Sample Business Proposals / Training Services Sample Proposal

MindBend Training Institute 4434 East 43rd Philadelphia PA PH 555 5555 1212 FX 555 5555 1213 www.mindmendit.com Software Training for AB Call Company Prepared for. Christopher Jenkins Customer Service Manager Prepared by. Brad Lister Lead Training Designer

MindBend Training Institute proposes to train AB Call’s employees in groups so that while one group is training in use of Call AB Call Company can continue their services using their old system. Training will take place in our fully equipped classroom and AB Call employees will be shuttled back and forth using AB Call vehicles. MindBend Training Institute has been in the business of training corporate staff and executives for more than fifteen years. We specialize in designing courses tailored to meet your organization’s specific needs designed to get results within your specific time frame and budget. In partnership with Call Corporation we have created training course that gets Call customers up and running efficiently in minimum amount of time. Proposal Number. 10 4423 The Objective AB Call Company call center that contracts to multiple clients has purchased the Call call tracking system and desires to train its employees in using the system as quickly as possible with little downtime for the company. Need #1. Introduce all AB Call employees to Call basic features.

Need #2. Train customer service technicians to track calls enter requests look up answers and enter solutions into the Call system. Need #3. Train supervisory personnel to use the advanced features of Call to evaluate and improve efficiency of the call center staff. The Opportunity MindBend Training Institute is certified Call training facility. We have proven track record of efficiently training employees and transitioning companies to the Call system. Goal #1. MindBend can train AB Call employees in ‘shifts’ so that AB Call can continue their services while training is ongoing. Goal #2. MindBend can position trainer onsite at AB Call Company to assist AB Call employees for one week after the Call system goes ‘live.’ Goal #3. MindBend can offer thorough Call basic training for new call center staff as requested by AB Call Company as well as seminars for supervisors. The Solution

MindBend Training Institute proposes to train AB Call’s employees in groups so that while one group is training in use of Call AB Call Company can continue their services using their old system. Training will take place in our fully equipped classroom and AB Call employees will be shuttled back and forth using AB Call vehicles. Recommendation #1. MindBend tours AB Call facilities one week prior to beginning training so that our instructors are familiar with the conditions under which their students will be working. Recommendation #2. Training of group begins at the MindBend classroom 8. – 4. F for two weeks. Training of group follows at the end of this session then training for group 3. Supervisor training will be simultaneous. Total training time for entire company staff. weeks. Development Costs Price Project Development Course Customization for AB Call Company License Fees Equipment Costs $599.00 $400.00

Total Development Costs. Ongoing Yearly Costs $999.00 Other Service Fees Total Ongoing Yearly Costs. Ongoing Monthly Costs Maintenance costs monthly and or yearly 3rd Party Services Total Ongoing Monthly Costs.

Training Costs. Training $5000 per employee employees expected Travel Marketing & Services S Call User Notebooks $25 ea $300 000.00 $1500.00 Total Training Costs.

$301 500.00 TOTAL AMOUNT $302 499.00 Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary does in no way constitute warranty of final price. Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract. Over period of six weeks MindBend Training Institute will train AB Call Company’s employees in the use of the Call software system. Classroom training will be done by our four Call certified instructors. Lydia Wentworth Carmen Duarte Thomas Nguyen and Patrick Incoye. Each class will last two weeks for total training time of six weeks. Classroom training will take place at MindBend Training Institute’s facility at Fidelidad Road Philadelphia PA from 8. am to 4. pm F.

Training will be performed on computer installations that match AB Call Company’s existing configurations as closely as possible. Each employee student will have his or her own computer on which to practice. At the end of training each employee student will receive proficiency rating that will be shared with that employee’s manager. Classroom training – Each employee student will receive hours of classroom training at MindBend’s facility. On site training – When all AB Call Company employees have been trained and the company goes ‘live’ using the Call system MindBend will provide one consultant one of the four instructors listed above for one week to answer questions and troubleshoot any problems at AB Call Company’s facility during their regular business hours. Web based training – All in class exercises will be maintained on MindBend’s website for use of AB Call Company’s employees for period of six weeks after the last classroom session ends. DVD training – DVDs will be provided with the Call User’s Notebook developed and copyrighted by MindBend Training Institute. Printed manuals – Each employee student will receive his or her personal Call User’s Notebook.

Ongoing training – After this specific project is complete there may be an ongoing need to train new customer service employees in the use of Call to update employees when new versions of the software are released and to train executives and supervisors in the use of specialized tracking features of the software system. This project will require the following materials to complete. The required materials have been divided into four categories. material owned by MindBend Training Institute to be used during the course of the project material owned by AB Call Company to be supplied during the course of the project material to be purchased or leased by MindBend Training Institute to complete the project and material to be purchased or leased by AB Call Company to complete the project. MindBend Material. MindBend Training Institute will supply all necessary teaching technology such as computers projectors and shared hard drives. MindBend will also supply classroom tables and chairs as needed to accommodate students during this customized training course. AB Call Center Material. AB Call Center will provide lined tablets and pens for their employees’ use during the course as well any accommodations needed for any employees with disabilities headsets interpreters Braille readers wheelchair ramps etc.. In addition AB Call Company will provide all transportation for its employees to and from MindBend’s classroom facility. Material to be purchased or leased by MindBend Training Institute. MindBend Training Institute will purchase group license and install the Call software system on its training computers for use by AB Call Company’s employees. Material to be purchased or leased by AB Call Company. AB Call Company will purchase one Call User’s Notebook developed and copyrighted by MindBend Training Institute for each employee student it sends to the MindBend training course.

AB Call Company will arrange and pay for catering services to serve lunch to its employee students and to MindBend Training Institute instructors on each day of this customized training course. Below is list of few recent clients served by MindBend Training Institute. Rev Auto Supply headquartered in Blackstone Oregon MindBend Training Institute currently has contract to teach this company’s employees spread across the U.S. in nine different states to use the Call software system to track orders of auto parts. Wellnor Travel Services Skipway Arkansas MindBend Training Institute instructed this company’s travel agents in using the two standard airline reservation systems. Vencel Software Inc. Arrow Rock Georgia MindBend Training Institute taught this company’s call center employees to use the Call software system to track customer service calls. Left Coast Institute Mossrock California MindBend Training Institute has an ongoing contract to train this private university’s staff and faculty currently employees in the use of online teaching software new versions of operating systems and variety of academic tracking systems. Circle Construction SeaPort Washington On each new project undertaken by this construction giant MindBend Training Institute instructs the project workforce in safety standard practices customizing training as necessary to accommodate any particular needs of specific project such as hazardous materials handling or high altitude work. This is only partial list of the many satisfied clients who have hired MindBend to perform customized training to improve their organization’s bottom line. For complete list of our clients and their comments about our training see the MindBend Training Institute’s website at the URL listed at the bottom of this page.

Below is list of some of the most important clients served by Company name. Client #1 Describe this client and the goods or services you have delivered for the client highlighting how the work performed relates to the work you plan to do for your prospective client. Client #2 Describe this client and the goods or services you have delivered for the client highlighting how the work performed relates to the work you plan to do for your prospective client. Client #3 Describe this client and the goods or services you have delivered for the client highlighting how the work performed relates to the work you plan to do for your prospective client. The Our Clients template is used to describe your companys past and present clients. Use this template to demonstrate your business experience and that you are known and respected provider of the goods or services you are pitching in this proposal. Showing list of your clients will help make your proposal stronger.