Course Proposal & Statement of Work (SOW) Template

System: 03 Sales
Usage: Copy and paste the content below into a clean document, Word Document, or Proposal Software (PandaDoc/Proposify).
Instructions: Replace all text in [Brackets] with client-specific details.

---

PROPOSAL FOR [Client Name]

Date: [Date]
Prepared By: [Your Name/Company Name]
Valid Until: [Date + 30 Days]

1. Executive Summary

[Client Name] is seeking to [Goal: e.g., upskill their workforce in cybersecurity / improve operational efficiency]. The Tech Deputies (TTDTTD The organization managing this documentation.) proposes to deliver [Course/Service Name] to achieve [Specific Outcome].

We understand your primary challenges are:

1. [Pain Point 1]
2. [Pain Point 2]
3. [Pain Point 3]

2. Scope of Work (The Solution)

A. Core Deliverables

We will provide access to the [Course Name] training program, which includes:

• Curriculum: [Number] Modules covering [Key Topics].
• Format: [e.g., On-demand video, live Q&A sessions, downloadable workbooks].
• Users: Licenses for up to [Number] participants.
• Certification: Certificates of Completion upon passing final assessment.

B. Implementation & Support

• Onboarding: Dedicated kickoff call to set up user accounts.
• Reporting: Monthly progress reports sent to [Client stakeholder].
• Support: Priority email support for all participants.

3. Project Timeline

Phase	Activity	Estimated Date
Phase 1	Contract Signing & Account Setup	[Date]
Phase 2	User Enrollment & Kickoff	[Date]
Phase 3	Training Period (Active Learning)	[Date Range]
Phase 4	Completion & Certification	[Date]

4. Investment

Item	Description	Price
[Course Name] License	Access for [Number] users for [Duration]	$[Amount]
Onboarding Fee	Setup, branding, and kickoff session	$[Amount]
[Optional Add-on]	[e.g., 2 Live Coaching Calls]	$[Amount]
	TOTAL	$[Total Amount]

Payment Terms: 50% deposit due upon signing, 50% due upon completion of Phase 2.

5. Terms & Conditions (Standard)

1. Intellectual Property: All course materials remain the intellectual property of The Tech Deputies. The Client receives a non-exclusive, non-transferable license to use materials for internal training purposes only.
2. Confidentiality: Both parties agree to keep all proprietary information confidential.
3. Payment: Invoices are due within [Number] days of receipt. Access may be suspended for late payments.
4. Cancellation: Projects cancelled after signing are subject to a cancellation fee of [Percentage] of the total project value to cover incurred costs.

6. Acceptance

By signing below, [Client Name] agrees to the terms of this Proposal and Statement of Work.

For [Client Name]:
Signature: __________________________
Name: __________________________
Date: __________________________

For The Tech Deputies:
Signature: __________________________
Name: __________________________
Date: __________________________