As a coach, writing a compelling proposal can be the most crucial step in your sales process. If done correctly, your clients won't be able to refuse working with you and you will leave your clients with an excellent first impression. It's time to promote your abilities and yourself! But marketing may not be your best skill, and you might need some help crafting a nice document that guarantees your success.
If that's the case, keep reading. We will show you how to write a coaching proposal to help you create a comprehensive document that leads to sales. You can also use this information to create your own sample proposal templates so that later you can quickly fill in the client-specific information and save tons of time. Let's get to it!
Note: Create bulletproof proposals and boost your conversion rate using Bonsai's free coaching proposal templates, specifically designed for professionals in the coaching industry. Get fully-customizable templates and the best follow-up tools to get more business in no time! Claim your 14-day free trial here.
A coaching proposal is a suggested course of action for prospective clients to move from where they are currently to where they want to be. It helps to establish a foundation and clarity for how you and your customers will collaborate to support them in achieving their goals. It can also be used by coaches to track progress and make adjustments to the coaching program as needed.
You should ideally send out a coaching proposal within 1-3 days after you meet up with your client personally and discover their needs. Never send a proposal before your discovery session, so you can make sure the client is a good fit to your profile and you're confident you can provide the right coaching package for them.
Even if you briefly discussed some of your packages and how you envision the coaching relationship, it's important to send out a proposal where you can fully detail the services you plan to offer and enhance your sales process. Read on to find out what your coaching proposal should include.
A coaching proposal can take a lot of different forms. Depending on the coaching specialty (life coach, executive or business coaching, etc...) and the customer, many types of information may be included in a coaching proposal. However, there are several essential elements that you must always keep in mind when you create proposals for your new clients.
Let's review each of these key elements.
By the time you sit down to draft your coaching proposals, you should have already had a discovery call to identify your client's issues. Before you go on to explain how you will help them achieve their goals you must show that you clearly understand what they're struggling with. Include a section to list out your findings during the discovery call and what your coaching strategy will focus on.
Ideally, try to use the same language your prospects used during the discovery call to describe their problems. Don't try to be so clever or too formal with your words as you may lose the prospect because they could find it hard to relate with your offer.
Recommended reading: check out this sample mentoring program proposal guide to get an idea for how to write one.
Next, you want to let your prospective clients know why they buy your coaching package, and what are the benefits for them. List the desired outcomes as they specifically relate to the objectives that you previously uncovered, as well a description of how you plan to work with the client. Don't dive too deep into the specific number and timeline of the sessions (this will be covered later), but try to paint a clear picture of the process you follow to achieve the best results for your clients.
It's also a great practice to include milestones, to specify when your client can expect to see results, as long as the program is followed properly. Additionally, include your 'unique selling points' to make sure your client clearly sees why you are their best option.
Social proof is really important to create trust with your prospective clients. Especially if you have experience in helping other clients successfully overcome similar problems as your prospective customer, you might also want to include a short testimony or positive reviews. This is a great chance for you to reinforce your professionalism, experience and expertise. Make sure to keep it short as otherwise your clients may skip this section altogether.
You could also provide a link to your coaching website which has the testimonials laid out.
Note: Get access to a pre-made proposal template you could use customize and pitch to new clients. Our documents come pre-structured and easily editable. Try a 14--day free trial today.
Next, it's time to present the ideal coaching package for your client, outlining the specific services this tailored plan will include. You must specify the number of sessions, how long and the frequency of them, assessments or tests included, email support in between, access to private community, material, and anything else your plan includes.
Ideally, you should only offer one package, as you want to show that you already took your time to review their situation specifically and created a plan that is designed for them. But you may also include other package alternatives if you think they are also applicable. This is also the right place to discuss pricing, as well as how and when you expect to get paid for the services.
Now that you have pitched your amazing offer, it's time to let your prospects know what to do next. Provide clear instructions on how to begin the coaching process, including how to make the first payment, sign the contract and book their first session. State that you will be open to any questions or clarifications they need as well as what is the best way and time to contact you.
Remember, to avoid back and forth calls, you can also add a FAQ's section at the end of your proposal answering the most common questions you get about your packages. Additionally, you can ask your customer to get back with you before a specific date in order to guarantee the price and if you will be making a follow-up call, let them know when this will happen. Try our coaching agreement template to kickstart the business relationship.
While your coaching proposal should be tailored to each of your clients, there is a way for you to make the onboarding process more efficient. You can quickly create the perfect proposal using Bonsai's free coaching proposal template. Simply download the template and customize it as you like to add your business branding, then save it in your preferred format to create a professional document for every single new client.
Our proposal templates also allow your clients to accept the offer directly from the file through the implementation of legal digital signatures. We will also help you keep track of your proposals by sending you a notification when the prospect receives and accepts the offer, as well as setting automatic email reminders. Furthermore, Bonsai helps you manage your coaching projects like a true professional with accounting, invoicing and tax software to take your business to the next level.
Get started today with our 14-day free trial and see for yourself why we are the go-to solution for freelance professionals in all industries.
A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?