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Professional services · proposal template

Business & Executive Coaching

The coaching proposal template that sells transformation, not hourly sessions.

Selling coaching by the session caps your value at your calendar and frames you as a cost. This template prices a monthly engagement built around outcomes — clarity, leadership growth, measurable progress — with sessions, assessments, and accountability frameworks bundled into three tiers, so the client commits to a journey, not a meeting count.

Investment structure

Three pricing tiers, edit-in-place.

Setup fee + monthly retainer. Round numbers. Each tier includes everything below it plus specific upgrades. The middle tier is recommended — most clients pick it.

Momentum

Business owners and emerging leaders building clarity, focus, and momentum

$1,500/mo
+ $500 setup · 3-month minimum
  • 2 x 60-minute coaching sessions per month
  • Goal setting and accountability framework
  • Between-session email check-ins
  • Access to coaching resource library
  • Monthly progress reflection and reset
Recommended

Accelerator

Mid-career executives and founders ready to accelerate performance and growth

$3,000/mo
+ $500 setup · 3-month minimum
  • Everything in Momentum
  • 4 x 60-minute coaching sessions per month
  • Leadership style and strengths assessment
  • 90-day strategic planning session
  • Communication and executive presence training
  • Unlimited async Voxer / voice message support
  • Accountability partner check-ins (bi-weekly)

Executive Leadership

C-suite leaders and high-potential executives navigating scale, transition, or transformation

$5,000/mo
+ $500 setup · 6-month minimum
  • Everything in Accelerator
  • Weekly 75-minute 1:1 coaching sessions
  • 360-degree leadership feedback facilitation
  • Board and stakeholder communication coaching
  • Team dynamics and culture advisory
  • Crisis and high-stakes decision coaching
  • Annual leadership development roadmap
  • Priority scheduling and 48-hour response guarantee

What's in this template

Cover, Executive Summary, Understanding Your Goals, Coaching Services & Engagement, Our Coaching Framework (Discovery & Goal Setting → Assessment & Baseline → Active Coaching → Integration & Growth), Timeline, Investment (3 tiers), Why Us, Case Study, Next Steps.

How to price coaching in 2026

Price the engagement, not the hour. Momentum around $500 setup + $1.5K/mo for 2 sessions, a goal framework, and async check-ins. Accelerator around $3K/mo for 4 sessions, a leadership assessment, a 90-day plan, and unlimited async support. Executive Leadership around $5K/mo for weekly sessions, 360 feedback, and stakeholder coaching. All figures here are in USD — set the proposal's currency to INR or any other in the editor. A monthly retainer with a 3-6 month minimum lets the transformation actually land — single sessions rarely change behavior.

Common mistakes this template fixes

1) Selling by the session, which makes clients ration coaching exactly when momentum matters. 2) No assessment or baseline, so progress is unprovable. 3) No accountability between sessions, where most behavior change actually happens. 4) Vague outcomes — name the deliverables (assessment, 90-day plan, 360 feedback) so the engagement feels concrete.

When to use this template

You're pitching an ongoing coaching relationship to a founder, executive, or emerging leader. They want structured growth with accountability and measurable milestones — not a few ad-hoc sessions — and need to see the framework before committing to a multi-month engagement.

Editable in AgencyPitch

Adjust session counts, cadence, and support channels per tier. Add assessments or workshops. Tailor the framework to your coaching style. AI rewrites in your voice. Prices are shown in USD — set the proposal's currency (INR, EUR, GBP, and more) in the editor. Share via tracking link or export a branded PDF.

The 10 sections in this template

  1. 01Cover
  2. 02Executive Summary
  3. 03Understanding Your Business
  4. 04Coaching Services & Engagement
  5. 05Our Coaching Framework
  6. 06Timeline
  7. 07Investment
  8. 08Why Us
  9. 09Case Study
  10. 10Next Steps

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