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Templates / Proposal

Free Business Coaching Proposal Template

A business coaching proposal covers the coaching approach, cadence, pricing, payment terms, and what happens when the client accepts.

Business Coaching Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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A business hits that point where the week keeps winning, priorities keep changing, and advice starts sounding like talk instead of decisions. A business coaching proposal gives the coaching a shape a client can read, agree to, and come back to when the week gets noisy, starting with the coaching promise and ending with the sign-off. The copy sits under Syne headings with Inter body text, with anodised rose and a steering-blue call to action so the offer reads like a plan, not a pitch.

The proposal opens with The short version, which puts the outcome in plain language and explains the session cadence, action lists, and how measures get checked week to week. The middle sections cover who’s behind the work, who leads the coaching, and examples of past engagements, then How the month runs spells out what happens in session one and what a typical weekly session looks like. Pricing and commitment land in What it costs, and the back half answers the parts that usually cause friction later: invoicing, scheduling, late cancellations, what to bring, confidentiality, and what changes need to be agreed in writing.

  • The short version Summarises the coaching outcome, the session format, and how weekly accountability works before any pricing shows up.
  • How the month runs Explains what happens in session one and how each weekly session ends with actions, owners, and one or two measures.
  • What it costs Holds the single priced option and the per-month framing, so you only swap in your own price before sending.
  • Getting started Covers acceptance, the first invoice timing, and booking the first session, with a signature block and fee summary built in.
  • Payment States monthly invoicing, 7-day payment terms, late-payment pauses, scheduling rules, and cancellation timing.

In Plutio, the proposal goes out to a client and gets accepted with an online signature, then the only required edits are your own prices for the Weekly rhythm option and any wording you want to match how you coach. Once the client accepts, both sides have the same reference for cadence, payment timing, and what “between sessions” actually means. The acceptance step also lines up with the first invoice mentioned in the terms via invoicing.

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.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a business coaching proposal

PartWhat it covers

The short version

Explains the outcome the coaching aims for, the session cadence, and how actions and measures get checked week to week.

About us

Gives the background and coaching stance, including how decisions get tied back to how the business earns money.

Who you will work with

Clarifies who leads the coaching and when other coaches join based on the topic.

Team

Introduces the coaches and the lanes they cover, like 1:1 coaching, leadership bottlenecks, and operations work.

Selected work

Sets context for the kinds of engagements included in the portfolio examples that follow.

Portfolio

Describes example coaching engagements, including planning, margin and cashflow work, and a weekly sales pipeline rhythm.

How the month runs

Walks through session one and the weekly session flow, including decisions, actions, and the measures checked next time.

What it costs

Contains a priced items table for the Weekly rhythm option, where you replace the template price with your own.

Getting started

Spells out the acceptance steps and next actions, with a signature section and a fee summary for the client to confirm.

Payment

Covers monthly invoicing and payment timing, what happens if payment is late, and the scheduling and cancellation rules.

Your part between sessions

Defines what the client brings each week, how changes to scope get agreed, and the confidentiality and ownership terms.

Who it is for

Business coaches working with founders and small teams who need a signed proposal that explains cadence, pricing, and the rules around scheduling and payment.

The proposal in full

The short version

You leave each week knowing the one or two priorities that matter, the numbers that will prove they are moving, and the next decision you are making with the facts in front of you, not a hunch.

We’ll use business coaching to get your priorities back on one page, put numbers under the decisions, and set a weekly rhythm that holds between sessions. If a tool does not fit how you earn, we do not use it. Next up is picking the cadence and booking session one.

We run 90-minute sessions with a written action list at the end: what you will do, what we will measure, and what “done” looks like before the next session. We’ll use quarterly planning to choose a direction, then work session by session through cashflow, sales, and operations so the week stops running you.

About us

We started Kaszub Coach House to work with owner-managers who have outgrown running the business from the gut. Marta Szymańska leads the core business coaching work, Piotr Lewandowski coaches team leads, and Kamil Zieliński coaches operations. Between us, we cover the meetings you have to run, the numbers you have to trust, and the work that has to flow.

People hire us when they want thinking time that ends in decisions. We don’t run a generic framework over your business. We map how you earn, where cash gets tight, what a lead becomes when it closes, and where work slows down. Then we keep the plan honest by checking it against a few measures every week.

Who you will work with

You’ll work with one lead coach, with the rest of us joining when the topic needs our lane.

Team

Marta Szymańska, Business coach. Marta runs the 1:1 business coaching sessions and keeps the work tied to this week’s decisions, not a slide deck.

Piotr Lewandowski, Leadership coach. Piotr joins when the bottleneck is leadership: expectations, feedback, delegation, and the meetings that turn plans into work.

Kamil Zieliński, Operations coach. Kamil leads the operations pieces: mapping handoffs, setting practical KPIs, and fixing the workflow points that keep reappearing.

