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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Coaching Proposal Template

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Backbone of my business”

“So simple”

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A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

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

Writing a strong business proposal can be the most crucial step in your sales process as a coach. It's the right opportunity to market both yourself and your skills to make a great first impression and clarify how you plan to provide coaching services that are effective for your prospective customer. However, marketing might not be your strongest suit, so you might need assistance in creating a persuasive proposal that ensures your success.

While each client's coaching proposal should be customized for them, there is a way for you to streamline the onboarding procedure. Many professionals in the industry create their own coaching proposal templates to save a ton of time during the drafting process. This pre-written form allows you to only focus on filling out the client-specific details and quickly create a professional proposal for your new clients.

If you want to write your own coaching proposal, read on to find out the important elements that you should be covering.

Note: Looking for an efficient way to draft the perfect coaching proposal? Use Bonsai's free proposal templates and follow-up tools, specifically designed for professionals in the coaching industry. We help you save time to focus on your passion, not your paperwork! Claim your 7-day free trial here.

Essential Elements of a Coaching Proposal Template

A coaching proposal can come in a variety of shapes and sizes. A life coach might have a different approach than executive or business coaching services. However, when creating your proposal template, a few key elements must be included regardless of the type of professional services you provide.

Let's look at the most important information you want to cover in your coaching proposal template.

Client's Concerns (Pain Points)

Conducting a discovery session with prospective clients before you commit to working with them is a great way to discover their difficulties and pain points. Use this first section of your proposal template to explain the situation as you understand it, emphasizing their feelings and using the same wording they used during the discovery call to tell you what they want to work on.

Using familiar language will really help you demonstrate that you clearly understand them and have the right program to help them, so avoid using fancy or complicated vocabulary that might not resonate with your prospects.

Desired Results & Benefits

Before presenting your coaching package, you want to take the time to convince the client that this is the right way to go. First, based on the discoveries that you previously explained, go over the desired results so you show that not only you understand the problem, but you also know your client's objectives and how to get them there. This is also the right place to talk about your 'unique selling points' to make sure your client has no doubt you are their best option.

Make sure to outline the key elements of your process and why they are important to achieving the results your client is looking for. You can also mention certain milestones to show your client when they will be expected to progress and achieve their goals. This will help them envision a more tangible result.

Coaching Services Offered

Next, your coaching proposal template must present a well-structured package explaining the services you will offer. This must include the amount of coaching sessions the program includes, as well as the duration and frequency of the sessions. Include any assessments, tests, supportive materials, access to an exclusive community and anything else you determine will help your customer thrive. Presenting a tailored plan will demonstrate to your clients that you have already taken the time to carefully consider their circumstances and have developed a strategy just for them.

However, if you think your client might be open to an alternative plan (maybe a more expensive plan that includes additional sessions or extra material) feel free to include it along with the rest of the specifications. This gives you a chance to upsell your services without forcing the client to get more than they can afford.

Timeframe

An important aspect of your coaching proposal template clearly outlines the time you will require for the entire coaching process. Provide a proposed timeline including key events (assessments, presentations, etc...). You can also structure it by weeks, and make it clear what changes can or can't be made to the structure to fit your client's schedule better.

Pricing

In the pricing section of your coaching proposals, you want to provide the total cost of the coaching program, and include costs of extra services in case your clients are interested. For example, how much an additional session or a performance evaluation will cost. Don't forget to also mention anything that is not included such as traveling costs or other possible expenses.

Testimonials and Reviews

Before closing your proposal template, it's a great idea to provide a couple of testimonials or include positive reviews you've gotten from previous clients. Primarily if you have worked with clients who had similar problems as your prospective client, including a brief story or case study of how you were able to help them out can make a difference in your client's decision. It's an excellent opportunity to reinforce your experience, professionalism and expertise.

Next Steps

It's time to tell your prospective clients what they should do next if they decide to accept your amazing offer. Explain in detail how they can start the coaching program, including how to sign the contract, make the first payment, and schedule the first appointment. Indicate the best means and time to contact you and emphasize that you are open to any clarifications or questions they may have.

In order to guarantee the pricing, you can also ask your customer to contact you before a particular date. If you plan to follow up with them by phone, be sure to let them know when you'll do so. Remember, you can also include a FAQs section at the end of your proposal that addresses the most often asked questions you receive about your packages in order to avoid back-and-forth calls.

Use Our Free Proposal Templates for your Coaching Services

If you are still not sure how to structure your proposal template, or don't have a lot of time to create one yourself, don't worry. Skip the headache and use Bonsai to download your free coaching proposal template which you can fully customize to meet your client's and business needs. Whether you're looking for a financial, business or executive coaching proposal template, we have just what you need to get more business.

Add your branding elements to make it look more professional and enhance your sales process by including different package alternatives that your clients can easily choose from. Our proposal templates also enable your clients to accept the offer right within the online document, using legally-binding digital signatures. We will also send you a notification when the prospect gets and accepts the offer, as well as set up automatic email reminders, to assist you in keeping track of your proposals.

Get your free coaching proposal template today, and while you're at it, start your 14-day free trial to access tons of extra management tools that will take your coaching business to the

Frequently Asked Questions

Questions about this template.

What's the best proposal template for coaches?

The templates provided by Bonsai are the best for sending proposals to potential prospects. Our easy to use software lets you customize and design great looking pitch documents.

Is there a free proposal template?

Yes, Bonsai's proposal templates do not cost anything to try and are hands down the easiest to use. Just customize and send proposals/value propositions to clients and start landing more coaching gigs.

How do you create a template for proposals?

Begin by signing up with Bonsai and editing one of our pre-made templates. We have a proposal template specific for coaches to customize and send to prospective customers. Land more jobs today with our software.