What’s inside the Coaching Proposal.
8 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1Cover: the client’s own words as the title, a black-and-white photograph of two chairs under a window, and who it is for, from whom, and until when
- 2Page 2In your words: the three goals as the client said them, what each could look like by June, the sponsor’s hope in a quiet panel, and the suggested program with its fee
- 3Page 3How I work: the approach in three plain words (listen, ask, try), what coaching is and isn’t, and who hears what when the employer is the sponsor
- 4Page 4The six months: a month-by-month path from the January intake and 360 through the March midpoint to the June close, with all twelve sessions, the two observed meetings and the three conversations with the sponsor marked
- 5Page 5Sessions and support between them: the shape of an hour, messages with a reply within a working day, observed meetings, the assessment, moving a session, and a sample of the short note sent after each session
- 6Page 6How we’ll know it’s working: each goal with the client’s own rating from the first call and two signs to watch, now, by March and by June; what the midpoint and closing reviews look at; and what she’ll have in June
- 7Page 7Investment: three options side by side with the suggestion marked, what each includes, and how paying, meeting and the fine print work
- 8Page 8Next step: a personal note from the coach with her portrait, three dated steps to begin, a short note about her and how she works, and how to reach her
When to use it.
Coaching Proposal is an 8-page proposal for executive and leadership coaches writing to a new client, shown here for a VP of Engineering whose CTO sponsors the coaching. It opens with the client's goals in her own words, then how you work and who hears what, a month-by-month path through twelve sessions, the support between sessions with a sample follow-up note, how progress will be judged, three options side by side with what each includes, and a personal note with three steps to begin. White paper, IBM Plex Sans and wide margins keep it calm and personal.
Made for
- Marketing, SEO and web agencies
- Freelancers and consultants
- Design and video studios
- Anyone quoting for client work
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your client's own words on the cover and on the goals page, straight from your first conversation.
- Step 2
Rewrite how you work and the confidentiality terms in your own voice, to match your coaching agreement.
- Step 3
Set your start date and session rhythm, then adjust the six-month path, the signs of progress and the three options and fees.
- Step 4
Write the closing note to your client by name, then send it for e-signature or export a PDF.
Start from the Coaching Proposal now.
Questions about this template.
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Is the Coaching Proposal template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses IBM Plex Sans with #ffffff, #111827, #1f2937, #7a2e3a, #8f4552, #f4f5f6, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the coaching proposal for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your proposal with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your coaching proposal for you to edit, share and send.