Executive Coaching Proposal Template To Close Deals
Companies and certified business coaches who provide executive coaching can pitch objectives, deliverables and their process with our free executive coaching proposal template (also available in Word and PDF formats). Explain how your coaching works, your process from consultation to implementation, and provide clients with a detailed timeline. This template also features sections for what you provide, what you'll need from your client, fees and any specific terms and conditions you have.
Template details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
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What is included in this executive coaching proposal template?
Overview
The executive coaching proposal PDF opens with a compelling narrative that speaks directly to ambitious business owners who have already achieved significant success. It acknowledges the entrepreneur's journey from a one-person operation to a thriving enterprise, and positions executive coaching as the next critical step in professional growth. The introduction emphasizes the coach's role as a partner, cheerleader and strategic supporter who can help unlock both personal and business potential.
About Your Coach
This section of the coaching proposal template provides an intimate portrait of the coach, transforming a professional profile into an engaging personal story. The narrative highlights the coach's extensive experience working with diverse clients, from solo entrepreneurs to top executives, and showcases their unique approach of combining assertive leadership with forceful communication.
Coaching Objectives
A comprehensive overview of the initial coaching session reveals the strategic approach to professional development. This part of the business coaching proposal outlines the coach's objectives and details the deliverables, as well as the timeline in which the prospect can expect to achieve their goals.
How Does Coaching Work?
This part of the coaching proposal template example explains the core of the coaching relationship, emphasizing trust as the fundamental element. It outlines the flexible coaching process, which can include one-to-one meetings through various formats like in-person, phone, or video conferences. The section details the results of effective coaching, giving the prospect something to strive for.
Coaching Process
A detailed timeline in the executive coaching proposal template sample breaks down the coaching engagement, from the initial free consultation to a 12-month comprehensive coaching plan. The process includes discovery meetings, assessment of strengths and challenges, strategy design, and ongoing implementation with regular check-ins and evaluations.
Investment
The proposal presents the financial investment, breaking down the coaching services into distinct phases with associated costs. The business coaching proposal emphasizes the potential for transformative results and long-term benefits.
Terms and Conditions
The final section of the coaching proposal template outlines the specific responsibilities of both the coach and the client, including what services will be provided, meeting requirements, and guidelines for cancellation or modification of the coaching agreement. It also includes e-signature capability to streamline and expedite proposal acceptance.
