Build proposals your client wants to sign.
Structured inputs, AI drafting, your final review. A signature-ready document in four minutes, in French or English.
Retention strategy and employee experience
Everything you need to move forward with confidence: a clear scope, the right team, and a transparent investment — ready to approve.
Table of contents
An overview of the sections included in this proposal.
- 01 Executive summary 03
- 02 Context and objectives 04
- 03 Proposed approach 05
- 04 Scope & deliverables 06
- 05 Timeline 07
- 06 Mandate team 08
- 07 Terms and conditions 09
- 08 Why us 10
- 09 Investment and next steps 11
- 10 Ready to move forward? 12
Executive summary
Plastiformes Beauce is growing fast, and every departure is costly: this mandate delivers a measurable retention strategy grounded in the reality of your production floor.
- Data-driven diagnosis An engagement survey, targeted interviews and a review of your HR indicators to surface the real causes of turnover — not the symptoms.
- A prioritized action plan A costed, sequenced 12-month roadmap your management committee can approve at the presentation.
- Support through to results Twelve weeks alongside your managers to implement the practices and measure progress, without weighing down operations.
Context and objectives
With 140 employees and an order book up 22%, your challenge is no longer hiring — it’s keeping them. A 28% turnover rate in production strains delivery times and exhausts your team leads.
- Reduce production turnover Bring turnover below 15% within 12 months by acting on the irritants identified in the diagnosis.
- Equip your team leads Give your eight team leads concrete practices for recognition, feedback and onboarding new hires.
- Structure the employee experience Build a clear journey from onboarding to skills development, aligned with your collective agreement.
Proposed approach
A four-step approach, transparent and paced, where each step validates the next — you stay in control of the mandate from start to finish.
- Scoping We align expectations, schedule and access in week one, with your HR committee as the anchor.
- Delivery Survey, interviews and document review run in parallel, with 30-minute weekly check-ins.
- Recommendation Findings and the retention strategy presented to your leadership, with costed scenarios and expected gains.
- Follow-through Twelve weeks of implementation support: Team-lead coaching, adjustments and a progress dashboard.
Scope & deliverables
Three complementary service blocks, from diagnosis to implementation — each delivers a concrete, immediately usable result.
- Organizational diagnosis and engagement survey A bilingual survey of all 140 employees, 12 targeted interviews, turnover analysis and a prioritized findings report.
- Retention strategy and 12-month action plan A costed roadmap: total compensation, recognition, schedules, onboarding journey and tracking indicators.
- Implementation support — 12 weeks Team-lead coaching, rollout of priority practices and a monthly retention dashboard.
Timeline
A ten-week mandate from kickoff to plan delivery — then twelve weeks of support to turn recommendations into results.
- Step 01 Week 1 Kickoff Kickoff meeting with leadership and the HR committee: objectives, schedule and internal communication of the mandate.
- Step 02 Weeks 2-3 Data collection Engagement survey deployed on the floor and in the office; one-on-one interviews with key employees and team leads.
- Step 03 Weeks 4-6 Analysis Survey data, interviews and your HR indicators cross-analyzed; high-impact levers identified.
- Step 04 Weeks 7-8 Presentation Diagnosis and retention strategy delivered to the management committee, with a prioritized, costed action plan.
- Step 05 Weeks 9-10 Transition Implementation planning: owners, deadlines, indicators — and the start of the 12-week support phase.
Mandate team
Two senior advisors who know the manufacturing sector — and who will be on the floor, not just in the reports.
-
Mandate lead
Catherine Vaillancourt
CRHA — Senior Partner
Twenty years in organizational development with manufacturing SMEs. Catherine has led more than 60 retention and workplace-climate mandates across Quebec.
-
Advisor — diagnosis and data
Amélie Tremblay
CRHA — Senior Consultant
A specialist in engagement surveys and HR analytics, Amélie turns field data into action plans managers actually adopt.
Terms and conditions
The contractual clauses governing this mandate.
- 01 Offer validity This proposal remains valid for thirty (30) days from its issue date. Beyond that, terms and rates may be revised.
- 02 Payment terms Fees are payable net 30 days from invoicing. Expenses are added to fees and billed with supporting documents.
- 03 Exclusions Any service not described in the scope is covered by a separate agreement. Scope changes are costed before execution.
- 04 Confidentiality Each party keeps shared information confidential for twenty-four (24) months after the end of the collaboration.
- 05 Intellectual property Deliverables become the client’s property upon full payment. Pre-existing methodologies and know-how remain their author’s.
- 06 Limitation of liability The provider’s total liability is limited to the fees actually received for the contested service, excluding indirect damages.
- 07 Termination Either party may end the mandate with fourteen (14) days’ written notice. Work performed remains billable.
- 08 Governing law The mandate is governed by the laws of Quebec and falls under the exclusive jurisdiction of the courts of the judicial district of Québec.
Why us
For twelve years, Vaillancourt RH conseil has guided Quebec’s manufacturing SMEs through their people challenges: 200+ mandates delivered, a team of eight CRHA advisors, and one conviction — retention is won on the floor, not in policies.
Investment and next steps
A summary of the selected services and the planned investment.
Ready to move forward?
Sign to confirm the scope, the investment and the terms — and we get started.
Scan the code to open the proposal in your browser and sign digitally.
By signing, you accept this proposal (its scope, investment and terms) and authorize the firm to begin the mandate.
“Just an hour.” Ten times a month.
An hour per proposal sounds reasonable. But it’s a senior, non-billable hour that comes back with every engagement. Do the math: keeping things as they are costs more than any software.
Workflow
A studio, not a form.
Left: your data. Middle: the build. Right: the document taking shape. Five steps. About four minutes to a sendable proposal.
Brief the AI in plain language.
A few sentences are enough. Trigger, outcome, constraints. The system reads it once and never forgets. Your tone becomes the document’s tone.
Compose scope from your catalogue.
Click services from your library. Drop a one-off when the mandate demands it. Pricing recomputes live; the scope reads as a coherent narrative.
Put faces on the mandate.
Assign team members with role labels. Their bio, title and signature appear in the document. Clients buy people before they buy methodology.
Confirm the contractual frame.
Validity, payment terms, exclusions, confidentiality: every clause sits right after the team section in the final document. Approve once; reuse across proposals.
Review. Generate. Send.
AI fills every section from your inputs. You edit what matters. Generate the Letter-format PDF and share a secure public link. The client signs in their browser.
Quietly production-hardened.
- Multi-tenant by account. Your client list never crosses another company’s.
- Pundit policies on every resource. Rack::Attack on public surfaces.
- Cloudflare R2 storage. CSP nonces per request. Audit trail on every signature.
- Bilingual end-to-end: UI, prompts, fallback content, PDF, emails.
- Built on Rails 8, Hotwire, Solid Queue. Boring tech where it matters.
A document worth signing.
Early access is limited to 10 professionals in Quebec. Tell us about you.
No credit card. No demo deck. We talk to your proposals.