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How Proposals and Contracts Work

From a free discovery call to a signed agreement.

Request a Proposal

The Process

Three Steps

Initial Consultation
A free discovery call about your needs, goals, and preferred format.
Custom Proposal
Session structure, pricing, and deliverables based on team size, setting, and objectives.
Contract and Schedule
Review and sign a simple service agreement, then schedule weekly, monthly, or a one-time intensive.

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No Fixed Packages

What Goes Into the Price

Organizational services are customized according to the organization's needs, audience size, duration, scope, and desired outcomes. Contact us for a customized proposal built around your engagement. Ask the practice about payment arrangements for your organization.

A useful inquiry starts with the problem you want the engagement to address. Describe the audience, the setting, and one or two situations that prompted the request. Include what participants already know and what you hope they would understand more clearly afterward. A goal such as improving communication becomes easier to discuss when it is connected to a real handoff, meeting, or supervisory responsibility. Keep examples general and avoid sending private employee or client records. The discovery conversation is a place to clarify the request, not to assume that a particular format, date, or outcome has already been agreed upon.

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Accepted Payment and Paperwork

Cash and electronic wires
Check from businesses and entities
Independent contractor (1099)
Vendor agreements and MOUs
Payment terms set out in your proposal

When reviewing a proposal, look for a shared understanding of the work. Ask which topics are included, who is expected to attend, how the format fits the audience, and what each party needs to provide. If follow-up is important, discuss whether it belongs in the proposed scope rather than treating it as automatic. Scheduling, payment, documentation, and organizational requirements should be resolved through the actual agreement. A written proposal can make those questions easier to review, but it is not a promise of a particular workplace or clinical result. Bring any procurement constraints early so they can be considered before either party relies on the arrangement.

Timing

One-Time Workshop

2 to 4 weeks

Ideal lead time.

Ongoing Contract

4 to 6 weeks

Allows for discovery, proposal, and scheduling.

Follow-Up

Optional

Consultations and progress reviews on long-term contracts.

Common Questions

Is telehealth the same price as in person?

Pricing is set in your proposal. Mention your preference on the first call.

Can we start with one session and expand?

Yes. Sessions can be one-time or ongoing.

Staff Development & Leadership Training

Tailored training for organizations of all sizes, in person or by telehealth.

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Leadership Training

Emotional intelligence, delegation, feedback, and culturally responsive management.

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Contact

Call or text to ask about counseling, groups, staff development, or insurance.

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Start With the Discovery Call

Call or text and tell us your timeline. We will go from there.

Call 916-204-1447

General inquiries only. Please do not send private health information by text.