Free Business Coaching Proposal Template
A business coaching proposal covers the workshop scope, pricing, payment terms, between-session contact, and the acceptance signature.
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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 to include in a business coaching proposal
| Part | What it covers |
|---|---|
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. |
A bit about us | Introduces the coach’s approach and what a client can expect from the tone and level of directness. |
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. |
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. |
Pricing | Carries a priced item table with one option, and you update the price for Quarter + Weekly to match your offer. |
Get started | Carries the signature and fee summary so the client can accept, then confirms what happens next to book and prep the workshop. |
Payment | Covers invoicing timing and payment windows for one-off versus monthly coaching, plus scheduling, rescheduling notice, and late cancellations. |
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.
The proposal in full
What this covers
You finish the session with one short plan you can use on Monday, a tighter set of decisions, and fewer things that can only move when you touch them first.
This is for founder-operators who’ve become the bottleneck as the team grows. You’ll leave the half-day with a clear 90-day plan, the next actions, and a simple way to keep it moving. This proposal covers the workshop, what you get, how it runs, and what it costs.
I run the workshop like a working session, not a talkfest. We start with what’s happening this week, then sort the decisions that keep bouncing back to you. I’ll push for a call, write it down in plain language, and turn it into actions someone can own, not a plan that sits in a folder.
A bit about us
I coach founders who are flat-out running the day-to-day and still carrying the hardest decisions in their head. I got into this work after watching good businesses stall for one reason: the owner became the approval step for everything. My coaching is built around weekly reality, not theory, and it stays practical because you have to go straight back to work.
People pick me when they want someone direct who won’t judge them for not having it all together. I don’t do pep talks, and I don’t do vague. I’ll help you decide, then make the decision usable by turning it into a small plan, clear owners, and the next actions that stop you sliding back into the same week again.
A recent workshop
This is what the half-day looks like when the founder is busy, the team is capable, and the decisions still keep landing back on the owner.
An owner-operator with a small leadership group and a growing team, heading into a key hire and a pricing change. They said they were spending the week answering questions that should not have needed them, then doing the real work at night. Every decision felt urgent, and they were worried a planning session would turn into a long conversation with no follow-through.
I kept the session anchored to the decisions that were already clogging the week. We mapped what only the founder could decide, what could be delegated with a rule, and what could be delayed with a date. Then we set a 90-day plan with owners and a short decision log to stop repeat debates.
They walked out with a one-page operating plan and a list of next actions with owners and due dates. Within 2 weeks, they were holding one short check-in each week instead of reopening the same calls in the gaps.
“I expected a lot of talking and a nice feeling for a day. Instead I left with decisions written down, owners assigned, and a week that finally ran differently.”
Founder-operator, a growing service business
How the month runs
This is a half-day working session. I’ll keep us on decisions, not stories. You’ll do the thinking out loud, I’ll pressure-test it, and we’ll write down what you’re committing to so it can survive a busy week.
1. Start with this week First 30 mins We lay out what’s happening right now that’s chewing up your attention. I’ll ask what keeps snapping back to you and what is waiting on a decision. You’ll see the few items that are actually steering the quarter, not the noise that fills the calendar. 2. Decisions and trade-offs Main block We work through the decisions you’ve been avoiding or re-deciding. I’ll ask what you’re saying yes to, what you’re saying no to, and what has to change for the team to run without you in the middle. You’ll leave with the calls made, not just discussed. 3. Roles and delegation map After the calls We map what you own, what a manager can own, and what the team can handle with a rule. I’ll help you turn “ask me” into “here’s how we decide”. If something can’t be delegated yet, we write the condition that needs to be true first. 4. 90-day plan and next actions Last 60 mins We turn the decisions into a 90-day plan and a short list of next actions. Each action gets an owner and a date. You’ll also leave with a simple decision log so new questions don’t reopen old calls, and you can see what’s been decided at a glance.
Pricing
Pick the one that matches how much support you want between the quarterly resets. Everything includes the same 90-day plan and next actions.
Priced items
Get started
If the timing works, the next step is to lock in the workshop and I’ll hold the half-day for you.
1. Sign this proposal to confirm the quarterly planning workshop. 2. I’ll send a short prep sheet so I know what decisions are on your desk. 3. We meet for the half-day and build your 90-day plan and next actions.
Signature
Fee summary
Payment
For one-off workshops, I invoice when you book and payment is due before the session. For monthly coaching, I invoice monthly in advance and payment is due within 7 days.
Scheduling. I’ll hold your weekly slot once we set it. If you need to move a session, give me at least 24 hours’ notice and I’ll reschedule it within the same month.
Late cancellations. If a weekly session is cancelled with less than 24 hours’ notice, I treat it as used. If you’re genuinely in a crisis, tell me and I’ll decide with you what makes sense.
What I need from you. Before the quarterly workshop, I’ll ask for a few numbers and a short list of current issues. If I don’t have them 2 business days before, I’ll keep the session but we’ll spend time pulling it together.
Changes to scope. If you want to add extra calls, extra session time, or bring in another person, I’ll tell you the cost before we do it. Nothing gets added quietly to an invoice.
Between-session contact
Weekly accountability check-ins happen by email or message and stay short. If something needs a proper conversation, we’ll book a decision support call or use the next session.
Confidentiality. What you tell me stays between us, including staff issues and financial numbers. I’ll only share anything if you ask me to, or if I’m required by law to disclose it.
Ending or pausing. You can pause or end monthly coaching any time with 7 days’ notice before the next invoice date. If you’ve already paid for the coming month, I’ll refund the unused weeks.
Your tools and documents. You own your one-page operating plan, decision log, and any notes we create. I may keep a copy so I can coach you properly week to week, and I don’t reuse your details with anyone else.
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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.
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