Executive coaching proposal: Free template
Customize this free executive coaching proposal with Cobrief
Open this free executive coaching proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your coaching framework, leadership goals, and organizational context. 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 pitching one-on-one coaching, leadership development programs, or C-suite advisory engagements. Whether you’re an independent coach or part of a firm, this version gives you a structured head start and removes the guesswork.
What is an executive coaching proposal?
An executive coaching proposal outlines the structure, goals, and scope of a professional coaching engagement for leaders. It typically includes session plans, development goals, assessment tools, and pricing — helping align expectations between coach, coachee, and sponsor (if applicable).
This type of proposal is used to initiate coaching relationships focused on improving leadership skills, strategic thinking, communication, or overall effectiveness.
A well-structured coaching proposal helps you:
- Clarify coaching goals and outcomes.
- Define the coaching format, cadence, and tools.
- Build trust and credibility as a thought partner.
- Align expectations across stakeholders.
Why use Cobrief to edit your proposal
Cobrief makes it simple to write, refine, and share professional coaching proposals — with AI tools that save time and sharpen your message.
- Edit the proposal directly in your browser: No setup or formatting required — just open and customize.
- Rewrite sections with AI: Improve clarity, shift tone, or fine-tune your coaching process descriptions.
- Run a one-click AI review: Spot unclear or repetitive content and improve it instantly.
- Apply AI suggestions instantly: Accept edits individually or apply all changes in one click.
- Share or export instantly: Send directly from Cobrief or download a clean PDF or DOCX version.
Deliver high-trust proposals quickly and confidently.
When to use this proposal
Use this executive coaching proposal for:
- Offering leadership coaching to executives, founders, or senior managers
- Proposing coaching as part of a broader talent development strategy.
- Responding to RFPs for coaching services.
- Transition coaching for new or promoted leaders.
- Designing personalized coaching programs for teams or individuals.
This format supports both short-term and ongoing engagements.
What to include in an executive coaching proposal
Each section helps the client or sponsor understand what to expect from your coaching engagement:
- Executive summary: Outline the leadership challenges or development goals and how your coaching will help the coachee gain clarity, confidence, and improved performance.
- Scope of work: Define what’s included — number of coaching sessions, session length and cadence, initial assessments, development planning, stakeholder check-ins, and any post-engagement reviews.
- Coaching approach: Describe your methodology (e.g., GROW model, ICF principles, somatic coaching, 360 feedback integration) and how it’s tailored to the coachee’s goals.
- Timeline: Share the overall duration of the engagement (e.g., 3 months, 6 months), along with key milestones like kickoff, midpoint check-in, and final wrap-up.
- Pricing: Present your fee structure — per session, monthly retainer, or full-program pricing. Include optional services like written summaries, reporting to sponsors, or group workshops.
- Terms and conditions: Cover confidentiality, scheduling, cancellation policy, and data sharing (if working with the coachee’s employer).
- Next steps: Close with a clear CTA — like “Reply to confirm” or “Schedule a discovery call.”
How to write an effective executive coaching proposal
Coaching proposals should feel personal, clear, and grounded in professional trust:
- Lead with outcomes: Focus on the personal and business benefits of coaching — not just the session count.
- Be transparent about scope: Define what’s included, what’s optional, and what’s outside the engagement.
- Highlight your credibility: Mention ICF credentials, certifications, past client roles, or industries served.
- Write for both coachee and sponsor: Make sure each stakeholder understands the value.
- Keep formatting clean: Use short sections, bullets, and clear headings for easy scanning.
- Provide a next step that feels low-friction and natural.
Frequently asked questions (FAQs)
Can I reuse this proposal for different coaching clients?
Yes — just update the goals, context, and structure to match the individual or organization.
Does this work for team or group coaching?
It does — you can tailor the scope and methodology to fit groups or leadership cohorts.
Should I include assessments like 360s or personality tests?
Yes — if they’re part of your offer, list them in scope or as optional add-ons.
Is this proposal legally binding?
No — this is a proposal. You can attach a formal coaching agreement if needed.
Can I export this as a PDF or DOCX file?
Yes — you can instantly download the proposal in either format after customizing.
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.