Coaching proposal template
Coaching proposal template for a six month program
A coaching program is a relationship, so this coaching proposal template leads with the person: what they told you, what success looks like at the end, and how twelve sessions over six months get them there, before it reaches the price and the confidentiality promise.
9 sections, a cover page, 4 priced items (2 optional), AUD with GST, no deposit, valid 14 days
Opens the proposal generator with this template chosen. Describe the job and the AI writes it in this section order, or choose Open as is to start from the template's own text and sample prices.
The template, in full
Text in square brackets is what you replace. Prices are the template's sample prices in AUD.
About us
I am [your name], a [credential] coach who works with [leaders and founders] on [your focus]. [Two sentences on your background and how you coach.]
Understanding your needs
You told me you want to [the goal discussed] over the next [six] months, and that [the obstacle] keeps getting in the way. [Reflect back the specific situation and what a good outcome would feel like.]
What success looks like. Clear goals set in the first month, measurable progress reviewed at the midpoint, and habits that hold after the program ends.
Our approach
The program is structured so each session builds on the last and the work happens between sessions, not just in them.
- Foundation:
- An intake assessment, a 90 minute goal setting session and a written development plan.
- Momentum:
- Fortnightly 60 minute sessions with one practice to try between each, and short check-ins by message.
- Review:
- A midpoint review against the plan with adjustments, and a closing session that sets the next six months.
Deliverables
- Intake assessment and development plan
- [12] coaching sessions over six months
- Session notes and practices after every session
- Midpoint and closing reviews
- Message support between sessions
Timeline
- Intake and goal setting:
- Week 1
- Fortnightly sessions begin:
- Week 2
- Midpoint review:
- Month 3
- Closing session:
- Month 6
Investment
The program is priced as a package. You can pay in full or in monthly instalments as shown.
| Item | Qty | Unit price | Tax | Amount |
|---|---|---|---|---|
| Six month coaching programTwelve sessions, assessment, plan and reviews.6 month at $1,200.00, tax 10% | 6 month | $1,200.00 | 10% | $7,200.00 |
| Leadership assessmentA validated assessment with a debrief session.1 at $650.00, tax 10% | 1 | $650.00 | 10% | $650.00 |
| Team workshopOptionalSuggested: A half day workshop with your direct reports.1 at $2,800.00, tax 10% | 1 | $2,800.00 | 10% | $2,800.00 |
| Extra sessionsOptionalSuggested: Additional 60 minute sessions as needed.1 session at $300.00, tax 10% | 1 session | $300.00 | 10% | $300.00 |
- Subtotal
- $7,850.00
- GST
- $785.00
- Total
- $8,635.00
Optional items show their price but stay out of the total until the client ticks them.
Why us
- Clients coached:
- [150+]
- Coaching hours:
- [2,000+]
- Would recommend:
- [98%]
Terms
1. Payment. The full amount is invoiced on completion and payable within 14 days of the invoice date. Overdue amounts may pause further work until paid.
2. Changes to scope. Sessions can be moved with 24 hours notice at no charge. The program can be paused once for up to four weeks.
3. Cancellation. You can end the program at any time with two weeks notice. Sessions held are charged at the package rate and the remainder is refunded.
4. Intellectual property. Ownership of the final deliverables passes to [Client company] on receipt of final payment. [Your company] keeps the right to show the completed work in its portfolio unless asked in writing not to.
5. Confidentiality. Everything discussed in sessions stays between us, unless you ask me to share something or the law requires it. If your employer is paying, they receive attendance and themes only, never session content.
6. Validity. This proposal is valid for 14 days from the date on the cover. Prices after that date may change with notice.
Next steps and acceptance
To go ahead, sign below or click Accept on the online version. We will send the deposit invoice and confirm the start date within one business day, then book the kickoff call.
Signature: Accepted for [Client company] (name and date).
Signature: For [Your company] (name and date).
Questions people ask
How is the coaching program priced?
The six month program is $1,200 a month for six months, plus a leadership assessment at $650. A team workshop at $2,800 and extra sessions at $300 each are optional. The core sample totals $8,635 with GST, and there is no deposit, so the fee is invoiced under the payment clause.
What is included in the program?
An intake assessment and development plan, twelve coaching sessions over six months, notes and a practice after every session, a midpoint and a closing review, and message support between sessions. The number of sessions sits in brackets so you can match it to your own package.
Who sees what is said in sessions?
The confidentiality clause keeps everything between coach and client unless the client asks to share it or the law requires it. When an employer pays, it receives attendance and themes only, never session content. That line matters to managers being coached on their employer's budget.
Can the client move or pause sessions?
Sessions can be moved with 24 hours notice at no charge, and the program can be paused once for up to four weeks. Ending early needs two weeks notice; sessions held are charged at the package rate and the remainder is refunded. Change any of these to fit your practice.
Why is the validity only 14 days?
Coaching slots fill, and a short validity keeps the start date honest. The validity clause says the proposal holds for 14 days from the cover date. After that date the tracked link shows it as expired and the client can no longer accept it, so send a fresh copy if they come back later.