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


Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Executive Coaching Proposal Template

Fully editable with custom branding and templated offering.

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

Trusted by 500,000+
business owners

“My best friend in scaling my business

Like putting my finances on auto-pilot”

Bonsai does the hard work”

Everything is streamlined”

Huge timesaver”

It’s been the most stress-free year of my life!”

I feel more confident”

Backbone of my business”

“So simple”

“Clients love how easy my systems are

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



Acme LLC.

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.


1.1 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.


- 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.


3.1 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.


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).


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.


6.1 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.


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


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.


9.1 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.



Acme LLC.

Corporation Corp.
Table of contents

Whether you run an executive coaching business or work with a consulting firm, knowing how to create the perfect proposal that helps you to outline your plans for every project is important.

It doesn't matter if you have niched down to a specific executive coaching service or not; you still need to send out practical proposals. The issue is that despite being a rudimentary part of a successful Executive coaching business, most executive coaches struggle with creating significant proposals. Hence, getting new clients tends to become a significant challenge.

Fortunately, Bonsai provides coaching executives with pre-made proposal templates to help you cross this hurdle. Before we further analyze the basics of proposal templates, let us discuss precisely what proposals are.

What is a Proposal?

A proposal is a document that details your value proposition and how you aim to help your prospective clients achieve their goals. It also features other necessary information, including a case study example, payment plans, etc. Using the information, your prospect can determine if you are the professional they seek. 

As a freelance business or life coach who hopes to land as many contracts as possible, learning how to develop quality proposals will bring more leads and ensure you get paid in the long run.

How to Write a Winning Coaching proposal

To avoid some of the challenges that come with crafting great coaching proposals, here are important things to keep in mind:

Gather all your Details 

This is the first step in writing an executive coaching proposal template; you need a pen and paper.

In finding the details you need, ensure to answer the following questions:

  • What service(s) does your coaching package offer? 
  • Which part of the coaching industry is your service most efficient?
  • What are your objectives?
  • Who is your ideal client? 
  • What does your coaching process entail?
  • What problems do your prospective clients want to be solved?
  • Can your service(s) effectively solve your client's problems?

Be Professional 

Very often, your prospective clients can judge how much of a professional you are by just going through your coaching proposal template. This is why you must put your best foot forward and professionally present yourself, from the proposal's cover to digital signatures.

Remember that a beautifully written but poorly formatted proposal is just as ineffective as a blank one. That said, do not overload your proposal with too many details.

In all, always:

  • Adorn your proposal with a beautifully designed cover page representing your company.
  • Use a readable font size and style and at most two font styles throughout the piece.
  • Sort through and determine the key messages so the proposal can be short, concise, and straightforward.
  • Pay attention to the writing style and how you communicate your services. 


A general coaching proposal template is a surefire way to get multiple rejections due to how generic they are. You must customize any executive coaching proposal template to suit your business. This way, your prospects will know you can solve their problems.

Each client has specific needs even though they form part of a target audience with shared issues and desires. Hence, there is a need to tailor further coaching proposals to fit each client's needs. 

In addition, take time to find out pain points, then communicate that in your bid.

Write confidently

Displaying adequate confidence in your coaching proposals might be the game changer you need to land a contract and win more business. It would be somewhat ironic if your coaching proposal does not display this confidence you claim to know how to teach.

Aim for clarity 

Be clear on your offer, explaining how you aim to carry out your coaching services. Focus more on highlighting your area of expertise. This is how you make your coaching proposal stand out from what other companies in your industry are doing.

Ensure your proposal details all the client's required information, including the scope of coaching service, duration of coaching, your strategy, and payment plan. All information must be communicated with coaching terms that are easy to understand.

Include testimonials 

People will often believe what others say about you more than what you say about yourself. Social proof is a compelling strategy that has been shown to increase conversion. So, don't just include any testimonials; use the ones you think your prospects can resonate with.

Use a solid Call to Action (CTA)

A proposal without a clear call to action will yield little to no result. Many coaches omit a CTA in their proposals, while some leave ineffective ones. They write good coaching proposals but end with a weak call to action. A strong CTA should prompt the reader to take action at that exact moment. Use power words to tell your prospective clients what they need to do to acquire your services.

You can leave multiple CTAs in your proposal. However, one strong CTA would be more effective.

Coaching Proposal Template Software

If you are uncertain about how to craft coaching proposal templates, find clients, and seal contracts faster, these are some helpful software to consider:

The #1 Proposal Software: Bonsai

This excellent proposal software platform features several free templates suitable for most businesses. You can easily find an executive coaching proposal template you can quickly adapt to your company's needs. It offers proposal templates in almost any field you can think of. 

These proposal templates are professionally designed and easily customized, helping businesses save time and increase productivity at every level. Now, in no time, you can whip up a winning proposal by leveraging the executive coaching proposal template available on this platform. Each executive coaching template has all the essential details you need, and you can add more where required. 

Bonsai is an all-in-one product that features everything you need to run a business- crafting proposals, drawing up contracts, structuring projects, managing expenses, organizing tasks, and more. It offers various packages, beginning with a free version to several paid plans. Although you can get a free coaching proposal template on this site, is is only the beginning of what is offered from a coaching business software standpoint.


This software was created to help businesses and individuals develop proposals swiftly. Coaches can use this platform's executive coaching proposal templates to create proposals. You can save your company some time and energy by utilizing this tool. It is equipped with features that make, send and track documents, thereby increasing workflow. It also allows the integration of PandaDoc components into your application and website.


Proposify offers teams a system for a simple, streamlined workflow. It has features that give insight into the sales process. It has a very detailed page layout that allows you to add specific details right where you want them. It offers insight into each stage of the sales process by notifying you when your proposal has been viewed. 

Final note

Overall, opting for the Bonsai coaching proposal template helps accelerate the process. The software features several business coaching templates that best suit the kind of services you offer. All you need to do is ensure your proposal details your business process from consultation to implementation. You can start a free trial with Bonsai today!

Frequently Asked Questions

Questions about this template.

How do you structure a coaching contract?

Structure the contract by adding a description of the services provided, schedule, fees, release of info, cancellation policy, code of ethics, an outline of the client-coach relationship, and confidentiality terms.

Why coaching is important?

A coach provides you with the opportunity and structure to reflect, which is essential for learning and development. They aid in identifying your values and the areas in which your activities depart from your declared objectives or principles.

What are the main components of a coaching agreement?

A coaching agreement consists of: goals, boundaries, and obligations/responsibilities. Having this clear structure is vital to a strong client-coach relationship. Customize Bonsai's free coaching agreement template. It has all the main components available, you simply need to edit it and send it off.