Change programs and workshops, priced per session
Impact assessments, leadership workshops, coaching and pulse surveys as one phased program, with the options the client ticks and two signers.
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HR and change consultants use QuoteCloud to send program proposals: workshops and coaching as sessions in the price table, extras such as pulse surveys as optional rows the client ticks, the program on a Gantt chart (Business plan), the people sponsor and finance each signing online, and a first payment on signing through Stripe or PayPal.
A sample change program proposal from a fictional firm, Ashcombe Partners, for Fennimore Health Group: a change impact assessment ($18,000), six leadership workshops at $4,800 a session, a manager toolkit ($12,000) and three pulse surveys ticked as an option, $72,930.00 including tax. In front, the signature block: the Chief People Officer has signed, the head of finance has not yet, and the 25% first payment is due.
One change program, read the way HR and finance read it
Ashcombe's 16-week program for Fennimore Health Group, which is bringing two clinic networks of 340 people together. One proposal, tab by tab.
Workshops priced per session
Six half-day leadership workshops are a quantity of 6 at $4,800 each; the impact assessment and the manager toolkit are fixed fees. Pulse surveys and coaching sit in an optional group the client ticks.
Price tables: Essentials and up
Fixed fee, day rate, retainer & value pricingProgram fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Program | $58,800 | ||
Change impact assessmentRoles, teams and processes affected, weeks 1–4
|
1 fixed | $18,000 | $18,000.00 |
Leadership workshopsHalf-day, up to 20 leaders each
|
6 sessions | $4,800 | $28,800.00 |
Manager toolkitBriefing packs, FAQs and conversation guides
|
1 fixed | $12,000 | $12,000.00 |
| Options Tick to add | |||
| 3 surveys | $2,500 | $7,500.00 | |
| 24 sessions | $450 | $10,800.00 | |
- Subtotal
- $66,300.00
- Tax (10%)
- $6,630.00
- Total
- $72,930.00
- Plus, monthly
- $0.00/mo
- First payment, paid on signing (25%)
- $18,232.50
Sixteen weeks on one Gantt chart
The assessment, the workshop series and the toolkit as bars, the optional pulse surveys shown as optional, and 'day one, one organisation' as the milestone everyone is working towards.
Gantt charts: Business plan
Statements of workProgram · 16 weeks
HR signs, and finance signs
Hamish Cole has signed as CPO. Anita Rao, head of finance, has her own signature block and signs in her own browser, with no account. The 25% first payment, $18,232.50, is paid on signing through Stripe.
Sponsor & procurement signingAccept, sign and pay
1 of 2 signed
- Hamish ColeChief People Officer SignedThu 22 Oct, 10:05 am
- Anita RaoHead of finance Awaiting signature
First payment, paid on signing (25%)
$18,232.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Priced the way people programs are sold
Assessments, sessions, seats and extras each have a natural shape in a QuoteCloud price table.
Assessments and HR reviews
A change impact assessment or an HR review as a fixed fee, with the weeks and what you deliver in the line note.
Workshops, coaching and training
A number of sessions at a session rate. Turn on quantity editing if the client may change how many they want.
Options that grow the program
Pulse surveys or one-to-one coaching as optional rows. The client ticks them and the total and first payment follow.
The program on a Gantt chart
Phases, optional work and the go-live milestone laid out in weeks inside the proposal. Gantt charts are on the Business plan.
A questionnaire inside the proposal
A Forms block asks for the number of leaders, sites and preferred dates, and the client answers in the document. Business plan.
Your program, ready to reuse
Save workshop outlines, the toolkit description and your terms in the content library so the next program starts from them.
Case studies, methodology & AI
What changes when people programs go out from QuoteCloud
The same programs your team sells today. The difference is in how they are priced, chosen and signed.
Send your next change program from QuoteCloud
Free for 14 days, no credit card required. Send us your current program proposal and we'll convert it into a template during the trial.
Let the client decide how much coaching to add
Tick or untick the options in the sample: the program total and the 25% first payment change with them, just as they do for Fennimore's CPO in the proposal.
Keep the core program fixed and put what is genuinely optional, such as pulse surveys or coaching for site managers, in an optional group. When the proposal is signed, the options chosen are part of what was signed.
