Corporate wellness proposal: Free template
Customize this free corporate wellness proposal with Cobrief
Open this free corporate wellness proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on company size, employee needs, and the program structure. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching HR teams, people leaders, or executive stakeholders on structured wellness initiatives. Whether you’re offering workshops, mental health support, fitness classes, or full multi-week programs, this version gives you a structured head start and removes the guesswork.
What is a corporate wellness proposal?
A corporate wellness proposal outlines a tailored plan to support employee health, wellbeing, and engagement. It includes the services being offered, how they will be delivered, and how they align with the company’s goals — whether that’s reducing burnout, improving productivity, or boosting morale.
This type of proposal is typically reviewed by HR, operations, or senior leadership before launching a formal wellness initiative.
A corporate wellness proposal helps:
- Clarify the scope and structure of the wellness offering
- Show how the program aligns with organizational priorities
- Provide transparent pricing, timelines, and delivery formats
- Build trust with stakeholders through clarity and professionalism
If you're offering wellness solutions in a corporate environment, this is the proposal structure to use.
Why use Cobrief to edit your proposal
Instead of editing clunky docs or PDFs manually, use Cobrief to craft and refine your proposal with built-in AI support.
- Edit the proposal directly in your browser: No setup or formatting required — just start writing
- Rewrite sections with AI: Adjust tone for HR or execs, simplify service descriptions, or clarify deliverables
- Run a one-click AI review: Catch vague language, repetitive phrasing, or missing info
- Apply AI suggestions instantly: Accept edits section-by-section or polish the whole doc in a click
- Share or export instantly: Send a live link or download a clean PDF or DOCX with your branding
Cobrief helps you land corporate clients with proposals that feel structured, clear, and ready to approve.
When to use this proposal
This corporate wellness proposal is ideal for:
- Pitching a multi-week wellness program to HR or leadership
- Offering workshops, coaching, or support for hybrid/remote teams
- Responding to an RFP for wellness vendors or workplace wellbeing providers
- Proposing a custom solution based on employee surveys or leadership goals
- Packaging fitness, nutrition, and mental health services into one offering
Use this when you want to formalize your offer and move toward implementation.
What to include in a corporate wellness proposal
Each section is designed to help busy decision-makers understand your value and say yes faster. Here's how to use them:
- Executive summary: Describe the company’s goals and how your program supports them (e.g., “Reduce employee stress, increase engagement, and support long-term wellbeing through a 12-week virtual wellness program with live coaching and on-demand tools.”)
- Program structure: Break down the offering — weekly workshops, coaching sessions, digital content, challenges, or check-ins. Make the format and frequency clear.
- Focus areas: List the key topics — mental health, physical activity, nutrition, sleep, burnout prevention, mindfulness, etc.
- Delivery method: Clarify how everything is delivered — live sessions, Zoom, LMS access, resource hub, or hybrid models.
- Engagement tools: Mention how participation will be encouraged — kickoff events, gamification, tracking, leadership involvement, or follow-up.
- About you / your team: Share credentials, experience with corporate clients, or past success stories.
- Pricing: Clearly list the cost — per employee, per month, or per program. Include what’s included and optional add-ons.
- Terms and conditions: Explain payment terms, scheduling policies, cancellation, and limits. Keep it simple.
- Next steps: End with a clear CTA — e.g., “Reply to confirm and schedule a kickoff,” or “Click to approve and begin onboarding.”
How to write an effective corporate wellness proposal
Executives and HR leaders care about outcomes, clarity, and ease of execution. Use these tips:
- Link your offer to business priorities: Frame wellness as a driver of performance, retention, or team culture
- Avoid buzzwords: Use simple, confident language to explain what you do and how it works
- Emphasize structure: Show that the program is thought-through and easy to implement
- Offer flexibility: Show you can adapt based on company size, culture, or logistics
- Make pricing simple: Transparent, tiered options make approval easier
- Close with clarity: Make it easy to say yes with a next step that doesn’t require a meeting
Frequently asked questions (FAQs)
Can this be customized to our company’s needs?
Yes — we can adapt the program length, focus areas, and delivery methods to match your team and goals.
Is this program remote, in person, or hybrid?
We offer flexible delivery — including live Zoom sessions, recorded content, in-person workshops, or a mix.
How do you encourage participation?
We include engagement strategies such as kickoff events, weekly challenges, check-ins, and leadership buy-in to boost involvement.
Can we measure impact or collect feedback?
Yes — we can include post-program surveys, participation reports, or outcome tracking depending on the program scope.
Is this proposal a contract?
No — this is a proposal. A service agreement will follow once you approve the program and pricing.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.