Free Business Coaching Proposal Template
A business coaching proposal covers the workshop scope, pricing, payment terms, between-session contact, and the acceptance signature.
Founders can get a clearer head after a coaching call, then land back in the same week with the same decisions circling and the same fires pulling attention. A buyer also wants a coach who can be direct without making them feel judged, especially when everyone else thinks they’ve got it handled. The business coaching proposal in this template gives that decision work a clear frame before anybody books a half-day.
The proposal starts with What this covers, then backs it up with A bit about us and A recent workshop, so the client sees how the session runs and what “practical” looks like in a real week. How the month runs spells out the flow from “what’s happening this week” into decisions, trade-offs, and next actions, with headings in Poppins over Roboto body copy and a blueprint teal page that keeps the emphasis on the work, not the pitch. The client reaches Pricing after they’ve read the approach, then Payment and Between-session contact answer the parts that usually derail follow-through: scheduling, cancellations, confidentiality, check-ins, and what happens if coaching pauses.
- What this covers Explains the half-day workshop, what the client leaves with, and how the session stays focused on decisions and next actions.
- A bit about us Gives the coach’s background and working style, including the promise to stay direct and non-judgmental.
- Pricing Lists the single option, Quarter + Weekly, and you replace the template’s numbers with your own price before sending.
- Payment States when invoicing happens for one-off workshops versus monthly coaching, plus due dates, rescheduling, and late-cancellation rules.
- Get started Holds the signature and fee summary, then outlines the next steps after acceptance, including the prep sheet and booking the half-day.
Once the details are in place, you send the proposal, the client accepts online, and Get started captures the signature and fee summary to confirm the booking.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What this proposal contains
1) What this covers
Explains what the workshop is, what the client gets out of it, and how the session is run as a working meeting rather than a long discussion.
2) A bit about us
Introduces the coach’s approach and what a client can expect from the tone and level of directness.
3) A recent workshop
Describes a real example of the kind of week a founder is in, and how the session turns recurring pressure points into decisions and delegation rules.
4) How the month runs
Spells out the structure of the half-day and how the session moves from the current week into decisions, trade-offs, and commitments that survive a busy calendar.
5) Pricing
Carries a priced item table with one option, and you update the price for Quarter + Weekly to match your offer.
6) Get started
Carries the signature and fee summary so the client can accept, then confirms what happens next to book and prep the workshop.
7) Payment
Covers invoicing timing and payment windows for one-off versus monthly coaching, plus scheduling, rescheduling notice, and late cancellations.
8) Between-session contact
Defines how accountability check-ins work, when to book extra support, confidentiality terms, and how pausing or ending monthly coaching is handled.
Who it is for
Founder coaches and business coaches selling a half-day planning workshop, monthly coaching, or founder coaching support to owner-operators who feel like the bottleneck.
Share template
Questions about this proposal template
What should a business coaching proposal include?
A business coaching proposal usually covers what the sessions are for, how the work runs, what the client gets out of it, the price, and how acceptance works. This template also includes payment terms, scheduling and cancellation rules, and between-session contact and confidentiality.
What do clients want to know before they agree to coaching?
Clients usually look for how the sessions stay practical, what they’ll walk out with, and how decisions turn into next actions. The proposal answers those questions with the approach, a recent workshop example, and the session structure before the pricing section.
How do you describe coaching deliverables without promising results?
A proposal can name outputs like a plan, next actions, and accountability check-ins without claiming guaranteed business outcomes. This template does that by describing what gets produced in and after the session, plus who owns the plan and notes.
Should a coaching proposal include scheduling and cancellation terms?
Scheduling and cancellations belong in the proposal because they affect how the work runs week to week. This template includes notice periods for rescheduling, what happens with late cancellations, and how a weekly slot is held once it’s set.
How do you handle accountability between coaching sessions?
Between-session accountability works best when the channel and the boundaries are clear. This template defines short email or message check-ins, when to book a decision-support call, and what gets handled in the next session.
Can a client pause or end monthly coaching partway through?
A proposal can spell out the notice period and what happens to prepaid time. This template allows pausing or ending with 7 days’ notice before the next invoice date, and it refunds unused weeks if the coming month was already paid.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
