Coaching Package Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Coaching Package Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Template

/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Coaching Package Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Coaching Package Template

Fully editable with custom branding and pre-written services. Send and get read receipts.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

As a coach, it's not always enough to offer a superb coaching program as that alone can not bring in a lot of clients; you need to be able to sell yourself. Whether you offer life coaching packages, online coaching packages, or any other branded coaching package, you must present your business to make your prospective coaching client feel like you are the best option.

Now, as you may already know, the traditional techniques of reaching out to clients individually can be quite unfruitful. Hence, the need to develop a powerful coaching package that helps you reach more clients and give you more control over your business. What better way to utilize the coaching package than implementing a coaching package examples to fast-track this process? 

In this article, we will go in-depth into coaching package templates, what they are, how to utilize these coaching examples for your business, and many more details.

Note: If you'd like a done-for-you template for coach proposals, try Bonsai. Our proposal templates are easy to use, design, and personalize according to your business. Try a 7-day free trial here.

What is a Coaching Package Template? 

A coaching package template is simply a document containing pre-made designs that you can use to fill in all important information related to your coaching packages. The coaching package template is often used to detail your services to your coaching client.

Preparing a coaching package from scratch can be incredibly tasking. You need to carry out thorough research to know what to include and what not. Even then, you might miss some essential details necessary for an effective coaching package. This more reason coaching package examples are encouraged.

Not only does a coaching package template help you save time, but it also serves as a lead magnet and enhances how your clients feel about your business. Fortunately, you can use a great online coaching tool like Bonsai coaching package example to help make to make the process much easier for you.

What Should Be Included In A Coaching Package Template?

To be recognized as a premium coach, there are certain details that you must keep in mind when customizing your coaching package examples; These include:

Introduction 

Introductions should always be short but powerful enough to give your client a thorough overview of your coaching program and how it can serve their immediate needs. The introduction should include the name of the coaching packages, a short description, and what results the clients should expect to get from it. 

The trick is to draw the client in but not reveal too much about the package. Keep them desiring more and willing to go on to the next section of the coaching package. Your Ideal Client would figure out the coaching package they need and proceed to the next section. Most coaching templates already provide an outline of how this can be done. Some even have samples you can easily adapt.

Tell Stories 

Storytelling is a powerful tool used by prominent brands to sell their products. By telling your story, you can connect with a potential client on an emotional level while also highlighting the incredible value your coaching program offers.

To make this part more captivating, consider telling a story about your journey as a coach; How you started, the challenges and overcame them, and other exciting points. It would be best not to use the sample provided by a coaching template. Instead, spend time drafting out a unique story about your coaching program.

Methodology 

Every coach follows a unique process; usually a technique they have practiced over time and found effective. During the course of your coaching practice, do not fail to include your methodology in the coaching package. Consider this as another opportunity to sell your coaching business to potential clients. 

Note that you do not need to outline everything your coaching package entails in this section. Rather, give sneak peeks of the techniques you employ in your coaching process.

Package Process 

In this section, you can delve deeper into exactly what your coaching package offers. Make your clients understand the process involved in your coaching plan.

Details to include are:

These helps you confirm that your clients know exactly what they are signing up for. 

Recommended reading: Discover the best client management software for coaches.

Timeframe 

Here is where you define the duration of your coaching package. The time you dedicate to each client may vary depending on your coaching niche. Also, you have to consider cases like dealing with a single client or an organization.

For example, while business coaching packages might run for 4 months, a life coaching package might go on for as long as one full year. 

Be very specific about the duration of your package. You can also consider including an open-ended time frame in your package. With this, a client can specify the amount of them they require for their coaching sessions and get charged accordingly. 

Your Ideal Client 

Figuring out your Ideal Client can be a bit tricky. However, including it in your coaching packaging is relatively easy once you figure this out. The best way to know who your ideal clients are is to study your past clients. That's because your potential client's chances of making a purchase are pretty high if they are suitable for your business. 

To include this section in your coaching package, precede the paragraph with either of these: Do you fit this profile? This package is for you if…." Then proceed to list out characteristics that define your ideal client. These include but are not limited to personality traits, financial status, etc. 

Bonuses

You can always attract new clients by including a bonus in your coaching package. People want more than what they pay for. Hence, offering them a special dividend can be the shove that gets them to patronize your business. Any bonus you decide to include must be of significant value to your client. 

Examples of bonuses you can include are Ebooks, an intro course, subsidized prices, etc. Whatever you choose, ensure it provides clients with the valuable information they need. However, do not reveal too much about your business in any free course or ebook. The key is to tell them enough to make them see your coaching program's value and make them purchase the package. 

Investment 

Now it is time to include the price of your coaching package. Be explicit about how much you charge. Do you charge per session? Or after the whole coaching process?. Not everyone who desires your coaching service can pay the price. Hence, the need to state your price to attract clients that are ready to pay. 

 Figuring out how to price your coaching package can be a bit tricky. Luckily, we have dedicated a whole section discussing how you can quickly go about this. Read on this to discover how. 

