Executive Coaching Proposal Template

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Executive Coaching Proposal Template

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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!

Executive Coaching Proposal Template
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.