Coaching package proposal

Coaching package proposal for a six month executive program

A coaching package proposal tells the person paying what the coachee will work on, how progress will be visible, and what stays confidential. This example from an executive coach to a logistics company prices six months for a new operations director at $8,580 plus GST, with the number of sessions editable from 10 to 16.

Create a proposal with OneCraft5 A4 pages, 5 line items, accepted online

The proposal, page by page

Every page as the client sees it and as it prints, pricing table included.

Proposal
13 October 2026

Leadership coaching package for Marcus Tan

Prepared for Meridian Logistics Group

Coachee
Marcus Tan, Director of Operations
Program
Six months, from November 2026
Prepared by
Elena Varga, Juniper Leadership Coaching
Date
13 October 2026
Juniper Leadership Coaching
ABN 22 908 314 776 · 17 Gertrude Street, Fitzroy VIC 3065 · hello@juniperleadership.example
Juniper Leadership Coaching · Coaching package for Marcus TanPage 2 of 5

About us

Juniper Leadership Coaching is the practice of Elena Varga, an accredited executive coach who spent fifteen years running warehouse and transport operations before she began coaching. She works with leaders in their first year in a bigger role.

Understanding your needs

Marcus moved from site manager to Director of Operations in August, and now leads six site managers who were his peers. Meridian wants him to delegate more, run tighter leadership meetings and build the trust of the board. You asked for a program with clear goals that his manager can see progress on, while keeping the coaching itself confidential.
6 site managers
Direct reports
2
Months in the role
6 months
Program length

Our approach

1
Listen first
An intake session and eight confidential colleague interviews, summarised in a feedback report only Marcus sees in full.
2
Agree three goals
A three way session with Marcus and his manager to set three goals and how progress will be seen.
3
Coach every fortnight
Twelve sessions on real situations from his week, with a mid point and closing review against the goals.
Juniper Leadership Coaching · Coaching package for Marcus TanPage 3 of 5

Deliverables

A 360 feedback report with themes and quotes, unattributed
Three written development goals agreed with his manager
Twelve coaching sessions over six months
A short closing summary of progress for Meridian, written with Marcus

Timeline

November 2026
Intake and colleague interviews
Early December 2026
Goal setting session with his manager
February 2027
Mid point review
April 2027
Closing review and summary
How sessions run
Each session is 75 minutes at the Port Melbourne office or by video. Marcus sets the agenda from his week, and leaves with one action to try before the next session.
Juniper Leadership Coaching · Coaching package for Marcus TanPage 4 of 5

Investment

The package covers the intake and feedback, twelve sessions and three goal reviews, excluding GST. The number of sessions can be set from 10 to 16. The psychometric profile and between session support are optional.
ItemQtyUnit priceTaxAmount
Intake and 360 feedback
A 90 minute intake, confidential interviews with eight colleagues and a written feedback report.
1A$2,400.0010%A$2,400.00
Coaching sessions
Seventy five minute sessions every second week, in person or by video. Choose 10 to 16 sessions.
12A$420.0010%A$5,040.00
Three way goal reviews
Sessions with Marcus and his manager at the start, middle and end to agree and review goals.
3 reviewsA$380.0010%A$1,140.00
Psychometric profileOptional
Suggested: a validated workplace personality profile with a debrief session.
1A$650.0010%A$650.00
Between session supportOptional
Suggested: messages answered within one business day between sessions, per month.
6 monthsA$120.0010%A$720.00
SubtotalA$8,580.00
GSTA$858.00
TotalA$9,438.00
Deposit due nowA$4,719.00
BalanceA$4,719.00

Terms

1.
Payment
The 50 percent deposit is invoiced on acceptance. The balance is invoiced at the mid point review on 14 day terms.
Juniper Leadership Coaching · Coaching package for Marcus TanPage 5 of 5
2.
Confidentiality
What Marcus says in coaching stays between him and the coach. Meridian receives the goals, the attendance and the closing summary he agrees to share.
3.
Rescheduling
Sessions moved with 24 hours notice are rescheduled at no charge. Later cancellations count as a session held.
4.
Cancellation
Meridian may end the program with 30 days notice. Sessions held and the intake are payable; unused paid sessions are refunded.
5.
Materials
The feedback report and goal notes belong to Marcus and Meridian. Coaching tools and worksheets remain the coach's.
6.
Validity
This proposal is valid for 14 days.