Payment Options

After stating your price, the next thing to include is how you want to be paid. Some coaches prefer getting their payment after the first session, while others like to be paid upfront. Whatever your choice is, ensure it is well stated in your coaching package.

Also, include any clause that might be attached to purchasing your package. For example, do you accept refunds? Can clients pay in installments? Ensure you provide clients with complete details to clear all doubts that might surround any payment option you choose. 

Why do you need life coaching package examples?

Variety is an important component to your life coaching business and offering. If you offer one package that is inflexible, it doesn't cater to the needs of other clients who may be looking for a coaching package that is more involved or less involved based on their schedule and needs. So how does a life coach find their way around this? First, by offering different coaching package examples at different price points it allows the client to build the package that suits their needs.

Doing this also makes you a much more approachable (and busy) coach. You will attract many more types of clients who may not have been able to afford your services at a higher price point. If you grow clients like these you can turn these coaching clients into your best customers who end up opting for a much more profitable coaching package. This is an example of coaching package example upgrade and is exactly what you want to happen with your clients long term.

How Do You Price Coaching Packages?

How do you answer "What is your rate?" when your potential client inquires? Knowing how to price your service or product in any business correctly helps to boost general revenue and stand out from the competition. 

Because of how daunting the process of pricing a coaching program might seem in the beginning, many coaches end up undervaluing their services; you don't want that to be you.

Although thousands of coaching niches exist, the same pricing strategy is used in most. So, whether you are a life coach or a business coach, you can price your coaching package using the methods below:

Per Session

Widely referred to as the "Hourly Rate", pricing per session is when you charge your each client the coaching value for each hour you spend with them.

Retainer

A retainer rate is a long-term pricing strategy in which the client pays you a set monthly amount for your services. You need to state what explicitly and what not this retainer fee covers.

Package 

Using a package is considered one of the best pricing strategies to scale your business and earn significantly faster. With the package system, it is easier to build a healthy coaching relationship with your client by helping them achieve their long-term goals. You get paid and recognized for the value you provide.

For example, you can put a premium offer on your career, relationship, executive, or life coaching packages, sell them, and earn more at the end of the day.

Factors to Consider When Choosing a Coaching Package Pricing Strategy

Before choosing a coaching package pricing strategy, you must factor in the following:

Time 

Time plays a significant role in the success of any business venture; the amount of productive time you invest in your coaching program should reflect its price. Whether it's on a one-on-one session, calls, emails, and other interactions, do not neglect the hours you spend with each client.

For instance, if your life coaching package example is priced at $400 per month, but you spend 10 - 15 hours working each month, you have massively undervalued your product. 

Working overtime on low pay is not only frustrating, but it may also harm client results. You need to ensure you offer fantastic value and charge a higher price. Getting a few high-paying clients is more efficient than getting loads of low-paying clients. 

Expertise 

The significance of having the relevant skills and expertise in the coaching business cannot be overemphasized. Well-seasoned coaches do not have issues securing clients as their work speaks for them.

If you are a beginner coach, gaining experience should be your primary focus. As time goes by, you begin to build your track record, allowing you to provide premium offers.  

One mistake that most beginner coaches tend to make is undermining the services they offer. This eventually makes it difficult to raise their prices later on. That's why you must stick to providing clients with as much value as possible and charge them accordingly. 

Competition 

Yes, it would help if you took note of the competition. However, many coaches do this in the wrong way. They either beat their price to lower than the competition to attract more clients or copy their strategy. If you follow this route, you will leave a lot of money on the table. Instead, pay less attention to what the competition is doing and spend more time adding value to your coaching package. The key is highlighting how you help clients achieve their goals and providing social proof to back your claims. 

Location 

Even though the virtual world has become prominent in our society today, effective coaching still requires physical interaction. Hence, the need to consider your location when pricing your coaching package. The cost of living of the place you choose to work or situate your office will significantly impact how much you earn. 

Potential clients in major cities are likely to commit higher fees to a coaching package than those in small towns. On the contrary, your location also affects how much bills you incur on personal and professional expenses. It will cost more in major cities if you need to rent out an office space or commute to work. Therefore, you need to ensure you consider this factor when pricing your package. 

Final words

That's it! we have defined coaching package templates and highlighted the elements therein. Also, we looked at coaching package prices and the best pricing strategy to use.

Using the Bonsai coaching package template, you can easily whip up a premium offer for your signature coaching program. Bonsai also features various free templates you can make use of on its free version. It also has paid packages that give you unlimited access to essential features valuable to building your business. To gain instant access to these awesome offers, start your free trial today!

Frequently Asked Questions
Questions about this template.

How do you structure a life coaching package?

There are four key elements of a life coaching package example: duration or timelines, outcome or goals, format, and cost.

How many sessions are in a coaching package?

The majority of coaching packages give a minimum of 6 sessions to bring about the promised changes in their client's lives. It really depends on the person receiving the coaching and how experienced the coaches are.

What is the average of a coaching session?

The average coaching session is about 30 minutes or an hour long. Sessions that go over an hour may be convoluted and overwhelm clients.