Selected work

Here are a few recent coaching engagements that show the mix of strategy, numbers, and week-to-week execution we tend to get pulled into.

Portfolio

Quarterly reset workshop. A half-day planning session to cut a long list of “shoulds” into three priorities, each with an owner and a weekly check. The team left with a single page plan and a meeting rhythm that stuck.

Cashflow and margin review. A working session to rebuild break-even from real costs, then pressure-test pricing and delivery time. The owner stopped guessing at profitability and started using one margin view for every quote.

Sales pipeline weekly rhythm. A pipeline review format that separated lead flow from conversion, and forecasting from hope. We set stages the team could actually classify in under two minutes, then used the same view every week.

“We finally had a plan we used, and numbers we trusted weekly.”

Owner-manager, a small team with growing overheads

How the month runs

Most clients see us on a steady rhythm, with one 90-minute session as the anchor and short check-ins only when the week needs a decision. Each session ends with actions, owners, and one or two numbers we’ll check next time.

1. Set the baseline Session one We map what is happening in the business in plain terms: where money comes in, where it goes out, and where time disappears. We pick the first measures to track, then agree the next actions you will take before we meet again. 2. Run the weekly Each session We start with what you did since last time and what moved in the numbers. Then we take the next decision: a priority to drop, a price to change, a pipeline to clean up, or a process to fix. You leave with a short action list and deadlines. 3. Keep cash truthful Monthly We do one working session on cashflow and break-even using your current costs and current lead times. If the plan needs more cash than the business produces, we change the plan. We also set one cash habit that takes under 20 minutes a week. 4. Reset the quarter Quarterly We step back and choose the next 90 days: priorities, capacity, and the one constraint that will define the quarter. If the team is involved, we run a workshop that ends with owners, meeting dates, and a weekly scoreboard the team can keep.

What it costs

Choose the plan based on how often you want a reset on priorities and numbers. Each option covers one month of business coaching. Prices are per month.

Priced items

Getting started

If you want to start, we’ll pick the right coaching format and get the first session booked this week.

1. Sign this proposal to confirm the coaching you want to book. 2. We’ll send the first invoice for the period you chose, due within 7 days. 3. We’ll book session one and send what to bring so we can work on day one.

Signature

Fee summary

Payment

We invoice at the start of each month of business coaching. Each invoice is payable within 7 days of its date. If payment is late, we pause sessions until the invoice is paid.

Scheduling. We’ll book session times in advance and keep them consistent where we can. If you need to move a session, tell us as soon as you can and we’ll offer the next available time.

Cancellations. If you cancel or reschedule with less than 24 hours’ notice, that session is treated as used. If we need to move a session, we’ll reschedule it at no charge.

What to bring. For session one, bring your current numbers and your current priorities: last three months of revenue and costs, your cash position, open deals, and anything you’re deciding this month.

Your part between sessions

Each session ends with actions, owners, and measures. You’ll get results fastest when you bring updates each week, including what shipped, what got stuck, and the numbers you agreed to track.

Changes to the work. If you want to change the frequency, add extra sessions, or book a workshop, we’ll agree it in writing first. We’ll invoice any added work at the start of the month it happens.

Confidentiality. What you share in coaching stays between us. We’ll only discuss your information with a third party if you ask us to in writing, or if we’re required to by law.

Ownership. You own your business decisions, files, and numbers. Our notes, tools, and worksheets stay ours. You can use anything we create together inside your business, with your team.

Questions about this proposal template

What should a business coaching proposal include?

A business coaching proposal usually includes the coaching approach, how sessions run, how often you meet, pricing, and payment terms. This one also covers scheduling and cancellations, what the client brings to session one, and what gets handled between sessions.

How do you describe coaching deliverables without promising results?

Coaching proposals work best when they describe the process and outputs of each session, like decisions made, action lists, and measures to review. The wording in this template focuses on cadence, accountability, and what gets checked weekly rather than guaranteeing an outcome.

How do you price coaching in a proposal?

Many coaches price coaching as a monthly option tied to a meeting rhythm and the level of support between sessions. This proposal places pricing in the What it costs section as a single option, so the client sees the plan, then the number.

What payment terms should a coaching proposal cover?

A coaching proposal should state when invoices go out, when payment is due, and what happens if payment is late. This template sets billing at the start of each month, payable within 7 days, with sessions paused if an invoice isn’t paid.

What should a coaching proposal say about rescheduling and cancellations?

Clear rescheduling and cancellation rules prevent disagreements later, especially when sessions are the core unit being sold. This template includes a 24-hour cutoff for treating a cancelled or moved session as used, and notes that coach-led reschedules don’t incur a charge.

What should a client bring to the first coaching session?

Most first sessions go faster when the client brings current priorities and a snapshot of the numbers behind recent decisions. This proposal asks for recent revenue and costs, cash position, and open deals so the baseline can be set early.

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