Next steps and acceptance

Click Accept in the online proposal, choose the number of sessions and any options, and sign. The deposit invoice arrives with a card pay link, and Elena contacts Marcus to book the intake.
Accepted for Meridian Logistics Group
Name:
Date:
For Juniper Leadership Coaching
Name:
Date:

The pricing, line by line

Intake and 360 feedback
1 × $2,400.00
Coaching sessions
12 × $420.00
Three way goal reviews
3 × $380.00
Psychometric profile (optional)
1 × $650.00
Between session support (optional)
6 × $120.00
Tax
$858.00
Total
$9,438.00
Deposit due on acceptance
$4,719.00

Section by section

Cover
A masthead cover naming the coachee, his role, a six month program from November and the coach who prepared it.
About us
The coach's background in operations and who she works with.
Understanding your needs
A promotion over former peers and three goals, with 6 direct reports, 2 months in the role and a 6 month program.
Our approach
Listen first, agree three goals, coach every fortnight.
Deliverables and timeline
The 360 report, written goals, twelve sessions and a closing summary, then four milestones to April 2027.
Investment
Intake and 360, twelve sessions (10 to 16), three goal reviews, and two optional extras.
Terms
Deposit and mid point balance, confidentiality, rescheduling, cancellation with refunds, materials and validity.
Next steps and acceptance
Choose sessions and options, accept with a signature, then the intake booking.

Who a coaching proposal is really written for

When a company pays for coaching, the proposal has two readers. The sponsor, often a manager or HR, needs to justify the spend and see results. The coachee needs to trust that the sessions are a safe place to be candid. This example writes for both. It describes the coachee's situation in the sponsor's language: a promotion over former peers, delegation, the board. It sets goals that can be observed, reviewed with the manager three times. And it draws the confidentiality line in a numbered clause. The Global Code of Ethics that coaching bodies such as EMCC sign applies to sponsors and purchasers of coaching as well as to coaches, which is a reminder that the company paying is a party to the arrangement too. A proposal that skips the clause leaves the coachee guessing what will be reported.

How the package is priced

The default total is $8,580 plus GST, $9,438 in all: $2,400 for the intake and colleague interviews, twelve sessions at $420 and three goal reviews at $380. Sessions are the editable line: at 10 the subtotal falls to $7,740, at 16 it rises to $10,260, and the 50% deposit moves with it. The psychometric profile at $650 and six months of between session support at $120 are optional and marked as suggestions. Pricing the intake separately shows the sponsor that the colleague interviews are real work, about a day and a half, rather than an overhead hidden inside the session rate.

How to adapt this proposal

If the coachee pays for themselves, drop the three way reviews and simplify the confidentiality clause, since there is no sponsor to report to. If you coach groups or teams, price per participant instead of per session. Keep the goals to three and make them observable: chairing a meeting that ends on time, a decision delegated and not taken back. Put your rescheduling rule in the terms, because missed sessions are the most common dispute in coaching. If you use a psychometric tool, offer it as an option with a debrief, and make sure you are accredited to use it.

What makes this proposal work

Two clients, one document

The employer pays and Marcus is coached, and clause 2 says exactly what each receives: Meridian sees the goals, attendance and an agreed summary, the conversations stay private. Coaching sponsored by an employer fails when that line is unclear.

Progress is visible without breaking trust

Three three way reviews at $380 each, at the start, mid point and close, let the manager see progress against three written goals. The sponsor gets accountability; the coachee keeps confidentiality.

The package can be sized

Sessions are twelve at $420 with the quantity editable from 10 to 16, and two extras are optional. The company can match the program to its budget in the online proposal before accepting, without asking for a new quote.

Questions people ask

What should a coaching proposal include?

The coachee's situation and goals, how the coaching will run, what is delivered, the timeline, the price, and terms on confidentiality, rescheduling and cancellation. When an employer pays, add how progress will be shared with them. This example covers all of that, with three goal reviews involving the coachee's manager.

How much does executive coaching cost in Australia?

Rates vary widely with the coach's experience and the seniority of the coachee. This example prices sessions at $420 for 75 minutes, with $2,400 for an intake and 360 feedback, and $380 for each three way review, making $8,580 plus GST for a six month program of twelve sessions.

How many sessions should a coaching package have?

Enough to cover goal setting, practice and review: often 6 to 12 over three to six months. This example sets twelve fortnightly sessions over six months and lets the sponsor choose between 10 and 16 in the online proposal, with the total and deposit recalculating as the number changes.

What does the employer see in sponsored coaching?

Only what is agreed at the start. In this proposal Meridian receives the three agreed goals, attendance, and a closing summary written with the coachee. The content of sessions stays between coach and coachee. Writing that into the terms, as clause 2 does, protects the coaching relationship.

What happens if a coaching session is cancelled?

Set a rule and put it in the proposal. Here sessions moved with 24 hours notice are rescheduled free, and later cancellations count as held. If the company ends the program early with 30 days notice, sessions already held are payable and unused paid sessions are refunded.

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Sources

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