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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Free Event Proposal Template

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“I upped my rates and won more clients

Coaching
Contract

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents
Event Proposal Template
Use this event proposal now for free

What is an Event Proposal?

An event proposal, or event planning proposal, is a document that outlines the who, the what, and the how of an event. This document is sent to prospective clients that have either requested it or that you’re contacting for the first time. 

Event proposals–and other business proposals–contain enough information for your future client to decide that you and your business skills are a fit for their event.

In an event planning proposal, you’ll include:

  • The cover page and introduction
  • Event details and description
  • Description of services
  • Previous work and testimonials
  • Timeline, milestones, and deliverables
  • Pricing summary
  • Payment options and terms
  • Event policies

You, better than anyone, know that successful events require a lot of planning and preparation. The first step towards success is an outstanding—and thorough—proposal that sets out how you’ll approach the project. One that gives a full event description for event managers to dive into.  

However, achieving a good event proposal that will turn prospective clients into happy testimonials is no easy job. The proposal needs to be as complete as possible, detailing all the necessary information. It also has to be persuasive and look professional–just like you. 

That's why by using an event planning proposal template, you're making things easier for you and your freelance business—allowing yourself time to spend your creative and event planning juices on your work–not the paperwork.

Note: Join over 500,000+ freelancers and sign up to Bonsai today to start using hundreds of free proposal, contract, invoice, and quote templates. Prioritize the growth of your business, today.

What to Include in the Event Proposal

Now that you understand what an event proposal is, let's get to the nitty-gritty and cover what each section needs to address to help you bag that event gig you know you’re perfect for. 

Cover page

event proposal template cover page

The cover page is the first thing clients see in your proposal, make sure it’s good! You’ll need to include all of your contact details–and your client’s too. This ensures they know that the proposal is meant for them, and that it isn’t a generic proposal that’s being sent to everyone and anyone. 

Some proposals can look minimalistic. Some have high-quality images and branding elements. Whichever way you go, adapt the style to your prospective client and start showcasing it right here, on your cover page.

Bonsai top tip: When using images, try always to use high-quality and relevant images–better yet, showcase some of your previous events with an eloquent picture of them.

Scope of work

The scope of work is the most important part of your proposal. Here, you'll define what you'll do and how you'll do it. Nailing the details so your client can really understand how you'll achieve their dream event is key to moving from the proposal to a contract. 

One thing to remember throughout this section–and your entire proposal–is to think about your client. Stay client-centric. Show that you have done your research and understand exactly how they like to operate. Showcase what services they’ll specifically need from you to create an event truly unique to them.

A successful proposal requires a lot of planning, and being the event planner that you are, you understand this requires a lot of research and previous work experience. Know your prospective client from head to toe–figuratively speaking–and you’ll be one step closer to doing business with them.

Previous work and testimonials

If you’re trying to convince a prospective client to close a business deal with you, the best thing you can do is showcase your previous work. Use great quality images to show that fun concert you planned, or the 2000+ people conference that was a total success thanks to your hard work. 

Additionally, this might be a great place to add a few testimonials. Let your prospective client know what it’s like to work with you. What your previous clients have said about your punctuality, problem-solving and time-management skills–and the great attitude you bring on board. 

Don’t have testimonials? It’s never too late to reach out to an old client and ask. Who knows, it may land you another project!

Bonsai top tip: Adding testimonials and previous work examples are great, don’t  over do it though! Showcase only the very best, two to three great testimonials will do the trick.

Timeline, milestones, and deliverables

All project managers want to understand the time period that a new project will take, especially when it comes to an event. Not only this, but every new client wants to know when results or deliverables can be expected—we’ve all got calendars to upkeep! 

Will the conference be scheduled, planned and happening in a matter of weeks, or will their dream event take a few months? This is the place to let them know.

Make sure you clarify any doubts that the prospective client might have about deliverables, milestones, or the specific timeline for their project.

