Life Coach Proposal Template

Fully editable with custom branding and templated offering.

Life Coach Proposal Template

Fully editable with custom branding and templated offering.


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

Life Coach Proposal Template

Fully editable with custom branding and templated offering.

Life Coach Proposal Template

Fully editable with custom branding and templated offering.

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

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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

Have you ever thought about becoming a life coach? Do you like to help others? Maybe you have the expertise to help others focus on what is important or perhaps you have some useful life advice you can share with others.

Whatever the case may be, a new relationship with a client begins with a proposal. This can be in multiple ways and in different formats. We will dive further into that later on in the article.

By offering these services, you can help people get through some of the most challenging parts of their life.

They may not know where to turn and you might just be able to guide them to those answers. The good news is that there is a very clear starting point to this type of work. The answer to this would be to construct a life coach contract template you can give to your prospect.

This document will include information they will need to know as they utilize your services. We will go into further detail about what this information looks like.

Note: If you want access to all of our freelance coaching tools like task management, tax, proposal, contract and life coach invoice templates, then try Bonsai. Simply sign up and start taking the headaches away from running your business. Try a 7-day free trial today.

What To Include In Life Coach Proposal Templates

If you invest your time into an excellent proposal template, you will save a lot of time later. Since it is a template, you can customize the general outline and personalize each one.

Below, the team at Bonsai will provide you with a free coaching proposal template for your business.

Here are six of the key elements to include in your template:

Recommended reading: How To Write A Coaching Proposal - The Ultimate Guide To Win More Clients

Contact information

If you are providing coaching services of any kind, you must include contact information in the proposal to help your clients reach you.  If any problems arise, if the potential client wants to ask questions or even hire you, clients would be able tog get in touch.

Your coaching proposal will be a reference point throughout the duration of services that both the client and you are looking at.

Purpose of these services

As with any service, there is always a purpose or wanted outcome. This is the deal that both parties agree to pay for. When both parties have the knowledge needed about these services, it will be easier to understand the process.

By incorporating that into the coaching contract, both parties will know what is right from the start. It will set the right expectations for the coaching relationship.

Reassuring prospective clients right from the start will be an excellent way to ensure they know about the coaching process and the complete services.

Note: Review our life coach intake questionnaire to help you bring on new clients and better serve them. These questions will help you get a deep understanding of what is important to your client, how they work, and assist you with coaching them.

Coaching package

As a life coach, you may have different package levels, that you can also be referred as projects, for your coaching proposal depending on the needs of the client that may have different timelines.

For example, your coaching proposal may have a:

  • Basic package - this can include the base amount of sessions that you offer to your clients. For example, you may provide three in this package. One at the beginning of the journey, one in the middle as a check-in, and one at the end of the journey.
    This is only a sample idea of what you could do with a basic package. It is all dependent on what you want out of it.
  • Intermediate package - this type of package can give a bit more. For example, it could include texting with the coach when clients have questions. It depends on what you and your client want out of it.
  • Advanced Package - perhaps you could have an advanced package that bundles 1-on- 1 coaching sessions along with whatever add-ons you’d like to include. 

Make sure your client knows what each package entails, how long they will be, and what they can expect to receive from it by the time the program is over.

Pricing agreement

When agreeing to any contract, ensure that the pricing is agreed upon. To keep things professional and organized, you'll want to explain the pricing agreement that the two of you have agreed upon.

This can look like a payment schedule where the client pays the coach a certain amount of money every 'x # of days', it can be all up front, or it can be all at the end.

The coach usually sets the tone for this topic, and the rest will follow based on the client's needs and wants out of the service.

Format of services

You'll want to ensure that your services' format is established immediately.

The different formats can include:

  • Virtual sessions are done entirely through Skype, FaceTime, Zoom, etc. This is usually the most preferred because it is the most convenient for the clients.
  • In-person sessions - this is the most traditional way of going about sessions with a life coach.
  • Text messaging - some life coaches provide only text messaging services to their clients, but some clients may actually enjoy that as they can use their resources at any time.

As you can see, there are many ways that sessions can be held. They all hold their own pros and cons so try to make that as clear as possible to the client when you first start communicating with them.

Time To Start Pitching New Clients!

Whatever your life coaching services are, they should all accomplish the same goal.

Life coach proposal templates should be set up so that prospective clients do not have any questions regarding your services. This can professionally display yourself.

Everything is laid out from start to finish in this document to give your future clients a synopsis of what you do and what you can help them to accomplish while working with you.

If you follow the template listed above, you will be off to a good start. Feel free to add things that are appropriate to you and your services.

Frequently Asked Questions
Questions about this template.

What should be in a coaching proposal?

Add a visually appealing cover, add your services, showcase your previous case studies, introduce the pricing or costs and provide the next steps to working together. You can try Bonsai's free templates to send professionally designed proposals today.

How do you write a life coach contract?

Begin by customizing Bonsai's coaching template. Our pre-made proposal templates are structured already and all you have to do is customize it to your liking. Just fill in the costs, coaching schedule, description of services, client-coach relationship and terms.

What makes a good coaching contract?

A good coaching contract is composed of a clear outline of goals, boundaries, and costs. Describe the coaching arrangement and the solution to the problem a potential client is facing.