Coaching package proposal: Free template

Customize this free coaching package proposal with Cobrief

Open this free coaching package proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your coaching approach, the client’s goals, and the package format. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for executive coaching, leadership development, career coaching, or personal growth packages. Whether you’re pitching a custom package or a structured program, this version gives you a clear starting point and removes the guesswork.

What is a coaching package proposal?

A coaching package proposal outlines the structure, goals, and pricing of a coaching engagement. It’s typically used by coaches and coaching firms to present a bundled set of sessions, resources, and support offerings to individual or organizational clients.

The proposal is usually shared after a discovery call or intake session and helps both parties align on expectations — from session frequency and format to goals and deliverables.

A coaching package proposal helps:

• Clarify the coaching structure, timeline, and approach.
• Establish mutual expectations around availability and outcomes.
• Provide transparent pricing and terms.
• Build trust by showing professionalism and readiness.

If you’re offering 1:1 or group coaching and want to close the loop on your offer, this is the right format to use.

Why use Cobrief to edit your proposal

Instead of formatting a Word doc manually, use Cobrief to create and refine your proposal faster — with AI to support every edit.

• Edit the proposal directly in your browser: No templates or setup needed — just open and start customizing.
• Rewrite sections with AI: Tailor your tone, simplify your language, or expand key points in seconds.
• Run a one-click AI review: Instantly flag vague language or areas to improve clarity and flow.
• Apply AI suggestions instantly: Apply edits one-by-one or across the full proposal in one click.
• Share or export instantly: Send as a live link or download a clean, ready-to-send PDF or DOCX file.

Cobrief helps you focus on delivering value — while we handle formatting, phrasing, and polish.

When to use this proposal

Use this coaching package proposal in situations like:

• Proposing a structured coaching package after an intro or discovery session.
• Offering coaching as part of an executive or leadership development initiative.
• Pitching coaching packages to HR or L&D departments.
• Formalizing recurring 1:1 or group coaching engagements.
• Responding to interest from inbound leads or past clients.

This proposal works well whether you're offering a standalone coaching package or an add-on to a broader service.

What to include in a coaching package proposal

Each section of this proposal is designed to give clarity and confidence to your client. Here’s how to use them:

• Executive summary: Summarize what you’re offering, the value of the coaching, and how it aligns with the client’s goals (e.g., “Support your leadership transition with a focused 3-month coaching plan to build confidence and clarity”).
• Coaching goals: Outline the specific outcomes the coaching will help achieve. These can be defined up front or refined during early sessions.
• Package structure: Detail what’s included — number of sessions, session length, format (in-person/virtual), messaging support between sessions, and access to tools or worksheets.
• Coaching style and approach: Share how you coach — whether goal-oriented, reflective, directive, or adaptive — and what the client can expect from the experience.
• Schedule and availability: Include session frequency (e.g., biweekly), your availability, and how rescheduling or cancellations are handled.
• About you: Introduce your background, credentials, and relevant coaching experience. Keep it outcome-focused.
• Pricing: Present your package fee clearly — include whether payment is upfront or in installments, and what’s included.
• Terms and conditions: Cover payment terms, cancellation policy, confidentiality, and session expiration timelines in plain language.
• Next steps: Make it easy for the client to move forward — e.g., “Reply to confirm,” or “Click to schedule a kickoff session.”

How to write an effective coaching package proposal

Your proposal should feel clear, approachable, and grounded in the client’s goals. Use these tips:

• Keep it client-centered: Talk less about your methods, and more about how the client will benefit or grow.
• Be structured and clear: Show the boundaries of the package (what’s included and what’s not) to prevent misunderstandings.
• Sound like a coach: Use confident, calm, supportive language — not overly formal or transactional.
• Include tangible outcomes: Even if coaching is fluid, suggest examples of what clients typically achieve.
• Use short sections and plain-smart tone: Help clients absorb the offer quickly without wading through fluff.
• End with clear momentum: Always provide one clear next step to confirm or book.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.