Bonsai top tip: There are two things to keep in mind when it comes to timelines. One, make it visually appealing. Two, make it realistic. There’s no use in saying you’ll be done in a few weeks if your event planning will take a few months. Setting realistic expectations keeps everyone happy and on the same page. It will improve your chances of a referral and maybe even a shiny new testimonial for your next proposals.  

Pricing summary and payment options

Event Services List and Pricing page

An event proposal wouldn’t be complete without a fee summary and payment terms and options. 

This section gives event managers a detailed breakdown of what resources will be needed, for which services and deliverables, and how they will be used. 

Additionally, this can also be a great section if you know there will be a need for sponsorships during the event. Maybe even show your client you can go one step further and provide a sponsorship proposal–this can be done super quickly using a sponsorship proposal template. 

Bonsai top tip: Event planners aren’t writers, but there is something that can make you write a better proposal: mind your language around money. There’s a difference in saying ‘the event will cost you XYZ’ to ‘the investment for the event will be XYZ’. Give a positive connotation to the language you use in this section—it will help you stand out from the competition.

Event policies

To close your event planning proposal it’s always good to include your event's policies or terms and conditions. This allows everyone to understand what is truly being signed on and clear any legal procedures before starting. It protects you and your client—legally. 

How to Write an Event Proposal

Event proposals written from scratch–using event proposal samples found on the internet–take a long time to make. That’s why customizable event proposal templates save you time and effort, and make sure you’re providing the very best proposal for your client. 

Whether you’re in the event planning industry or in any other industry, you’ll need to learn how to write a proposal. They’re essential elements you’ll need for growing your business and skyrocketing your freelance career.

However, as we mentioned before, creating one every time from scratch might lead to more headaches than dollars. Using a template is the best way to go about proposals–and other important business documents. 

An effective event proposal template will include the necessary sections discussed previously. However, it must also include some features that in today’s world are basically a requirement:

  • 100% customizable
  • Legally-vetted
  • E-signature
  • Online payment options
  • Notifications and tracking

Using a template isn’t necessarily all fun and games–there are some risks to using templates, but also ways to avoid them:

Risks of using a template

There are five main risk of using a template for event planning or any other proposal:

  • Not including the required information
  • Not mentioning terms and conditions
  • Forgetting to change the prospective client’s name when sending a new one!
  • Forgetting to proofread
  • Not tracking how the proposal has done once you hit send

By choosing the right template from the start and making sure you proofread the whole document before sending it, you’re making sure you only seize the benefits, and don’t fall prey to any of the risks. 

Creating an Event Proposal is Simple with Bonsai

how to create an event proposal template using Bonsai

Bonsai’s event planning templates check all the boxes of a perfect template, they:

  • Are 100% customizable
  • Are legally-vetted
  • Provide E-signature options
  • Offer online payment options
  • Send notifications and track your proposal
  • Include all the necessary sections
  • Are sent and approved without leaving the app

With Bonsai, sending an outstanding and professional event proposal that will wow your soon-to-be clients takes almost no effort and only a few minutes. 

All you have to do is sign up for free, download, edit, send, and have a celebratory margarita–it’s that simple. 

Event Proposal FAQs

How is an event planning proposal different from an event management proposal?

Usually, an event management company makes an event management proposal to explain how they will manage an event that the client has already prepared and planned. 

An event planning proposal, on the other hand, considers the creative side of designing an event from scratch; it can even mention that the management of it all will be done by someone else or offered as a service that will be provided.  

How is an event proposal different from a quote?

Quotes are more common if they're trying to base their decisions on costs, whereas proposals are usually requested in cases where the client has a shortlist of options for the task at hand.

If you want to know exactly when and how a proposal or a quote should be used, head over to this proposal vs quote explanation to find out more. 

Examples of event proposal templates

Sample event proposal template from templatelab
Image Credit: templatelab.com
sample event proposal template from dexform
Image Credit: dexform.com

Frequently Asked Questions

Questions about this template.