Coaching proposal template

Prepared for [Client Company] by [Your Name], [Date].

Thank you for considering me as your coach. This proposal lays out how we will work together, what happens in and between sessions, and how we will know it is working, because coaching should move real goals, not just feel like a good conversation.

You want to [describe the outcome: grow the business past [milestone], step into a leadership role, make a career change] and you want structure, accountability, and an outside perspective to get there faster.

In our intake we will turn that into [2 to 3] specific, written goals with success measures, so at the end of the engagement we can look at them honestly and see what moved.

1. Phase 1, Intake. We start with a deep intake session and [an assessment / a questionnaire] to define where you are, where you want to be, and what has been in the way.
2. Phase 2, Sessions. We meet [cadence] for [60] minutes by video. You set the agenda from what matters most that week; I bring structure, questions, and honest challenge.
3. Phase 3, Between sessions. Every session ends with concrete actions. You get my session notes, and async support via [email / voice notes] within [24] hours on business days.
4. Phase 4, Review. At the midpoint and the end we review progress against your written goals and decide, with real data, what comes next.

• [Number] coaching sessions of [60] minutes over [3 / 6] months
• A written intake summary with [2 to 3] defined goals and success measures
• Session notes and agreed actions after every session
• Async support between sessions within [24] hours on business days
• A midpoint and a final review against your goals
• Relevant frameworks, templates, and exercises as we go

• Therapy or mental health treatment (I will refer you to a qualified professional where appropriate)
• Legal, financial, or tax advice
• Done-for-you work: this is coaching, and the actions between sessions are yours

Prices are placeholders. Set your own before sending.

• Goals are written down in week one and measured at the end: no vague 'great sessions' with nothing to show
• You set each session's agenda, so we always work on what actually matters this week
• Direct, honest feedback: you are paying for a clear mirror, not a cheerleader

This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.

Sessions are confidential. Coaching is not therapy, medical care, or legal or financial advice, and outcomes depend on the actions you take. Sessions can be rescheduled with [24] hours notice; unused sessions expire [30] days after the engagement ends.

To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.

Accepted by: ______________________________ Date: ____________