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 offer, the client’s leadership development goals, and executive needs. 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 board advisory. Whether you’re creating proposals regularly or occasionally, this version gives you a structured head start and removes the guesswork.
What is an executive coaching proposal?
An executive coaching proposal is a document used to outline a personalized plan for developing an executive’s leadership capabilities. It includes coaching goals, session formats, assessment methods, and expected outcomes.
Typically shared after intake interviews or discovery calls, this proposal helps stakeholders agree on objectives, process, timing, and fees.
A good executive coaching proposal helps you:
- Define clear leadership development goals tailored to the individual.
- Communicate your coaching approach, tools, and session structure.
- Set expectations on cadence, confidentiality, and reporting.
- Move the client closer to commitment with confidence and clarity.
Use this proposal when you want to formalize a high-impact coaching relationship that drives leadership growth.
Why use Cobrief to edit your proposal
Cobrief gives you a fast, AI-powered way to customize and polish your proposal right in your browser.
- Edit instantly with no setup or formatting hassle.
- Rewrite any section with AI help — simplify, rephrase, or adjust tone.
- Run a quick AI review to fix unclear or missing details.
- Accept AI suggestions individually or all at once.
- Export or send clean PDFs or DOCX files ready for client sharing.
When to use this proposal
This executive coaching proposal works well in scenarios like:
- Supporting new or transitioning executives in leadership roles.
- Developing soft skills such as communication, influence, and resilience.
- Preparing executives for board-level responsibilities or succession.
- Enhancing strategic thinking and decision-making capabilities.
- Addressing leadership challenges such as team management or organizational change.
Use this proposal when you want to offer personalized, outcome-driven coaching services.
What to include in an executive coaching proposal
Each section helps you communicate your offer clearly and professionally:
- Executive summary: Briefly describe the client’s development needs and your coaching approach.
- Coaching goals: Define specific leadership skills, behaviors, or outcomes targeted.
- Session structure: Outline frequency, format (virtual/in-person), and typical session length.
- Assessment and feedback: Describe tools used for progress tracking and feedback loops.
- Pricing: Present transparent fees — per session, package, or retainer.
- Terms and conditions: Include confidentiality, cancellation policies, and client responsibilities.
- Next steps: Provide a clear CTA — approve the proposal, schedule a kickoff, or discuss details.
How to write an effective executive coaching proposal
Write with clarity, empathy, and focus on impact:
- Lead with client goals: Make it clear how coaching will support their leadership journey.
- Avoid jargon: Use plain language to explain coaching methods and benefits.
- Be specific with deliverables: Define session cadence, tools, and expected outcomes.
- Highlight confidentiality and trust: Emphasize the coaching relationship’s private nature.
- Offer flexible options: Adapt coaching packages to client availability and needs.
- Close with a confident next step: End with one clear CTA to move forward.
Frequently asked questions (FAQs)
Can coaching be delivered virtually?
Yes — sessions can be remote or in-person based on client preference.
How long does a typical coaching engagement last?
Engagements usually range from 3 to 12 months, depending on goals.
What assessment tools do you use?
Common tools include 360-degree feedback, personality assessments, and self-reflection exercises.
How do you handle confidentiality?
All coaching conversations are confidential and guided by professional ethics.
Can I export this proposal for client sharing?
Yes. After editing, export a polished PDF or Word document ready for distribution.
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.