- Optional rows and single-choice groups
- Sessions as quantities, editable by the client if you allow it
- First payment as a percentage or fixed amount, through Stripe or PayPal
Price tables and payments: Essentials and up
Program fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Program | $58,800 | ||
Change impact assessmentRoles, teams and processes affected, weeks 1–4
|
1 fixed | $18,000 | $18,000.00 |
Leadership workshopsHalf-day, up to 20 leaders each
|
6 sessions | $4,800 | $28,800.00 |
Manager toolkitBriefing packs, FAQs and conversation guides
|
1 fixed | $12,000 | $12,000.00 |
| Options Tick to add | |||
| 3 surveys | $2,500 | $7,500.00 | |
| 24 sessions | $450 | $10,800.00 | |
- Subtotal
- $66,300.00
- Tax (10%)
- $6,630.00
- Total
- $72,930.00
- Plus, monthly
- $0.00/mo
- First payment, paid on signing (25%)
- $18,232.50
Accept, sign and pay
1 of 2 signed
- Hamish ColeChief People Officer SignedThu 22 Oct, 10:05 am
- Anita RaoHead of finance Awaiting signature
First payment, paid on signing (25%)
$18,232.50
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
From the CPO's brief to a signed program
What a change and people lead does in QuoteCloud between the first conversation and the kick-off.
Start from your template
Open the HR Services Proposal or your own program template.
Price the sessions
Add the assessment, workshops and toolkit from your price book, with workshops as a number of sessions.
Add the options
Put pulse surveys and coaching in an optional group the client can tick.
Plan the weeks
Lay the program out on a Gantt chart with the go-live as a milestone (Business plan).
Two signers, one payment
Add the people sponsor and finance as signers, set the first payment and send.
Templates for people and change work
Real QuoteCloud templates: a proposal for HR services, a general consulting proposal, an agreement to adapt and a sign-off form for each phase.
- Proposal template HR Services Proposal A proposal for HR consultants to set out the people challenges, the services offered and the fees. View template
- Proposal template Consulting Services Proposal Executive summary, objectives and scope, methodology, timeline, pricing options and acceptance, for strategy and management consultants. View template
- Agreement template Consulting Agreement A basic consulting agreement for independent advisers and freelancers, ready to tailor to your sector. View template
- Form template Project Customer Acceptance Form A project sign-off document with eSignature, for accepting a phase or a deliverable. View template
All consulting templates Templates for business consulting & strategy
HR and change program questions
Can I price workshops per session in a proposal?
Yes. Add each workshop or coaching session as a price-table line with a quantity and a rate, such as six sessions at $4,800 each, beside fixed fees for an assessment or a toolkit. Turn on quantity editing if the client may change the number of sessions. Price tables are on the Essentials plan and above.
Can the client choose extras such as coaching or pulse surveys?
Yes. Put extras in an optional group in the price table. The client ticks the ones they want and the total and the first payment update before they sign. You can also use a single-choice group, for example to offer a smaller or larger workshop series.
Can both the CPO and the head of finance sign the program proposal?
Yes. A QuoteCloud document can have several signers, each with their own signature block, signing in their own browser without an account. You can add an optional one-time passcode by email. eSignatures are included on every plan, with an audit trail and a certificate of authenticity.
Can the proposal show the program as a timeline?
Yes, on the Business plan. A Gantt chart block shows the phases in weeks, marks optional work such as pulse surveys and shows milestones such as the go-live date. It sits inside the proposal the client reads and signs. If the plan changes before signing, revise the proposal and the chart changes with it.
Does QuoteCloud register participants or run the surveys?
No. QuoteCloud is for the proposal, the agreement and the signatures. It does not register participants, schedule workshops, run surveys or connect natively to an HR system or learning platform. Where those tools have a Zapier or Make connector, or through the QuoteCloud API, a signed proposal can start a step in them.
More for consulting firms
Every page of the QuoteCloud consulting microsite.
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Fixed fee, day rate, retainer & value pricingEngagement models side by side as options the client chooses, with the price table, phases and timeline to match.Explore
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Change requests & revised SOWsScope changes as a revised version or a change request the client signs, with the earlier versions kept.Explore
- Statements of work & engagement proposalsSituation, objectives, approach, phases, deliverables, team and assumptions in one SOW the client signs.
- Tender & RFP responsesCorporate and government bids from approved answers, case studies and locked compliance wording, priced and approved before you submit.
- Team rate cards, margins & discount approvalsDay rates by role from your price book, cost and margin your client never sees, and discounts routed for approval.
- Case studies, methodology & AI-drafted summariesYour methods, case studies and team bios as reusable blocks, and an executive summary drafted with the AI Co-Worker for you to accept or edit.
- Retainer agreements & renewalsMonthly fees shown in the agreement, an expiry date you can see coming, and renewal offers bulk-sent to retainer clients.
- CRM & accounting integrationsPipedrive direct, HubSpot through Zapier, Xero and QuickBooks native on Business, and the API for your own systems.
- Consulting templatesReal QuoteCloud templates for consulting proposals, strategic plans, consulting contracts, HR proposals and NDAs.
- QuoteCloud implementation for consulting firmsYour SOW template converted, rate card imported, methodology blocks in the library and partners trained.
- FAQAnswers to the questions consultants, advisers and boutique firms ask most.
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