Get notified instantly when your proposal is viewed or signed.Structure programs that showcase your expertise
Break complex training into clear modules with learning objectives and outcomes. Show pre-work, workshop activities, and follow-up materials in organized sections. Add assessment criteria and certification paths. Include participant workbooks and resource downloads. Present everything in a professional format that reflects the quality of your training. Your methodology becomes visible and valuable.
Past success stories that sell future programs
Let previous participants do the selling. Embed video testimonials showing real behavior change. Display before-and-after skill assessments with measurable improvements. Include Net Promoter Scores and completion rates from past cohorts. Add case studies showing organizational impact after your training. When HR sees others succeeded, they'll believe their team can too.
One proposal, multiple ways to engage
Offer different entry points for different budgets. Present half-day tasters, two-day intensives, and six-week programs side by side. Use interactive pricing that updates based on participant numbers and add-ons like executive coaching. Include volume discounts for multiple departments. Show virtual, in-person, and hybrid delivery options. Make it simple to start somewhere.
Proposal template for trainers
Trainers provide valuable services, and the right proposal template helps communicate that value clearly. Streamlined for efficiency, these templates save time, strengthen professionalism, and highlight how your tailored training can meet clients’ specific needs.
View the proposal exampleDiscover more about the available functions
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Frequently asked questions
Yes, present workshops, multi-day programs, and ongoing coaching journeys in one proposal. Add pages or sections for in-person, virtual, and hybrid options with adjusted pricing for each format.
Include pre/post assessments, participant feedback scores, and case studies with measurable outcomes. Use Offorte's media features to embed video testimonials that show real behavior change.
Yes, use interactive forms and optional modules. HR can select topics, adjust group sizes, and choose add-ons. The proposal updates pricing automatically based on their selections.
Offorte tracks which pages get the most attention. See if they're spending time on leadership modules or team building, then follow up with relevant examples.
Absolutely. Save your best training proposals as templates. Swap out client logos, adjust modules for their industry, and send. What works for one HR team often works for another.
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