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Free Template

Coaching Proposal Template

Turn discovery calls into signed coaching engagements

Coaching clients hire you for transformation, not for sessions. Our template helps you frame the outcome they want, your program structure, accountability tools, and investment — so the decision to enroll becomes obvious.

No credit card required · Free plan includes 3 proposals

Everything you need to win the project

This template is pre-built with all the sections clients expect — fully customizable for your specific project.

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Outcome Statement

Lead with the transformation the client is buying, not session count

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Program Structure

Cadence (weekly/biweekly), session length, total duration, between-session support

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Tools & Assessments

Document the frameworks, assessments, and resources included

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Tiered Packages

3-month / 6-month / 12-month engagement options with pricing anchored

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Engagement Terms

Renewal terms, cancellation policy, missed-session policy

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E-Signature & Deposit

Lock in the engagement with a signed agreement and optional deposit

What's inside the template

Every section is editable. Add, remove, or reorder to match your exact workflow.

1
About the Coach
2
Client Goals & Outcome
3
Program Overview
4
Schedule & Cadence
5
Investment
6
Engagement Terms
7
E-Signature
Proposal Preview

Who uses this template

Used by professionals across the industry to win more clients.

Life coachesBusiness & executive coachesCareer coachesHealth & wellness coachesGroup program facilitators

From template to signed proposal in minutes

1

Pick this template

Create a free account and open the template in the editor.

2

Customize your proposal

Add your branding, edit scope, set your pricing, and add portfolio work.

3

Send a link & get signed

Share via link. Get notified when they open it. Close with e-signature.

Frequently asked questions

Ready to win more clients?

Use this template free. No credit card. No time limit on the free plan.

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